This chapter discusses how companies are increasingly prioritizing fiscal responsibility and cost-cutting. It highlights Palo Alto Networks as an example of a company that has transitioned into a comprehensive provider of security products, and explores their recent financial performance and decision-making strategies.
The threats are getting bigger but so are the businesses trying to prevent them.
David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole.
Companies discussed: ZM, PANW, ZS, CRWD
Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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