earnings
confidence high
sentiment positive
materiality 0.90
Palo Alto Networks Q4 revenue up 34% to $3.41B; NGS ARR up 63% to $9.10B
Palo Alto Networks Inc
- Q4 revenue $3.41B (+34% YoY); NGS ARR $9.10B (+63% YoY); RPO $21.2B (+34%).
- GAAP net loss $282M (-$0.35/diluted) vs net income $254M prior year; non-GAAP EPS $1.02 vs $0.95.
- FY2027 guidance: revenue $14.10-14.20B (+23-24%), non-GAAP EPS $4.16-4.19, NGS ARR $11.075-11.175B.
- Acquired Console, an AI-native agentic workflow platform, to expand Cortex across enterprise operations.
- FY26 adjusted FCF margin 38.4%; Q4 adjusted FCF $1.3B vs $954M prior year.