da-kuk Investment Thesis In my last article on Palo Alto Networks (NASDAQ:PANW), I discussed the company’s Q3 performance and highlighted the progress made on its platformization strategy. I also highlighted how the partnership with IBM could be a strong growth catalyst for the company, especially in the AI space. In this article, I dissect the company’s fourth quarter earnings report and argue how the company stands to be a major beneficiary from a dramatically changing cybersecurity landscape. I also  ...