I took the Chairman CEO of Palo Alto Networks to task on Linkedin this morning. Character limits prevented me from explaining how the market for cybersecurity products really works. Nikesh Arora posted to Linkedin shortly after his company bled out $25 billion in market cap. His post was an attempt to explain his philosophy and why they announced steps to give away products for free to get new customers on to their platform. Sadly, his post reveals a deep misunderstanding about how the cybersecurity industry works.
Well said. I think they are trying to be AI player via consolidated platform strategy. They have good team and if executed well PANW has opportunity to become the greatest company.
While this approach has the potential to streamline operations and improve efficiency, it's important to acknowledge the challenges faced by some high-flying networking and cybersecurity companies in the past.
One potential risk is that the need for internal justification for every new feature could lead to innovation being stifled. Striking a balance between efficiency and fostering a culture of innovation will be crucial for PANW's success.
Ultimately, the success of PANW's platform strategy will hinge on its ability to avoid decision paralysis, prioritize genuine customer conversations (CUSTOMER SUCCESS), and navigate the potential pitfalls associated with platform consolidation.
NA should not be running PANW. He has no background in Networking, cybersecurity or even managing a company of this magnitude. He drew a hefty salary at SoftBank with nothing to show for. He’s had a good run for the last 5 years, but in 4 quarters he’ll be in front of the board justifying his run. This is the beginning of the end for him.
Well said. I think they are trying to be AI player via consolidated platform strategy. They have good team and if executed well PANW has opportunity to become the greatest company.
While this approach has the potential to streamline operations and improve efficiency, it's important to acknowledge the challenges faced by some high-flying networking and cybersecurity companies in the past.
One potential risk is that the need for internal justification for every new feature could lead to innovation being stifled. Striking a balance between efficiency and fostering a culture of innovation will be crucial for PANW's success.
Ultimately, the success of PANW's platform strategy will hinge on its ability to avoid decision paralysis, prioritize genuine customer conversations (CUSTOMER SUCCESS), and navigate the potential pitfalls associated with platform consolidation.
NA should not be running PANW. He has no background in Networking, cybersecurity or even managing a company of this magnitude. He drew a hefty salary at SoftBank with nothing to show for. He’s had a good run for the last 5 years, but in 4 quarters he’ll be in front of the board justifying his run. This is the beginning of the end for him.
Well, give him credit for leading it to a $105+ billion market cap.