Palo Alto Networks Holds Market Share Lead

Anthony Goh of Khaveen Investments compares Palo Alto Networks (PANW) and Fortinet (FTNT), the two largest pure‑play cybersecurity vendors, assessing market position and financial performance. He notes Palo Alto leads market share and has diversified recurring revenue but slowing subscription growth; Fortinet is favored for robust profitability, strong revenue growth, and a near‑term hardware‑refresh opportunity. Both face rising competition from Microsoft and CrowdStrike.