'Cyber is still pretty resilient', which is driving Palo Alto Networks, says Evercore ISI's Levine

Let's get another check on cyber security giant PaloAlto Networks. Those shares are higher, up about 5% right now after a strong beat, but off the best levels. That conference call kicking off in under a half an hour.Joining us now is Evercore Enterprise software research analyst Peter Lavine. He has an outperform rating on the stock. Peter, it's great to have you on.Your thoughts on this print, which had better than expected quarterly results, but also it looks like stronger than expected guidance. Yeah, a ...