Market StrategySecurity demand is healthy and PANW's platform strategy should drive stronger revenue growth.
Product InnovationPANW introduced AI Access Security, a solution to monitor the adoption and usage of AI applications, preventing data leaks and defending against AI-generated malicious responses.
Strategic PartnershipsThe acquisition of IBM QRadar's SaaS asset positions PANW as a top 3 vendor in the SIEM/Security Analytics market, which is estimated to be over $20 billion by 2026.