COMPANY
Palo Alto Networks
PANW:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Enterprise IT: Legacy recovering, SaaS slowing, & Cloud healthy, boosted by AI.September 16, 2024 — Pierre Ferragu
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Xiaomi’s EV, Auto & Industrial cycle, Uber/Cruise, and more. Tech Weekly Wrap-upAugust 28, 2024 — Pierre Ferragu
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Palo Alto Networks 4FQ24: platformization strategy already bearing fruits. Buy, $390 TP.August 20, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4