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

Palo Alto Networks Q4 revenue rises 34% to $3.41 billion; GAAP net loss $282 million

Mixed Impact 4 of 5 earnings Written later

Palo Alto Networks reported fiscal fourth-quarter 2026 revenue of $3.41 billion, up 34% year over year, and non-GAAP net income per diluted share of $1.02, up from $0.95. The company posted a GAAP net loss of $282 million, or $0.35 per diluted share, compared with GAAP net income of $254 million, or $0.36, a year earlier, and it also announced the acquisition of Console and fiscal 2027 guidance for revenue of $14.10 billion to $14.20 billion.

Key points

  • Q4 fiscal 2026 revenue $3.41 billion, up 34% year over year; Next-Generation Security ARR $9.10 billion, up 63%
  • GAAP net loss $282 million, or ($0.35) per diluted share, versus GAAP net income of $254 million a year earlier; the filing lists a $524 million change in fair value of convertible senior notes and capped calls among non-GAAP adjustments
  • Non-GAAP operating income $1.0 billion versus $768 million a year earlier; adjusted free cash flow $1.3 billion
  • Fiscal 2027 guidance: total revenue $14.10 billion to $14.20 billion; diluted non-GAAP EPS $4.16 to $4.19; first-quarter revenue $3.300 billion to $3.310 billion

The filing

CompanyPalo Alto Networks (PANW)
Form8-K, current report
Filed with the SECSep 1, 2026, 4:32 PM ET
Accession number0001327567-26-000019

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 September 01, 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.