secwatch.observer — SEC 8-K summary
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Issuer:     Palo Alto Networks Inc (PANW)
CIK:        0001327567
Form:       8-K
Filed at:   2026-09-01T20:32:15+00:00
Accession:  0001327567-26-000019
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/0001327567-26-000019-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327567/000132756726000019/panw-20260901.htm
  HTML page:      https://secwatch.observer/filing/0001327567-26-000019

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