Not all product suites are created equal, ft. MongoDB, Datadog, Palo Alto Networks
Thanks for the mention and great analysis!
Pretty wild how crowdstrike called them out on their conference call
I also think it will be important to watch Palo Alto’s bookings vs Billings vs rev vs collections to see if the numbers track their story
I also wrote a detailed analysis on their Billings and financial services segment: https://breakingsaas.substack.com/p/panw-wheres-the-billings
Thanks for the mention and great analysis!
Pretty wild how crowdstrike called them out on their conference call
I also think it will be important to watch Palo Alto’s bookings vs Billings vs rev vs collections to see if the numbers track their story
I also wrote a detailed analysis on their Billings and financial services segment: https://breakingsaas.substack.com/p/panw-wheres-the-billings