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$100 million ARR
Prisma AIRS Became Palo Alto's Fastest-Scaling Product
Prisma AIRS surpassed $100 million in ARR within four quarters of general availability, which management described as the fastest scaling product in company history.
Read the full earnings transcript for PANW Q4 2026, or visit the Palo Alto Networks, Inc. company page.
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Autonomous Agents Create A New Machine Identity Security Perimeter
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Financial Performance Summary
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We can find an open source vulnerability, an OT vulnerability, deploy the fix in 4 hours, and propagate that to our software and hardware firewalls, so that it will stop the bad actors in their tracks.
Nikesh Arora
CEO, Palo Alto Networks, Inc.
Context
Nikesh Arora was discussing the difficulty of patching operational-technology environments and Palo Alto's compensating defense capability. He contrasted the proposed under-four-hour signature deployment process with a cited 55-day standard for patching open-source or OT vulnerabilities. The capability is intended to block exploitation across Palo Alto software and hardware firewalls while customers complete broader remediation.
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