what i like about palo alto networks is the disruptive nature of their current products and potential to disrupt other market segments with new product or service offerings. i do think that in order to keep growing at fast rates as they get larger, they will need to aim at larger targets. i noticed in their company description that they serve 11,000 customers. that is a tiny slice of customers at the high-end of computing needs. i believe they will need to re-invent their own vision of security to bring their next-gen philosophy to the broader market of millions of customers. to reach $5 billion in revenues, palo alto cant just rely on big datacenters and corporate clients, they need to enable security across connected devices on a much broader scale.
short-term, i'm looking for a bottom before earnings, but if i buy in, it is going to be slowly, over time, because I need to see this company is more than a 1-trick pony in terms of re-inventing itself.