Who supplies Palo Alto Networks, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Palo Alto Networks files 8-Ks, announces contracts, or beats guidance.
10 companies with a disclosed relationship to Palo Alto Networks
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (2) | ||||||||||
| AMZN | AWS marketplace and hosting | partner | - | - | - | - | - | 12 | 15% exp77 | |
| GOOGL | Cloud security integration | partner | - | - | - | - | - | 8 | 15% exp77 | |
| Services & Integration (1) | ||||||||||
| ACN | Implementation channel | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Partners (1) | ||||||||||
| NOW | Security workflow integration | partner | - | - | - | - | - | 1 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | AI inference for security products | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (5) | ||||||||||
| FTNT | Network security | competitor | - | - | - | - | - | 67 | 20% exp79 | |
| CSCO | Network security | competitor | - | - | - | - | - | 44 | 20% exp79 | |
| ZS | Zero-trust access | competitor | - | - | - | - | - | 25 | 20% exp79 | |
| CRWD | Endpoint and platform security | competitor | - | - | - | - | - | 15 | 15% exp77 | |
| MSFT | Security platform overlap | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.