Palo Alto Networks, Inc. (PANW) Q4 2026 Earnings Call Transcript

Palo Alto Networks, Inc. (PANW) Q4 2026 Earnings Call September 1, 2026 4:30 PM EDT Company Participants Hamza Fodderwala - Senior VP of Investor Relations & Strategic Finance Nikesh Arora - Chairman & CEO Dipak Golechha - Executive VP & CFO Conference Call Participants Robbie Owens - Piper Sandler & Co., Research Division Brian Essex - JPMorgan Chase & Co, Research Division Saket Kalia - Barclays Bank PLC, Research Division Fatima Boolani - Citigroup Inc., Research Division Matthew Hedberg - RBC Capital Markets, Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Gray Powell - BTIG, LLC, Research Division Meta Marshall - Morgan Stanley, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Presentation Hamza Fodderwala Senior VP of Investor Relations & Strategic Finance Good day, everyone, and welcome to Palo Alto Networks' Fiscal Fourth Quarter 2026 Earnings Conference Call. I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. Please note that this call is being recorded today, Tuesday, September 1, 2026, at 1:30 p.m. Pacific Time. With me on today's call to discuss our fiscal fourth quarter results are Nikesh Arora, our Chairman and Chief Executive Officer; and Dipak Golechha, our Chief Financial Officer. You can find the press release and other information to supplement today's discussion on our website at investors.paloaltonetworks.com. While there, please click on the link for quarterly results to find the Q4 '26 supplemental financial information and Q4 '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. These statements made today are subject to a number of risks and uncertainties that could cause our actual results to differ from these forward-looking statements. Please review our press release and recent SEC filings for a description of these risks