Recent 8-K filings for PANW

• June 2, 2026, 4:08 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

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

  Total revenue $3.0B (+31% YoY) includes $388M from CyberArk and Chronosphere; NGS ARR $8.1B (+60% YoY).

• April 13, 2026, 7:59 PM ET other material materiality 0.50 neutral item 1.01item 2.03item 9.01 ◈ Material Agreements

  Palo Alto Networks extends Santa Clara HQ leases through 2040 with $68.2M tenant improvement allowance

  Extended leases for Buildings E, G, F+H: ~940k sq ft for 12 years starting Aug 1, 2028.

• March 23, 2026, 7:59 PM ET debt materiality 0.30 neutral item 8.01

  CyberArk Sets Combination Settlement for 0.00% Convertible Notes due 2030

  On March 23, 2026, CyberArk notified holders of its 0.00% Convertible Senior Notes due 2030 of a change in the Default Settlement Method.

• March 11, 2026, 7:59 PM ET other material materiality 0.50 positive item 8.01item 9.01

  Palo Alto Networks board approves $1.0B share repurchase authorization increase

  Board authorized an additional $1.0B in share repurchases on March 10, 2026; prior authorization had $0 remaining as of March 6.

• February 17, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Palo Alto Networks Q2 FY26 revenue $2.6B (+15% YoY); GAAP EPS $0.61, non-GAAP $1.03

  Revenue $2.6B (+15% YoY); GAAP net income $432M ($0.61 diluted), non-GAAP $732M ($1.03 diluted).

• February 11, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01item 2.03item 8.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Palo Alto Networks completes $45 cash + 2.2005 shares per CyberArk share acquisition; plans TASE listing

  CyberArk shareholders receive $45 cash + 2.2005 PANW shares per ordinary share.

• January 29, 2026, 6:59 PM ET M&A materiality 0.80 positive item 7.01item 9.01

  Palo Alto Networks closes Chronosphere acquisition; CEO Mao joins as SVP, GM Observability

  Acquisition completed on Jan 29, 2026; Chronosphere becomes a wholly owned subsidiary.

• December 11, 2025, 6:59 PM ET other material materiality 0.65 negative item 5.02item 5.07item 9.01

  Palo Alto Networks shareholders reject say-on-pay proposal; approve equity plan amendment and annual director elections

  Advisory 'say-on-pay' proposal failed: 254M votes against, 221M for, 4.4M abstain.

• November 21, 2025, 6:59 PM ET other material materiality 0.35 neutral item 8.01

  Palo Alto Networks grants 2.7M equity awards, updates plan availability

  On Nov 10, 2025, granted 2,735,105 shares under 2021 Equity Incentive Plan; max payout up to 2,958,667 shares.

• November 19, 2025, 6:59 PM ET leadership materiality 0.35 neutral item 5.02item 9.01

  Palo Alto Networks appoints Mark Goodburn to board; director Mary Pat McCarthy to retire Jan 23, 2026

  Mary Pat McCarthy will retire from board effective Jan 23, 2026; stepped down as Audit Committee chair.

• November 19, 2025, 6:59 PM ET M&A materiality 0.85 positive item 2.02item 7.01item 8.01item 9.01

  Palo Alto Networks Q1 FY2026 revenue $2.5B (+16% YoY); acquires Chronosphere for $3.35B

  Q1 FY2026 revenue $2.5B (+16% YoY); GAAP EPS $0.47, non-GAAP EPS $0.93.

• September 25, 2025, 7:59 PM ET M&A materiality 0.60 neutral item 8.01

  Palo Alto Networks and CyberArk receive early termination of HSR waiting period for merger

  Early termination of HSR Waiting Period received on September 24, 2025.

• August 18, 2025, 7:59 PM ET earnings materiality 0.90 positive item 2.02item 5.02item 5.03item 9.01 ◈ Governance Changes

  Palo Alto Networks Q4 FY2025 revenue $2.5B (+16% YoY); founder/CTO Zuk retires, Klarich succeeds

  GAAP net income $253.8M ($0.36 diluted); non-GAAP $673.0M ($0.95 diluted).

• July 31, 2025, 7:59 PM ET M&A materiality 0.90 positive item 1.01item 9.01

  Palo Alto Networks to acquire CyberArk for 2.2005 PANW shares plus $45 cash per share

  Merger consideration: 2.2005 PANW shares + $45 cash per CyberArk share; cash from balance sheet.

• July 30, 2025, 7:59 PM ET M&A materiality 0.90 positive item 7.01item 8.01item 9.01

  Palo Alto Networks to acquire CyberArk for ~$25B; $45 cash + 2.2005 PANW shares per CYBR share

  Equity value ~$25B for CyberArk; 26% premium to unaffected 10-day VWAP of $380.17 as of July 25, 2025.

• May 20, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Palo Alto Networks Q3: revenue $2.3B (+15%), non-GAAP EPS $0.80, NGS ARR $5.1B

  Revenue $2.3B (+15% YoY); GAAP EPS $0.37, non-GAAP EPS $0.80 vs $0.66 prior year.

• February 13, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 5.02item 9.01 ◈ executive_change ×2

  Palo Alto Networks adds former Danish PM and ex-UBS CEO to board of directors

  Appoints Helle Thorning-Schmidt (former Danish PM) and Ralph Hamers (ex-UBS CEO) as independent directors.

• February 13, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Palo Alto Networks Q2 revenue up 14% to $2.3B; non-GAAP EPS $0.81 vs $0.73; raises FY guidance

  Revenue $2.3B (+14% YoY); NGS ARR $4.8B (+37%); RPO $13.0B (+21%).

