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we have aggressive plans to roll out additional AI-based offerings by the end of this fiscal year
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2024 Q2
24 Feb 24
Lastly, network traffic will increasingly have an AI context
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2024 Q2
24 Feb 24
Secondly, organizations are increasingly deploying AI-related workloads in the cloud
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2024 Q2
24 Feb 24
First, organizations are concerned about their employees access to AI in an insecure manner.
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2024 Q2
24 Feb 24
We see 3 discrete opportunities to drive additional growth in cybersecurity through AI
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2024 Q2
24 Feb 24
We have been working on AI for a long time as a company.
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2024 Q2
24 Feb 24
As these programs ramp over the next year, we expect a change to our billings and revenue growth over the next 12 to 18 months.
As customers move into the period where contracts of full billing and revenue contribution, we expect to see an acceleration in our top line metrics.
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2024 Q2
24 Feb 24
a typical customer entering into a platformization transaction will not pay us for our technology for a period of time
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2024 Q2
24 Feb 24
You will see us tomorrow launching a significant number of platform offers to our customers to help drive this consolidation and platformization
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2024 Q2
24 Feb 24
We have begun to launch programs already that include legacy trade-ins, no cost introductory offers and product add-ons and incentives to accelerate estate standardization.
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2024 Q2
24 Feb 24
we believe now is the right time to accelerate programs across our portfolio to drive this platformization
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2024 Q2
24 Feb 24
Palo Alto Networks is unique in seeing gains in market share in hardware firewalls or in the product space.
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2024 Q2
24 Feb 24
we see customers consolidating into our Zero Trust platform
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2024 Q2
24 Feb 24
We believe this is the time for us to invest
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2024 Q2
23 Feb 24
Our guidance is not a consequence of a change in the demand outlook out there.
Our guidance is a consequence of us driving a shift in our strategy in wanting to accelerate both our platformization and consolidation and activating our AI leadership.
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2024 Q2
23 Feb 24
We expect this trend will continue into our Q3 and Q4.
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2024 Q2
23 Feb 24
We did see softness in the U.S. federal government market.
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2024 Q2
23 Feb 24
Our success over the last 5 years has been driven by the shift to platformization.
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2024 Q2
23 Feb 24
We have not seen customers walk away from deals in Q1. It's not like people don't want to do business.
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2024 Q1
9 Dec 23
we're confident that independent of specific billing terms and contract length, we can continue to grow RPO at levels that support our forward revenue growth ambitions
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2024 Q1
9 Dec 23