Palo Alto Networks Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Jan 23, 2024

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Mar 07, 2023 / 08:55PM GMT
Hamza Fodderwala - Morgan Stanley, Research Division - Equity Analyst

All right. Well, good afternoon, everybody. My name is Hamza Fodderwala, U.S. cybersecurity analyst here at Morgan Stanley. And we're really pleased to have the CEO of Palo Alto Networks, Nikesh Arora with us. Before I begin, just for some important disclosures, please see the Morgan Stanley research and disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. With that, Nikesh, thank you so much for joining us.

Nikesh Arora - Palo Alto Networks, Inc. - Chairman & CEO

Thank you for having me.

Questions and Answers:

Hamza Fodderwala - Morgan Stanley, Research Division - Equity Analyst

All right. Maybe we can start off with sort of the current state of the union of Palo Alto Networks, demand environment, pipeline, how are you feeling about that? And how

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