Sep. 15 at 12:15 PM
$PANW the problem with revenue matching ai cyber security growth is that it is a saturated market with many small niche players, and the spend is at the backend not the front end, very few dollars to be made and too many to cut the slice no wonder the rev growth for these companies is in the 20 to 30 % max range, sad but true the rerate yesterday was grossly miscalculated
