Last mentioned: Feb 19, 2026
Q2 2026 Earnings Call
CEO Nikesh Arora discusses the slow pace of enterprise AI adoption compared to consumers.
Koi Acquisition Announced
Palo Alto Networks confirms the purchase of AI startup Koi to bolster future capabilities.
Market Analysis
Industry analysts note the shift from AI hype to a focus on measurable enterprise ROI and security.
Palo Alto Networks CEO Nikesh Arora has tempered expectations for immediate enterprise AI returns, noting that adoption remains largely confined to coding assistants. Despite this cautious outlook, the cybersecurity giant has acquired AI startup Koi to position itself for a future wave of enterprise-grade AI implementation.
Palo Alto Networks CEO Nikesh Arora reports that enterprise AI adoption remains largely confined to coding assistants, lagging significantly behind consumer usage. To capitalize on the eventual shift, the company has acquired AI startup Koi to secure future generative AI workloads and data flows.