Palo Alto Networks' Q3 fiscal 2026 Next-Generation Security ARR guidance of $7.94 billion to $7.96 billion reflects the impact of its recent CyberArk acquisition and continued platformization momentum across SASE, Prisma Cloud, and Cortex offerings. In fiscal Q2 ended January 31, the company posted $6.3 billion in NGS ARR, up 33% year-over-year and ahead of prior targets, with organic growth near 28% after adjusting for acquisitions. Management attributes the acceleration to rising enterprise demand for integrated AI-driven security and identity solutions, while noting that CyberArk contributions will be reported under Palo Alto's stricter subscription-based ARR definition. With earnings scheduled for June 2, traders are monitoring integration progress and any shifts in organic expansion that could push results above or below the guided range.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert$7.5B
51%
$8.0B
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$0.00 Vol.
$7.5B
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The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Palo Alto Networks' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Markt eröffnet: May 15, 2026, 6:48 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by July 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is Palo Alto Networks' official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Palo Alto Networks' Q3 fiscal 2026 Next-Generation Security ARR guidance of $7.94 billion to $7.96 billion reflects the impact of its recent CyberArk acquisition and continued platformization momentum across SASE, Prisma Cloud, and Cortex offerings. In fiscal Q2 ended January 31, the company posted $6.3 billion in NGS ARR, up 33% year-over-year and ahead of prior targets, with organic growth near 28% after adjusting for acquisitions. Management attributes the acceleration to rising enterprise demand for integrated AI-driven security and identity solutions, while noting that CyberArk contributions will be reported under Palo Alto's stricter subscription-based ARR definition. With earnings scheduled for June 2, traders are monitoring integration progress and any shifts in organic expansion that could push results above or below the guided range.
Experimentelle KI-generierte Zusammenfassung mit Polymarket-Daten. Dies ist keine Handelsberatung und spielt keine Rolle bei der Auflösung dieses Marktes. · Aktualisiert
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