palo alto networks aws deployment guide

palo alto networks aws deployment guide

However, given our RPO is growing way ahead of revenue, it just means we are saving up a lot of revenue for a future rainy day. As a result, we have all seen some of the fastest innovation cycles and launches of unique applications over the last several months. We expect NGS ARR to be in the range of $2.80 billion to $2.85 billion, an increase of 48% to 51%. As we started this fiscal year, we pivoted our efforts and focused our effort on doing more with less. I think it tells us there's a huge potential out there, which means we have to keep our heads down again, keep building, keep executing, and keep trying to solve the problems that our customers are presenting in front of us. This means even new attacks that have never been seen before are blocked at the very first attempted use by an attacker. And I would say, you know, auxiliary capabilities, whether it's an automation with XSOAR or auxiliary capabilities on our attack surface management. In the changing macro environment, customers are more challenged in their capex budgets, which often fund appliance purchases. This quarter, we established momentum for XSIAM with quarterly bookings more than doubling sequentially as we signed our first eight-figure deal and transactions across all three of our major geographic theaters with this product. choices: You can move corporate applications to the cloud, launch additional web servers, The following images provide some examples of this test: By using the steps in this post, you can deploy and provision a Palo Alto firewall On the On the adversary front, there seems to be no impending recession and threats. Chris Vonderhaar, who was leading AWS massive global data center fleet, is no longer with the $85 billion cloud giant. The overall macro trends of cautious spending, deal scrutiny, and cost and value consciousness persist. Additionally, supply chain challenges have continued to abate at an increasing pace, helping to improve our gross margin. Invest better with The Motley Fool. Look, I'll preface that. in AWS. You all might remember, at the beginning of this fiscal year, as part of our scaling efforts, we combined our SASE sales organization into our core sales organization. [Operator instructions] Our first question will come from Saket Kalia of Barclays, with Hamza Fodderwala from Morgan Stanley on deck. Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. We continue to see platformization in cybersecurity. We are also focused on driving industry certifications in Prisma Cloud. There is no additional cost for using this Quick Start. It is worth reminding investors that our 2023 convertible note will mature on July 1, 2023, and we expect to settle the principal obligation with cash on our balance sheet of $1.7 billion. To subscribe in the AWS Marketplace, choose View AWS Marketplace details. Vonderhaars departure comes as AWS is investing heavily to expand its data center footprint both in America and abroad. So, people are spending a lot of money collecting data and large data stores, and they're not getting adequate value out of it, and they're not getting adequate security outcomes out of it. I would like to follow up with you on this. This is particularly salient in the current capex-constrained environment. As a result, their interest in software and cloud-delivered form factors remain high. Thanks, Matt. Palo Alto Networks documentation portal Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. SASE remains one of the fastest-growing markets within all of cybersecurity. So, you know, as you probably appreciate, there's no magic in the world around the fact that our quarter-end on July 31st, there's no budget year-end for any part of the world on July 31st. Cost basis and return based on previous market day close. We're delighted to announce that Cortex achieved our $1 billion booking milestone in the last 12 months. You can see our success here driving larger platform transactions. At the same time, the hardware, as I mentioned, is not as strong as we'd expected. We are the comprehensive zero trust network security company. browser (for example, https://). Our gross margins are way better on software than they generally are on hardware given software firewalls are much, much more profitable for us. Securing Cloud Workloads. For the fiscal year 2023, we expect billings to be in the range of $9.18 billion to $9.23 billion, an increase of 23% to 24%. What did you want -- can you discuss --. And we recognize this toward the end of our first quarter. Saket, you're muted. 