Welcome to our dedicated page for Palo Alto news (Ticker: PANW), a resource for investors and traders seeking the latest updates and insights on Palo Alto stock.
Palo Alto Networks, Inc. (NASDAQ: PANW) is frequently in the news for developments at the intersection of AI and cybersecurity. The company describes itself as the global AI and cybersecurity leader and regularly issues updates on new platforms, partnerships, acquisitions and research that shape how enterprises secure network, cloud, security operations and AI environments.
News about Palo Alto Networks often highlights its AI-powered security platforms and strategic collaborations. Recent announcements include an expanded partnership with Google Cloud that combines Google Cloud’s AI and infrastructure capabilities with Prisma AIRS, Palo Alto Networks’ AI security platform, to secure AI workloads and applications. Other releases describe new native integrations of Prisma AIRS with AI agent platforms from Factory, Glean, IBM and ServiceNow, aimed at providing real-time, in-line defense against prompt injections, tool misuse and malicious agent behavior.
Investors and security professionals following PANW news will also see coverage of the company’s planned acquisitions and strategic moves. Palo Alto Networks has announced an Agreement and Plan of Merger with CyberArk Software Ltd. to add identity security as a new pillar of its platform strategy, and a definitive agreement to acquire Chronosphere, a next-generation observability platform built for the AI era. Earnings releases, such as fiscal first quarter 2026 results, provide additional context on how these initiatives fit into its broader platformization approach.
Beyond transactions and partnerships, Palo Alto Networks uses news releases to share research and thought leadership. Examples include the State of Cloud Security Report 2025, which examines AI-driven cloud risks, and "6 Predictions for the AI Economy: 2026's New Rules of Cybersecurity," which outlines expected changes in identity, data trust, quantum risk and the browser as a workspace. For readers tracking PANW, the news flow offers insight into how the company positions itself in AI security and how it responds to emerging cyber threats.
Palo Alto Networks (NASDAQ: PANW) announced on November 19, 2025 that Mark Goodburn has been appointed to its board of directors and will join the Audit Committee as chair and the Security Committee.
The company also announced the retirement of long-serving director Mary Pat McCarthy, effective January 23, 2026. McCarthy, a director since 2016, has stepped down as Audit Committee chair but will remain a member of the Audit and Security committees until her retirement.
Goodburn previously served as Chairman and Global Head of Advisory at KPMG International (2011–2021) and currently serves on the board of C.H. Robinson Worldwide.
Palo Alto Networks (NASDAQ: PANW) reported fiscal Q1 2026 results for quarter ended Oct 31, 2025: total revenue $2.5B (+16% YoY), Next-Generation Security ARR $5.9B (+29% YoY), and remaining performance obligation $15.5B (+24% YoY).
GAAP net income was $334M ($0.47/diluted), and non-GAAP net income was $662M ($0.93/diluted). The company announced intent to acquire Chronosphere, added Mark Goodburn to the board, and disclosed Mary Pat McCarthy will retire Jan 23, 2026.
Guidance: Q2 FY26 revenue $2.57–2.59B (≈14–15% YoY); FY26 revenue $10.50–10.54B (≈14% YoY); FY26 Next‑Generation Security ARR $7.00–7.10B; adjusted free cash flow margin 38–39%.
Palo Alto Networks (NASDAQ: PANW) and IBM plan a joint Quantum-Safe Readiness solution to help enterprises identify cryptographic exposure, assess quantum-computing risk, and accelerate migration to post-quantum algorithms. The service combines IBM Consulting's quantum-safe transformation services with Palo Alto Networks' network cryptographic visibility, automated inventory of cryptographic assets, and real-time Cipher Translation that upgrades vulnerable communications to quantum-safe algorithms.
The collaboration includes IBM Consulting cybersecurity mapping and migration roadmaps. The solution is expected to be available in early 2026.
