Tag: cybersecurity

Analysis: Palo Alto Networks bolsters Its AI play with acquisition of CyberArk

Palo Alto Networks Inc.‘s announcement Tuesday of its intent to acquire CyberArk for $25 billion implies a heavy price tag, as its shares fell on the news. But I believe it to be a good, long-term strategic move for Palo Alto and a logical extension of its platformization strategy. Valuation is interesting to look at but highly overrated long-term. If an acquisition is a good one and helps transform a company, then the purchase price won’t matter over time. Consider the purchase of Mellanox Technologies Ltd. by Nvidia Corp., which was almost $7 billion in 2019.

Read More About
Analysis: Palo Alto Networks bolsters Its AI play with acquisition of CyberArk

Key takeaways from Cisco Live 2025

Jeetu Patel, Cisco Systems Inc.‘s president and chief product officer, told me before last week’s annual user event that it would be “the most consequential Cisco Live of the past decade and perhaps longer.” There were a few reasons for Patel’s bullishness. The first is artificial intelligence. The core tenet of my research is that share shifts happen when markets transition, and Cisco’s ability to articulate its strategy now will allow it to rise when the AI tide does.

Read More About
Key takeaways from Cisco Live 2025

Surfing the AI wave with zero trust everywhere: Five takeaways from CEO Jay Chaudhry’s keynote at Zscaler’s Zenith Live

As zero-trust security vendor Zscaler Inc. held its user event, Zenith Live, this week in Las Vegas, Chief Executive Jay Chaudhry sought to shift the company’s traditional narrative. In his Tuesday keynote, rather than focus on Zscaler as a replacement for virtual private networks and firewalls — though that was clearly articulated as well — Chaudhry (pictured) emphasized how zero trust everywhere could unlock the potential of artificial intelligence.

Read More About
Surfing the AI wave with zero trust everywhere: Five takeaways from CEO Jay Chaudhry’s keynote at Zscaler’s Zenith Live

Analysis: Palo Alto Networks introduces new security capabilities at RSAC Conference

Palo Alto Networks Inc. kicked off this week’s RSA Conference in San Francisco by introducing new capabilities for its ever-expanding security portfolio.

The announcements were focused on its two major platforms: network security and Cortex. Palo Alto Networks has introduced Prisma Access Browser 2.0 into its secure access service edge offering. In late 2023, Palo Alto acquired Talon to jump into the secure enterprise browser market and now it has made the offering part of its SASE stack.

Read More About
Analysis: Palo Alto Networks introduces new security capabilities at RSAC Conference

Veeam debuts data resilience maturity model to help enterprises reduce cyber risk exposure

As Veeam Software Group GmbH, the market leader in data resiliency, holds its annual user event VeeamON in San Diego this week, it’s on a roll, continuing to stretch its lead over the legacy vendors. Recently IDC released its Data Protection Software Tracker and Veeam grew 12%, outpacing IBM Corp.’s 5% growth and well ahead of Dell Technologies Inc. and Veritas Technologies LLC, which shrank 10% and 15%, respectively, allowing Veeam to stretch its share lead.

Read More About
Veeam debuts data resilience maturity model to help enterprises reduce cyber risk exposure