The Cybersecurity Market is Changing! A Move to Platformization

The Great Firewall War!

Remember the days when you bought a firewall from one provider (eg Cisco), a virtualisation infrastructure from another (eg VMWare), and a data analysis facility from another (eg Splunk)? Well, those days could be receding as customers look for a single platform. Basically, we could see companies pick one company for all their cybersecurity elements and ask them to provide everything that they need. This, too, is being accelerated through the rise of AI and automation.

Palo Alto Networks glitch

Last week, NVIDIA raised its capitalization by more than the whole value of companies such as the Bank of America and Coca-Cola. But, Palo Alto Networks saw a massive fall in its stock price [here]:

Since, 2020, it has seen its stock price rise by around x4, but this week saw a shock, with a 25% fall in its capitalisation. It seems that AI is the darling of the stock exchange at the current time and that cybersecurity may face challenging times. Overall, Palo Alto Networks is doing very well, and with a 19% yearly increase in revenue.