secwatch.observer — SEC 8-K summary
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Issuer:     Palo Alto Networks Inc (PANW)
CIK:        0001327567
Form:       8-K
Filed at:   2026-06-02T20:08:29+00:00
Accession:  0001327567-26-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm
  HTML page:      https://secwatch.observer/filing/0001327567-26-000012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer