Palo Alto Networks: FY26 Q4 earnings call, Sep 1, 2026

Name: Palo Alto Networks: FY26 Q4 earnings call, Sep 1, 2026
Start: 2026-09-01

Tue, Sep 1Earnings callSpeaker-labelled transcriptPalo Alto Networks

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.

Updated Oct 27, 2026, 04:59 UTC

Markets

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Headwind”; 1 quoted, at least 25 words apart.

Dipak Golechhacompanyprepared · 30:18

…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…

Where the listed words were said

Nikesh Aroracompany“Frontier” · prepared · 4:22

…vulnerabilities, detection is merely the opening act. Truly validating, interpreting context, and resolving these issues requires broad cybersecurity platforms working alongside frontier AI.

Nikesh Aroracompany“XSIAM” · prepared · 3:06

…our largest business, reporting exceptional results across SASE, software, and hardware firewalls. XSIAM maintained its strong momentum, while Prisma AIRS achieved a significant milestone,…

Nikesh Aroracompany“Tailwind” · prepared · 7:56

…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,…

Nikesh Aroracompany“Mythos” · prepared · 8:27

…environment, there is no longer anywhere to hide. For our customers, the Mythos moment reframed the security challenge from visibility to velocity. Organizations must now…

Nikesh Aroracompany“Open Source” · prepared · 9:15

…a handful of frontier models towards a diversified ecosystem of open-weight and open-source architectures. Enterprises are increasingly prioritizing sovereign control over their AI, leading to…

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