Nikesh comments imply a mid level security player that has a market valuation between 4-7b.
There are several that fall into that category. Which one has something PANW needs?
2 replies (most recent on top)
"...historically, Palo Alto Networks only acquired startups based in the Bay Area, or those with Israeli founders (with HQs in Tel Aviv or New York)"
Excellent Analysis on the space and possible M&A activity.
https://ventureinsecurity.net/p/palo-alto-isnt-going-to-buy-everyone
Only one on the list fits the bill of market cap +PANW acquisition history
Netwrix -- 3.8b
Lepide -- no data
Veronis -- 6.18b
JumpCloud -- 2.265
Oh. I give up.
So many possibilities