• December 17, 2024, 6:59 PM ET leadership materiality 0.25 neutral item 5.02item 9.01

  Palo Alto Networks director Helene Gayle resigns from board effective Dec 12, 2024

  Dr. Helene D. Gayle resigned from the Board of Directors effective December 12, 2024.

• December 12, 2024, 6:59 PM ET other material materiality 0.60 neutral item 5.02item 5.03item 5.07item 9.01 ◈ Governance Changes

  Palo Alto Networks announces 2-for-1 stock split, equity plan increase, and shareholder votes

  Two-for-one stock split effective Dec 12; split-adjusted trading begins Dec 16.

• November 20, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 8.01item 9.01

  Palo Alto Networks Q1 FY2025 revenue up 14% to $2.1B; guides up; announces 2-for-1 stock split

  GAAP EPS $0.99 vs $0.56 YoY; non-GAAP EPS $1.56 vs $1.38 YoY.

• November 15, 2024, 6:59 PM ET other material materiality 0.20 neutral item 8.01

  Palo Alto Networks grants 1.47M equity shares; 11.5M shares remain available

  Granted 1,467,999 equity awards under 2021 Plan on Nov 10, 2024.

• September 4, 2024, 7:59 PM ET M&A materiality 0.75 positive item 8.01item 9.01

  Palo Alto Networks closes acquisition of IBM's QRadar SaaS assets; partnership expands

  Completed acquisition of IBM's QRadar SaaS assets on Aug 31, 2024; free migration services for eligible customers to Cortex XSIAM.

• August 19, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 8.01item 9.01

  Palo Alto Networks Q4 revenue up 12% to $2.2B; non-GAAP EPS $1.51; guides FY25 revenue $9.1-9.15B

  Fiscal Q4 revenue $2.2B (+12% YoY); FY2024 revenue $8.0B (+16% YoY). Next-Gen Security ARR $4.2B (+43% YoY).

• May 20, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Palo Alto Networks Q3 FY2024 revenue $2B (+15% YoY), non-GAAP EPS $1.32, raises FY guidance

  Revenue $2.0B (+15% YoY); GAAP EPS $0.79; Non-GAAP EPS $1.32, both above prior year.

• May 16, 2024, 7:59 PM ET M&A materiality 0.80 positive item 8.01item 9.01

  Palo Alto Networks to acquire IBM's QRadar SaaS assets; forms AI security partnership

  Palo Alto Networks agreed to acquire IBM's QRadar SaaS assets, including IP rights; closing expected by end of September 2024.

• February 20, 2024, 6:59 PM ET earnings materiality 0.85 neutral item 2.02item 9.01 ◈ Earnings Releases

  Palo Alto Networks Q2 FY2024 revenue $2.0B (+19% YoY); non-GAAP EPS $1.46 beats; Q3 billings guidance 2-4% growth

  Revenue $2.0B (+19% YoY); GAAP net income $1.7B includes $1.5B tax benefit; non-GAAP EPS $1.46 (vs $1.05 YoY).

• December 14, 2023, 6:59 PM ET other material materiality 0.60 negative item 5.02item 5.07item 9.01 ◈ Shareholder Votes ×4

  Palo Alto Networks shareholders reject advisory vote on exec comp, approve equity plan amendment

  Shareholders approved amendment to 2021 Equity Incentive Plan, increasing share reserve by 5 million shares.

• November 29, 2023, 6:59 PM ET other materiality 0.20 neutral item 8.01item 9.01

  Palo Alto Networks issues investor presentation for 2023 Annual Meeting

  Presentation dated Nov 29, 2023, supplements Oct 27, 2023 proxy statement.

• November 17, 2023, 6:59 PM ET other material materiality 0.60 positive item 8.01item 9.01

  Palo Alto Networks Board approves additional $316.7M stock buyback authorization

  New $316.7M repurchase authorization increases existing $3.3B program; ~$683.3M remained as of Oct 31, 2023.

• November 15, 2023, 6:59 PM ET other material materiality 0.40 neutral item 8.01

  Palo Alto Networks grants 2.07M equity awards on Nov 10, 2023

  Additional equity awards of 2,067,308 shares granted under 2021 Equity Incentive Plan on Nov 10, 2023.

• November 15, 2023, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Palo Alto Networks Q1 FY2024 revenue up 20% YoY to $1.9B; raises FY non-GAAP EPS and margin guidance

  Q1 revenue $1.9B (+20% YoY); GAAP EPS $0.56 vs $0.06; non-GAAP EPS $1.38 vs $0.83.

• August 18, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Palo Alto Networks Q4 revenue $2.0B (+26%); non-GAAP EPS $1.44 vs $0.80

  Q4 revenue $2.0B (+26% YoY); full-year revenue $6.9B (+25% YoY).

• June 8, 2023, 7:59 PM ET other material materiality 0.55 neutral item 7.01item 9.01

  Palo Alto Networks CEO Nikesh Arora sells 549,838 shares, adopts 10b5-1 plan for up to 2M more shares

  CEO sold ~549,838 shares on June 6-7, 2023, including ~474,300 from expiring option exercises.

• June 5, 2023, 7:59 PM ET other material materiality 0.75 positive item 7.01

  Palo Alto Networks grants CEO Nikesh Arora PSUs up to 750k shares based on S&P 500 5-year relative TSR

  PSUs range from 0 shares (below 40th percentile) to 750k shares (90th+ percentile) vs. S&P 500 over 5 years.

• May 23, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Palo Alto Networks Q3 revenue $1.7B (+24% YoY), GAAP net income positive, raises FY guidance

  Revenue $1.7B (+24% YoY); billings $2.3B (+26% YoY); RPO grew 35% to $9.2B.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

21 positive 2 negative 13 neutral

source · PANW on sec.gov