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Palo Alto Networks (PANW) Q4 2026 earnings
CNBC • • business
Key Points:
- Palo Alto Networks exceeded fiscal Q4 earnings and revenue estimates, reporting $1.02 adjusted EPS versus 98 cents expected and $3.41 billion in revenue compared to $3.35 billion forecasted, with revenue up 34% year-over-year.
- Despite strong financial results, shares fell about 2% in after-hours trading following a 5% decline during the regular session.
- CEO Nikesh Arora highlighted that increasing AI-driven cyberattack risks are driving demand for Palo Alto's cybersecurity tools, describing AI threats as a long-term growth tailwind for the company.
- The company has intensified customer engagement, holding over 2,000 briefings recently, and expanded its AI security capabilities through the acquisition of AI startup Console and major deals including CyberArk and Chronosphere.
- Palo Alto issued strong Q1 and full-year guidance, projecting revenue and adjusted EPS above analyst expectations, reinforcing optimism about sustained growth amid rising AI-related cybersecurity needs.
