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PANWBULLISHSubstantive discussion · 3/5

High enterprise demand drives cybersecurity growth narrative

The guest argued that cybersecurity represents the most durable area of enterprise software spending over the next 5-10 years, driven by agentic AI deployment needs.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
PANW: High enterprise demand drives cybersecurity growth narrative · Zortix