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PANW earnings signal AI tailwinds; Console expands Cortex and ARR growth

Sep 1, 2026, 4:12 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The print confirms robust ARR expansion, deleveraging of cash flow, and an accretive acquisition, supporting sentiment and potential multiple expansion, especially if near-term guidance modestly exceeds expectations.

AI summary

What happened, with direct paths to the underlying reporting

Palo Alto Networks reported Q4 FY2026 revenue of $3.41B, up 34%, with Next-Generation Security ARR at $9.10B. The company also announced the Console acquisition to augment Cortex, and issued FY2027 guidance for ARR around $11.1B and non-GAAP margins near 38%, underscoring durable AI tailwinds and profitable growth trajectory.

Q4 revenue rose 34% to $3.41B. NGS ARR reached $9.10B.
RPO $21.2B, up 34% YoY. Console acquisition expands Cortex integration.
FY27 ARR guidance $11.075–$11.175B; revenue $14.10–$14.20B. EPS $4.16–$4.19.
GAAP net loss $282M; non-GAAP net income $853M; adjusted FCF margin 38%.

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