PANW · News · 20261012N
Revenue Performance and Mix
Palo Alto Networks Inc · 2026-10-12 · Importance 59 · Surprise 56 · No source text
Palo Alto Networks reported fiscal fourth-quarter revenue of $3.41 billion, up 34.5% year over year. Next-Generation Security ARR increased 63%, indicating continued mix expansion toward newer security platform offerings. Quarterly EPS was $1.02, while the platformization strategy was identified as a key growth driver.
Key facts
- The company reported $1.02 EPS and $3.41 billion in revenue, representing a 34.5% year-over-year increase. source
- Fiscal fourth-quarter results included a 34% rise in revenue. source
- Fiscal fourth-quarter results included a 63% increase in Next-Generation Security ARR. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.6% | The company reported $1.02 EPS and $3.41 billion in revenue, representing a 34.5% year-over-year increase. |
| revenue | positive | realized | — | Fiscal fourth-quarter results included a 63% increase in Next-Generation Security ARR. |