Latest news with #CortexXDR
Yahoo
20-05-2025
- Business
- Yahoo
Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst
Wedbush analyst Daniel Ives maintained an Outperform rating on cybersecurity giant Palo Alto Networks, Inc. (NASDAQ:PANW) with a price forecast of $225 on Monday. The company will deliver its fiscal third-quarter 2025 results on Tuesday after the bell. Ives expects to see strong cyber security deal activity across enterprises as the company continues laying the foundation for its platformization approach heading into fiscal 2026. Palo Alto Networks continues to be one of the analyst's favorite cyber security names to own over the next 12-18 months as the company generates a more stable pipeline of platformization deals with cloud penetration, which will still act as a major driver going analyst noted stronger deal flow in the field over the past few months and believes Palo Alto Networks is generating solid momentum for cybersecurity customer deployments on its platform now front and center. Ives also noted Palo Alto Networks would be a prime beneficiary of AI spending as cyber security is a clear second and third derivative play on the AI Revolution with more workloads and data heading to the cloud. The Street numbers and the company's guidance remain beatable, as per the analyst, as the company accelerates its platformization strategy into the next few years with more customers looking to consolidate vendors. Palo Alto Networks' Next-Gen Security Annual Recurring Revenue (NGS ARR) will likely be uptick, with the company landing higher ARR deals in the pipeline. Greater platformization sales will act as the general framework for the company to reach its $15 billion NGS ARR target by 2030. XSIAM and Cortex XDR remain key aspects of driving this platform strategy, with a steady booking pipeline of multi-million deals, as per the analyst. The analyst believes that while the full impact may take time to materialize, the company is in the driver's seat to gain market and mind share in the cyber security landscape. This is especially pertinent as a growing number of companies are expected to adopt artificial intelligence (AI) initiatives over the coming year. According to the analyst, cyber security is a direct benefit of the AI Revolution, and Palo Alto Networks is well positioned to see incremental deal flow as more strategic enterprise AI projects take hold over the coming year. Ives also expects to see further strength of Palo Alto Networks' AI products with the recent launch of its AI suite, including Access, security posture management (SPM), and runtime, which continues to generate greater scale for its platformization approach in the field. Ives expects to see further sequential upticks in average ARR per platformized customer as Palo Alto Networks focuses on converting its current customer to its platform while its ARR tied to AI products drives further momentum into the pipeline. The analyst noted that the key focus of the conference call will be deal metrics and commentary from CEO Nikesh Arora. Ives projected fiscal 2025 revenue of $9.17 billion and EPS of $3.21. The analyst believes Palo Alto Networks is poised for strong third-quarter 2025 results, driven by increasing cybersecurity deal activity and accelerated adoption of its platformization strategy, particularly benefiting from the AI Revolution's impact on cloud workloads. Palo Alto Networks anticipates NGS ARR to be between $5.03 billion and $5.08 billion, representing a year-over-year increase of 33%-34%. The company also expects its Remaining Performance Obligation (RPO) to reach $13.50 billion to $13.60 billion, indicating a 19% to 20% year-over-year growth. For fiscal year 2025, Palo Alto Networks projects its total revenue to be up 14% year-over-year. Price Action: PANW is trading lower 0.38% to $193.55 at last check Tuesday. Read Next:Image via Shutterstock Date Firm Action From To Feb 2022 Morgan Stanley Maintains Overweight Feb 2022 Raymond James Maintains Outperform Feb 2022 Citigroup Maintains Buy View More Analyst Ratings for PANW View the Latest Analyst Ratings Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? PALO ALTO NETWORKS (PANW): Free Stock Analysis Report This article Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
12-05-2025
- Business
- Techday NZ
Orange Cyberdefense earns Cortex XMDR Select status in Asia Pacific
Orange Cyberdefense has been named a Cortex eXtended Managed Detection and Response (XMDR) Select Specialisation Partner by Palo Alto Networks. The company, which is part of the Orange Group and focuses on cybersecurity solutions and services, joins a select group of global channel partners who have achieved the Cortex XMDR Select Specialisation distinction. This requires operational capabilities as well as the successful completion of business requirements, technical certification, sales enablement, and specialisation examinations. The newly awarded Cortex XMDR Select Specialisation allows Orange Cyberdefense to combine Palo Alto Networks' Cortex XDR detection and response solution with its own managed services. This combination is intended to help clients simplify security operations centre (SOC) tasks and respond more quickly to cyber threats. Philip Lee, Head of Orange Cyberdefense, APAC, said, "This recognition further underscores the well-positioned partnership between Orange Cyberdefense and Palo Alto Network in providing customers with the tools, expertise, and resources necessary to navigate the complex cyber threat environment in the Asia Pacific region." Michelle Saw, Vice President, Ecosystem, Asia Pacific & Japan, Palo Alto