01/03/2025, 04:12 PM UTC
帕洛阿尔托网络公司瞄准300亿美元市场，准备突破Palo Alto Networks Set To Penetrate A Potential $30B Market
1、帕洛阿尔托网络公司正积极瞄准300亿美元的SIEM市场，旨在从Splunk和微软等传统供应商那里夺取显著的市场份额。2、公司的平台化战略和最近的SIEM专注型收购预计将加速其达到150亿美元年度经常性收入目标，支持买入评级。3、管理层的目标是在24个月内成为SIEM市场的前三名玩家，利用其成功的XDR市场渗透。1. Palo Alto Networks is aggressively targeting the $30 billion SIEM market, aiming to capture significant market share from legacy vendors like Splunk and Microsoft. 2. The company's platformization strategy and recent SIEM-focused acquisition are expected to accelerate its path to a $15 billion ARR target, supporting a Buy rating. 3. Management aims to become a top 3 player in the SIEM market within 24 months, leveraging its successful XDR market penetration.
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