Palo Alto Networks (NASDAQ: PANW) on Nov 18, 2025 announced native integrations of Prisma AIRS with AI agent platforms from Factory, Glean, IBM and ServiceNow to provide real-time, in-line protection against prompt injection, tool misuse and malicious agent behavior. The integrations embed Prisma AIRS protections directly into developer, search, automation and IT workflow platforms to secure prompts, LLM responses, tool calls and runtime agent actions.
The company says these native connections aim to reduce security friction for faster AI agent adoption at scale and are available now across the named partner platforms, including IBM watsonx Orchestrate and IBM Agent Connect catalog.
Palo Alto Networks (NASDAQ: PANW) published six predictions for cybersecurity in 2026, calling it the Year of the Defender as AI-native economies and autonomous agents reshape risk and defense.
Key claims include 84% of major incidents causing downtime in 2025, autonomous agents outnumbering humans 82:1, AI-driven identity deepfakes becoming a primary threat, data poisoning of training sets, quantum risk shortening from ten to three years, and GenAI traffic rising over 890%. The company urges unified platforms (DSPM, AI-SPM, runtime AI firewall) and crypto agility to manage identity, agent security, data trust, executive liability, and browser attack surfaces.
Palo Alto Networks (NASDAQ: PANW) Chairman and CEO Nikesh Arora received the John J. McCloy Award from the American Council on Germany on Nov 17, 2025, recognizing his leadership in strengthening Europe's digital security infrastructure and advancing transatlantic cooperation in an AI era.
Arora accepted the award at the 32nd McCloy Awards Dinner in New York on Nov 14, 2025. The event also honored Tim Höttges of Deutsche Telekom with a McCloy Award and Ambassador Kristen Silverberg with the Transatlantic Leadership Award. Arora highlighted the need to protect democracies, financial systems, and critical infrastructure that now run on code.
Palo Alto Networks (NASDAQ: PANW) will release fiscal first quarter 2026 financial results for the period ending October 31, 2025 after U.S. markets close on Wednesday, November 19, 2025. The company will host a video webcast on November 19 at 1:30 p.m. PT / 4:30 p.m. ET to discuss results.
A live webcast will be available from the Investors section at investors.paloaltonetworks.com. A replay will be posted about three hours after the webcast ends and will be archived for one year. The financial results press release will be posted on the company website prior to the webcast.
Palo Alto Networks (NASDAQ: PANW) announced Cortex Cloud 2.0 on October 28, 2025, a unified cloud security platform combining CNAPP and best-in-class CDR with autonomous AI agents, a reimagined Cloud Command Center and a performance-optimized CDR agent.
Key disclosed metrics: AI agents trained on 1.2 billion real-world responses, cloud investments projected 4.6X by 2030, average unresolved cloud risk of 120 days, CDR mode uses up to 50% less resources, and ASPM claims to be 10x faster than production remediation. Cortex Cloud 2.0 is generally available; automated upgrades roll out in H1 2026.
Palo Alto Networks (NASDAQ: PANW) launched Cortex AgentiX on October 28, 2025, a next‑generation agentic AI platform built on Cortex XSOAR to build, deploy and govern enterprise AI agents.
Key claims include up to 98% reduction in MTTR, 75% less manual work, training on 1.2 billion playbook executions, and more than 1,000 prebuilt integrations. The product targets SOC automation with prebuilt agents for threat intel, email, endpoint, network, cloud and IT workflows, plus a no‑code GenAI builder, role‑based guardrails and full auditability.
Cortex AgentiX is available today in Cortex Cloud and Cortex XSIAM; Cortex XDR and the standalone AgentiX platform are expected in early 2026.
Palo Alto Networks (NASDAQ: PANW) on October 28, 2025 launched Prisma AIRS 2.0, a major platform upgrade that completes native integration of the acquired Protect AI and delivers end-to-end AI security across the AI application lifecycle.
Key features include AI Agent Security for real-time protection and discovery of sanctioned and shadow agents, AI Red Teaming with an autonomous continuous program using over 500 specialized attacks, and AI Model Security for deep architectural analysis detecting backdoors, data poisoning, and software dependencies. Prisma AIRS 2.0 is available today.
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