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 “Tailwind”; 5 quoted, at least 25 words apart.
…of cyber-capable models. As I have said before, AI is a long-term tailwind for cybersecurity. While these models are becoming increasingly proficient at uncovering vulnerabilities,…
…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,…
…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…
…Alto Networks and the broader industry. We remain convinced that the AI tailwinds catalyzing cybersecurity demand will only intensify as we look towards the future.…
…every byte requires observability. This surge in critical infrastructure is a permanent tailwind for cybersecurity, a trend already manifesting in the accelerated momentum of our…
Where the listed words were said
…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…
…our largest business, reporting exceptional results across SASE, software, and hardware firewalls. XSIAM maintained its strong momentum, while Prisma AIRS achieved a significant milestone,…
…a consolidated way of standardizing on a platform, evaluating a platform. I think this is a big tailwind for the larger players in the sector.
…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…
…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…
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