Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results
Palo Alto Networks reported fiscal Q4 revenue of $3.41 billion, up 34% year-over-year, with Next-Generation Security ARR surging 63% to $9.10 billion driven by AI demand. Non-GAAP operating income reached $1.0 billion and adjusted free cash flow hit $1.3 billion for a 38.4% margin, while GAAP results reflected a net loss of $282 million due to acquisition amortization and integration costs.
Key figures
- Eps
- 1.02
- Revenue
- 3410000000
- Guidance
- FY27 Revenue $14.10B-$14.20B (23-24% growth); Non-GAAP EPS $4.16-$4.19; Adj FCF margin 38.0%
- Revenue Yoy
- 34%
- Rpo
- 21200000000
- Ngs arr
- 9100000000
- Rpo yoy
- 34%
- Ngs arr yoy
- 63%
- Adjusted fcf
- 1300000000
- Net new ngs arr
- nearly $1 billion
- Adjusted fcf margin
- 38.4%
- Non gaap operating income
- 1000000000
AI analysis
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