The stronger AI gets, the more important cybersecurity becomes. PANW is standing on this long-term main trend.
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AI is rapidly entering enterprises, finance, healthcare, government, and cloud infrastructure.
But the other side is also very real:
AI can improve enterprise efficiency, but it may also make attacks faster, more automated, and harder to defend against.
So one of the things enterprises truly can’t afford to cut in the future:
🔐 Network security.
It’s not a question of whether to buy cybersecurity software.
Instead, it’s this:
Data can’t be stolen, identities can’t be impersonated, AI agents can’t be attacked, and the cloud can’t be compromised.
This is also the core reason I continue to pay close attention to Palo Alto Networks (PANW).
In the latest financial report, PANW FY2026 Q4 revenue reached $3.41B, up 34% year over year; Next-Generation Security ARR reached $9.10B, up 63% year over year.