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Prisma SASE

Cloud-delivered secure access and networking sold as a subscription; a core driver of Next-Generation Security ARR.

PANW market data

What it is

Prisma SASE delivers security and networking from the cloud: Prisma Access protects remote users and devices, and Prisma SD-WAN connects and secures branch offices, both managed from one console. It is one of the main products behind the Next-Generation Security ARR total.↗ source

Why it matters to the stock. Network-as-a-service demand moves customers from appliances to subscriptions, which lifts recurring revenue per customer.

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