1. Palo Alto (PANW) – Earnings Review Throughout this article I am going to be using a lot of acronyms that describe various Palo Alto products. Definitions for all of them, and a brief overview of the business, can be found in my company introduction (the 101) here. Nice organic acceleration for remaining performance obligations. CyberArk integration is ahead of schedule. Expects operating leverage to resume soon. Best quarter for network security in years. Beat revenue estimate & guidance by 2% each.