Palo Alto Stock Price, News & Analysis

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, has scheduled its fiscal fourth quarter and fiscal year 2025 financial results announcement for Monday, August 18, 2025, after U.S. markets close.

The company will host a video webcast at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Investors can access the live webcast through the company's investor relations website at investors.paloaltonetworks.com. A replay will be available three hours after the event and archived for one year.

Palo Alto Networks (NASDAQ: PANW) has completed the acquisition of Protect AI, a leader in AI application and model security. The strategic acquisition enhances PANW's Prisma AIRS platform, creating a comprehensive AI security solution that covers the entire AI lifecycle from development through runtime.

The integration brings together critical capabilities including model scanning, posture management, AI red teaming, runtime protection, and AI agent security. Protect AI's CEO Ian Swanson joins PANW as VP of Product for Prisma AIRS, while early adopters like Leidos and TELUS Digital have already begun implementing the combined solution.

Okta (NASDAQ: OKTA) and Palo Alto Networks have announced an expanded partnership featuring new AI-driven security integrations to combat identity-based cyber threats. The partnership introduces two key integrations: (1) A connection between Okta Workforce Identity and Prisma Access Browser for secure application access, and (2) Integration of Identity Threat Protection with Cortex SecOps platform for unified identity threat detection.

The collaboration aims to provide nearly 2,000 joint customers with enhanced security features including automated threat response, secure application access across devices, and reduced security blind spots. The integration enables real-time response to threats through features like revoking user access, ending active sessions, and quarantining endpoints.

Palo Alto Networks (NASDAQ: PANW), a global cybersecurity leader, has announced its participation in the upcoming Bank of America 2025 Global Technology Conference. The company's management team will deliver a presentation on Tuesday, June 3, 2025, at 8:40 a.m. PDT. Investors can access live audio webcasts of the presentation through the "Investors" section of the company's website at investors.paloaltonetworks.com.

Palo Alto Networks (NASDAQ: PANW) reported strong fiscal Q3 2025 results with revenue growing 15% YoY to $2.3 billion. The cybersecurity leader's Next-Generation Security ARR increased 34% YoY to $5.1 billion, while remaining performance obligation grew 19% YoY to $13.5 billion. The company posted GAAP net income of $0.3 billion ($0.37 per diluted share) and non-GAAP net income of $0.6 billion ($0.80 per diluted share). For Q4 2025, PANW expects revenue between $2.49-2.51 billion and Next-Gen Security ARR of $5.52-5.57 billion. Full-year 2025 guidance projects total revenue of $9.17-9.19 billion, with non-GAAP operating margin of 28.2-28.5% and adjusted free cash flow margin of 37.5-38.0%.

T-Mobile (TMUS) and Palo Alto Networks (PANW) have announced 'T-Mobile SASE, with Palo Alto Networks' - a new managed security solution launching this summer. The offering combines T-Mobile's nationwide 5G Advanced network with Palo Alto Networks' Prisma SASE 5G cloud-native Zero Trust security solution. The service integrates three core components: T-Mobile 5G Advanced network with built-in security, T-SIMsecure for hardware-level authentication, and T-Mobile Security Slice for dedicated virtual network segmentation. This solution aims to protect business and government customers' networks and devices without requiring additional equipment or software, particularly important as North American business 5G IoT connections are projected to grow from 5 million in 2025 to 39 million by 2030.

Palo Alto Networks (NASDAQ: PANW), a global cybersecurity leader, has scheduled its fiscal third quarter 2025 financial results announcement for Tuesday, May 20, 2025, after U.S. markets close. The company will host a video webcast at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Investors can access the live webcast through the company's investor relations website at investors.paloaltonetworks.com. A replay will be available three hours after the webcast and will be archived for one year. The financial results press release will be available on the company's website before the webcast begins.

Palo Alto Networks (NASDAQ: PANW) has unveiled Cortex XSIAM 3.0, an enhanced AI-driven security operations platform that integrates proactive exposure management and advanced email security. The platform, which recently surpassed $1 billion in cumulative bookings in FY25 Q2, represents a significant evolution in cybersecurity operations.

Key features of XSIAM 3.0 include:

• Cortex Exposure Management: Reduces vulnerability noise by up to 99% through AI-driven prioritization
• Advanced Email Security: Counters GenAI-powered threats using LLM-powered analytics
• Automated remediation capabilities across network, endpoint, and cloud security solutions

The platform addresses a total TAM of $37 billion and will be generally available in FY25 Q4. Customer success stories include the State of Louisiana reducing MTTR from 24 hours to under two minutes, and CBTS achieving a 100% incident close-out rate.

Palo Alto Networks (NASDAQ: PANW) has announced significant enhancements to its Prisma SASE solution, headlined by the launch of Prisma Access Browser 2.0, the industry's first SASE-native secure browser. This advancement comes as research shows 85% of work happens in browsers, with 44% of security incidents involving browser-based malicious activities.

The new browser features include:

• Real-time GenAI security with context-based classification
• Enhanced protection against sophisticated web attacks using Precision AI
• Improved user experience for modern web and SaaS applications

Additional Prisma SASE updates include Endpoint Data Loss Prevention (DLP), extended App Acceleration to Branch capabilities, a next-generation Unified SASE Agent, and expanded cloud presence through Oracle Cloud Infrastructure (OCI). These features will be generally available in Q4 FY25.