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Nikesh Arora

👤 Speaker
238 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

From an AI perspective, enterprises are slightly lagging that consumer adoption, but I think they're actually working hard to get there.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

Every time we do some AI experimentation internally, we come back and say, wow,

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

That is cool.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

I wish we could deploy that faster across the entire enterprise.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

So I think the demand is going to come.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

Timing is up to you guys.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

You guys follow that on a daily basis.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

We don't.

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

We put our heads down and see where am I going to be three to five years from now?

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

How do I position Palo Alto Network in that context?

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

And are we going to plod our way there?

Bloomberg Talks
Palo Alto Networks CEO Talks Earnings, Acquiring Chronosphere

And we think that AI opportunity is going to create explosive opportunity for almost every technology subsector and even cybersecurity.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

Look, we get it.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

You're a discerning sort of person.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

You're a Bloomberg listener after all.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

So why not give us a try?

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

Well, Caroline, nice to see you.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

This is our 28th acquisition in about seven and a half years.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And we've demonstrated to the market that we have been able to establish our business in adjacent markets over the last seven years by paying attention to the market, looking at where the puck is going, understanding what is important for our customers.

Bloomberg Tech
Nvidia’s Forecast Lifts AI Trade

And I think Chronosphere, which is our latest acquisition,