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.
9 matches for “XSIAM”; 5 quoted, at least 25 words apart.
…our largest business, reporting exceptional results across SASE, software, and hardware firewalls. XSIAM maintained its strong momentum, while Prisma AIRS achieved a significant milestone,…
…and prevention is most effective when unified with a single platform, with XSIAM serving as a central nervous system for this critical telemetry. Earlier this…
…is clear that legacy approaches are no longer sustainable. Customers standardizing on XSIAM are transforming their operation, reducing their mean time to respond to less…
…architecture lies in the fact that live telemetry is already resident within XSIAM, allowing us to seamlessly unlock new value through our unified data lake.…
…scaling in our history. Our cross-sell strategy is delivering tangible results, with XSIAM contributing to 50% of net new Chronosphere logos this quarter through multiple…
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.
…that spans from the core infrastructure to the final user experience. Collectively, XSIAM and Observability now represent over $1 billion in ARR, a remarkable achievement…
…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,…
…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…
…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