PANW Cybersecurity Resiliency, Opportunity to Seize CRWD Market Share
Schwab Network · Schwab Network
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Show Notes
Palo Alto Networks (PANW) posts earnings Tuesday, and Joseph Bonner expects to see strong numbers in the report. Despite the company's "platformization" strategy cutting into revenue, Joseph says Palo Alto is a buy. When measured to similar companies like Crowdstrike (CRWD), he notes advantages investors may not think about.
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