The frontier model problem is a breadth versus depth problem. Consumer needs breadth, the wider your aperture, the more relevant your model. Breadth suffers from a false positive problem, it ranges between 10-30%, with clever prompting and checks you can hit the lower end of the range, but it tends to be free or subsidized. Consumers still seemm to be satisfied, and consumption growing!
However, Frontier Models harvest the usage data to inform future models.
On the other hand. The enterprise wants depth, their tolerance for error is low, this needs more context data, training and harnesses and guardrails is high. The frontier models aren't ready yet to provide that, hence the FDEs, and solutions consultants who build that capacity for every enterprise. But enterprise is the only route ATM to build a sustainable economic model.
The risk, consumer losses mount. Enterprise value accrues to solution providers. In the meanwhile, models are aggressively pursuing Enterprise profit pools, while solution providers are building orchestrators to arbitrage token pricing. So there's many a push and a pull in the equation.
If will be an epic battle, my instinct tells me, value could accrue to the application and proprietary data layers.
Will be fun to watch.
Earlier this week at #MWC26, Mitchell Rappard joined a discussion on how intelligence-led security is reshaping the mobile ecosystem 📱🔒
From AI to real-time defense, the session broke down how to turn strategic foresight into collective protection.
Following our Q2 earnings, CEO @nikesharora joined @EdLudlow on @BloombergTV to discuss our momentum and why platformization is winning. From the acquisitions of @chronosphereio and @CyberArk to our intent to acquire Koi, we’re building the blueprint for security in the agentic era.
Setting the standard for SASE.
We're honored to be a Leader in The Forrester Wave™: Secure Access Service Edge Solutions, Q3 2025 report. We believe our platform-led strategy with Prisma SASE is redefining SASE for the AI era.
Discover what makes us a Leader.
Nico's #LifeAtPaloAltoNetworks journey started with asking questions.
Through hands-on experience and cross-functional collaboration, he built the foundation that now fuels his work.
His advice? Start curious, grow confident. https://t.co/XKzR6V0jel
Heard the news?
We’ve been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for SASE Platforms for the third consecutive year.
If you’re looking for a proven and comprehensive approach to secure the future of work, look no further.
See why we’re a Leader. https://t.co/CxxadARu3M
A 3X Leader! 🎉
Thrilled to share that Palo Alto Networks has been named a Leader in the 2025 Gartner® Magic Quadrant™ for SASE Platforms for the third straight year.
More to come.
Cheers to 20 years! 🥳
Today marks 20 years of Palo Alto Networks, a journey defined by bold ideas, groundbreaking security advancements, and a mission to make the digital world safer.
Here’s to our team, partners and customers. Let’s keep pushing boundaries together🧡
The first day of #MWC25 set the stage for the future of 5G security—but we’re just getting started.
Get the Day 1 recap from @aoswal1234, and stay tuned—Day 2 starts now.
https://t.co/CAYgXo0SAX
Day 1 of #MWC25 is off to an electrifying start! ⚡️
We’re securing the future of 5G with smarter, safer connections across industries. If that isn’t exciting enough, even the King of Spain stopped by 👑
Visit us at Hall 4, Booth #4D55 to kick off your 5G transformation. 🔐
*Ring* *ring* it’s #5G calling 📞
With Prisma SASE 5G, service providers can offer AI-powered, Zero Trust 5G connectivity anywhere. 🌍
Talk about a game-changer. https://t.co/odjkrucAME
This just in: Palo Alto Networks TV is officially here!
Grab the popcorn and start streaming your favorites—expert discussions, product deep dives, and executive insights await. 🎥🍿 https://t.co/rFkE45PGd1
FY25 is off to a strong start.
Our focus on #platformization continues to drive growth:
▶ Q1 revenue grew 14% YoY to $2.14B
▶ NGS ARR grew 40% YoY to $4.52B
▶ RPO grew 20% YoY to $12.6B
Hear more from our executive team. https://t.co/eyA656jRMD
$PANW
Don't miss the SASE Event of the year, SASE Converge 2024. Unlock the potential of AI-powered SASE. We’ll explore how to safely empower your workforce with GenAI, streamline IT operations, and drive your digital transformation forward.
Register now. https://t.co/ZuX9RHC422