Update on the pace of adoption for PANW across core categories - Network, Cloud, SASE, and endpoint. What impact, if any, are price increases having on PANW adoption?
PANW's competitive position vs. MSFT, Zscaler, Fortinet, and others. Is Palo Alto competing more effectively with Fortinet in the mid-market?
What's the status of hardware firewall refreshes? As supply chains improve, how are PANW's hardware sales? Has the mix of hardware vs. software deals changed? Is the trend toward consolidation a positive or negative for PANW?
What's your outlook for PANW in '23? Where do you see PANW in 2 years? In 5 years?
