There's no problem with demand, AI is creating more attacks, says Palo Alto Networks CEO
ฝัง
- เผยแพร่เมื่อ 16 พ.ค. 2024
- Palo Alto Networks President and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk earnings, the state of cybersecurity, utilizing AI and more.
Who is buying the dip?
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024
Wow that's huge, how do you make that much monthly?
Sincerely speaking. I will continue to trade and stick to expert Ae luckas daily signals and guides as long as it works well for me.
Woah for real? I'm so excited. Alice luckas strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started
she's mostly on Tele grams, using the user name.
@luckastrade,..
That's her user *name.
Thanks Jim. You are the best!
I wanted an opportunity to buy and this was it. If it goes lower I will add more.
Time to top up my Palo shares…😊
Even lower today, unfortunate to see but clearly a long road to the sector
I believe in Arora.
Is ZS taking market share from PAN?
Looks like it
Quite the opposite
PANW is specifically broadening their services to grow market share
CRWD is!
so, why is the forecast down 20%? perhaps all money went to Nvidia, and there is nothing left to share?
I think he lowered the expectation so that it gets another jump in the future earnings calls so that he can sell at high price at that time
All Hail Supreme Lord Nvidia 👑
I think what PANW needs to do immediately is to hire a good public relation coach for this CEO. "Spending fatigue", really?
6:40 "I'm not worried about the stock price as much" are you kidding me? This is what you say when the stock dips 1~2%, not when it crashes nearly 30%!
lol they had 30 billion in value wiped out and he acts as if all is OK. hes delusional and cant be trusted on that alone.
If he panicks the stock will dive further, on the contrary its already recovering by huge leaps.
Palo on sale 🎉
On the discount rack. Load up.
If there is no problem with demand, why lower guidance?
Budgets
The company's full-year and current quarter guidance was slashed, falling below Wall Street expectations. This was attributed to customers trimming their IT security spend and becoming more demanding, leading to "spending fatigue" in cybersecurity.
It seems demand is disappearing... contrary to what he is saying.
It a risky area good and bad literally
Good analysis based on my time in the industry, Palo is just to expensive
Why don't they use AI to prevent those attacks???
We are in an unknown territory from cyber security threats perspective that may be evolving with generative AI as it’s revolving the Internet as we know it. These cyber security companies I’m sure Jumping through neural networks to catch those threats, but it would take a bit. Whoever get things under control fast will be the winner! (Even within the neural network algorithm, you have adversarial embedded in it, this isn’t our mama’s infra threats anymore 😅😅)
The future is AI algorithms against AI algorithms. Death by a thousand cuts until you fell the beast.
Jim's voice makes my ears bleed
"the want more bang for their buck" so basically your products aren't of any real value and you need to accelerate product innovation. Time to short guys.
But zscaler they are consolidated and platformized
What a crap stock, it is down 30%! And he is laughing 😅
The company is still overvalued at 288. FTNT is a way better play here.
but the market doesn't seem to like FTNT much
@@wafflecat711 True but the market not necessarily is right. At least FTNT has been outperforming and providing value to shareholders at least the last 10 years consistently and most of it is organic growth. PANW had the first profit last year (Net Margin). I would bet more on FTNT but of course I could be wrong
@@wafflecat711for now. But FTNT used to outperformed PANW
Fortinet can not compare to Palo. Palo has far more breadth and far superior in what Fortinet would consider their core business
FTNT has a higher P/E than PANW right now.... rare opportunity
Nikhesh's response is a lot of nonsense. There's AI attacks... really? come on stop throwing the buzzword around!
Nikesh was browsing wsb and taking notes before joining this call.
It’s easy to train AI model to write code n attack
Chinese spy everywhere.
Narrator: 24hr after this comment ATT and TMobile were hacked and half of the country lost cellphone service 🤡
No they didnt.@@sparkzaddy
this guy seems scummy
I don't trust this guy at all...
Cramer? Ya... I wouldn't either