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Palo Alto’s $100 Billion Ambition? The Datadog & Okta Deals That Never Happened!
Palo Alto Networks has spent years telling investors that cybersecurity is moving toward consolidation, but recent reports suggest CEO Nikesh Arora may have considered taking that strategy much further. According to The Information, Arora held meetings with Okta CEO Todd McKinnon between late 2024 and early 2025 about a potential acquisition, with discussions ultimately breaking down over price. He also reportedly approached Datadog CEO Olivier Pomel in spring 2025, although Pomel was not interested and no formal offer followed. Neither transaction was completed or confirmed by the companies, yet the reported approaches look more significant when viewed alongside Palo Alto’s subsequent acquisitions of CyberArk and Chronosphere. Management is now openly positioning identity, observability and AI security alongside its traditional cybersecurity businesses as parts of a broader platform.
