Aditya Krishnan

The Indian market is at a tipping point. As enterprises shift toward AI-first strategies, the conversation around Identity has never been more critical. I spoke with Arsh Goyal about how we are responding to this shift and why the work being done in our Bengaluru hub is vital for our customers globally. Identity is the new perimeter of security. See the strategy in action: https://lnkd.in/dHcZ9a5n  #IdentitySecurity #CustomerSuccess #AI #OktaIndia

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Announcing enhanced network troubleshooting in OCI with Zero Trust Packet Routing (ZPR) visibility in Network Path Analyzer (NPA). As network demands continue to grow across on-premises, hybrid, and cloud environments, OCI remains focused on simplifying network management and security so you can operate more efficiently as complexity increases. Since introducing ZPR in September 2024, customers have been able to define security intent using plain natural language through ZPR security attributes and policies—helping ensure that only the necessary resources can communicate. To provide flexibility in how security is configured and managed, OCI continues to support Network Security Groups (NSGs) and Security Lists (SLs) alongside ZPR. Because troubleshooting connectivity can span routing plus multiple policy models (ZPR, NSG, and SL), customers need clarity on where misconfigurations may exist. NPA already delivers visibility into routing, NSG, and SL policy enforcement—and today, we’re thrilled to announce the integration of ZPR with NPA, extending that visibility to ZPR policies for a more comprehensive and efficient troubleshooting experience. To learn more about the ZPR integration with Network Path Analyzer (NPA), please refer to the blog post at the link below. https://lnkd.in/g-9Zz3SC Aanand Krishnan,Gopi Gopalakrishnan,Nicole M. Rivas, MA,Paul Cainkar,Christa Johnson Scura, Ram Chandrasekaran, Sunil Varghese, Chris Smith, Lilian Quan, Jody Davis, Misha K., Deepak Kumar, Joy Chatterjee, Ritesh Kumari, Cierra Jade Gonzales, James Birkinshaw, Autumn Privett

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Huge quarter for Palo Alto Networks across both financial performance and longer term strategy. They beat every meaningful financial metric. (Quarterly reminder that 15% YoY revenue growth at ~$8B+ annual scale is massive. Missed on gross margin...meh.) More importantly, they're demonstrating progress on the next layer of growth drivers: SecOps (ofc), enterprise browser, and security for AI. This analysis could be a whole article, but here are my highlights: → Eight figure deals and ~$1M average ARR for XSIAM The deal size for Palo Alto Networks' largest customers is next level for cybersecurity. This quarter alone, they highlighted deals for $90M, $46M, and $33M. Their ability to do eight figure deals is basically unheard of outside of CrowdStrike and a select group of big tech companies. Their NGS deal size matters, too. An average of $1M+ ARR across 270 XSIAM customers is not an anomaly anymore. This is a business built for large enterprise deals. → Resetting security operations Nikesh Arora gave a matter-of-fact assessment of the SecOps market: > "I think this is the moment of the SIEM market...In the next three to five years, it will get replaced by new-age players. The legacy players will try their darndest to hang on to it, but the architecture is fundamentally different from the architectures of yesteryear." Ridiculous? Maybe — until you look at 270 (and counting) XSIAM deals across several of the largest companies in the world. Palo Alto Networks is going to give everything they have to win the next-gen SIEM market. → Prisma Access Browser might end up being their best acquisition yet. Winning SecOps is the strategic crown jewel, but SASE is a nice bonus. Prisma Access Browser (fka Talon) is quickly becoming the centerpiece: 11x YoY license growth. Three million seats (and counting). Nine figure pipeline. Was ~$600M a lot to pay for Talon? Maybe — but the results since the acquisition closed are hard to argue with. → Security for AI isn't going to be a repeat of cloud security. In a moment of candor, Nikesh Arora effectively acknowledged how and why they didn’t fully maximize the cloud security market opportunity. Short answer: runtime > posture. Palo Alto Networks isn't going to make the same mistake with security for AI. That's why Prisma AIRS and the acquisition of Protect AI are so important. Protect AI is their 'runtime or bust' product strategy. --- There's a lot more we could have talked about here — QRadar conversions, software firewall inflection, tariffs, and more. Despite all the market noise, Palo Alto Networks just keeps delivering. Their $15B revenue goal seems within reach. It might take 4-5 years to get there, but this level of performance at scale is unprecedented in the cybersecurity industry.

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Autonomy without oversight isn’t a feature. It’s a risk. Agentic AI triggers real actions on real infrastructure. Human-in-the-Loop isn’t a design weakness — it’s what makes the system trustworthy.

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🚀 Securing access just got smarter - JumpCloud is now an official Chrome Enterprise partner ! 🚀 💪 With JumpCloud’s Conditional Access and Chrome Enterprise’s browser-based device trust, admins can now enforce access controls to sensitive company apps — whether users are on managed or unmanaged (BYOD) devices. This is a huge leap forward for securing today’s distributed workforce — flexible, scalable, and built for modern IT. Read more in my blog about the integration and the use cases it unlocks 👇 🔗 https://lnkd.in/gXzYEn7k Special Thanks to Dwight Allgood Chase Doelling Dixitha Srinivasan Farhad Ahmed & Team from JumpCloud and Ashish Pujari Nnamdi Ofodile Guillermo Saavedra from Google for their crucial support and partnership in helping us get across the finish line. #JumpCloud #ChromeEnterprise #BYOD #ConditionalAccess #DeviceSecurity #IAM #ZeroTrust

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Big day for Palo Alto Networks! We've announced our entry into a definitive agreement to acquire the leading identity security platform in CyberArk. Why now? The identity category is at an inflection point. The future is securing every identity: human & machine. By combining our strengths, we're poised to deliver the integrated security solutions our customers need to secure their digital future. Thrilled to be part of a team that is not just participating in the future, but building it. See important information: https://bit.ly/45czf28 And get the details from our press release: https://bit.ly/4kZc01b

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Extreme Networks expands its AI-driven networking with the launch the industry’s first AI Service Agent on Extreme Platform ONE and the appointment of CTO Nabil Bukhari as President of AI Platforms, driving automation and smarter enterprise network management. Read more in CRN.

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