Palo Alto Networks
A cybersecurity company that provides network security, cloud security, and endpoint protection solutions.
Recently discussed in
How Palo Alto Networks compares
2 creators weighed in
CrowdStrike
Direct rival
endpoint security company
Both are cybersecurity winners trading at premium valuations after the SaaS downturn.
E
2 creators
E
2 creators
Both are cybersecurity winners trading at premium valuations after the SaaS downturn.
E
E
"Palo Alto Networks is also on a tear. Palo Alto Networks over the past year is up 121%. It's a $320 billion company."
Mentioned alongside CrowdStrike as cybersecurity winners in the post-SaaS apocalypse landscape
"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."
Grouped with CrowdStrike, Cloudflare, DataDog, Palantir as premium SaaS companies contrasted with struggling ones like Wix
What creators say
"Companies like Palo Alto Networks, I think the investment in this space... Fortune 50 CEOs are very worried about cyber defense."
More from David Friedberg →
"You've got Anthropic, Google, Microsoft, Amazon Web Services, Oracle, IBM, Cisco, Cloudflare, CrowdStrike, Palo Alto Networks, Visa, Mastercard."
More from Tom Bilyeu →
"Palo Alto Networks is also on a tear. Palo Alto Networks over the past year is up 121%. It's a $320 billion company."
More from John Coogan →+1 more mention from John
"Very tightly controlled through a few companies like CrowdStrike and Palo Alto Networks and a few other companies that got access to those models."
"You talk to the CEOs of all the cyber labs — Palo Alto Networks, Zscaler, or any of those — and they'll tell you that the way we do cyber has not changed in 20 years."
More from Salim Ismail →"It's worth watching Kimi K3 and if it could hack your system. Palo Alto Networks is checking it out, other people checking it out."
More from David Sacks →"In talking to Nikesh from Palo Alto Networks, I asked him, 'Hey, how would you grade this?' And he said, 'We put it against our software and we found bugs we were not aware of and it killed them.' He said we had to stop everything we're doing and ..."
More from Jason Calacanis →"Palo Alto, CrowdStrike, Cloudflare, DataDog, Palantir, all these companies trade above 15 times NTM revenue again."
More from Everett Randle →
"creates full employment for Nikesh Aurora over at Palo Alto Networks who we had a chance to talk to yesterday"
More from TBPN →"I think it speaks to the performance of public companies like Palo Alto and others."
More from Thomas Laffont →"we can officially declare the sassocalypse dead for cyber security. AI will impact in multiple places right the first place is the amount of buildout that's happening across the world on AI require means that more bits are going to be traveling ac..."
More from Nikesh Arora →
"Palo Alto Networks documented real world agent injection attacks and if Palo Alto Networks is saying there's going to be a bunch of real world agent injection attacks well I definitely trust them"
More from Greg Isenberg →"CrowdStrike and maybe Palo Alto are like the platform cyber security companies."
More from Miles Clemens →Keep exploring
Topics
About this data
- ✓44,000+ mentions extracted from real podcast transcripts
- ✓Every quote links to the source episode
- ✓Sponsored mentions are always labeled
- ✓Critical takes are shown, never filtered out