“Customers can simply wait for Palo Alto, which we expect to be available in six weeks.”

In context

“Nikesh Arora (Chairman and Chief Executive Officer): We received an outstanding response to our AI Precision AI preview at RSA, with several hundred customers signing up to engage in discussions and participate in the beta phase of these products. This is very positive. Additionally, AI Access serves as an overlay product for all our Access customers, which our clients appreciate because it eliminates the need to seek additional add-ons elsewhere. Customers can simply wait for Palo Alto, which we expect to be available in six weeks. For those eager to deploy sooner, we can discuss the beta and continue design conversations, reducing the risk of competitors offering AI Access Security to our customers. Regarding AI firewalls, we believe we might be the only security vendor offering native integration with major public clouds like AWS, Azure, GCP, and Oracle. This allows our firewall to operate directly within these cloud platforms, being activated from their user interface as well as ours. AI firewalls will be included in this capability, providing a native solution in most significant cloud service providers, or within a VM deployed in a data center. Competing with us would require others to first have that native capability. We expect that Google, Microsoft, and AWS might develop similar capabilities since they have their native firewalls. For organizations utilizing a multi-cloud infrastructure with various LLMs running across different clouds and in data centers, we aim to be the only option enabling this seamless capability. Our goal is to lead innovation in this area, preventing fragmentation and the need for customers to deploy multiple point solutions.”