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Posted by
Two Blokes Jun 30 -
Filed in
Stock
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Palo Alto Networks is evolving into a unified security platform, leveraging AI and integration to drive growth, margin expansion, and customer consolidation. Platformization is accelerating, with multi-product adoption fueling higher retention, larger deals, and a widening competitive moat through AI-driven telemetry. Financials remain robust: double-digit revenue growth, expanding margins, strong free cash flow, and forward visibility despite a premium valuation and macro risks.
