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Joe Gallo

Senior Vice President and Software Research Analyst at Jefferies

Joe Gallo is a Senior Vice President and Software Research Analyst at Jefferies, specializing in coverage of leading software firms including Microsoft, Palo Alto Networks, and Fortinet. He maintains a strong performance record with a 71.97% success rate and a 4.68-star analyst rating, covering 21 companies with consistently high-quality investment recommendations. Gallo has built his career in equity research and corporate finance, joining Jefferies after prior experience in the financial sector, and now serves as a key voice at industry events such as the Jefferies Software Conference. He holds professional credentials as a registered securities analyst and demonstrates a deep understanding of both financial analysis and technology sector dynamics.

Joe Gallo's questions to Palo Alto Networks (PANW) leadership

Question · Q1 2026

Joe Gallo asked for an update on architectural changes to Palo Alto Networks' cloud security products, specifically Cortex Cloud, customer reception, and growth in Q1 versus Q4.

Answer

Chief Product and Technology Officer Lee Klarich explained that changes were driven by customer needs for full lifecycle cloud security, from code to runtime, integrated into the SOC. He noted positive customer feedback, continued innovation with ASPM, a new 50% more efficient CDR Agent, and native Agentix availability within Cortex Cloud.

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Question · Q1 2026

Joe Gallo asked for an update on architectural changes to cloud security products earlier in the year, how they've been received by customers, and cloud security growth trends.

Answer

Chairman and CEO Nikesh Arora discussed the architectural changes with Cortex Cloud, driven by customer demand for full lifecycle cloud security from code to cloud, runtime, and SOC integration. He noted positive customer feedback, new capabilities like ASPM, the new CDR Agent for efficiency, and the integration of Agentix to automate cloud security workflows.

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