COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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ASIC growth, AI optics, Hybrid bonding delays, AI Cyber tailwinds. Tech Weekly Wrap-upMarch 9, 2026 — Pierre Ferragu
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Auto & industrial Cycle; WFE in 2026; Besi, Palo Alto. Tech Weekly Wrap-upFebruary 23, 2026 — Pierre Ferragu
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Palo Alto Networks 2FQ26: Everything playing out according to planFebruary 18, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4