PANW · 10-K · 2026A · Full report

Products and Technology

Palo Alto Networks Inc · 2026-09-10 · Importance 31 · Surprise 42 · In source text

Palo Alto Networks is consolidating network, cloud, security operations, observability, identity, and threat intelligence capabilities into integrated platforms. Network & AI Security combines Prisma Access, Prisma SD-WAN, Prisma Browser, ML-powered NGFWs, cloud-delivered security services, Prisma AIRS, and Strata Cloud Manager. Cortex extends from XSIAM, XDR, XSOAR, Xpanse, and Koi Agentic Endpoint Security into cloud security and Chronosphere observability, while Idira addresses workforce, privileged, machine, governance, and AI-agent identities.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiveprobablePalo Alto Networks introduced PAN-OS 12.1 Orion, Prisma AIRS 2.0, NGTS, and Prisma AIRS 3.0 during fiscal 2026.