Palo Alto Networks, babban kamfanin software na tsaro a duniya, wanda ya kai kusan dala biliyan 82, ya sanar da samun riba a wannan makon.

Akwai jigogi guda uku masu ban sha'awa:

1. AI babban kasuwanci ne a gare su riga. A ciki, abubuwan da suka dace suna da ban sha'awa.
2. Sun fara dabarun dandali shekaru 5 da suka gabata & akwai wasu abubuwa masu kyau amma kuma wasu manyan kalubale.
3. Kamfanin yana siyan kwangilar kwastomomi na tsawon watanni shida don cin nasara akan sabbin kasuwancin.

Sun haɓaka layin tsaro na $100m ARR a cikin 'yan kaɗan:

A cikin Q2, abubuwan da muke bayarwa na AI, waɗanda suka haɗa da XSIAM, Gudanar da Ƙwarewar Dijital Mai Zaman Kanta, ko ADEM da AI ops sun haye $100 miliyan a cikin ci gaban ARR. Wataƙila mu ne kamfanonin tsaro na farko da suka haye dala miliyan 100 ARR a cikin tsaro na AI.

Bugu da ƙari, AI yana ba su damar rage farashin sabis ɗin su da 50%, wanda yayi kama da ribar yawan aiki da aka ruwaito ServiceNow.

Haɗin aikin sake fasalin tsarin, aiki da kai da AI har yanzu yana kan ci gaba, amma mun riga mun ga tanadi mai kyau kuma muna da burin sarrafa 90% na fiye da 300,000 na hannu. A ƙarshen Q2, mun kusan kusan rabin farashin sabis ɗinmu na T&E.

Kamfanin ya hau a dabarun suite Shekaru 5 da suka gabata don kama ƙarin kasafin kuɗin abokin ciniki ta samfuran siyar da giciye. Tun daga wannan lokacin, Palo Alto ya mallaki kamfanoni 16.

Wannan tunanin yana aiki…

Abokan dandalinmu na 2 suna da matsakaicin ƙimar rayuwar abokin ciniki wanda ya fi sau 5 fiye da na abokin cinikin dandamali ɗaya. Ga abokan cinikin dandamali 3, wanda ya fi girma 40x.

...amma har zuwa aya. Komawa kan jarin dole ne ya tabbata:

Mun fara lura da abokan ciniki suna fuskantar gajiyawar kashewa a cikin tsaro ta yanar gizo…Ƙara samfuran haɓaka haɓaka ba lallai ba ne ya haifar musu da kyakkyawan sakamako na tsaro.

Bugu da ƙari, haƙiƙanin zahiri na musanya samfuran gaske ne:

Maɓalli na juzu'i da muka lura sun haɗa da ƙalubalen maye gurbin samfura da yawa a lokaci guda da kuma al'amurran da suka shafi wasa sau biyu yayin aiki ta hanyar ƙayyadaddun sharuddan kwangila.

Don sauƙaƙe sauye-sauye, Palo Alto Networks yana siyar da samfuran a farashin rabin-farashin shekara ta farko:

Kiyasin mu kusan yana aiki a kusan watanni 6 na ƙimar samfuran kyauta ga abokan cinikinmu akan tsarin birgima.

Siyan kwangila yana buƙatar babban takardar ma'auni & yarjejeniyoyin shekaru masu yawa. Yana ba da damar haɓaka cikin gasa rabon kasuwa. Amma yana rage girman ƙimar girma aƙalla na ɗan lokaci.

Za mu ga yawancin waɗannan kamfanoni suite waɗanda ke gina kayan aikin cikin gida ko samun sabbin ƙwarewa.

Yiwuwar kama kasafin kuɗi yana da girma (40x!) Amma hanyar zuwa dandamali ba koyaushe bane mai sauƙi.

• Ƙunshin Ƙarfafa SEO & Rarraba PR. Samun Girma a Yau.
• PlatoData.Network Tsaye Generative Ai. Karfafa Kanka. Shiga Nan.
• PlatoAiStream. Web3 Mai hankali. Ilmi Ya Faru. Shiga Nan.
• PlatoESG. Carbon, CleanTech, Kuzari, Muhalli, Solar, Gudanar da Sharar gida. Shiga Nan.
• PlatoHealth. Biotech da Clinical Trials Intelligence. Shiga Nan.
• Source: https://www.tomtunguz.com/100m-in-ai-security/