Palo Alto Networks Furnishes Results, Announces Chronosphere Acquisition, and Extends Buyback
Summary
Palo Alto Networks furnished its fiscal first quarter 2026 financial results on November 19, 2025. The company also announced a definitive agreement to acquire Chronosphere and extended its share repurchase authorization. * Fiscal revenue grew 16% year-over-year to $2.5 billion (Ex. 99.1). * Next-Generation Security ARR increased 29% year-over-year to $5.9 billion (Ex. 99.1). * Palo Alto Networks will acquire Chronosphere, a next-generation observability platform, to enhance AI-era cybersecurity (Ex. 99.2). * The Board extended the $1 billion common stock repurchase authorization until December 31, 2026.
Why It Matters
The company reported strong fiscal Q1 2026 financial results, including 16% revenue growth and 29% Next-Generation Security ARR growth, signaling continued business expansion. The strategic acquisition of Chronosphere is significant for enhancing its AI-era cybersecurity capabilities, while the extended $1 billion share repurchase authorization demonstrates commitment to shareholder returns.
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Filing Details
Reported Items
Additional Information
- CIK Number
- 0001327567
- Filing Date
- Wednesday, November 19, 2025
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- high
- Sentiment
- positive