Palo Alto Networks: FY26 Q4 earnings call, Sep 1, 2026
On its Sep 1, 2026 earnings call (FY26 Q4), Palo Alto Networks said 6 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 6 settled yes · our count agreed on 11 of 11- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Frontier | Yes | 10 | 12 | ✓ | 78%transcripts from the transcript model | – |
| XSIAM | Yes | 9 | 9 | ✓ | 93%transcripts from the transcript model | – |
| Tailwind | Yes | 9 | 10 | ✓ | 50%transcripts from the transcript model | – |
| Mythos | Yes | 9 | 10 | ✓ | 43%transcripts from the transcript model | – |
| Open Source | Yes | 6 | 6 | ✓ | 54%transcripts from the transcript model | – |
| Headwind | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | – |
| Cortex Cloud | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – |
| Protect AI | No | 0 | 0 | ✓ | 52%transcripts from the transcript model | – |
| QRadar | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Frontier”; 5 quoted, at least 25 words apart.
…vulnerabilities, detection is merely the opening act. Truly validating, interpreting context, and resolving these issues requires broad cybersecurity platforms working alongside frontier AI.
…roadmap item to a present-day requirement. To address this, we expanded our Frontier AI Critical Defense Program last month, introducing a multi-modal harness that enables…
…the past 90 days, the market has moved beyond a handful of frontier models towards a diversified ecosystem of open-weight and open-source architectures. Enterprises are…
…utilize internal telemetry to fine-tune models for bespoke enterprise use cases. While frontier models will continue to set the high watermark for intelligence, the broader…
…seeing a new vanguard of buyers emerge, spanning sovereigns, neo clouds, and frontier labs, all racing to deploy massive computational capacity that must be secured.
Where the listed words were said
…AI-native and cloud-first organizations standard on our technology. The entire entities pioneering the AI frontier generate telemetry at a scale that traditional tools cannot withstand.
…our largest business, reporting exceptional results across SASE, software, and hardware firewalls. XSIAM maintained its strong momentum, while Prisma AIRS achieved a significant milestone,…
…The surge in traffic, data, and identity complexity represents a significant long-term tailwind across every one of our platforms. The second was the Mythos moment,…
…have that capability much faster. Because honestly, as you can see, after Mythos, what has happened is customers are willing to experiment with a lot…
…changing, trajectory change to our growth rate. Because you think about it, open source models are now already able to compete with the capabilities of…
…financial model. It provides us with the ability to neutralize potential cost headwinds while simultaneously fueling our innovation engine, our ultimate competitive advantage. The catalyst…
Agents: this page as TSV at /api/v1/appearances/palo-alto-networks:2026-09-01:earnings_call · words: /api/v1/brief?appearance=palo-alto-networks:2026-09-01:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP