Palo Alto Networks Inc (NAS:PANW)

$ 366.29 5.17 (1.43%) Market Cap: 119.87 Bil Enterprise Value: 116.97 Bil PE Ratio: 50.52 PB Ratio: 23.04 GF Score: 80/100

Palo Alto Networks Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 13, 2022 / 06:30PM GMT

Release Date Price: $182.96 (-3.38%)

Transcript

Gabriela Borges

Goldman Sachs Group, Inc., Research Division - Analyst

All right. I think we can go ahead and kick it off. Thanks, everyone, for joining stage 2. Delighted to have on stage with me, Nikesh Arora, CEO of Palo Alto Networks. I'm Gabriela Borges. I head up the emerging software vertical here at Goldman Research. Thank you so much for joining us this morning.

Nikesh Arora

Palo Alto Networks, Inc. - Chairman & CEO

My pleasure. Thank you for having me.

Questions & Answers

Gabriela Borges

Goldman Sachs Group, Inc., Research Division - Analyst

So I wanted to start on the platform question, which I know you get in essentially every buyside chat that you do. So I thought I would ask it in a specific way, which is why do you think Palo Alto has been successful with its platform approach when many other security companies have tried and failed?

Nikesh Arora

Palo Alto Networks, Inc. - Chairman & CEO

Yes. Gabriela, when I started about 4.5 years

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