“But we're going to keep our cautious approach towards meeting what we can digest. So you shouldn't expect anything that is off the regular pattern we've sort of shown the last time.”

In context

“Nikesh Arora (Chairman and Chief Executive Officer): So, Brian, thanks for the question. Look, we have not changed our point-of-view. We have always maintained that we're going to sustain M&A at a level close to a billion here. So we haven't done one for a while or two. And if you see, if you split the two, we did a cloud security one, and we've been pretty consistent in that rough range in the $150 million to $250 million range in terms of adding cloud capability as we see the market evolve. So I think that's kind of consistent with where we are. We saw a unique opportunity, as I mentioned, 36% of workers are independent workers; they don't get SASE remote access solutions. We saw more and more discussion in the market, where RBI was not covering every use-case and managed devices were not; all your mobile phones don't have management for security. Last few hacks that happened to mobile devices. From that perspective, customers are asking, 'What is my solution?' and now, what we didn't want to do was to have to deploy yet another independent solution that is just disconnected from our overall SASE capability. And like we do, we will always pay attention to the market. We figured Talon had the best technology in the space and they were just about to go race to the go-to-market sort of implosion or explosion with other companies. So from that perspective, we saw an opportunity and we think it's a great fit. Actually, it makes us the most comprehensive SASE solution. We are going to integrate them deeply into our SASE solution. Our customers will be able to use the Enterprise Browser RBI or our Prisma Access client, so it's—I don't want to call it a one-off, one-off sounds it will never happen again, but I think it just happens to be the time where we did two at the same time, other than to different platforms, two different teams are integrating them, so it's not overhead to the organization. But we're going to keep our cautious approach towards meeting what we can digest. So you shouldn't expect anything that is off the regular pattern we've sort of shown the last time.”