Palo Alto Networks Inc (NAS:PANW)
$ 387.82 3.45 (0.9%) Market Cap: 127.24 Bil Enterprise Value: 124.88 Bil PE Ratio: 50.50 PB Ratio: 21.50 GF Score: 78/100
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Palo Alto Networks Inc at Bank of America Global Technology Conference Transcript

Jun 07, 2022 / 05:15PM GMT
Release Date Price: $175.67 (+2.53%)
Tal Liani
BofA Securities, Research Division - MD, Head of Technology Supersector & Senior Analyst

Good. So I'm very pleased to host, Nikesh Arora, the CEO of Palo Alto. As you know, I'm asking questions. I have a whole list of questions for the whole 40 minutes. But if you have a question -- let's make it a little bit dynamic, if you have any questions, just raise your hand. There is a mic in the back. We'll make sure that you'll get it at the right time, okay? So I'm not going to pause at the end for questions. We'll just wait for you to raise your hand if you have anything.

Questions & Answers

Tal Liani
BofA Securities, Research Division - MD, Head of Technology Supersector & Senior Analyst

Nikesh, I really don't even know where to start with this conversation because there are so many topics to talk about, and I want to start from the last results. And the last results were phenomenal, similar to previous results, billings up 40%; NGS ARR, up 65%.

I want to start from the big picture, start -- for those that are kind of

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