2023, Amazon Web Services, Inc. or its affiliates. On the macro front, customers anticipate that global growth may slow. From a technology trend perspective, there is no significant change. Great. *Average returns of all recommendations since inception. managed services across I guess would you view this as an important inflection point as it relates to sort of consolidation in that if you can drive large deals in this macro-constrained environment, you could potentially see an acceleration of those consolidation trends when the macro improves? In a typical day, we analyzed nearly 750 million, yes, 750 million new unique telemetry objects worldwide. Yeah. The only other thing that I would maybe just add to that is simply the supply chain dynamics that Nikesh talks about in his remarks. We think there is continued opportunity from here. VM-Series and CN-series firewalls protect your AWS virtual and containerized workloads with next-generation security features that allow you to confidently and quickly migrate your business-critical applications to the cloud. Chris Vonderhaar, who was leading AWS' massive global data center fleet, is no longer with the $85 billion cloud giant. Hey, good afternoon, and thank you for taking the question. AWS Firewall Manager now enables you to centrally deploy and monitor Palo Alto Networks Cloud Next Generation Firewalls (NGFWs) across all AWS virtual private clouds (VPCs) in your AWS organization. So, I think it's a disservice to them to say that some of the fastest-growing platform is being built at Palo Alto Networks was acquired. The -- and so I think what we'll see is the enterprise use cases of LLMs will evolve a little bit more -- actually, they need to evolve a little bit more methodically and carefully to take these security challenges into account. Prisma Cloud from Palo Alto Networks helps them do just that. I think one part is us using AI already in our products where we have been using it for a while to look at pattern recognition, look at what is telling us from a real-time analysis of data perspective. And right now, we feel good about the balance of both those capabilities and how we're bringing them together and how we continue to deliver new innovations. I think last but not the least, which is something you didn't ask, but I'll say, you know, separately, Lee and his team have been working hard to see and look at the adverse impact that generative AI could have in terms of adversaries using generative AI to build new malware to try and attack our customers. choose the IP addresses, but they should be in the VPC address range. First, generative AI will help us improve our core under-the-hood detection and prevention efficacy by further advancing the state-of-the-art AI and ML in our products that I spoke of today. Proper configuration can get tricky if you dont know what you dont know. This heralds a new approach to security, an outcome-based approach. We continue to see the benefits of this approach and think we are in a multiyear trend. - edited on Making the world smarter, happier, and richer. AWS Firewall Manager now enables you to centrally deploy and monitor Palo Alto Networks Cloud Next Generation Firewalls (NGFWs) across all AWS virtual private clouds (VPCs) in your AWS organization. I don't know. Can I imagine my customer support people having access to amazing amounts of information that's at the tip of their fingers so they can answer customer questions much faster? AWS Firewall Manager is a security management service that acts as a central place for you to configure and deploy firewall rules across accounts and resources in your organization. And then we use that, as I showed in the AI funnel, of how we can go cross-correlate that and go drive great security outcomes. We look forward to seeing you -- many of you at the upcoming investor events. In the public subnets, elastic network interfaces attached to VM-Series. I think from a transformational M&A, I think we can transform this company and have -- continue to transform it to where it is based on our innovation and our balance of execution. Combined, you see this portfolio benefit in the top-line results we reported today. Dont terminate the instance, which deletes the Non-GAAP gross margin of 76.1% was up 320 basis points year over year, driven mainly by a higher software mix, reduce supply chain costs, and some efficiencies in customer support. We focused our headcount additions in sales and R&D to fuel our medium-term growth prospects. Financial Services organizations are moving to the cloud, and with the move comes questions on how to best stay secure. In Q3, our billings grew 26% year over year and revenue grew 24%, while RPO grew ahead of these at 35%. In a hub-and-spoke architecture, each spoke VPC will "subscribe" to . Based on what we have achieved this quarter and what we see in the pipeline, we're confident we can achieve our goal of $100 million in bookings faster than we originally anticipated. We expect revenue to be in the range of $6.88 billion to $6.91 billion, an increase of 25% to 26%. So far, in the early customers that are farthest along on this journey with us, we are seeing the benefits accrue in a similar way. Given the conversation about AI, as I mentioned, there is a renaissance in artificial intelligence, driven by significant advances in large language models, the development of more powerful and efficient computing, and the broad availability of large volumes of training data. So, I think that's the context in which you should think about it overall, where there's been a draw from one side and a partial give on the other side in the product revenue. Yeah. But over the last few years, our industry-leading solutions three-platform approach has continued to take hold and has allowed us to provide a much-needed option for simplicity, a modern stack, and better security outcomes for our customers. Palo Alto Networks (PANW) Q3 2023 Earnings Call Transcript My congrats again, team. The charges are for EC2 and a software license But for now, I feel very comfortable with the position Palo Alto has in the industry. In 