COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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The rubber of generative AI hits the road; Autos and industrials entering a downcycle? Other segments bottoming out? Tech Weekly Wrap-Up May 26thMay 30, 2023 — Pierre Ferragu
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Palo Alto Networks 3FQ23: Rapidly expanding profitability. Buy, $260 TP.May 24, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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Palo Alto cutting prices? Our take.April 17, 2023 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q22March 14, 2023 — Pierre Ferragu
Events
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May
04 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Sep
05TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay