Palo Alto Networks Inc Q1 2026 Earnings Call Transcript - Thomson StreetEvents

Palo Alto Networks Inc Q1 2026 Earnings Call Transcript

Palo Alto Networks Inc Q1 2026 Earnings Call Transcript - Thomson StreetEvents
Palo Alto Networks Inc Q1 2026 Earnings Call Transcript
Published Nov 19, 2025
19 pages (12878 words) — Published Nov 19, 2025
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Abstract:

Edited Transcript of PANW.OQ earnings conference call or presentation 19-Nov-25 9:30pm GMT

  
Brief Excerpt:

...Good day, everyone, and welcome to Palo Alto Networks first-fiscal 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, Wednesday, November 19, 2025, at 1:30 PM Pacific Time. With me on today's call to discuss our fiscal first-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 key 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 Q1 '26 supplemental information and Q1 '26 earnings presentation. During the course of today's call, we will be making forward-looking statements and projections...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Palo Alto Networks Inc
Ticker
PANW.OQ
Time
9:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Brad Zelnick - Deutsche Bank AG - Analyst : And it's great to see vintage Nikesh coming out strong in Q1 even after a blowout Q4. So congrats to you and the team.

Question: Brad Zelnick - Deutsche Bank AG - Analyst : I love it. I love it. Nikesh, 2026 is setting up as a perfect AI storm where every vendor has a story to tell. And it seems all roads lead back to identity where you clearly are in process of acquiring the best asset out there. But stepping back, it's rare that the winner in one technology LSEG STREETEVENTS | www.lseg.com | Contact Us consent of LSEG. 'LSEG' and the LSEG logo are registered trademarks of LSEG and its affiliated companies. NOVEMBER 19, 2025 / 9:30PM, PANW.OQ - Q1 2026 Palo Alto Networks Inc Earnings Call generation remains the winner in the next. So what is it that you're doing outside of smart M&A to disrupt yesterday's Palo Alto to ensure success into an AI and quantum future?

Table Of Contents

Palo Alto Networks Inc Annual Shareholders Meeting Summary – 2025-12-09 – US$ 54.00 – Edited Brief of PANW.OQ shareholder or annual meeting 9-Dec-25 7:00pm GMT

Palo Alto Networks Inc Annual Shareholders Meeting Transcript – 2025-12-09 – US$ 54.00 – Edited Transcript of PANW.OQ shareholder or annual meeting 9-Dec-25 7:00pm GMT

Palo Alto Networks Inc at UBS Global Technology and AI Conference Summary – 2025-12-02 – US$ 54.00 – Edited Brief of PANW.OQ presentation 2-Dec-25 11:55pm GMT

Palo Alto Networks Inc at UBS Global Technology and AI Conference Transcript – 2025-12-02 – US$ 54.00 – Edited Transcript of PANW.OQ presentation 2-Dec-25 11:55pm GMT

Palo Alto Networks Inc Q1 2026 Earnings Call Summary – 2025-11-19 – US$ 54.00 – Edited Brief of PANW.OQ earnings conference call or presentation 19-Nov-25 9:30pm GMT

Palo Alto Networks Inc at Citi TMT Conference Summary – 2025-09-04 – US$ 54.00 – Edited Brief of PANW.OQ presentation 4-Sep-25 4:00pm GMT

Palo Alto Networks Inc at Citi TMT Conference Transcript – 2025-09-04 – US$ 54.00 – Edited Transcript of PANW.OQ presentation 4-Sep-25 4:00pm GMT

Palo Alto Networks Inc Q4 2025 Earnings Call Summary – 2025-08-18 – US$ 54.00 – Edited Brief of PANW.OQ earnings conference call or presentation 18-Aug-25 8:30pm GMT

Palo Alto Networks Inc Q4 2025 Earnings Call Transcript – 2025-08-18 – US$ 54.00 – Edited Transcript of PANW.OQ earnings conference call or presentation 18-Aug-25 8:30pm GMT

Palo Alto Networks Inc To Acquire CyberArk Summary – 2025-07-30 – US$ 54.00 – Edited Brief of PANW.OQ M&A conference call or presentation 30-Jul-25 1:30pm GMT

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Thomson StreetEvents. "Palo Alto Networks Inc Q1 2026 Earnings Call Transcript" Nov 19, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2026-Palo-Alto-Networks-Inc-Earnings-Call-T16558168>
  
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Thomson StreetEvents. (2025). Palo Alto Networks Inc Q1 2026 Earnings Call Transcript Nov 19, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2026-Palo-Alto-Networks-Inc-Earnings-Call-T16558168>
  
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