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Arora discusses platformization strategy as RPO hits $21.2 billion milestone.

Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.

Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.

Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.

Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie

Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

High expectations leave little room for an ordinary quarter.

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be reporting earnings this Tuesday after market hours. Here’s what investors should know.

Palo Alto Networks is scheduled to report earnings Tuesday afternoon, with the cybersecurity stock seen potentially reaching a fresh high following the report.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.

Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

The cybersecurity company's earnings were so good the stock is set to join the exclusive club of S&P 500 names to double in 2026.

Fortinet (FTNT) delivered earnings and revenue surprises of +20.00% and +8.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.

Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.

Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.

Moby summary of Palo Alto Networks, Inc.'s Q3 2026 earnings call

Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi

Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.

While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.