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AI English summary of an SEC filing — figures as filed

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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.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. 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.

  2. 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.

  3. 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%.

  4. 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-written

Analysis 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.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.