PANW · News · 20260902N

AI Security Product Growth

Palo Alto Networks Inc · 2026-09-02 · Importance 59 · Surprise 82

Palo Alto Networks is expanding its AI-focused security platform as customers adopt multiple modules across network, cloud, identity, endpoint and security operations environments. XSIAM ARR surged 70% in fiscal 2026, supported by platform adoption, multi-module use and AI security demand. The company also launched an AI Critical Defense Program to help organizations identify and address vulnerabilities associated with AI deployment. Management is positioning Cortex and related products for automated, machine-speed investigation and response rather than primarily human-led security operations.

Key facts

• Next-Generation Security (NGS) Annual Recurring Revenue (ARR) was $9.1 billion, up 63% year-over-year. source