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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Location: US
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Market Cap: $125.2B
link
https://www.paloaltonetworks.com
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As the conversation around AI continues to get omnipresent, and companies race to evaluate, experiment, and deploy AI, they're discovering that some of the legacy architectures come in the way of their aspirations.
- Nikesh Arora
Quotes from palo-alto-networks Executives About Artificial Intelligence and Generative AI
There are tangible signs that bad actors use AI to accelerate attacks. Google recently found that adversaries can use generative AI to more rapidly create attacks including custom payloads, iterate on malicious scripts, and use evasion techniques.
- Nikesh Arora
...the longer-term trend towards AI is going to continue to underpin technology transformation, and hence, continue to drive demand for security.
- Nikesh Arora
...cloud infrastructure is much more dynamic than on-prem IT... In other words, the cloud is becoming an integral part of the enterprise... A constantly changing attack backdrop is also compounding this inflection we've seen.
- Nikesh Arora
...security is a data problem. The data has to be all in one place for AI to have context and stop threats in their tracks.
- Nikesh Arora
AI is key for providing automation to help stitch together overwhelming volumes of data and generate near real-time analysis of remediation needed...
- Nikesh Arora
If you couple that with some of the early experiments we've shared on the AI front we think this has tremendous potential in the future...
- Nikesh Arora