Palo Alto Networks (PAN) has come a long way over the last year. Today, PAN is almost as valuable as Juniper + Fortinet combined, or more valuable than Fortinet + FireEye combined. In the Quarter- ending April 2015, PAN recorded
Some people see Netflix as an HBO, Comcast or Lions Gate; in other words traditional entertainment. Others view Netflix as an Uber, WhatsApp, Airbnb or Facebook; an extremely disruptive business that has surpassed all imagination. Categorizing Netflix in the proper
Let’s ask the crazy question – Can Netflix surpass Comcast in market valuation in the next five years? First, let’s dive into a recent study by MTM, a London based consultancy catering to the who’s who in media. The study
