COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23: Enterprise IT – Slowdown deepens, recovery pushed out, while Cloud reacceleratesMarch 7, 2024 — Pierre Ferragu
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Nvidia confirms 2025 visibility, CPUs set to recover this year, advanced packaging momentum accelerating. The Tech Weekly Wrap-up.February 26, 2024 — Pierre Ferragu
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Palo Alto Networks 2FQ24: all-in on platformization, confirming our thesis. Buy, $325.February 21, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q23December 19, 2023 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
05TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
04