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.
10 matches for “Mythos”; 5 quoted, at least 25 words apart.
…long-term tailwind across every one of our platforms. The second was the Mythos moment, which proved that deep domain training enables AI to achieve unprecedented…
…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…
…their environments. This service leverages the most sophisticated cyber-capable models available, and we are proud to be the first certified commercial partner for Mythos 5.
…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…
…Great finish to the year. Nikesh, maybe for you. You've said that Mythos is in a moment, but it's rather at the beginning. So maybe…
Where the listed words were said
…vulnerabilities, detection is merely the opening act. Truly validating, interpreting context, and resolving these issues requires broad cybersecurity platforms working alongside frontier AI.
…our largest business, reporting exceptional results across SASE, software, and hardware firewalls. XSIAM maintained its strong momentum, while Prisma AIRS achieved a significant milestone,…
…our largest business, Network & AI Security. AI represents a significant long-term tailwind that is expanding our total addressable market in network security while reinforcing…
…in the future. In terms of the momentum, look, I did say Mythos is the beginning because what is happening is I've been strived for…
…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…
…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