Palo Alto Networks Inc (NAS:PANW)
$ 189.51 1.29 (0.69%) Market Cap: 124.36 Bil Enterprise Value: 121.99 Bil PE Ratio: 49.35 PB Ratio: 21.01 GF Score: 77/100

Palo Alto Networks Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 07, 2022 / 05:10PM GMT
Release Date Price: $88.92 (-4.30%)
Hamza Fodderwala
Morgan Stanley, Research Division - Equity Analyst

All right. Well, good morning, everybody. Thank you for coming. It's great to be back in person. For those of you who may not know me, my name is Hamza Fodderwala, I'm the cybersecurity analyst here at Morgan Stanley. And this morning, I have the pleasure of speaking with Nikesh Arora, CEO of Palo Alto Networks.

Before I begin, just a brief programming note. For important disclosures, please see the Morgan Stanley disclosure website, www.morganstanley/researchdisclosures.

And with that, Nikesh, thank you so much for joining us this morning.

Nikesh Arora
Palo Alto Networks, Inc. - Chairman & CEO

Thank you for having me.

Questions & Answers

Hamza Fodderwala
Morgan Stanley, Research Division - Equity Analyst

All right. I wanted to start the conversation around company evolution. So you joined about 4 years ago as CEO, you've driven some pretty significant change. Can you walk us through where you are in that process

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