Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)

Palo Alto Networks Inc

Total revenue $3.0B (+31% YoY) includes $388M from CyberArk and Chronosphere; NGS ARR $8.1B (+60% YoY).
GAAP net loss $177M ($0.22 loss per share); non-GAAP net income $684M ($0.85 EPS), up from $0.80 prior year.
Adjusted free cash flow $910M; trailing 12-month adjusted FCF margin 38.5%, up 430 bps YoY.
Q4 FY2026 guidance: revenue $3.345-3.355B, non-GAAP EPS $0.96-0.98; FY2026 revenue $11.415-11.425B.
CEO cites AI-driven urgency boosting demand; company on track for 40% adjusted FCF margin by FY28.

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Palo Alto Networks Inc reported fiscal third quarter 2026 results: revenue $3.0 billion, net income $177 million, EPS ($0.22) per diluted share. Guidance initiated.

Period: fiscal third quarter 2026
Revenue: $3.0 billion
Net income: $177 million
EPS: ($0.22) per diluted share
Guidance: initiated
Result: reported results

Exact text from the filing

chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This

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Source: SEC EDGAR

accession 0001327567-26-000012

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