Can Platformization Boost Palo Alto Networks' Long-Term ARR Growth? [Yahoo! Finance]
Palo Alto Networks, Inc. (PANW)
Last palo alto networks, inc. earnings: 2/24 04:15 pm
Check Earnings Report
US:NYSE Investor Relations:
investors.paloaltonetworks.com/investor-overview
Company Research
Source: Yahoo! Finance
Palo Alto Networks PANW is focusing on its platformization strategy, which involves getting its customers to adopt multiple PANW products spanning across network, cloud and endpoint security, under a unified platform approach. In the second quarter of fiscal 2026, PANW's NGS annual recurring revenue (ARR) grew 33% year over year to $6.33 billion, where the platformization strategy was a key driver. This growth came mainly from software firewalls, Secure Access Service Edge (SASE) and Cortex Extended Security Intelligence and Automation Management (XSIAM), which continued to see more customer use. In the second quarter of fiscal 2026, Palo Alto Networks added about 110 net new platform customers. The total number of platformized customers reached about 1,550, up 35% year over year. Platform customers currently have a net retention rate of about 119% and low single-digit churn, suggesting that most customers continue using the platform and add more products after initial adoption.
Show less
Read more
Impact Snapshot
Event Time:
PANW
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
PANW alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
PANW alerts
High impacting Palo Alto Networks, Inc. news events
Weekly update
A roundup of the hottest topics
PANW
News
- Exclusive: AI cybersecurity startup RunSybil, founded by OpenAI's first security hire, raises $40 million led by Khosla Ventures [Fortune]Fortune
- Q4 Earnings Highs And Lows: Palo Alto Networks (NASDAQ:PANW) Vs The Rest Of The Cybersecurity Stocks [Yahoo! Finance]Yahoo! Finance
- Palo Alto Networks Steps Deeper Into Industrial 5G And OT Security [Yahoo! Finance]Yahoo! Finance
- Stryker says it's restoring systems after pro-Iran hackers wiped thousands of employee devices [TechCrunch]TechCrunch
- 2 Top Cybersecurity Stocks to Buy in March [Yahoo! Finance]Yahoo! Finance
PANW
Earnings
- 2/17/26 - Beat
PANW
Sec Filings
- 3/12/26 - Form 4
- 3/11/26 - Form 8-K
- 3/10/26 - Form 4
- PANW's page on the SEC website