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Chairman and CEO of Palo Alto Networks, a major cybersecurity firm, and a former senior Google and SoftBank executive.
Palo Alto Networks crossed $400 a share for the first time this week, lifting its market value to a record of about $325 billion. The climb has turned CEO Nikesh Arora's $10 million share purchase in March into a stake worth about $27 million.
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Palo Alto Networks pointed Anthropic's unreleased Mythos at its own systems and found 75 vulnerabilities in a month, against a usual rate below five. The defense business it built on that result depends on Anthropic's model and on customers choosing a security vendor over the lab.
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Meta's Muse agent reached the top of Apple's free app chart by doing users' shopping for them, and Amazon shut it out of its store on contract grounds, a theory Amazon already lost a ruling on against Perplexity.
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Business Insider's roundup of the backlash against extreme AI-risk forecasts quotes a security CEO, a former FTC chair and the White House AI czar, all of them pointing boards at liability law they already work under.
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The figure is an estimate Nikesh Arora gave on his own earnings call, the beat and the raise are real but unquantified in this account, and the 113% run since April 7 is the part of the story with an audit trail.
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Revenue rose 34% and guidance beat consensus, yet the reported quarter was a $282 million loss, most of it acquisition accounting, and the CFO told analysts hosting costs will outgrow revenue next year.
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The fiscal 2027 guide of $14.1bn to $14.2bn clears consensus by roughly $310 million, which reads as execution rather than a spending shock. The count of customers collapsing their tools onto one platform is the harder evidence.
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The deal completed on February 11, with identity security named a core pillar of platformization. CyberArk stays standalone for now, which is what every acquired platform is told first.
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A multiyear alliance targets $1 billion in joint business by 2029. The ratio it is built to sell into is the part most security teams cannot yet enumerate.
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