---
schema_version: "secwatch.filing_event.v1"
accession: "0001327567-26-000019"
form_type: "8-K"
ticker: "PANW"
cik: "0001327567"
company_name: "Palo Alto Networks Inc"
filed_at: "2026-09-01T20:32:15+00:00"
generated_at: "2026-09-01T20:33:23.305351+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.9
calibrated_materiality_score: 0.9
confidence: "high"
source: SEC EDGAR
---

# Palo Alto Networks Q4 revenue up 34% to $3.41B; NGS ARR up 63% to $9.10B

## Summary
- 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.

## SEC filing metadata
- accession: 0001327567-26-000019
- form_type: 8-K
- ticker: PANW
- cik: 0001327567
- company_name: Palo Alto Networks Inc
- filed_at: 2026-09-01T20:32:15+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.9
- calibrated_materiality_score: 0.9
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/0001327567-26-000019-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/panw-20260901.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001327567-26-000019
- JSON: https://secwatch.observer/filing/0001327567-26-000019.json
- Plain text: https://secwatch.observer/filing/0001327567-26-000019.txt

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