Palo Alto Networks Inc at Credit Suisse Technology, Media & Telecom Conference Transcript

Dec 01, 2021 / 05:30PM GMT
Philip Alan Winslow - Crédit Suisse AG - Research Division - Former MD and Global Head of Software

All right. Good afternoon, everyone. I say it's not afternoon yet. Good morning, still, everyone. Very excited to have Nikesh Arora coming down. First off, thank you just for being here in person. I appreciate you coming down.

Nikesh Arora - Palo Alto Networks, Inc. - Chairman & CEO

My pleasure. My first in-person conference after -- can I say Morgan Stanley?

Questions and Answers:

Philip Alan Winslow - Crédit Suisse AG - Research Division - Former MD and Global Head of Software

Yes. It's like missile toe. This is safe way. The -- I'd say, yes, this ones better. The -- but actually, we were just talking about this outside, and I know we've talked about some questions, but when we were saying -- when you joined as CEO, there is this debate about hey, could there actually be a $20 billion market cap via security company.

And so the question now, I
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