Lisa Schreiber called Palo Alto Networks' (PANW) earnings strong, pointing to its CyberArk acquisition as a service giving it more legs for growth. She adds that the cybersecurity industry as a whole serves as a "back door A.I." play for investors. Mitch Ashley notes that Palo Alto thrives on its "platformization" of services and managed to satisfy high customer expectations. He later gives insight into two other similar stocks: Cloudflare (NET) and CrowdStrike (CRWD).