昔日谷歌软银高管转战Palo Alto Networks公司，明星CEO将有何动作？
尼科什·阿罗拉已经找到下一个舞台。今年6月6日，这位商界超级明星将出任Palo Alto Networks的首席执行官，而该公司俨然已成为网络安全领域最亮的一颗星。
了解阿罗拉的经历后，我们也能预测他执掌Palo Alto Networks期间可能有何动作。过去一年，这家推出防火墙产品的公司股价暴涨90%，但亏损额也在增长。我猜测，阿罗拉主要目标是改善公司财务状况，而不是像之前一样不断收购，过去几个月该公司收购了云安全初创公司Evident.io和推出自动执行安全任务服务的Secdo。通过与Palo Alto Networks即将卸任的首席执行官、长期任公司副董事长的马克·麦劳夫林合作，阿罗拉将继续推动公司平台化。在平台上，开发者可以创造和开发安全软件和工具。他的目标是，让Palo Alto Networks保持业内领先，帮助过渡到亚马逊云服务平台Amazon Web Services等云技术的企业保障安全。
资本市场对阿罗拉即将接掌Palo Alto Networks响应积极。6月1日，该公司股价收报209.19美元，盘后交易期间涨幅超过3%。看来阿罗拉上任的消息让投资者相当激动。（财富中文网）
Nikesh Arora has found his next act. On June 6th, the business superstar is set to become the new CEO of Palo Alto Networks, a company that has proven itself as one of the brightest lights in the cybersecurity industry.
For those who may not know Arora, here’s a sleek portrait Fortune painted a couple of years ago. He is a top operator whom Eric Schmidt, the longtime Google honcho, once described as “the finest analytical businessman I have ever worked with.” He is a billion-dollar bet-maker who has plunked down gobs and gobs of cash on ascendant, international startups, such as Didi (the “Uber of China”) and Snapdeal (the “Amazon of India”). He is a techie talent whom Masayoshi Son, the famously hands-on CEO of Japanese telecom conglomerate Softbank, once named his successor (before “Masa” backtracked, opting to control his baby for up to another decade).
Oh, and lest I forget: Perhaps most illustriously, Arora is a man whom Fortune once christened India’s “Elvis of business.”
Although Arora has little to no experience in cybersecurity, he has loads when it comes to building up corporate behemoths. As Google’s ex-Euro-boss and later chief business officer, he helped transform the ad-seller into the profit-minting powerhouse it is today. He helped instill discipline into the quirky Internet upstart, focusing its untamed energy into unstoppable commercial force. And during his brief stint at Softbank, which has since risen to become arguably the biggest player in tech investing, he made his mark indelibly known.
Arora’s track record provides some insight into what we can expect from his tenure at Palo Alto Networks. In the past year, the computer firewall-maker’s stock price has gushed 90%, but its losses have grown as well. I wager that Arora will aim to shore up the firm’s finances, but not before furthering a recent shopping spree, which has included acquiring Evident.io, a cloud security startup, and Secdo, a security task automator, over the past few months. In partnership with Mark McLaughlin, Palo Alto Networks’ departing CEO and enduring vice chairman, Arora is poised to continue shaping the company into a platform player, on top of which developers can create and deploy their own security software and tools. The aim: keep Palo Alto Networks ahead as the go-to standard for businesses seeking to stay secure as they transition to cloud infrastructures, like Amazon Web Services.
Already the impending succession has shown results. Palo Alto Networks’ share price—$209.19 at market close on June 1st—rose more than 3% in after-hours trading. Investors are, it would appear, all shook up over the news.