Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Palo Alto Networks agrees to buy CyberArk for $25B

techcrunch.com

Post reply on HN
Print view View original

61–69 of 69 posts

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#61

Post by throw0101c »

esafak wrote: post #40
crims0n wrote: post #25

Earlier quoted context omitted.

Palo Alto is a legacy dinosaur? Pretty sure they are the current market leader in both firewalls and SOAR.

There are market leaders in everything from DSL modems to tape drives. Most companies in 2025 don't own hardware firewalls. You're proving his point.

> Most companies in 2025 don't own hardware firewalls. You're proving his point.

Then all the posts I see in /r/networking about which firewall product is recommended are figments of my imaginations? (The consensus recommendations are PA if you have the money, Fortigate if you don't.)

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#62

Post by 1970-01-01 »

lossolo wrote: post #56
1970-01-01 wrote: post #47

Earlier quoted context omitted.

It happens every decade: https://worldpopulationreview.com/country-rankings/newest-co...

That's not an argument made in good faith. You call the collapse of the USSR into Russia a "new country"? How many of these so called "new" countries are just single billionaires annexing some island they bought and being recognized by international institutions? I'll tell you how many: exactly zero. Total fantasy.

Ok let's take a step back. Get a .int domain by doing something scientific. Build CERN 2.0 on your new land and you're going to be very welcomed by other countries. It should only cost 8-9B for that and then this step is complete.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#63

Post by lossolo »

1970-01-01 wrote: post #62
lossolo wrote: post #56

Earlier quoted context omitted.

That's not an argument made in good faith. You call the collapse of the USSR into Russia a "new country"? How many of these so called "new" countries are just single billionaires annexing some island they bought and being recognized by international institutions? I'll tell you how many: exactly zero. Total fantasy.

Ok let's take a step back. Get a .int domain by doing something scientific. Build CERN 2.0 on your new land and you're going to be very welcomed by other countries. It should only cost 8-9B for that and then this step is complete.

Sorry, but this is yet another out of touch fantasy that shows a fundamental misunderstanding of how international politics and state recognition work. Buying an island and building a mega science facility like "CERN 2.0" doesn’t entitle you to nationhood. Even if you poured billions into infrastructure and claimed independence with your own private military, you wouldn’t be recognized as a sovereign state.

Recognition isn't just about capability or money, it's about political legitimacy. No major country would support such a move because it sets a dangerous precedent. If unilateral declarations of independence by billionares were normalized, it would embolden separatist movements globally, from Catalonia to Kashmir to Taiwan and undermine existing international norms. That’s a geopolitical headache no one wants.

Even CERN 3.0 won't get you a seat at the UN.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#64

Post by davidsam1 »

throw0101c wrote: post #61
esafak wrote: post #40

Earlier quoted context omitted.

There are market leaders in everything from DSL modems to tape drives. Most companies in 2025 don't own hardware firewalls. You're proving his point.

> Most companies in 2025 don't own hardware firewalls. You're proving his point. Then all the posts I see in /r/networking about which firewall product is recommended are figments of my imaginations? (The consensus recommendations are PA if you have the money, Fortigate if you don't.)

Firewall is a dead end was evident by the low growth of palo alto in this segment. Nikesh him self mentioned it multiple times. Market is very saturated. All these companies which still buy are looking at refreshing their existing firewalls stock.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#65

Post by 1970-01-01 »

lossolo wrote: post #63
1970-01-01 wrote: post #62

Earlier quoted context omitted.

Ok let's take a step back. Get a .int domain by doing something scientific. Build CERN 2.0 on your new land and you're going to be very welcomed by other countries. It should only cost 8-9B for that and then this step is complete.

Sorry, but this is yet another out of touch fantasy that shows a fundamental misunderstanding of how international politics and state recognition work. Buying an island and building a mega science facility like "CERN 2.0" doesn’t entitle you to nationhood. Even if you poured billions into infrastructure and claimed independence with your own private military, you wouldn’t be recognized as a sovereign state. Recogniti…

I'm not buying it. 24B buys you anything, including a nation.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#66

Post by throw0101d »

davidsam1 wrote: post #64
throw0101c wrote: post #61

Earlier quoted context omitted.

> Most companies in 2025 don't own hardware firewalls. You're proving his point. Then all the posts I see in /r/networking about which firewall product is recommended are figments of my imaginations? (The consensus recommendations are PA if you have the money, Fortigate if you don't.)

Firewall is a dead end was evident by the low growth of palo alto in this segment. Nikesh him self mentioned it multiple times. Market is very saturated. All these companies which still buy are looking at refreshing their existing firewalls stock.

> All these companies which still buy are looking at refreshing their existing firewalls stock.

Companies looking to refresh firewalls with more firewalls contradicts the statement "Most companies in 2025 don't own hardware firewalls.".

If most companies don't own them, what are they replacing?

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#67

Post by lossolo »

1970-01-01 wrote: post #65
lossolo wrote: post #63

Earlier quoted context omitted.

Sorry, but this is yet another out of touch fantasy that shows a fundamental misunderstanding of how international politics and state recognition work. Buying an island and building a mega science facility like "CERN 2.0" doesn’t entitle you to nationhood. Even if you poured billions into infrastructure and claimed independence with your own private military, you wouldn’t be recognized as a sovereign state. Recogniti…

I'm not buying it. 24B buys you anything, including a nation.

Well, you can believe what you want, but the reality is that no one bought any country with billions and was recognized by international institutions. That's just reality, not belief and I’ve already explained the reason for that.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#68

Post by mooreds »

ofjcihen wrote: post #52
mooreds wrote: post #36

Earlier quoted context omitted.

I like this article about the acquisition (disclosure, I know the author). https://strategyofsecurity.com/p/the-case-for-and-against-pa... From the article: > If Palo Alto Networks was going to do identity, they had to do it big. > Commercially, there was no way they were going to build a successful identity business if they had just picked up a bunch of small companies and tried to put them together. They needed to…

Gotta be honest, after using their products extensively compared to other offerings I don’t know if stitching together cloud companies “worked”.

Well, you have expertise on the ground, so I'd take your word for it.

Re: Palo Alto Networks agrees to buy CyberArk for $25B

#69

Post by secunit90 »

spydum wrote: post #53
solatic wrote: post #29

Earlier quoted context omitted.

PANW's current strategy is "platformization" - to be a one-stop shop for anything cybersecurity. The CYBR acquisition fills large product holes in the current PANW portfolio, with little overlap. The $25B price doesn't reflect a multiple on $1B, exactly. It represents potential sales of the CYBR product portfolio to current PANW customers, plus potential sales of the PANW portfolio to CYBR customers, at a multiple of…

Agree strongly that historical integrations were great. But cortex platformization of all the things has not been well received. But PANW is doubling down on it. It's also curious because their firewall platform seems/feels totally separate from the rest of cortex still. I will say, they do have a ton of coverage, more so than any other single vendor I can think of.

But the offerings are like “jack of all trades” and “master of none”.

These days software owners like AWS, GCP, Azure has there own superior security solutions embedded with in there stack instead of relying on external companies.

I think the same will happen for these AI based companies like OpenAI where they will release security solutions embedded within the model instead of relying on different external providers.

In one way these external providers bring in new security risk. Most of these companies offshore stuff. Like PAN offshores to India and Israel. This is an additional risk. Citizens of those countries have access US and EU data. Which no one seems to worry about.

Thats the reason, long run things are not looking good for these independent security providers. With the advent of AI, it is easy to embed security functions in their respective software stack.

Post reply on HN