Welcome to our dedicated page for Palo Alto Networks news (Ticker: PANW), a resource for investors and traders seeking the latest updates and insights on Palo Alto Networks stock.
Palo Alto Networks, Inc. reports developments across its cybersecurity platform business, including network security, cloud security, security operations, AI security and identity protection. Company news commonly covers product launches and platform updates involving Prisma AIRS, Prisma Browser, Prisma SASE, Cortex XDR and Unit 42 threat intelligence.
Recurring updates also include quarterly financial results, acquisition completions, capital actions and governance-related announcements. Recent company developments have centered on agentic AI security, agentic endpoint protection, certificate lifecycle automation, post-quantum readiness and the integration of acquired technologies into Palo Alto Networks' security platforms.
Zero Networks announced an expanded integration with Palo Alto Networks (NASDAQ: PANW), extending their joint Zero Trust solution from automated microsegmentation to zero-touch containment and AI security. The integration now lets customers identify and contain threats at the individual asset level, redirect selected traffic to Palo Alto Networks security services for Layer 7 inspection, and manage enforcement via Strata Cloud Manager.
The update also combines Zero Networks AI Segmentation with Prisma AIRS to govern AI agents and inspect AI traffic across on-premises, cloud, OT, Kubernetes and hybrid environments. Traffic redirection is currently available for Linux workloads, with Windows support planned.
Palo Alto Networks (NASDAQ: PANW) and NTT DATA have formed a multi-year global strategic alliance to help enterprises securely adopt AI, modernize cybersecurity and simplify complex technology environments. The collaboration, Palo Alto Networks’ first of this kind with a global systems integrator, targets $1 billion in joint business by 2029.
The alliance combines Palo Alto Networks’ AI-powered security platforms and Unit 42 threat intelligence with NTT DATA’s consulting, engineering and managed services. Backed by joint investments, more than 2,000 Palo Alto Networks-certified experts and NTT DATA’s 7,500+ cybersecurity professionals, the partners will initially focus on six areas including autonomous SOC, AI governance, identity security, Zero Trust & SASE, resilient cloud and firewall modernization.
Palo Alto Networks (NASDAQ: PANW) launched the Frontier AI Critical Defense Program, a coordinated initiative to protect critical infrastructure from AI-driven exploits. The program brings together OT, healthcare, commercial software and open-source leaders to deploy proactive network-level “virtual patches” that neutralize vulnerabilities before attackers can use them.
The company reports its Frontier AI models have identified over 14,000 previously unknown vulnerabilities in open-source software. Partners now include Anthropic, OpenAI, IBM, Red Hat, Microsoft, Siemens, Idaho National Laboratory, Mitsubishi, Axis Communications, EPRI and industry risk-sharing groups, all contributing intelligence to accelerate virtual patching for joint customers.
Palo Alto Networks (NASDAQ:PANW) will release its fiscal fourth quarter and full fiscal year 2026 results, for the period ended July 31, 2026, after U.S. markets close on Tuesday, September 1, 2026. The timing reflects standard scheduling considerations following the recent CyberArk acquisition.
The company will host a video webcast at 1:30 p.m. Pacific (4:30 p.m. Eastern) that same day to discuss the results. A live stream and a financial results press release will be available via the Investors section of the Palo Alto Networks website, with a replay archived for one year.
Palo Alto Networks (NASDAQ: PANW) announced its intent to acquire Embrace, a provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) to the Palo Alto Networks Observability platform. The company also introduced Synthetics, built by its Autonomous Digital Experience Management (ADEM) team, to proactively validate application performance globally. These additions are intended to extend the platform into Digital Experience Monitoring, unifying end-user, application and infrastructure insights.
According to Palo Alto Networks, its Observability platform surpassed $300 million ARR in Q3 FY26 and follows the January 2026 acquisition of Chronosphere. The company was named a leader in the Gartner Magic Quadrant for Observability Platforms for the third consecutive year. The Embrace acquisition is expected to close in Q1 FY27, subject to customary conditions.
IBM (NYSE: IBM), Palo Alto Networks and Red Hat expanded Project Lightwell to help organizations respond faster to software vulnerabilities. The collaboration integrates Palo Alto Networks’ Virtual Patching with Project Lightwell’s remediation, creating a dual “shield-and-fix” workflow across open source, commercial apps, OT and healthcare technologies.
According to IBM, key capabilities include broader vulnerability coverage, preemptive virtual patching before official fixes are available, and same-day network-level protections for new vulnerabilities, supported by IBM Security Services advisory and deployment expertise.
Palo Alto Networks (NASDAQ:PANW) reported fiscal Q3 2026 results for the quarter ended April 30, 2026.
Revenue rose 31% year over year to $3.0 billion, including $388 million from CyberArk and Chronosphere. Next-Generation Security ARR grew 60% to $8.1 billion, and RPO increased 36% to $18.4 billion.
Q3 2026 GAAP results showed a net loss of $177 million versus prior-year GAAP net income of $262 million, while non-GAAP net income increased to $684 million. Adjusted free cash flow was $910 million, with a trailing 12‑month adjusted free cash flow margin of 38.5%.
Guidance for Q4 and full-year 2026 calls for continued double-digit revenue growth, strong Next-Generation Security ARR expansion, non-GAAP operating margin of about 29%, and adjusted free cash flow margin of 37.5%.
JVP, a global venture capital firm, reported a strong Q1 2026 with four strategic exits across cybersecurity and vertical AI. Key deals included a >6x return on DealHub, and exits in Pyramid Analytics, Medmo (via Covera Health merger), and 1touch.io.
These transactions, each described as valued in the hundreds of millions of dollars, highlight JVP’s thematic focus on AI, data, and cybersecurity, and its ecosystem strategy linking Israel, the U.S., and Europe.
Palo Alto Networks (NASDAQ:PANW) launched Idira, a next-generation identity security platform for AI-driven enterprises. Idira aims to discover, control and govern human, machine and agentic identities, reducing standing privileges and applying AI-driven visibility, dynamic controls and automated governance across the identity lifecycle.
Idira is generally available as of May 12, 2026, with additional capabilities planned later.
Palo Alto Networks (NASDAQ: PANW) will release fiscal third quarter 2026 results for the period ending April 30, 2026, after U.S. markets close on Tuesday, June 2, 2026. A live video webcast will occur at 1:30 p.m. PT / 4:30 p.m. ET, with a replay available three hours after conclusion and archived for one year. The timing follows the recent closing of the CyberArk acquisition. A financial results press release will be posted on the company website prior to the webcast.