Business mix
- It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers’ entire AI ecosystem.
- It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments.
- It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform.
- It provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline.
Current key questions
- Can demand for the company's products and platforms keep growing within software - infrastructure?
- How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
- Does customer concentration, switching cost, or ecosystem control support long-term pricing power?