What Cybersecurity, Shoes, and Homebuilders Tell Us About Change

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 August 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Money, analysts Emily Flippen, Sanmeet Deo, and David Meier evaluate how industries and businesses adapt even when the landscape changes. They debate: - Palo Alto’s strong fourth quarter report - How the landscape of shoe fashion has changed -Housing headwinds Companies discussed: PANW, FTNT, CROX, ONON, NKE, FL Host: Emily Flippen Guests: Sanmeet Deo, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today on Motley Full Money, Palo Alto Networks is bracing investors, home builders are
0:09.6	sweetening deals, and footwear brands are rewriting the playbook.
0:20.7	I'm Emily Flippin, and today I'm joined by analysts.
0:23.2	Then, meet Deo and Dave Meyer, and we'll be discussing a few industries and businesses that are being forced to adapt to the changing world around them.
0:30.9	To start, of course, we have to talk about cybersecurity.
0:34.3	Now, cybersecurity stocks have been on the front lines of both innovation, as well as
0:38.6	investor scrutiny. The world has moved increasingly to the cloud, and the industry has been
0:42.6	forced to reimagine what security looks like in this new world. Palo Alto Networks just
0:47.7	dropped its fourth quarter results, and based on the headline numbers, it'd be easy to almost
0:51.9	forget the checkered history that this company has
0:54.1	with this level of innovation. Just last year, the business launched a new platform strategy that
0:58.6	involved vendor consolidation, even giving away its product for free. Now that obviously
1:03.8	spooked investors, but here we are just a handful of quarters later, and it seems to be paying
1:08.0	off with business accelerating. Dave, this space has been hot, it's been crowded, but Palo Alto Network's report didn't
1:15.0	happen in a vacuum, Fortinette, checkpoint, and even legacy players like Cisco have all
1:20.2	tried to find their own niche and security.
1:22.6	With a continued move towards these off-premise solutions, how should investors read this
1:26.1	quarter?
1:26.9	I think they should take away that bundling works. If you look at the quarter, sales were up
1:33.3	higher than expected. Margins are expanding. More and more people are doing what Palo Alto
1:39.2	calls platformization. Now, we're not going to get into what the details are there, but basically, it's folks
1:46.4	buying more than one of their products.
	...

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