Last mentioned: 2d ago
Q2 2026 Earnings Call
CEO Nikesh Arora discusses the slow pace of enterprise AI adoption compared to consumers.
Koi Acquisition Announced
Palo Alto Networks confirms the purchase of AI startup Koi to bolster future capabilities.
Market Analysis
Industry analysts note the shift from AI hype to a focus on measurable enterprise ROI and security.
Palo Alto Networks CEO Nikesh Arora has tempered expectations for immediate enterprise AI returns, noting that adoption remains largely confined to coding assistants. Despite this cautious outlook, the cybersecurity giant has acquired AI startup Koi to position itself for a future wave of enterprise-grade AI implementation.
Palo Alto Networks has announced the acquisition of Israeli startup Koi to pioneer security for autonomous AI agents, even as its stock fell 6% on conservative third-quarter profit guidance. The move underscores a strategic pivot toward securing non-deterministic AI workflows despite short-term market volatility.