Palo Alto Networks Inc — Form 8-K
Filed September 1, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Palo Alto Networks reported Q4 FY2026 (ended July 31, 2026) total revenue of $3.41B (+34% YoY) and Next-Generation Security ARR of $9.10B (+63% YoY), adding ~$1B NGS ARR in Q4 alone. The company acquired Console, an AI-native agentic workflow platform, to expand its Cortex platform. FY2027 guidance: NGS ARR $11.075–$11.175B (+22–23%), total revenue $14.10–$14.20B (+23–24%), and 38.0% adjusted FCF margin.
Why this rating
Strong organic growth (+34% revenue, +63% NGS ARR) and Console acquisition expand AI/agentic capabilities. Modest relative to $119.7B market cap but demonstrates execution and strategic positioning in AI-driven security market.
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