Palo Alto Networks explored acquiring Datadog and Okta
CEO Nikesh Arora met with Datadog's CEO in 2025 and floated a deal when Datadog was worth $40B+; Pomel was not receptive. Talks with Okta progressed to product integration but failed on price. Palo Alto later bought CyberArk and Chronosphere and continues evaluating AI security deals. It also has an unannounced AI security product used by 600+ customers.
News sentiment50 · Neutral
Market impact30/100
Event statedeveloping
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