8-K
filed June 2, 2026, 4:08 PM ET
ticker PANW
CIK 0001327567
earnings
confidence high
sentiment positive
materiality 0.85
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.
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001327567-26-000012
- form_type
- 8-K
- ticker
- PANW
- cik
- 0001327567
- company_name
- Palo Alto Networks Inc
- filed_at
- 2026-06-02T20:08:29+00:00
- discovered_at
- 2026-06-02T20:09:00.403416+00:00
- generated_at
- 2026-06-02T20:09:32.473488+00:00
- sec_items
- ["2.02", "9.01"]
- event_type
- earnings
- sentiment
- positive
- materiality_score
- 0.85
- calibrated_materiality_score
- 0.85
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001327567-26-000012
- json_url
- https://secwatch.observer/filing/0001327567-26-000012.json
- markdown_url
- https://secwatch.observer/filing/0001327567-26-000012.md
- text_url
- https://secwatch.observer/filing/0001327567-26-000012.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
- machine_generated
- human_reviewed
- false
- corrected
- false
- correction_note
- null
- correction_timestamp
- null
- superseded_by
- null
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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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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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--- EX-99.1 (EX-99.1) ---
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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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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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Exchange Act, except as expressly set forth by specific reference in such a filing.
--- EX-99.1 (EX-99.1) ---
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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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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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