StarZero All shows Try the podcast clipper →

Palo Alto Networks

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jun 28, 2025 by Nikesh Arora · said 8 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Nikesh Arora (4), Nikhil Kamath (3), Ritesh Agarwal (1)

tap a year for its mentions
00418120242025episodesmentions
01120242025episodes it came up in
0040.58120242025episodesmentions per episode
2025 7 mentions in 1 episode
2024 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Palo Alto Networks, oldest first

Jun 28, 2025 positive
Disclosure
Arora: Over half of Palo Alto Networks' acquisitions come from Israel
“I have bought 20 companies in the last seven years about all of a sudden. For the most part, they've been startups, and I'd say more than 50% of them have been from Israel.”
Nikesh Arora Jun 28, 2025 ▶ 52:51 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Jun 28, 2025 bullish
Insight
Arora: Systems of record retain enterprise moats despite AI interface disruption
“The whole mode of interaction of me with your payroll system may be fundamentally different, and you're ahead of HR, and that might be different, but the system of record will stay, because it's required as part of your business process to exist. Now, a system…”
Nikesh Arora Jun 28, 2025 ▶ 24:55 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 60 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more