Nikesh Arora
speaker
2,918 appearances
12 recordings
8 series
first heard Nov 2025
last heard 6 Aug
Nikesh Arora’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 12 in all, peaking in Jun 2026 with 5.
Appearances
If I can't make that transition happen with my team in the next three years, yes, there's a bear case because somebody else will build a better mousetrap.
Full case is that we get that transition right.
There's already a trend in our favor underlying that where people are realizing they can't have 40 to 60 cybersecurity companies that they have to manage themselves.
So we've been driving this trend of platformization already for the last 24 months to 36 months.
We already see the fruits of that where people say, you know what?
I don't want 40 people solving my problem.
Let me put Palo Alto.
It solves the problem that 20 different companies do together on one platform.
The good news is because we are all coming to our senses and saying, yes, we need a lot more enterprise context, enterprise data.
It has to be stitched.
It has to be seamless.
That's what we deliver with our current proposition.
I just need to bolt on the right, not bolt on, or embrace the right AI capabilities in that stuff.
But you know what, I didn't pay 10.
I'm not going to fight against innovation.
I think there will be venture-scale returns in cybersecurity, because remember, we're the most innovative industry in the world.
The bad guys are always looking for a new way in.
They're not saying, oh, I exploited that two years ago.
Let's try it again.
Maybe somebody hasn't deployed a patch against that.
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