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Firewall is a dead end was evident by the low growth of palo alto in this segment. Nikesh him self mentioned it multiple times. Market is very saturated. All th
by davidsam1 1y ago
Firewall is a dead end was evident by the low growth of palo alto in this segment. Nikesh him self mentioned it multiple times. Market is very saturated. All these companies which still buy are looking at refreshing their existing firewalls stock.
- throw0101d 1y ago> All these companies which still buy are looking at refreshing their existing firewalls stock. Companies looking to refresh firewalls with more firewalls contradicts the statement "Most companies in 2025 don't own hardware firewalls.". If most companies don't own them, what are they replacing?