PALO ALTO NETWORKS WKN: A1JZ0Q ISIN: US6974351057 Kürzel: PANW Forum: Aktien Thema: Hauptdiskussion

Das wäre natürlich super…und ist noch weiter ausbaufähig. Das ATH wird bald schon wieder zu testen sein.

Hab was von steigenden wiederkehrenden Umsätzen gelesen

Break out!

309 👍

Kommt aktuell leider nicht über die 303€, aber ich bin optimistisch das wir dieses Jahr die alten höchststände anlaufen werden

Natürlich 😜 weshalb aber können die sich nie mal über der 300€ halten?

Einfach hammer Unternehmen 😁

Gibt es einen aktuellen Grund für den Anstieg?

Tuesday, June 11, 2024 Zscaler Hooks up with Nvidia Zscaler, Inc. (NASDAQ: ZS) shares spring Tuesday. The company, purporting to be a leader in cloud security, announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities, leveraging NVIDIA NIM inference microservices, NVIDIA NeMo Guardrails, and the NVIDIA Morpheus framework, will dramatically increase the ability to process data from the Zero Trust Exchange™ platform, further enhancing Zscaler copilot’s ability to proactively defend enterprises against cyber threats and simplify IT and network operations. The rapid advancement of AI is becoming a primary game-changer to accelerate cybersecurity innovations. To effectively manage IT operations and combat threats at scale, enterprises must fully harness their massive volumes of data to equip an offensive and proactive security posture. The new Zscaler ZDX Copilot, a first-of-its-kind digital experience monitoring copilot, with NVIDIA NeMo Guardrails, offers network, device, and application performance insights to enable simplified IT support and operations at scale. NeMo Guardrails orchestrates dialog management, delivering accuracy, appropriateness, and security in smart applications with large language models (LLMs). It helps safeguard organizations by overseeing generative AI systems.

warum stürzt es denn so ab hier ? News ?

Moin, überlege entweder hier oder bei Zscaler einzusteigen. Welchen Vorteil seht Ihr bei Palo Alto?

https://www.fool.com/earnings/call-transcripts/2024/05/31/zscaler-zs-q3-2024-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=296adad4-704f-4b6d-9d18-fc1e1941183e&mod=mw_quote_news

Oppenheimer auf Zscaler C.C.: 'First of all, I want to understand your 4Q guidance a little bit. If I just go back the last couple of years, your year-to-year growth rate doesn't change much from 3Q to 4Q, but there's a significant deceleration in your 4Q guide this time. So, I want to understand, is that something that I'm missing outside of say a little bit of conservatism for higher sales attrition that maybe people are not thinking about right now?'

Bis sich der verschärfte Wettbewerb in den Zahlen widerspiegelt, kann es noch lange dauern: 'And also, sales cycles, we talked about our sales cycles for large deals of nine to 12 months. We've mentioned a few quarters ago that they're moving more toward that 12-month, really no change there either.' (CFO)

Zscaler: Gute Zahlen aber deceleration in Q4. Konkurrenz PANW?