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Palo Alto Networks, Inc. (PANW) Presents at Morgan Stanley Technology, Media & Telecom Broker Conference Call - (Transcript)

Mar. 06, 2020 4:22 PM ETPalo Alto Networks, Inc. (PANW)
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Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2020 3:15 PM ET

Company Participants

Nikesh Arora - CEO & Chairman

Conference Call Participants

Keith Weiss - Morgan Stanley

Keith Weiss

All right.

Nikesh Arora

Somebody should take a picture of this. We're the lone brave warriors who've decided to be here in person.

Keith Weiss

So thank you, Nikesh, for joining us, and thank you, everyone, for sticking it out. We saved the best for last: Nikesh Arora, CEO of Palo Alto Networks.

Question-and-Answer Session

Q - Keith Weiss

So maybe to kick off, we could start with just a very high-level picture. You've been on board for 18 months. The Board brought you onboard to sort of take Palo Alto Networks into a new direction to have a much broader, much more expanded vision of what a security company can be. You took a while to sort of figure out what that vision is going to be, but it's really started to come into place in the last 6 months, I would say. Can you talk to us about, one, kind of what that vision is, number one? And number two, how far into sort of putting together the key building blocks have we gotten into building what you could -- you think of as kind of like the new Palo Alto Networks for the next 5 to 10 years?

Nikesh Arora

Great. Thank you, Keith. Thank you, everyone, for being here. 18 months ago, when I joined Palo Alto Networks, Palo Alto Networks was an amazing firewall company and had continued to take market share in the firewall space. And when I studied the enterprise industry, if you look at it, once you get to a $15 billion to $20 billion market cap and you're not a platform play, i.e., you're going to a company and

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