Nikesh Arora
π€ SpeakerAppearances Over Time
Podcast Appearances
So we got coding.
That's been the breakout application over the past year.
It's massive.
You've got infrastructure, like you said, the new databases.
I think cybersecurity is clearly one of them because of the threats and patching cycle is so much more dynamic.
Yeah.
Do you think that you're going to end up building more or less hardware in the future, if you have to guess?
Just the final question as we wrap up.
You, over the last eight years, you've grown organically very aggressively, but you've also been pretty acquisitive.
You'll take shots and they've generally worked.
So you have a ton of permission in the market.
When you hear what Bill Ackman said about how there's this kind of overbeaten companies, there's a few that get celebrated, that's a ripe pool for you to pick from.
But some of that would require you to go maybe a little horizontally far afield, some would say.
How do you maintain the discipline or do you see yourself at some point considering things that are not nearly so much right down the middle of cyber?
Gross and net, you're saying.
Gross in the 90s, net in the 40s.
Like they were pretty skeptical and then you kind of shoved it in their face.
Ladies and gentlemen, CEO of Palo Alto Networks, Nikesh Arora.
That's right.
It's been ages.