Palo Alto Networks Inc: directors' dealings · United States · SEC (Form 4)

About Palo Alto Networks Inc

Palo Alto Networks Inc. (NASDAQ: PANW) is one of the global leaders in cybersecurity, with a strategy that has expanded from network security into cloud security, security operations, identity security, and AI-related use cases. The company is based in the United States, was founded in 2005, began operations in that same year, and is headquartered in Santa Clara, California. Originally known for pioneering the next-generation firewall, Palo Alto Networks has since broadened its portfolio into a full security platform spanning threat prevention, web filtering, DNS security, SASE, OT/IoT protection, endpoint detection and response, incident response, and cloud security. Its business model is built around an integrated platform approach organized into major solution families: Strata for network security, Prisma for cloud security and SASE, Cortex for security operations and SOC automation, plus Unit 42 for threat intelligence, incident response, and managed services. More recently, the company has sharpened its AI positioning with offerings designed to secure AI environments, autonomous agents, and identities, including the May 2026 launch of Idira. This supports Palo Alto Networks’ broader “platformization” strategy, aimed at consolidating multiple layers of security with a single vendor in order to simplify operations for enterprise customers. From a competitive standpoint, Palo Alto Networks ranks among the top names in the sector alongside players such as Fortinet, Check Point, Zscaler, CrowdStrike, and Microsoft. Its edge comes from the breadth of its product suite, deep integration across security layers, and a large installed base. The company targets large enterprises and regulated organizations that require strong resilience, compliance support, and protection across complex hybrid and multi-cloud environments. Geographically, Palo Alto Networks has a global footprint across the Americas, EMEA, and Asia-Pacific, but the United States remains its strategic center for management, sales, and a meaningful portion of R&D and operations. Recent highlights include fiscal second-quarter 2026 results released in February 2026, with revenue up 15% year over year to $2.6 billion and Next-Generation Security ARR up 33% year over year to $6.3 billion. The company also announced multiple product launches and M&A actions in 2026, reinforcing its role as a consolidator and innovation-driven platform in cybersecurity.