2023, AWS launched two new AWS Local Zones in Australia and Chile, which are all powered by data centers. Product revenue grew 10%. In 2020, we introduced the industry's first machine learning-powered next-generation firewall, where machine learning detection moved in line to prevent zero-day attacks. your users access these applications. Learn how the combined power of AWS and Palo Alto Network can enhance your visibility, threat detection, and response time. We talked about the opex. If you would like to deploy CloudNGFW, the following documents might be useful. XSIAM represents another significant opportunity within Cortex as we fulfill our vision around autonomous security operations. So, I'm curious, as you have that AI-based conversation with your customers, how are you getting them comfortable around that to really leverage the full capabilities of AI to automate their SOCs? The market is tough and definitely more challenging than when we started here. Our non-GAAP operating margin of 23.6% increased 540 basis points year over year. And I'll tell you what, we've been working at double time, like literally the day Dipak sort of shut the doors on us being able to book anything this quarter, we're out there hunting for the next quarter. But, Lee, can you highlight some of the key use cases that -- where seen in the first 30-plus customers that we have, what's driven some of this transformation? Thank you and congrats on a great quarter. Our portfolio approach, company's overall scale, and focus on efficiency have enabled us to drive significant leverage. Second is how we drive AI-based analytics on that data, be able to detect attacks in real time. As such, it was the right time to accelerate our efficiency plans. Global Rulestacks cannot get applied to the firewalls, only the local ones, Traffic cannot get routed out of the Firewall endpoints and to the NAT gateway and Internet Gateway. We expect non-GAAP EPS to be in the range of $1.26 to $1.30, an increase of 58% to 63%. Prior to AWS, Vonderhaar was a top executive for Level 3 Communications from 1998 to 2008, where he was vice president of customer media operations. For the fourth fiscal quarter of 2023, we expect billings to be in the range of $3.15 billion to $3.20 billion, an increase of 17% to 19%. We ended Q3 with cash, equivalents, and investments of $6.7 billion. Now, at the same time we did that on the technical side, we also approached it from a sort of the adoption side and I'll call it the procurement side of having a single Prisma Cloud credit system that makes it really easy for customers to buy a level of capacity and then simply use it to adopt as much of the platform as they need and when they need. Hey, guys. To learn more about AWS Firewall Manager, its features, and its pricing, visit the AWS Firewall Manager website. IT leaders need to understand their organizations responsibilities for cloud security and identify the controls and protections for securing their applications and data. It's also replacing other tools in the SOC as well. As they say, the proof is in the pudding. Lee, did you want -- can you elaborate on that, please? So, all the effects that you talked about are true in the industry. At Palo Alto Networks, we have been focused on this technology for many years, and our efforts have been accelerating over the last two years. I think the product mix is in our favor as we go from hardware to software. I'm proud that our team has executed through this environment. The combination of AWS and Palo Alto Networks allows you to view, organize, and prioritize security findings within a unified environment. As you saw, 3.5 petabytes of data is being ingested and analyzed. Of course, I can. Managed Palo Alto egress firewall - AMS Advanced Onboarding Guide The result has been a significant acceleration in operating margin expansion through the first three quarters of fiscal year 2023 and also increases to our operating and free cash flow margin guidance through the year. Yeah. corporate network. Synchronize your security tools to detect threats and automatically respond to attacks with AWS Security Hub and Prisma VM-Series. secure connectivity from your AWS deployment to your data center, outbound to the web, or for VPC-to-VPC communications. associated with the storage. And we expect Q4 capital expenditures of $35 million to $40 million. And so, in all of the XSIAM deployments we're seeing, it's amazing how quickly we're seeing the outcomes that we saw in our own SOC when we deployed and operationalized XSIAM. Qlik is a business intelligence company. Gregg Moskowitz -- Mizuho Securities -- Analyst. Sorry. We have the opportunity to do to security what we have seen done in financial software, HR software, or CRM, where customers have adapted to platforms due to the inherently superior benefits from data integrity, integration, seamlessness, and outcome orientation. PuTTY Key Generator, choose type, Save the session by clicking on the session on the left-hand side of PuTTY And hopefully, we're on the right side of history. Under a centralized deployment model, Firewall Manager will apply the Palo Alto Networks global rulestack configuration on firewall endpoints in an inspection VPC for centralized traffic inspection. I think we are going to undergo a transformation, both as Palo Alto Networks, as well as generally an enterprise