TBH Ed….i listened to the Palo call and have history tracking the cyber space…..and all I could think was that the talk they are talking sounds a lot like what Cloudflare has already built!….and the very obvious break out of NET’s Zero Trust (at last) into the big leagues this quarter just reported makes you think that Palo are late. these transitions are always harder than you think…effectively you have to ledger transfer your existing customer base over time and offer a bunch of freebies and inducements…MSFT bundle from an entirely different position/customer relationship place..so the head to heads for Palo will be other players…and overwhelmingly easy to deploy is the killer feature…and I just don’t see Palo being able to pull that off from where they start….thanks for your writing..always appreciated.
Rally 🙌
TBH Ed….i listened to the Palo call and have history tracking the cyber space…..and all I could think was that the talk they are talking sounds a lot like what Cloudflare has already built!….and the very obvious break out of NET’s Zero Trust (at last) into the big leagues this quarter just reported makes you think that Palo are late. these transitions are always harder than you think…effectively you have to ledger transfer your existing customer base over time and offer a bunch of freebies and inducements…MSFT bundle from an entirely different position/customer relationship place..so the head to heads for Palo will be other players…and overwhelmingly easy to deploy is the killer feature…and I just don’t see Palo being able to pull that off from where they start….thanks for your writing..always appreciated.