Palo Alto Networks is now a ~$265B market cap company. The stock is up roughly 100% over the past twelve months and hit an all-time high of $368.80 in July. What makes it interesting isn’t the run. It’s how they got it. They spent about $29B on acquisitions in twelve months, took a GAAP loss,... Continue Reading
5 Interesting Learnings from Palo Alto Networks at $11.4 Billion in Revenue: 60% ARR Growth, 120% NRR, and a $25B Acquisition That Doubled the Stock