Palo Alto Networks’ next-generation security ARR, its key metric tracking recurring revenue from cloud-delivered platforms like Prisma Cloud, Cortex, and SASE, accelerated to $6.33 billion in fiscal Q2 2026 with 33% year-over-year growth. Management guided Q3 NGS ARR between $7.94 billion and $7.96 billion, a roughly 56% increase that incorporates contributions from the recent CyberArk and Chronosphere acquisitions now aligned to company definitions. This momentum stems from platformization efforts combining network, identity, and AI-driven security offerings, which are displacing legacy point solutions amid rising enterprise demand. Traders are watching the June 2 earnings release for the actual Q3 figure, where any deviation from the guided range could reflect integration progress or shifts in deal velocity.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日$7.5B
51%
$8.0B
51%
$8.5B
49%
$0.00 Vol.
$7.5B
51%
$8.0B
51%
$8.5B
49%
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.
マーケット開始日: 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’ next-generation security ARR, its key metric tracking recurring revenue from cloud-delivered platforms like Prisma Cloud, Cortex, and SASE, accelerated to $6.33 billion in fiscal Q2 2026 with 33% year-over-year growth. Management guided Q3 NGS ARR between $7.94 billion and $7.96 billion, a roughly 56% increase that incorporates contributions from the recent CyberArk and Chronosphere acquisitions now aligned to company definitions. This momentum stems from platformization efforts combining network, identity, and AI-driven security offerings, which are displacing legacy point solutions amid rising enterprise demand. Traders are watching the June 2 earnings release for the actual Q3 figure, where any deviation from the guided range could reflect integration progress or shifts in deal velocity.
Polymarketデータを参照したAI生成の実験的な要約。これは取引アドバイスではなく、このマーケットの解決方法には一切関係ありません。 · 更新日
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