AI English summary of an SEC filing — figures as filed
Palo Alto Networks said total revenue for fiscal 2026 ended October 31, 2025 grew 16% year over year to $2.5 billion, and GAAP net income was $334 million, or $0.47 per diluted share.
Key points
AI summaryPalo Alto Networks said total revenue for fiscal 2026 ended October 31, 2025 grew 16% year over year to $2.5 billion, and GAAP net income was $334 million, or $0.47 per diluted share.
The company disclosed that non-GAAP operating income for the three months ended October 31, 2025 was $746 million with a non-GAAP operating margin of 30.2%, compared with $616 million and 28.8% in the prior-year period.
Palo Alto Networks provided fiscal 2026 guidance of total revenue of $10.50 billion to $10.54 billion, Next-Generation Security ARR of $7.00 billion to $7.10 billion, and adjusted free cash flow margin of 38% to 39%.
The company entered into an Agreement and Plan of Merger with Chronosphere, Inc. on November 19, 2025, and said completion is subject to customary closing conditions, including receipt of regulatory approvals. The board also extended the company's share repurchase authorization of $1 billion on November 18 until December 31, 2026.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.
Fiscal 2026 Revenue and GAAP Net Income
Palo Alto Networks said total revenue for fiscal 2026 ended October 31, 2025 grew 16% year over year to $2.5 billion, and GAAP net income was $334 million, or $0.47 per diluted share.
Source · Based on the filing body and exhibits
Non-GAAP Operating Income and Operating Margin
The company disclosed that non-GAAP operating income for the three months ended October 31, 2025 was $746 million with a non-GAAP operating margin of 30.2%, compared with $616 million and 28.8% in the prior-year period.
Source · Based on the filing body and exhibits
Fiscal 2026 Guidance
Palo Alto Networks provided fiscal 2026 guidance of total revenue of $10.50 billion to $10.54 billion, Next-Generation Security ARR of $7.00 billion to $7.10 billion, and adjusted free cash flow margin of 38% to 39%.
Source · Based on the filing body and exhibits
Chronosphere Merger Agreement and Share Repurchase Authorization Extension
The company entered into an Agreement and Plan of Merger with Chronosphere, Inc. on November 19, 2025, and said completion is subject to customary closing conditions, including receipt of regulatory approvals. The board also extended the company's share repurchase authorization of $1 billion on November 18 until December 31, 2026.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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