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

Palo Alto Networks Inc at Bank of America Global Technology Conference Transcript

Jun 06, 2023 / 03:40PM GMT

Release Date Price: $224.72 (-0.91%)

Transcript

Tal Liani

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

(technical difficulty) sake of time, and everyone knows Nikesh. So that's -- we start high this time. I want to start with a question that everyone has on its mind when it comes to the sector, not specifically to Palo Alto. We have companies who are doing great, like our company. We have companies who are doing poorly. Even CrowdStrike that had good results, had some negatives in SentinelOne. We've seen what happened, forget the accounting, the underlying market, how is...

Nikesh Arora

Palo Alto Networks, Inc. - Chairman & CEO

So we can forget accounting?

Tal Liani

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

Yes, forget accounting. Forget accounting -- how is the market itself, how is demand? How is the business environment in general?

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