
Arora discusses platformization strategy as RPO hits $21.2 billion milestone.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

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.

Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus

Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.

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

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry

The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
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 beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...

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.
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.

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.

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...

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.