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Palo Alto Networks reports strong Q4 with $3.41B revenue and $9.1B Next-Gen Security ARR, targeting $20B by FY30.

Company Fundamentals
01 Sep 2026
PRNewsWire
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Bullish
pluang ai news

Palo Alto Networks announced a 34% revenue increase to $3.41 billion in Q4 FY2026, driven by a 63% rise in Next-Generation Security ARR to $9.1 billion. The company exceeded guidance, boosted by its Network & AI Security, Cortex, and Idira platforms, and aims for $20 billion Next-Gen Security ARR by FY2030. Despite a GAAP net loss of $282 million, non-GAAP net income rose to $853 million. Palo Alto Networks also acquired AI-native platform Console to expand its Cortex offerings, and projects continued strong growth in FY2027 with revenue expected around $14.1 billion and adjusted free cash flow margin near 38%.

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