Palo Alto Networks Inc reported fiscal third quarter 2026 results: revenue $3.0 billion, net income $177 million, EPS ($0.22) per diluted share. Guidance initiated.
“chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This”
Material Agreements
Palo Alto Networks Inc amended Amendments with Santa Clara Phase III EFH, LLC and Santa Clara Phase III G, LLC (effective 2026-04-08).
“On April 8, 2026, Palo Alto Networks, Inc. (the “Company”) entered into three lease amendments (collectively, the “Amendments”) extending the term of the Company’s leases (collectively, the “Leases”) of the following properties: (i) Building E comprised of approximately 290,082 rentable square feet and located at 3000 Tannery Way, Santa Clara, California, (ii) Building G comprised of approximately 309,559 square feet and located at 3200 Tannery Way, Santa Clara, California, and (iii) Building F and H comprised of approximately 340,923 rentable square feet and located at 3100 and 3130 Tannery Way, Santa Clara, California (collectively, the “Leased Property”). The amendments for Buildings E, F and H were entered into with Santa Clara Phase III EFH, LLC. The amendment for Building G was entered into with Santa Clara Phase III G, LLC.”
Debt Financings
Palo Alto Networks Inc amended convertible notes with U.S. Bank Trust Company, National Association at 0.00% maturing due 2030.
“ompany organized under the laws of the State of Israel (“CyberArk”), entered into that certain First Supplemental Indenture (the “Supplemental Indenture”) to that certain Indenture, dated as of June 10, 2025 (the “Indenture”), between CyberArk, as issuer, and U.S. Bank Trust Company, National Association, as trustee, relating to CyberArk’s 0.00% Convertible Senior Notes due 2030 (the “Convertible Notes”).”
Material Agreements
Palo Alto Networks Inc amended First Supplemental Indenture with U.S. Bank Trust Company, National Association (effective 2026-02-11).
“on February 11, 2026 (the “Closing Date”), Palo Alto Networks, Inc., a Delaware corporation (“PANW”), and CyberArk Software Ltd., a company organized under the laws of the State of Israel (“CyberArk”), entered into that certain First Supplemental Indenture (the “Supplemental Indenture”) to that certain Indenture, dated as of June 10, 2025 (the “Indenture”), between CyberArk, as issuer, and U.S. Bank Trust Company, National Association, as trustee, relating to CyberArk’s 0.00% Convertible Senior Notes due 2030 (the “Convertible Notes”)”
Governance Changes
Palo Alto Networks Inc: Adopted amended and restated bylaws effective immediately, aligning with current practice, updating advance notice provisions, designating exclusive forums, and making ministerial changes (effective 2025-08-14).
“On August 14, 2025, the Board adopted amended and restated bylaws of the Company (the bylaws, as amended and restated, the “Amended and Restated Bylaws”), effective immediately.”
Ralph Hamers was appointed as Director at Palo Alto Networks Inc.
“appointed Helle Thorning-Schmidt and Ralph Hamers to the Board”
Helle Thorning-Schmidt was appointed as Director at Palo Alto Networks Inc.
“appointed Helle Thorning-Schmidt and Ralph Hamers to the Board”
“On November 20, 2024, the Company announced that its Board of Directors had approved a two-for-one stock split (the “ Stock Split ”) of its outstanding shares of common stock to be effected through an amendment to the Company’s Restated Certificate of Incorporation (the “ Amendment ”). The Company filed the Amendment with the Secretary of State of the State of Delaware to effect the Stock Split and proportionately increase the number of shares of the Company’s authorized common stock from 1.0 billion to 2.0 billion. The Amendment, which became effective at 4:01 p.m. Eastern Standard Time on December 12, 2024, is filed as Exhibit 3.1 hereto.”
Earnings Releases
Palo Alto Networks Inc reported fiscal second quarter 2024, ended January 31, 2024 results: revenue $2.0 billion, net income $1.7 billion, or $4.89 per diluted share. Guidance reaffirmed.
“Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal second quarter 2024, ended January 31, 2024. Total revenue for the fiscal second quarter 2024 grew 19% year over year to $2.0 billion”
Shareholder Votes
Palo Alto Networks Inc shareholders approved Amendment to 2021 Equity Incentive Plan to increase the number of plan shares reserved for future issuance.
“The Company’s stockholders approved an amendment to the 2021 Plan to increase the number of plan shares reserved for future issuance.”
“The Company’s stockholders cast their votes with respect to an advisory vote on executive compensation as follows:”
Shareholder Votes
Palo Alto Networks Inc shareholders approved Ratification of the Appointment of Independent Registered Public Accounting Firm at the 2024-07-31 meeting.
“The Company’s stockholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the Company’s fiscal year ending July 31, 2024.”
Shareholder Votes
Palo Alto Networks Inc shareholders approved Election of Class III directors.
“The Company’s stockholders elected the following nominees as Class III directors to serve until the Company’s 2026 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified:”
Earnings Releases
Palo Alto Networks Inc reported its fiscal first quarter 2024, ended October 31, 2023 results: revenue $1.9 billion, net income $194.2 million, EPS $0.56 per diluted share. Guidance raised.
“in such filing. --- EX-99.1 (EX-99.1) --- Palo Alto Networks Reports Fiscal First Quarter 2024 Financial Results • Fiscal first quarter revenue grew 20% year over year to $1.9 billion. • Remaining performance obligation grew 26% year over year to $10.4 billion. • Fiscal first quarter Non-GAAP operating margin and Non-GAAP net income per share ahead of”
Earnings Releases
Palo Alto Networks Inc reported financial results for its fourth quarter and fiscal year ended July 31, 2023.
“On August 18, 2023 , Palo Alto Networks, Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and fiscal year ended July 31, 2023.”
Earnings Releases
Palo Alto Networks Inc reported financial results for third quarter and fiscal year ended April 30, 2023.
“On May 23, 2023 , Palo Alto Networks, Inc. (the “Company”) issued a press release announcing its financial results for its third quarter and fiscal year ended April 30, 2023.”
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