1 Growth Stock to Ride the Cybersecurity Wave - Palo Alto Networks (PANW) Business Analysis

Chip Stock Investor breaks down Palo Alto Networks' (PANW) latest earnings, strategic moves, and acquisitions in the consolidating cybersecurity sector. Explore their platformization approach, financial performance, and the future of cybersecurity.
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Chapters:
00:00 Exploring the Cybersecurity Industry's Growth and Consolidation
04:06 Palo Alto Networks' Strategic Acquisitions and Industry Position
08:40 Understanding Billings and Financial Metrics in Cybersecurity
16:27 Future Expectations and Investment Analysis for Palo Alto Networks
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Nick and Kasey own shares of Palo Alto Networks

[@chipstockinvestor]

👉👉 Chip Stock Investor offers a premium membership that gives you: Community: 🙏 Connect with other investors interested in chip stocks. Direct Access: 🗣🦜Chat with the Chip Stock Investor experts. Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market. Resources: 📕📖📑Download show notes and access exclusive content. Friends: 🙌 Join a welcoming Discord community. How to Join: Visit our KZbin channel: kzbin.info/door/3aD-gfmHV_MhMmcwyIu1wAjoin Support them on Ko-Fi: ko-fi.com/chipstockinvestor Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.

[@shannonoliver7992]

Another incredible analysis. PANW is a good bet. I'm going to nibble a bit more at some point, assuming there's no meltdown in the marketplace. I'm here for the long game. I vehemently disagree with you on the membership price; it's not cheap at all. It's extremely great value for your money. There's a HUGE difference between price and value. "Price is what you pay; value is what you get." (Benjamin Graham ). I feel like I'm stealing from you. Chipstock Investor is likely the best value for money on education I've ever received, and I'm still learning. How does one price what you two offer so willingly? My mother once said, " We're too poor to be cheap." I now understand what she means. Chipstock Investor is world-class. See ya when you hit 1 million subscribers. The market will sniff you out at some point, and I'm here for it! Let's go!!

[@chipstockinvestor]

Nice Shannon, PANW has turned itself into an industry leader. Nice pick up. And thank you again for the kind words and encouragement! We'll start using the word "value" instead! Love it! Your mom was a genius!

[@Nickd_71]

Glad to be in both $PANW & $CRWD. Both long term holds for me.

[@sagig72]

Hi guys. Another winner video. You guys are real pros. Since both PANW and FTNT seem to be "reasonably priced", I wonder if you guys would like to consider doing some kind of "head-to-head" between the two, from solution, to market share, to growth potential, to valuation etc etc... (disclaimer: I own FTNT, I don't own PANW). What do you think? it's just a thought...

[@adamortner7172]

Thank you both for this good video! I opened a position at my comfort level based on your analysis. I was impressed with the company's platform approach. It sounds great. Who wouldn't want protection for all types of platforms from one source? Very convincing analysis. I already subscribed, so keep up the good work!

[@abidingdude222]

200th like!!! Greta video, thank you!!!

[@jr0812]

Awesome and crisp insights as always 👍 Pls. do a breakdown on CRWD and ADI:)

[@ogpigeon4431]

I happened to buy a little panw earlier this week 👍😎

[@markopo5693]

Thanks for you videos they are very informative. One thing is it seems late for new positions in a lot of tech. Anyhow one spca that doesn’t move much is fintech payment type do you guys ever cover that space like pypl, Sofi,four, block, nu, tost etc would be interested in your take

[@MrJGxx]

Nancy P. bought a truckload 2 times.

[@LOGLISCICRISTIANO]

When?

[@curtweigel8460]

What would be a great cybersecurity etf fund?

[@chipstockinvestor]

We personally aren't fans of the cyber ETFs, this industry is unfortunately a winner takes most situation, so many of the small caps in the ETFs drag down performance

[@Hashtag-Hashtagcucu]

Why Alphabet invest 12,4 % of his Portfolio in crowdstrike?

[@PascalH9191]

CHKP, S, QYLS?

[@user-fn3lt9xs7k]

It disappoints me that you would bow to not discussing billings. I appreciate adding another measure. However, eliminating one just because it doesn't look good is a concern. Both measures should be used and explained.

[@chipstockinvestor]

It's not being eliminated because it doesn't look good. As we mentioned in our video, the billings outlook for Q4 is quite good. Businesses evolve and mature over time. There's a reason why big software giants don't use billings as a metric, and it's time to start judging PANW in much the same fashion, not as a young SaaS startup.

[@jonathanlaue3460]

Stop chasing the also rans and simply buy the winners with moats. If you own MSFT you have this market covered. Rather than owning too much tech diversity, add big pharma and S&P 500 ETF to your portfolio. Pick the winners. Eg. data centres buy Dell rather than Arista and Supermicro. Don’t chase every chip company. Pick NVDA and Broadcom but more importantly, buy TSMC. You only need a handful of winners. But that doesn’t make interesting KZbin videos!

[@chipstockinvestor]

I've never heard anyone call a $100 bil industry leader an also-ran, but that's ok, to each their own. This channel is all about learning how the world operates, and there's a lot of good stuff to learn about.

[@Pennywise505]

@@chipstockinvestor I agree 100%. PANW is playing “the long game” here, so I expect things to look a lot better for them this time next year. BTW love your channel, the analysis is top-notch!

[@chipstockinvestor]

@@Pennywise505 Arora was doubted 6-7 years ago, but has proven he knows how to lead this business. thank you for watching, we appreciate it!

[@Pennywise505]

@@chipstockinvestor Exactly! This current period was already laid out by the guy in the last earnings, so what everybody is seeing is by design. Personally, I’ll take a couple boring quarters in exchange for long-term prosperity. PANW is in my basket of cybersecurity stocks that include CRWD, NET and ALAR.

[@gk9670]

I work in the cyber security industry and can tell you Palo Alto is in a survival mode.