AerialPerspective Works Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported earnings last Monday, causing the stock to trade higher the next day on management’s raised guidance for FY25 and double beat for the quarter. Palo Alto’s commentary and outlook lead me to believe the company has more upside surprises in terms of ARR growth from its platformization progress; the latter is an integrated platform approach in which security functions are consolidated to achieve enhanced security and reduced ...