Story perspectives

Palo Alto Networks Sees 16% Revenue Surge Amid Cyber Scrutiny

11/29/2025

40 3

Summary

Story summary

Palo Alto Networks reported a 16% revenue increase to $2.5 billion in fiscal 2026 first quarter.
The growth came from a 29% rise in annual recurring revenue in the next-generation security segment.
Anthropic's AI tool faced scrutiny after a cyber-attack in September.
Palo Alto Networks launched PAN-OS 12.1 Orion to help businesses assess risk.
The company remains positioned for growth despite competitive pressures in a $300 billion addressable market.

1 of 1

Story summary

Palo Alto Networks reported a 16% revenue increase to $2.5 billion in fiscal 2026 first quarter.
The growth came from a 29% rise in annual recurring revenue in the next-generation security segment.
Anthropic's AI tool faced scrutiny after a cyber-attack in September.
Palo Alto Networks launched PAN-OS 12.1 Orion to help businesses assess risk.
The company remains positioned for growth despite competitive pressures in a $300 billion addressable market.