Brian Essex: Yes, so I just want to touch on the security copilot, Prisma Cloud copilot XSIAM I would imagine these work best with your platform products, but to what extent will you partner with other vendors? How do you incentivize the use of how Alto’s platform with these products in mind. And will we get metrics to help us assess any improvement attach rate with these, copilots and AI tools may drive and when we might expect general availability, I know that’s a lot of, but not one topic?
Nikesh Arora: Yes. Let me tell you. I think that we’ve all heard of this concept called hallucination or the idea that it doesn’t give you the perfect answer all the time, right.
Brian Essex: Yes.
Nikesh Arora: And I’d say we are working really hard to see how do, we reduce the error rate in the answers that the copilot comes up with, because in security, we can’t afford wrong answers. So, I think our teams are working really hard. What we’ve discovered in the process, is that irrespective of which LLM you deploy, you need better knowledge articles, you need better integration of the UI. So our teams are busy doing a lot of non-regrettable work. And you saw them give you some sort of glimpses into what the art of the possible could be. I would say sometime before the end of the year, we will start testing it with a bunch of customers to get real feedback from customers, I think the best way to think about it is, like, the examples you saw, it’s like security is complicated.
UI and security is also complicated. If you don’t know where to look, sometimes it’s right there. You just don’t know where to look. If you can ask that question, and give you the answer that improves the productivity of all of our customers. It, improves the configuration capability of all of our customers. It improves our ability to provide real time customer support to our customer setting. There’s lots of advantages if done, right? And I say it’s always like, people often, overestimate the short-term and underestimate the long-term. That’s why we give you a three-year forecast. I think it may, we may get the three-month or six-month wrong, or we’ll not get the three or five-year wrong. Three to five years from now, the world will be different.
UI will be 50% natural language. We’ll be generating tons of efficiency from people using AI driven tools. I think that’s the opportunity. And you don’t get there if you don’t work hard now.
Brian Essex: Fair enough. Thank you very much.
Walter Pritchard: Thanks, Brian. Next is Jonathan Ho from William Blair. And after that, we’re going to have Gabriela Borges from Goldman Sachs. Go ahead, Jonathan.
Jonathan Ho: Thank you. And let me echo my congratulations as well. Just in terms of your comments around reducing vendor sprawl and platform consolidation, this has been a significant goal for the industry for some time. So why do you think it will be different this time? And how can you sort of sustain innovation across such a large set of products? Thank you.
Nikesh Arora: So, Jonathan, I think, you saw, I think Dipak, Lee, myself, all of us have made this point, so did BJ around the fact that without innovation, we’re out we’re out of the game. We launched 74 different capabilities last year. And so, we’ll probably do more next year than 74. But I think what’s interesting, what you’re seeing is these 74, many of these are existing point products in the industry, which we’re re-launching by adapting them to our platforms. And the reason it’s going to work this time, Jonathan, because it’s working. Well, one of the deals we talked about, the SASE deal with a large professional services organization, we consolidated seven vendors, right? Our XSIAM deals, which totaled $200 million consolidate on average three to seven vendors in the SOC.
So it’s working. Now the question is, I’m already in the SOC. I’ve consolidated seven. I go to my customers running to them and saying, listen. You got these other five things hanging around. Look, I’ve got these five new modules in XSIAM. Why do you want to do five new vendors, and solutions which don’t talk to each other, right? So I think what we have in opportunities, once it’s kind of like, I think you like to call it land and expand. I think we’re landing with our platforms. We used to land with SASE. We used to land with firewalls. Now we’re going to say, listen. You have a hardware file. You have our SASE it looks beautiful UI. It brings it altogether when you clean up the rest of the infrastructure. I think it’s an evolution in the industry.
I think, five years ago as an idea, we’re seeing it actually happen. You’re seeing us put distance between ourselves and single product vendors in many categories, because people are seeing the power of the platform. That’s just the opportunity. And that’s something BJ, Lee, Dipak, me and the gang have to execute on, and it’s just relentless execution that’s needed.
Lee Klarich: Jonathan, I’d like to add this to create my service. One is prior attempts to do this generally required a tradeoff for the customer. It was the capabilities that were delivered on their attempts to do a platform where not industry leading. And so, the customer had to make a tradeoff between, worse capabilities, but in one place, or best-in-class capabilities, and that’s a hard trade off in cybersecurity. That is one thing that we’re not asking our customers to do. We’re making sure that everything we do is industry leading on its own. The second thing we’re doing is making sure that when we integrate it, they’re actually integrated together in solving hard problems that can’t be solved as standalone capabilities. So, we’re it’s not just about consolidation, although that’s a clear value. It’s about delivering technical, outcomes through the integration that cannot be achieved otherwise.
