Palo Alto Networks: CEO Nikesh Arora Discusses Growth and Expansion Plans at UBS Tech Conference

Nikesh Arora, CEO and Chairman of Palo Alto Networks, discussed the company's growth and expansion at the UBS Global Technology and AI Conference 2025. He highlighted the company's ability to break out of the cybersecurity market cap range and expand its TAM. Arora compared and contrasted the company's acquisitions in 2019 and 2025, noting that while the context was different, the company's focus on enterprise and innovation remained consistent. He emphasized the importance of being aspirational and not being satisfied with the status quo.