Networks, commented on the relationship, stating, "NextWave partners play a critical role throughout the customer lifecycle, from the initial qualifying stage to ultimately ensuring successful deployment and adoption of our technology." She added, "Organisations need effective detection and response across the network, endpoint, and cloud but managing today's threats effectively is a massive undertaking. Orange Cyberdefense's commitment to attain the Cortex XMDR Select Specialisation will give their managed security services customers peace of mind that the services they are choosing will mitigate security gaps and relieve the day-to-day burden of security operations for customers with 24/7 coverage." Customers working with an XMDR-accredited CyberSOC from Orange Cyberdefense are expected to benefit in several key areas. These include improved security posture through advanced tools provided by Palo Alto Networks, 24/7 advanced threat detection and mitigation, comprehensive protection against a wide array of cyber threats for businesses in various industries across Asia Pacific, and seamless integration with existing security frameworks. To obtain the Select Specialisation, partners must employ Cortex XDR-certified SOC analysts and threat hunters who are available at all hours, and they must complete thorough technical and sales enablement as well as specialisation assessments. The programme is designed to ensure that partners deliver experienced analysts, mature operational processes, and established customer support, working alongside Palo Alto Networks' security products to provide comprehensive, multi-faceted protection for network, endpoint, and cloud assets. This achievement follows an earlier milestone where Orange Cyberdefense was granted the Palo Alto Networks NextWave Cortex XSIAM Specialisation Status in APAC and globally. This recognition is awarded to managed security service providers with demonstrated expertise in deploying Cortex XSIAM as a managed service. Cortex XSIAM is described as an AI-driven platform that consolidates data and SOC capabilities, encompassing detection and response (XDR), security orchestration (SOAR), attack surface management (ASM), security information and event management (SIEM), and eliminates the need for multiple operational consoles. The company has since implemented the AI-driven platform across 10 customers in different industries worldwide, reporting improvements to their security operations and expertise among local teams. Orange Cyberdefense operates 15 CyberSOC points of presence globally, with two located in the Asia Pacific region: one in India and another in China.
Channel Post MEA
04-03-2025
- Business
- Channel Post MEA
NEC XON Achieves Palo Alto Networks Diamond Partner Status
NEC XON has been awarded Diamond Partner status by Palo Alto Networks, achieving five specialisations that reinforce its leadership in end-to-end cybersecurity solutions. This milestone solidifies NEC XON's commitment to cybersecurity platformisation, providing enterprises and governments with integrated, simplified, and highly effective security solutions. NEC XON is now one of only three Diamond Partners in Africa and the only one with five specialisations, covering Hardware Firewall, Software Firewall, Prisma SASE, Cortex XDR, and Cortex XSOAR. This achievement underscores NEC XON's deep expertise in comprehensive cybersecurity strategies, AI-driven threat detection, and zero-trust architectures. End-to-end platformisation: A game changer NEC XON's Managed Detection & Response (MDR) service, powered by Palo Alto Networks' Cortex XDR platform, allows for complete security platformisation. This means: 360-degree visibility across all sources, enabling organisations to identify and mitigate threats proactively. Proactive threat hunting, preventing adversarial access points before risks materialise. Simplified operations and cost efficiency, through an OpEx-based commercial model, allowing businesses to reduce overheads while enhancing cybersecurity. 'This recognition is a testament to our commitment to cybersecurity innovation and our deep understanding of Palo Alto Networks' entire security platform,' said Armand Kruger, Head of Cyber Security at NEC XON. 'Africa's cybersecurity landscape is still fragmented, with multiple decentralised solutions that don't work together. Our goal is to drive platformisation—an architecturally simplified and comprehensive security approach—ensuring our customers benefit from unified security across endpoints, cloud, and identity management.' A commitment to innovation and expertise Achieving Diamond Partner status requires a significant investment in skills development and expertise. NEC XON has built a highly trained team of over 12 Palo Alto-certified engineers, ensuring the ability to map Palo Alto's cybersecurity capabilities directly to customer needs. 'Palo Alto Networks' platform consolidation strategy is the future of cybersecurity,' added Kruger. 'We have invested heavily in training, innovation, and building a best-in-class security operations model to ensure our clients stay ahead of evolving cyber threats.' Justin Lee, Regional Director at Palo Alto Networks Africa, also highlighted the significance of this achievement: 'NEC XON's attainment of Diamond Partner status demonstrates its deep technical expertise and commitment to delivering cutting-edge cybersecurity solutions. As organisations in Africa continue to face an evolving threat landscape, our partnership ensures they have access to the most advanced security technologies, backed by a team that understands their unique challenges.'
