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Idea of agentic browsers is at odd with the enterprise, says Palo Alto CEO Arora
CNBC Television· 2025-09-05 00:21
It's great to see you. You've been saying some really provocative things. I'm going to go right to it.Let's do it. Uh I heard you in relation to to uh Prisma access. You made this you made this prediction.You said this is a tough prediction and we'll see if I have egg in my face, but I think browsers become real. They will be banned in enterprises. You're starting with the egg in the face question.Well, why not. It was one of the boldest predictions I've heard. I have a I have a lot of respect for, you know ...
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?
ZACKS· 2025-09-01 17:20
Key Takeaways Cisco's security business grew with $1.95B in revenues, up 9% year over year in fiscal Q4.Splunk synergies added 14% growth in new logos, while 750 new customers joined.Cisco guides Q1 fiscal 2026 revenues of $14.65B to $14.85B, up 6.7% year over year.Cisco Systems’ (CSCO) security business is benefiting from strong demand for Cisco Secure Access, Hypershield and XDR. In the fourth quarter of fiscal 2025, orders grew mid-single-digit. Splunk and Cisco synergies reported 14% year-over-year grow ...