Cybersecurity
Palo Alto Networks
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Palo Alto Networks sells cybersecurity platforms, including Prisma AIRS controls for AI models and agents. Runtime hooks, model and agent supply-chain scanning, and routing controls extend its broader network, cloud and security-operations products.
Earnings and disclosures
Latest verified results: Q4 and fiscal year 2026 · Released 2026-09-01
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Company investor disclosure · Financial context and sources ↓
Financial context
For fiscal Q4 2026, it reported $3.41 billion of revenue, $172 million of GAAP operating income and $1.4 billion of operating cash flow. July cash and investments were $7.906 billion, before the later Embrace and Console closings.
Delivery and commitments
An investor presentation reported about $120 million of AIRS allocated annual recurring revenue and more than 800 booked-quote customers. Flexible credit allocation means those measures cannot be equated with AI-only recognized revenue or a completed rollout at every customer.
Costs, funding and dependencies
Acquisitions combine cash, shares and assumed debt. CyberArk’s remaining note principal and its fair-value carrying amount differ; they should not be added together. Integration costs, customer renewal and security effectiveness determine whether broader adoption produces durable profit.
What to watch next
Track AIRS consumption and renewals under consistent definitions, alongside acquisition integration and operating cash flow. The cited materials do not establish a separately promised AI-only revenue or acceptance date.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.