Will the integration work?
“If integration happens effectively, focusing on security posture improvement, ensuring consolidated interfaces, operational optimization, intel event sharing, and proactive identification of threats, it will be a great story,” said Sunil Varkey, advisor at Beagle Security.
That’s the optimistic view. But cybersecurity acquisitions have a mixed track record at best. Under Arora’s leadership, Palo Alto has been buying companies left and right, trying to build what he calls a “cybersecurity supermarket.”
But this CyberArk deal is different. At $20 billion, it’s roughly 20 times larger than Palo Alto’s typical acquisitions. And identity management isn’t just another security tool. It’s foundational infrastructure that touches every corner of an organization.