Palo Alto Networks earnings could hold early clues about the CrowdStrike fallout

Is the CrowdStrike Holdings Inc. saga having ripple effects across the cybersecurity landscape? One big upcoming earnings report could hold some clues.

Investors have to wait until the end of the month to hear from CrowdStrike

CRWD, but on Monday they’ll get results from Palo Alto Networks Inc. PANW, a major rival. After a CrowdStrike software update sparked a global tech outage toward the end of the July quarter, it’s worth watching to see whether Palo Alto Networks saw its own customers show short-term caution — and whether CrowdStrike’s brand damage could help Palo Alto Networks win business down the road.