Palo Alto Networks will announce its financial results for the fiscal fourth quarter and full fiscal year 2026 on September 1, 2026, after U.S. markets close. The company will host a video webcast to discuss the results at 1:30 p.m. Pacific time. This timing follows the recent acquisition of CyberArk earlier in the year. Investors can access the webcast live on the company's website, with a replay available for one year.
Palo Alto Networks CEO Nikesh Arora predicts a collapse in most AI cloud companies once GPU scarcity ends but identifies Nebius as a rare 'neoscaler' with durable advantages. Nebius boasts $575 million in AI cloud revenue, a 50% adjusted EBITDA margi...
Cybersecurity stocks rallied strongly following better-than-expected Q2 2027 earnings reports from Okta and CrowdStrike. Okta's shares jumped 22% after reporting $805 million in revenue and positioning itself as a key security layer for AI agents, wh...
Okta surpassed Wall Street's fiscal Q2 expectations with adjusted EPS of $1.05 and revenue of $805 million, driven by 11% revenue growth and strong AI-related product demand. The company highlighted the early-stage opportunity in agentic AI security,...
