March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience

Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:
Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security

NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.
Research Note: Check Point & Wiz Enter Strategic Partnership

Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).
Research Note: OpenText Core Threat Detection & Response

OpenText recently announced its new Core Threat Detection and Response, an AI-driven cybersecurity solution that will become generally available with its Cloud Editions 25.2.
The new platform integrates with Microsoft security tools, including Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Security Copilot, to enhance threat detection and response capabilities.
The solution operates as an Open XDR (Extended Detection and Response) platform, enabling enterprises to integrate telemetry from multiple security tools and applications.
Research Note: Palo Alto Networks Cortex Cloud

Palo Alto Networks recently introduced Cortex Cloud, its integrated cloud security and security operations (SecOps) platform that consolidates the capabilities of Prisma Cloud and Cortex CDR.
The new platform provides a unified approach to managing cloud security risks, real-time threat prevention, and automated response workflows.
Research Note: Cisco AI Defense

Cisco recently introduced its Cisco AI Defense, its new enterprise security solution to address the growing risks associated with AI adoption in multi-cloud and multi-model environments.
Quick Take: Veeam Software and Palo Alto Networks Integration

Veeam announced a new integration with Palo Alto Networks that combines Veeam’s data protection and backup solutions with Palo Alto’s advanced cybersecurity platforms, Cortex XSIAM and Cortex XSOAR.
Research Note: Palo Alto Networks Q4 FY2024 Earnings

Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.
Quick Take: Palo Alto Networks FQ3 2024 Earnings

Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.
Research Brief: IBM & Palo Alto Networks Strategic Partnership

IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.
Research Note: Palo Alto Networks FQ2 2024 Earnings

Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
Palo Alto Networks Prisma Cloud Gains Code-to-Cloud Intelligence

Palo Alto Networks has unveiled the latest iteration of its leading Prisma Cloud offering, which it calls “Darwin.” The new Prisma Cloud release introduces tools and features that secure the entire application lifecycle, from the code’s inception to its deployment and runtime in the cloud.
Palo Alto Networks New CI/CD Prisma Cloud Features Protects Software Delivery Pipeline

Palo Alto Networks this month stepped up to address AppSec concerns around cloud native security with a new set of CI/CD security capabilities for its Prisma Cloud offering.
Palo Alto Networks Earnings Show Growing Momentum
Background The most recent projections from Canalys show that the cybersecurity market is expected to grow by 13.2% in 2023, with total spending of up to $223.8B worldwide. Cybersecurity products make up $79.5B and are expected to grow by 13% this year. Palo Alto Networks benefits from the overall growth of the market. The company […]