Palo Alto Networks, Inc. · NASDAQ:PANW
Palo Alto Networks — Merger or Acquisition (March 2014)
11 slides from Palo Alto Networks's merger presentation, Mar 24, 2014
Slide 1: Palo Alto Networks Acquisition of Cyvera
Exhibit 99.2 * * * * Palo Alto Networks Acquisition of Cyvera March 24, 2014
Slide 2: Transaction overview
Transaction overview Company Cyvera Consideration Approximately $200 million in transaction value: Approximately $88 million in cash Approximately $112 million in stock Financials Immediately expands TAM by over $4 billion Significant opportunity as driver for continued outsize revenue growth SaaS-b
Slide 3: Strategic combination
Strategic combination • Cyvera’s unique & disruptive • Expands TAM immediately by technology prevents endpoint $4B in the large and growing attacks at critical exploit phase endpoint market • Next-Generation Firewall • Extends the power of our safely enables all platform model with applications and
Slide 4: The Palo Alto Networks Next-Generation Security Platform
The Palo Alto Networks Next-Generation Security Platform Next-Generation Firewall Next-Generation Threat Cloud Inspects all traffic Gathers potential threats from network Safely enables and endpoints applications Analyzes and correlates Sends unknown threats threat intelligence to cloud Disseminates
Slide 5: Palo Alto Networks is disrupting security – AGAIN
Palo Alto Networks is disrupting security – AGAIN Uniquely prevents attacks targeting endpoint and network Extensible platform spanning network, endpoint, and cloud Automated prevention Detection-only products Signature-only products No prevention capabilities Inability to detect attacks at exploit
Slide 6: Cyvera uniquely prevents endpoint-based attacks
Cyvera uniquely prevents endpoint-based attacks Only company focused on preventing core exploit techniques Prevents attacks at critical exploit phase No prior knowledge of the attack is needed Lightweight embedded agent within OS Protects endpoints from known and unknown exploits Protects unpatched
Slide 7: Market Disruptions of TAM: $4B+ expansion
Market Disruptionsof TAM $4B+ expansion Sources: IDC, Worldwide Network Security 2013–2017 Forecast and 2012 Vendor Shares, July 2013 IDC, Worldwide Web Security 2013–2017 Forecast and 2012 Vendor Shares, July 2013 IDC, Worldwide Endpoint Security 2013–2017 Forecast and 2012 Vendor Shares, August 20
Slide 8: About Cyvera
About Cyvera Description Innovative provider of cyber security solutions Employs advanced and unique exploit prevention techniques to prevent unknown malware on fixed, virtual, and mobile endpoints Location Tel-Aviv and San Francisco Technology Cyvera TRAPS, launched in 2012 Client-based solution pr
Slide 9: Financial impact
Financial impact Cyvera product immediately augments our platform with an additional subscription offering SaaS model: billings to build ahead of revenue Billings and revenue ramping in 2H FY2015, meaningful revenue contribution in FY2016 Investing aggressively to capitalize on unique technology lea
Slide 10: Conclusion
Conclusion Unique endpoint technology Prevents attacks at the critical exploit phase Enhances our enterprise security platform Tightly integrated and highly automated end-to-end security Enhances TAM Immediately adds $4B of enterprise endpoint market SaaS model Adds additional subscription revenue P
Slide 11: paloalto
paloalto NETWORKS® the enterprise security company”
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