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Palo Alto Networks, Inc. (PANW) Q2 2026 Earnings Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Palo Alto Networks reported Q2 2026 earnings on February 17, 2026, with CEO Nikesh Arora and CFO Dipak Golechha highlighting record revenue growth driven by AI-powered cybersecurity demand. The company emphasized expansion in its Prisma Cloud and XSIAM platforms, citing surging enterprise adoption as organizations prioritize post-quantum cryptography readiness amid evolving threat landscapes. CFO Dipak Golechha projected accelerated R&D investments in quantum-resistant encryption, aligning with NIST’s 2024 standards, while maintaining a 25%+ non-GAAP operating margin target for FY2026. CTO Lee Klarich noted partnerships with IBM and Google Cloud to integrate quantum-safe algorithms into Palo Alto’s Zero Trust Architecture, addressing future risks from quantum computing advancements. Analysts pressed executives on timeline expectations for quantum-secure product rollouts, with leadership stressing phased deployments starting late 2026 to mitigate transitional vulnerabilities.
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SA Transcripts158.45K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Palo Alto Networks, Inc. (PANW) Q2 2026 Earnings Call February 17, 2026 4:30 PM EST Company Participants Hamza Fodderwala - Senior VP of Investor Relations & Strategic FinanceNikesh Arora - Chairman & CEODipak Golechha - Executive VP & CFOLee Klarich - Executive VP, Chief Product Officer, CTO & Director Conference Call Participants Robbie Owens - Piper Sandler & Co., Research DivisionBrad Zelnick - Deutsche Bank AG, Research DivisionSaket Kalia - Barclays Bank PLC, Research DivisionMeta Marshall - Morgan Stanley, Research DivisionJoshua Tilton - Wolfe Research, LLCJohn DiFucci - Guggenheim Securities, LLC, Research DivisionGabriela Borges - Goldman Sachs Group, Inc., Research DivisionAdam Tindle - Raymond James & Associates, Inc., Research DivisionAdam Borg - Stifel, Nicolaus & Company, Incorporated, Research DivisionGregg Moskowitz - Mizuho Securities USA LLC, Research Division Presentation Hamza FodderwalaSenior VP of Investor Relations & Strategic Finance Good day, everyone, and welcome to Palo Alto Networks Fiscal Second Quarter 2026 Earnings Conference Call. I'm Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. Please note that this call is being recorded today, Tuesday, February 17, 2026 at 1:30 p.m. Pacific Time. With me on today's call to discuss our fiscal second quarter results are Nikesh Arora, our Chairman and Chief Executive Officer; and Dipak Golechha, our Chief Financial Officer. Following our prepared remarks, Lee Klarich, our Chief Product and Technology Officer and Board member will join us for the question-and-answer portion. You can find the press release and other information to supplement today's discussion on our website at investors.paloaltonetworks.com. While there, please click on the link for quarterly results to find the Q2 '26 supplemental information and Q2 '26 earnings presentation. During the course of today's call, we'll be making forward-looking statements and projections regarding the company's business operations and financial performance as well as the company's

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