COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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Palo Alto Networks 4FQ25: Firing on all cylinders. Buy, $240.August 19, 2025 — Pierre Ferragu
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Palo Alto Networks pre-4FQ25 Model UpdateAugust 15, 2025 — Pierre Ferragu
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AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.August 11, 2025 — Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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How profitable is AI Cloud? Diving into the disclosures of MicrosoftJune 18, 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