Feb. 18 at 6:48 AM
$PANW Market is getting this wrong. 📉🙄
Q2 Earnings recap:
Rev
$2.6B (+15%)
EPS
$1.03 (Beat)
ARR
$6.3B (+33%!)
The sell-off is pure "AI Panic" contagion. The "Platformization" story is accelerating, not slowing.
Machine identities (82:1 ratio) make their tech essential. This flush is a gift for long-term holders. 🐂
$CRWD $FTNT $ZS $CIBR #CyberSecurity #Earnings #BuyTheDip