NasdaqGS:PANWSoftware
Is Palo Alto Networks’ (PANW) AI-Era Partner Pivot Quietly Redefining Its Competitive Moat?
Palo Alto Networks recently rolled out the next generation of its NextWave Partner Program, shifting incentives toward platform-centric, AI-era security outcomes and deeper integration across network, cloud, and security operations.
By encouraging partners to move away from point products and toward unified platforms, the program could materially reshape how cybersecurity services are packaged, delivered, and monetized across its ecosystem.
We’ll explore how this pivot toward platformization...