Re: Tbf...
Fortinet has been eating PAN's lunch over here.
Education and Government firewall refreshes seem to be mostly Fortinet, and PAN keep upping their subscriptions regardless.
Considering their push for security "platforms", investing in AI for detection is probably the obvious choice.
Sounds like one or two investors went all in, screwed the pooch, and are now looking for other investors to help fund the class action.