CLAIM #66786 · Palo Alto Networks Inc (PANW) · 2025Q2 earnings call · May 20, 2025 · due Jan 31, 2026
“So we expect to start seeing agentic activity in XIM.”
Lee Klarich · CPO
In context
“Lee Klarich (CPO): Oh, I think it's a lot more complicated than that, Matt. Not necessarily in a bad way. But I think sometimes the industry can be quick to jump on a single magic bullet of identity, which is important, but there's a lot of other aspects to how these agentic platforms work. And I would actually start with how do you secure the AI portion of the agentic platform and making sure that it's providing. If you're going to give it the authority to take independent actions, which effectively what agentic AI will do, you better make sure that that AI environment is fully secured from attackers and you have proper guardrails enforced and everything else. Yes, that has to be combined with identity. All of it has to be combined with, it's going to ramp up even just machine to machine level communication, how we secure it. So there will be multiple facets to how agentic AI is secured as it matures. Just to add to that, Matt, I think one of the things which is from our perspective fascinating is that we have now sold XIM more than 200 times in the last 24 months, making it one of the fastest-growing products in cybersecurity. And in XIM, we see all the data. So we expect to start seeing agentic activity in XIM. So, you know, identity is two parts. Identity is validating your credentials to make sure you are who you are, whether you're an agent or human being, which is what typically MFA does a service accounts to SaaS applications. But watching the activity and being able to control the activity and stop the activity and change permissions will have to happen in some sort of AI-enabled SOC. So we think there's an opportunity for us in the future that we will be able to build as the definition of agents and the deployment agents starts to settle in. Agentic detection, remediation, and management within the XIM capabilities that we have.”
Verify independently
SEC filings for PANW ↗ · Claim quote is verbatim from the 2025Q2 earnings call.