Palo Alto Networks, Inc. (PANW) Earnings Call Transcripts
Palo Alto Networks, Inc.'s Latest Earnings Call - September 10, 2026
In the fiscal quarter ended September 10, 2026, Palo Alto Networks reported a significant increase in revenue and earnings, driven by strong demand for its cybersecurity solutions amid rising market concerns. The company achieved revenue of $1.5 billion, surpassing the consensus estimate of $1.4 billion, representing a 15% year-over-year growth. Earnings per share (EPS) came in at $1.25, beating expectations by $0.10. Management maintained its guidance for the fiscal year, projecting revenue growth of 12-15%, indicating confidence in sustained demand despite market volatility.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $1.5B (beat) |
| EPS | $1.25 (beat) |
| Fiscal Year Revenue Growth Guidance | 12-15% (inline) |
| Customer Engagements | 2,000+ (positive) |
| Vulnerability Detection Rate | 60% (positive) |
| Market Cap | $300B (positive) |
Guidance from management
Management maintained its fiscal year revenue growth guidance at 12-15%, reflecting confidence in ongoing demand for its products amidst market volatility.
What management said
I spent 8 years trying to convince people cybersecurity is important. Dario did it in 1 week. Better than me, clearly. Mythos has been more useful for me as a marketing tool than anything I did for 8 years. I hope to have new models, which are more capable than scare a lot of people.
At speed. If you get it right because remember, 3,000 companies are using 3,000 different hypotheses where the world is going to evolve to anticipate the world and build it. Some will get it right. Many will get it wrong.
What analysts pressed on
Analysts expressed concerns regarding the competitive landscape, particularly the challenge of maintaining market leadership amid increasing competition. There were also questions about the effectiveness of AI in addressing edge cases in cybersecurity, highlighting the need for human oversight in AI applications.
Main topics on the call
- Revenue Growth Acceleration — Palo Alto Networks reported revenue of $1.5 billion for the quarter, exceeding the consensus estimate of $1.4 billion and reflecting a 15% year-over-year increase. CEO Nikesh Arora emphasized the importance of their AI-d...
- AI Integration in Cybersecurity — The introduction of Mythos has significantly enhanced Palo Alto's vulnerability detection capabilities, with 60% of vulnerabilities identified through this AI tool. Arora noted, "AI can find vulnerabilities in our organi...
- Market Demand and Customer Engagement — Management reported engaging with over 2,000 companies regarding their cybersecurity needs, showcasing a strong demand for their solutions. Arora mentioned, "CEOs are calling us scared about XYZ agentic threat," indicati...
- Guidance Maintenance — Palo Alto Networks maintained its fiscal year revenue growth guidance at 12-15%, reflecting confidence in ongoing demand for its products. This guidance was reiterated despite market uncertainties, suggesting a robust bu...
Read the full Palo Alto Networks, Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Palo Alto Networks, Inc.
Palo Alto Networks, Inc. (PANW) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 89 calls on record spanning February 24, 2020 to September 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 89 Palo Alto Networks, Inc. earnings call transcripts on record, spanning February 24, 2020 to September 10, 2026. Based on this history, Palo Alto Networks, Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- PANW
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 89
- First call
- February 24, 2020
- Most recent
- September 10, 2026
- Reporting cadence
- quarterly