PANW · News · 20260920N

Revenue Performance and Mix

Palo Alto Networks Inc · 2026-09-20 · Importance 69 · Surprise 64 · In source text

Palo Alto Networks reported 34% year-over-year revenue growth in its fiscal Q4 2026 results. Next-Generation Security ARR increased 63% year over year during the quarter. The reported ARR growth indicates increased contribution from Palo Alto Networks’ Next-Generation Security offerings, although the digest provides no dollar revenue breakdown or geographic mix.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Q4 2026 results: 34% year-over-year revenue growth and 63% growth in Next-Generation Security ARR.
revenuepositiverealized—Q4 2026 results: 34% year-over-year revenue growth and 63% growth in Next-Generation Security ARR.