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).

• 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 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 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 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.

• 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 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 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 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