{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Earnings Debate","title":"Palo Alto Networks, Inc. (PANW) Announced Q4 2026 Earnings on September 1, 2026, Reporting \"revenue grew 34% to $3.41 billion in the fourth quarter\" for the Quarter.","html":"","width":"100%","height":180,"duration":1204,"description":"Palo Alto Networks reported \"total revenue grew 34% to $3.41 billion in the fourth quarter\" of fiscal year 2026.\nFor the full fiscal year 2026, \"revenue reached $11.5 billion, up 24% year-over-year.\" Performance metrics for the fourth quarter included \"Q4 non-GAAP EPS of $1.02\" and \"Q4 non-GAAP operating margin came in at 29.6%.\" For the fourth quarter, the company reported \"adjusted free cash flow... reached $1.29 billion, growing 35% year-over-year,\" bringing the full fiscal year 2026 \"adjusted free cash flow\" to \"$4.41 billion\" with a margin of \"38.4%.\" In addition, \"NGS ARR reached $9.1 billion in Q4, up 63%,\" and \"Q4 RPO exceeded $20 billion for the first time, ending the year at $21.2 billion, up 34%.\"In strategic business updates, management highlighted that \"during the fourth quarter, we achieved approximately 220 net new platformizations.\" In core products, \"Prisma AIRS achieved a remarkable milestone in Q4, surpassing $100 million in ARR within just 4 quarters of general availability.\" Under its observability business, \"since finalizing the Chronosphere acquisition in Q2, our observability ARR has more than doubled, eclipsing the $500 million mark.\" Additionally, the company announced that \"we closed our acquisition of Console today\" to bring \"an AI-first approach to product development.\" In identity security, the company's CyberArk acquisition is now called \"Idira,\" which reached \"$1.26 billion\" in pro forma revenue for the \"fiscal year '26\" and \"grew 21%.\"For notable product launches, the company \"expanded our frontier AI Defense Service last month, introducing a multimodal harness that enables enterprises to stress test their environments\" and noted they are \"the first certified commercial partner for Mythos 5.\" The company also launched a new product called \"Modern PAM\" which is \"generally available now.\" In terms of guidance, for the first quarter of fiscal year 2027, the company expects \"revenue of $3.3 billion to $3.31 billion, or 33% to 34%...","thumbnail_url":"https://img.transistorcdn.com/xJuh_6koFF8CKKFzV-oIB_PzOA86GyxN802qWUMHjC4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80ODli/Mjg2OGQ5YjVkMzU2/Yjg0NzMxNTJiZGRj/NzFjOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}