Zawya
04-03-2025
- Business
- Zawya
NEC XON achieves Palo Alto Networks Diamond Partner status
NEC XON has been awarded Diamond Partner status by Palo Alto Networks, achieving five specialisations that reinforce its leadership in end-to-end cybersecurity solutions. This milestone solidifies NEC XON's commitment to cybersecurity platformisation, providing enterprises and governments with integrated, simplified, and highly effective security solutions. NEC XON is now one of only three Diamond Partners in Africa and the only one with five specialisations, covering Hardware Firewall, Software Firewall, Prisma SASE, Cortex XDR, and Cortex XSOAR. This achievement underscores NEC XON's deep expertise in comprehensive cybersecurity strategies, AI-driven threat detection, and zero-trust architectures. End-to-end platformisation: A game changer NEC XON's Managed Detection & Response (MDR) service, powered by Palo Alto Networks' Cortex XDR platform, allows for complete security platformisation. This means: 360-degree visibility across all sources, enabling organisations to identify and mitigate threats proactively. Proactive threat hunting, preventing adversarial access points before risks materialise. Simplified operations and cost efficiency, through an OpEx-based commercial model, allowing businesses to reduce overheads while enhancing cybersecurity. 'This recognition is a testament to our commitment to cybersecurity innovation and our deep understanding of Palo Alto Networks' entire security platform,' said Armand Kruger, Head of Cyber Security at NEC XON. 'Africa's cybersecurity landscape is still fragmented, with multiple decentralised solutions that don't work together. Our goal is to drive platformisation—an architecturally simplified and comprehensive security approach—ensuring our customers benefit from unified security across endpoints, cloud, and identity management.' A commitment to innovation and expertise Achieving Diamond Partner status requires a significant investment in skills development and expertise. NEC XON has built a highly trained team of over 12 Palo Alto-certified engineers, ensuring the ability to map Palo Alto's cybersecurity capabilities directly to customer needs. 'Palo Alto Networks' platform consolidation strategy is the future of cybersecurity,' added Kruger. 'We have invested heavily in training, innovation, and building a best-in-class security operations model to ensure our clients stay ahead of evolving cyber threats.' Justin Lee, Regional Director at Palo Alto Networks Africa, also highlighted the significance of this achievement: 'NEC XON's attainment of Diamond Partner status demonstrates its deep technical expertise and commitment to delivering cutting-edge cybersecurity solutions. As organisations in Africa continue to face an evolving threat landscape, our partnership ensures they have access to the most advanced security technologies, backed by a team that understands their unique challenges.' About NEC XON NEC XON is a leading African integrator of ICT solutions and part of NEC, a Japanese global company. The holding company has operated in Africa since 1963 and delivers communications, energy, safety, security, and digital solutions. It co-creates social value through innovation to help overcome serious societal challenges. The organisation operates in 54 African countries and has a footprint in 16 of them. Regional headquarters are located in South, East, and West Africa. NEC XON is a level 1-certified broad-based black economic empowerment (B-BBEE) business. Discover more at
