Moat Index
Companies· Software

Palo Alto NetworksPANW

Moat score

The largest cybersecurity vendor, consolidating a fragmented market onto one platform.

MOATE3.2Deep
3.2 Deep
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DimensionMOATECommunity
Switching costsweight 15Firewalls and platformized security contracts run multi-year; ripping out is a program, not a decision.8
Network effectsweight 15Modest; consolidation pull rather than a true network.5
Scale & cost advantageweight 12The largest pure-play security vendor by revenue.7
Brand & pricing powerweight 12Premium pricing holds; platform bundling deepens it.7
Cornered resourceweight 12A broad product estate and enterprise relationships; not unique technology.6
Distribution controlweight 12A vast enterprise footprint and channel.7
Disruption resilienceweight 12Cloud-native security and Google–Wiz compete for the next decade’s spend.5
Independenceweight 10Few dependencies beyond the public clouds it secures.6

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How strong is Palo Alto Networks's moat?

Question 1 of 8

Switching costs

Switching costs · weight 15

How painful — in money, time, risk, retraining — is it for a customer to leave?

5