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The Race to $100B: The Palo Alto Networks Story

rakgarg.substack.com · 5,176 words · saved by 2 readers

I had a lot of fun writing this one. Palo Alto Networks is a company I’ve admired for a long time; it’s the world’s biggest standalone security company, has an arm in virtually every category of cyber, and is an active acquirer of dozens of pioneering startups. So I thought it was important to peer into the company’s history, understand how it’s managed to innovate over the last 18 years (an eternity, in cyber years!), and explore where it might go next. If you’re curious about security, cloud infrastructure, or AI/ML, join thousands of others and subscribe! This is a long one, so please open outside of your email client. In this piece, my friend & cybersecurity analyst Francis (subscribe to his Substack here!) and I dissect the rise of Palo Alto Networks (PANW). We begin with a history of the company, expand through their core products, and provide commentary on the road ahead as they race to become the world’s first $100B security company. We see great opportunity for Palo Alto Netwo

I had a lot of fun writing this one. Palo Alto Networks is a company I’ve admired for a long time; it’s the world’s biggest standalone security company, has an arm in virtually every category of cyber, and is an active acquirer of dozens of pioneering startups. So I thought it was important to peer into the company’s history, understand how it’s managed to innovate over the last 18 years (an eternity, in cyber years!), and explore where it might go next. If you’re curious about security, cloud infrastructure, or AI/ML, join thousands of others and subscribe! This is a long one, so please…

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