This PANW report is about more than a quarterly beat
This note is based on Palo Alto Networks’ FY25 results, which came in ahead of expectations.
But the more interesting part of the report isn’t the headline numbers.
Alongside solid subscription growth and stronger RPO visibility, PANW announced the acquisition of Chronosphere — a move that extends the platform beyond security into observability, especially for cloud-native and AI workloads.
The report frames this less as a financial event and more as a strategic one:
whether security platforms can move closer to the core of enterprise infrastructure as IT complexity continues to rise.
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