COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 1Q26June 18, 2026 — Pierre Ferragu
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Bible 1Q26 - Enterprise IT – AI lifting all boats: Legacy, SaaS & Cloud spendJune 17, 2026 — Pierre Ferragu
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Palo Alto Networks 3FQ26: on track for FY30 targetsJune 3, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stable, Cloud services keep acceleratingMarch 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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