software industry over the next 12 to 24 months as we embrace generative AI. We know that's the end of our year. Learn aboutbenefits, customer testimonials, complete integrated security solutions,and customer storieswith AWS Partner Palo Alto Networks. Please review the press release and our recent SEC filings to see these risks and uncertainties. We have a big number to hit this quarter. We also see significant opportunity as we begin to embed generative AI into our products and workflows. Dell APEX Block Storage for AWS, and Dell APEX Block Storage for Microsoft Azure - which were discussed at the show last year under the code words "Project Alpine" -- gives customers 300 . Regards,Devanshu TanejaProduct SpecialistPalo Alto Networkshttps://live.paloaltonetworks.com/t5/cloud-ngfw-help-center/ct-p/Cloud_NGFW. So, your comments on LLMs were helpful, but do you think gen AI will tilt the scales in favor of Palo Alto and perhaps some other security vendors over time? Moreover, the behavior continues to be more widespread across a larger swath of our customers. Copyright 2023 Palo Alto Networks. I would like to follow up with you on this. Prisma Cloud delivers broad security and compliance coveragefor applications, data, and the entire cloud native technology stackthroughout the development lifecycle and across your AWS environment. This includes migrating workloads to the hyperscale clouds, building new applications in the cloud, and leveraging new cloud services. Now, to the extent that we intend and will deploy conversational AI in our models, we are working with every public model and open-source model out there to understand how can we build it using our own proprietary data. So, I think across all the areas of the P&L, we scaled pretty well as a company. Cumulative Growth of a $10,000 Investment in Stock Advisor, Join Over Half a 1 Million Premium Members And Get More In-Depth Stock Guidance and Research, Copyright, Trademark and Patent Information. Log in to your Palo Alto support account. So, we have to run harder on billings to be able to deliver product revenue in the context of software. And it improves monitoring for networks and apps at the branch office and significantly improves integration with IoT security. Can I imagine for -- showcasing that information directly to my customers? Then subscribe to the Palo Alto Networks Cloud NGFW offering in the AWS Marketplace. We remain optimistic about the prospects of XSIAM with the product, the center of customers' security operations center of transformation. Well, look, I think, first and foremost, I don't want to leave you the -- with any impression that the macro is not hard. I think we will continue to do that. We expect non-GAAP EPS to be in the range of $4.24 to $4.29, an increase of 69% to 70%. Supported browsers are Chrome, Firefox, Edge, and Safari. As the cloud computing world moves fast, network security over the cloud is of Using the Firewall Manager console or API, you can configure a Firewall Manager security policy to specify the Palo Alto Networks Cloud NGFW rulestack, the AWS account(s), and the VPC(s) in which to provision your firewalls. prevention capabilities, the integration of the VM-series virtualized Palo Alto We now have one in five of our Prisma Cloud customers using our cloud code module across our capabilities and infrastructure as code, SCA or software composition analysis, and secrets management as they leverage the more efficient approach to detect and remediate security issues as code is written for cloud applications before it reaches production. Current Version: 9.1 Table of Contents Filter VM-Series on ESXi System Limitations Perform Initial Configuration on the VM-Series on ESXi Use VMware Tools on the VM-Series Firewall on ESXi and vCloud Air Use vMotion to Move the VM-Series Firewall Between Hosts Use the VM-Series CLI to Swap the Management Interface on ESXi VM Monitoring on vCenter So, I think from that perspective, it favors companies which have tremendous amounts of data. Beyond the strength I already covered in SASE, we saw VM-Series deals over $1 million more than double in Q3, including an eight-figure deal we signed with the government agency where they moved from a primarily appliance-centric model to VM-Series as they fully leveraged public cloud as their primary infrastructure. With that, I will turn the call over to Dipak to discuss the details of Q3 and our guidance. *, An internet gateway that connects the VPC to the internet.*. Moving on to the rest of the financial highlights. PaloAltoNetworks/aws-alb-sandwich - GitHub Brian, I think first of all, I'm amused that you're asking for transformational M&A. You can also learn more about Palo Alto Networks on AWS Marketplace. The inspiration came to us from our own SOC, where we were woefully slow in our own mean time to remediate five years ago. Given our diverse portfolio of products, some of our products are growing faster in any given quarter and others are moderating. As Amazon Web Services pours . To deploy advanced threat detection in AWS cloud and extend your corporate Let me just start off with like the biggest driver over the long term is really just to strengthen new bookings, at least new billings, and then comes down. We expect Q4 diluted shares outstanding of 326 million to 332 million.

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