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AI brief of an SEC Form 8-K · Palo Alto Networks (PANW)

Palo Alto Networks Q3 revenue up 31% to $3.0 billion; GAAP net loss of $177 million

Mixed Impact 3 of 5 earnings Written later

Palo Alto Networks reported fiscal third-quarter 2026 results for the period ended April 30, 2026. Revenue rose 31% to $3.0 billion, and non-GAAP earnings per diluted share rose to $0.85 from $0.80, but the company posted a GAAP net loss of $177 million, compared with GAAP net income of $262 million a year earlier. The company also gave fiscal 2026 revenue guidance of $11.415 billion to $11.425 billion.

Key points

  • Total revenue of $3.0 billion, up 31% year over year, including $388 million from CyberArk and Chronosphere.
  • GAAP net loss of $177 million, or $(0.22) per diluted share, versus GAAP net income of $262 million, or $0.37 per diluted share, a year earlier.
  • Non-GAAP net income of $684 million, or $0.85 per diluted share, versus $0.80 a year earlier.
  • Fiscal fourth-quarter revenue guidance of $3.345 billion to $3.355 billion; fiscal 2026 revenue guidance of $11.415 billion to $11.425 billion, up 24%.

The filing

CompanyPalo Alto Networks (PANW)
Form8-K, current report
Filed with the SECJun 2, 2026, 4:08 PM ET
Accession number0001327567-26-000012

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on June 02, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.