CNBCยท2025-09-04 22:48Group 1: Agentic Browsers and Enterprise Concerns - The CEO of Palo Alto Networks, Nikesh Arora, expressed that enterprises may not be comfortable with agentic artificial intelligence browsers unless they have built-in controls for credentials and security [1][2] - Arora highlighted that while he appreciates the consumer benefits of agentic browsers, their autonomy raises concerns for enterprises, which may be hesitant to adopt them [2] - He predicted that major tech companies will invest billions in developing agentic browsers, but these technologies may conflict with enterprise security needs [2] Group 2: CyberArk Acquisition - Palo Alto Networks plans to acquire CyberArk, an Israeli identity security provider, in a deal valued at $25 billion, marking the largest acquisition in the company's history [3] - Arora noted that a significant majority of security breaches are due to credential theft, emphasizing the need for better protection of employee access to sensitive information [3] - The acquisition aims to enhance the management of privileged access with minimal intrusion and latency, addressing the security of "crown jewels" within organizations [4]