AI Index / Palo Alto Networks, Inc.
Palo Alto Networks, Inc. (PANW)
Palo Alto Networks -- a cybersecurity company specializing in network security, cloud security through Prisma Cloud, and security operations via Cortex -- taps into AI across its offerings, including in XSIAM, which enhances security operations by automating threat detection and response. Newer AI-focused solutions like AI Access and AI Security Posture Management address security for AI applications. The company reports over $200 million in AI Annual Recurring Revenue (ARR).
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We believe we are now entering the next phase of AI adoption. Large enterprises are moving beyond experimentation and beginning to integrate foundational models into real workflows. As AI becomes embedded in day-to-day work, the central question that organizations face is shifting from capability to control.
- Nikesh Arora
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Quotes from palo-alto-networks Executives About Artificial Intelligence and Generative AI
When we say precision AI, it is not AI layered on to a feature set. It is AI-trained on our proprietary asset and embedded directly at those critical control points.
- Nikesh Arora
Over the last couple of years, we have expanded our AI security capabilities aligned to what our customers need as they deploy AI at scale. We're bringing those capabilities together as part of a universal AI security platform.
- Nikesh Arora
In AI security, Prisma AIRS, launched just a few quarters ago and already rapidly scaling with over 100 customers ending in Q2.
- Nikesh Arora
As AI introduced unprecedented scale, observability is essential for building resilient systems that can operate reliably.
- Nikesh Arora
Over 60% of our deployed customers are now achieving meantime remediation of less than 10 minutes, a profound shift from the days or weeks they measured before.
- Nikesh Arora
When we committed to our platformization strategy years ago, we're betting the shift that has now become an industry standard. This approach allows us to not only solve today's problems, but also provides the foundation to address new ones as they emerge.
- Nikesh Arora
In a market changing this quickly, we believe our responsibility is to anticipate the next inflection and ensure our platform is ready.
- Nikesh Arora
The success of XSIAM is a great example of our ability to identify a market inflection early, invest aggressively and execute to scale. We made a bet on the AI-driven SOC well before it became an industry-wide theme.
- Nikesh Arora