---
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"
generated_at: "2026-06-02T20:09:32.473488+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001327567-26-000012
- JSON: https://secwatch.observer/filing/0001327567-26-000012.json
- Plain text: https://secwatch.observer/filing/0001327567-26-000012.txt

## Source-grounded claims
- claim_id: 110943aae95dbbfef4ddc26ed1ec415e87f81031
  claim: 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.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.