What Palo Alto Networks’ Reported Interest in Datadog and Okta Could Mean for Enterprise Buyers A recent report from The Information revealed that Palo Alto Networks CEO Nikesh Arora explored potential acquisitions of Datadog and Okta. There is no confirmed or pending transaction involving either company, and the reported discussions may never produce one.

Still, the names themselves are noteworthy. Datadog is a major observability platform, while Okta is one of the most recognizable identity and access management providers. Either would extend Palo Alto Networks much further into the daily operations of enterprise technology. 

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For decades, enterprise software pricing was built around a familiar unit: the human being.

Count the employees, identify the users, negotiate the per-seat price and then spend the next three years discovering that 17 percent of those users never logged in. It was not perfect, but at least everyone generally understood what was being purchased.

AI agents are beginning to dismantle that model.

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For the better part of a decade, the financial services industry has moved to a familiar beat: migrate core banking workloads, real-time settlement capabilities, and risk analytics to public cloud hyperscalers. 

Many tier-1 institutions now depend heavily on a very concentrated group of providers, primarily Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP).

That shift has delivered real benefits in speed, scalability, and access to innovation. But its also created a less comfortable reality: technology concentration that traps enterprise customers.

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