Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]
Palo Alto Networks, Inc. (PANW)
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Nikesh Arora - Chairman & CEO Conference Call Participants Roger Boyd - UBS Investment Bank, Research Division Presentation Roger Boyd UBS Investment Bank, Research Division All right. We will get going. Thank you all for being here on day 2 of the UBS Tech and AI Conference. I'm Roger Boyd. I cover cybersecurity. Very happy to have Nikesh Arora, CEO and Chairman of Palo Alto Networks. Thanks for being here. Nikesh Arora Chairman & CEO Thank you for having me. Question-and-Answer Session Roger Boyd UBS Investment Bank, Research Division I wanted to start with a little fun. I want to rewind back to 2019. You were relatively new to the role, relatively new to Palo Alto Networks. You're making a lot of acquisitions that I think investors had questions about. And in hindsight, all those played out pretty well, I would say. I think when you look at -- if you fast forward to today, you've now announced 2 fairly significant acquisitions in the past 6 months and are
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News
- Is Palo Alto Networks (PANW) Swapping Buybacks for AI Deals to Redefine Its Growth Story? [Yahoo! Finance]Yahoo! Finance
- Former cyber spy raises $60 million to fight AI threats [CNBC]CNBC
- Market Outlook: Strong earnings and sector rotation set the tone for 2026 investing [BNN Bloomberg (Canada)]BNN Bloomberg
- Market Factors: Brace for turbulence, AI air pocket ahead [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Northland Raises PT on Palo Alto Networks (PANW) to $190 From $177, Keeps a Market Perform Rating [Yahoo! Finance]Yahoo! Finance
PANW
Earnings
- 11/19/25 - Beat
PANW
Sec Filings
- 12/4/25 - Form 4
- 12/3/25 - Form 144
- 12/2/25 - Form 4
- PANW's page on the SEC website