I've seen this at Microsoft where acquiring startups that provide capabilities and then incorporating them into Azure or Defender led to the usage of those capabilities skyrocketing and those particular acquisitions (not going to specifics because NDA) ended up being profitable.
1. These synergies are hard to deliver, let alone 25x.
2. Paying 25x revenue implies you're forecasting way more (+30x?) in value.
That’s illegal of course but we stopped enforcing those laws somewhere in the early 2000s so here we are.
If anything, this might make us stick with PA longer as they are the "niche" in our environment and presumably we will want to combine the contracts.
2. Large shared customer base,
3. Most enterprises need Identity SPM which Cyberark does pretty well at.
4. Vendor Rationalization is the name of the game. Security teams want to reduce spend significantly in both headcount and tooling, so PANW aquiriring Cyberark makes it easier to defend identity, cloud, networking, and other security spend.
25B might not be a whole country, but it's definitely a whole country's phone network and internet infrastructure.
2. Use the remaining billions to purchase a military force
3. Declare yourself sovereign
4. Export your goods and services at reasonable prices.
5. Be recognized by international organizations
6. You're literally a country for less than $24B
pbiggar•2h ago
Palo Alto Networks itself already has questionable ties: its founder Nir Zuk is ex-Check Point (another Israeli security firm founded by Unit 8200 alumni), and the company has significant defense and other US government contracts. PA already has tons of executives with backgrounds from Israeli intelligence.
We're letting Israel further into the US' tech stack. This is the cyber equivalent of letting a foreign intelligence service write your encryption libraries or run your access control infrastructure.
resource_waste•2h ago
I feel like I'm being proven right that when selecting software, it should be open source and hosted on-site.
Even if this causes problems, the alternative seems riskier.
bc569a80a344f9c•32m ago
csomar•1h ago
biggerbiggar•59m ago
gdbsjjdn•27m ago