Firewall companies are midway through a technology refresh cycle that began in early 2017.  This is common in the IT sector.  The new technology achievements in cyber worthy of attention live in what is called a Next Generation Firewall (NGFW).  NextGen firewalls are a proxy for the direction of the cybersecurity industry as a whole.

Palo Alto Networks (NASDAQ:PANW) has the capacity to do it all in cybersecurity – an application firewall, central and distributed controls for security equipment, encryption with a VPN (virtual private network) interface, application monitoring, and endpoint management.  Cloud security at PANW is just a five-year-old effort.  PANW remains on the list of New Edge Gold Performers.

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