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Luke Lewis

Luke Lewis

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Palo Alto Network: The Long Thesis in Q2'25

Palo Alto Network: The Long Thesis in Q2'25

Palo Alto Networks (PANW) is the world’s largest pure-play cybersecurity company with a market cap of ~$120B. PANW leverages its broad integrated product suite (Next-Gen Firewall, Cortex XSIAM, Prisma Cloud) to dominate the growing platformization trend, driving upsell, cross-sell, and stickier customer relationships. PANW is growing faster than the

  • Luke Lewis
Luke Lewis May 1, 2025 • 15 min read
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