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Palo Alto Networks agrees to buy CyberArk for $25B

techcrunch.com

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

#3

Post by resource_waste »

pbiggar wrote: post #2

[flagged]

Thank you for the heads up, I just uninstalled that app. I had it from 1 or 2 years ago and havent used it since.

I feel like I'm being proven right that when selecting software, it should be open source and hosted on-site.

Even if this causes problems, the alternative seems riskier.

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

#7

Post by evanjrowley »

le-mark wrote: post #4

In 2024 Cyberark had $1 billion in revenue. Can anyone comment on how this $25B number makes sense for Palo Alto?

There are plenty of Palo Alto customers who also use CyberArk. Perhaps the Palo Alto leadership believe vertical integration is very valuable?

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

#8

Post by inglor »

le-mark wrote: post #4

In 2024 Cyberark had $1 billion in revenue. Can anyone comment on how this $25B number makes sense for Palo Alto?

Sure, Palo Alto can acquire Cyberark and then use its sales organization to up-sell its customers on CyberArk's offering.

I've seen this at Microsoft where acquiring startups that provide capabilities and then incorporating them into Azure or Defender led to the usage of those capabilities skyrocketing and those particular acquisitions (not going to specifics because NDA) ended up being profitable.

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

#10

Post by ameliaquining »

inglor wrote: post #8
le-mark wrote: post #4

In 2024 Cyberark had $1 billion in revenue. Can anyone comment on how this $25B number makes sense for Palo Alto?

Sure, Palo Alto can acquire Cyberark and then use its sales organization to up-sell its customers on CyberArk's offering. I've seen this at Microsoft where acquiring startups that provide capabilities and then incorporating them into Azure or Defender led to the usage of those capabilities skyrocketing and those particular acquisitions (not going to specifics because NDA) ended up being profitable.

I would sort of naively imagine that that would work at a smaller price tag but at $25 billion it would be tough to make it pencil out.
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