The chapter explores a company's transformation from a firewall provider to a complete cybersecurity platform, emphasizing 'validated platformization' for increased sales growth. It discusses the competitive advantage of offering customers comprehensive solutions versus specialized services and the importance of diversification in the cybersecurity industry. The conversation also touches on AI security measures, challenges in cybersecurity, and the need for effective protection against evolving threats.
Investors want PayPal to become the next Meta, but it’s not easy to transform a business.
(00:13) David Meier and Deidre Woollard discuss:
- The reason behind Palo Alto Network’s lowered outlook.
- Where the next big cybersecurity threats could come from.
- Fubo’s attempt to sport a sports streaming superpower.
(17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up.
Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Matt Frankel, Ricky Mulvey, David Meier
Producer: Ricky Mulvey, Mary Long
Engineers: Rick Engdahl, Tim Sparks
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