PANW · News · 20260917N

SASE Demand Trends

Palo Alto Networks Inc · 2026-09-17 · Importance 40 · Surprise 56

Palo Alto Networks' SASE bookings increased 40% in fiscal 2026, exceeding the 10% year-over-year materiality threshold. The growth is attributed to platform consolidation and rising AI traffic. The trend could strengthen Palo Alto Networks' competitive position against Fortinet and Zscaler in the SASE market.

Key facts