Palo Alto Networks Inc (PANW)

Palo Alto Networks Lifts Earnings Forecast as AI Security Demand Accelerates (PANW)June 3, 2026 6:20 AM
IH Market News Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.5% in premarket trading by 04:31 ET on Wednesday. Revenue Growth Driven by Platform Expansion The cybersecurity group has continued to broaden its offering beyond its traditional network security roots, expanding into cloud security, artificial intelligence protection, identity management and observability solutions. Recent acquisitions have also played a key role in strengthening its platform-based strategy. For the third quarter, Palo Alto Networks generated revenue of $3.0 billion, representing a 31% increase from the same period a year earlier and exceeding analyst expectations of $2.94 billion. The company’s Next-Generation Security Annual Recurring Revenue (ARR), a closely watched measure of subscription-based growth, surged 60% year-over-year to $8.1 billion. The increase reflected continued customer adoption of its cloud, AI, identity security and security operations offerings. Investors Focus on Disclosure Changes Following Acquisitions While the quarterly figures broadly exceeded expectations, some analysts highlighted concerns surrounding reporting transparency as the company integrates acquired businesses. Analysts at Raymond James noted that the results included “a number of moving pieces from recent M&A that will no longer be disclosed.” They added: “This point is likely to rub investors the wrong way considering management seems intent upon continuing M&A, but disclosures are constantly changing (re-segmentation coming in FY27) and make it difficult to assess core business trends.” The comments suggest that some investors remain cautious about evaluating underlying performance as the company adjusts reporting structures following multiple acquisitions. AI Adoption Fuels Cybersecurity Spending Chief Executive Officer Nikesh Arora said the rapid development of artificial intelligence technologies is increasing the importance of cybersecurity for enterprise customers. According to the company, organisations are increasingly turning to Palo Alto’s platforms to secure AI deployments, helping drive stronger organic bookings growth during the quarter. Management indicated that businesses are seeking broader and more integrated security solutions as AI adoption expands across industries. Profitability Improves and Outlook Raised Adjusted net income rose to $684 million, or $0.85 per diluted share, compared with $561 million, or $0.80 per diluted share, in the corresponding period last year. Looking ahead to the fiscal fourth quarter, Palo Alto Networks expects revenue to range between $3.345 billion and $3.355 billion, implying annual growth of approximately 32%. The company also projects Next-Generation Security ARR to reach between $8.9 billion and $8.95 billion. For fiscal 2026 as a whole, management raised its adjusted earnings per share forecast to between $3.77 and $3.79, up from its previous outlook of $3.65 to $3.70. The company also expects full-year revenue of between $11.42 billion and $11.43 billion, ahead of the Wall Street consensus forecast of $11.29 billion. Analysts Turn More Positive on the Stock Following the results, analysts at Truist Securities increased their price target on Palo Alto Networks shares to $375 from $275. The brokerage described the company as a “core cyber holding” that “should benefit from rising need for real-time inspection, AI- driven SOC automation, identity security and platformized defenses.” The revised target reflects confidence that Palo Alto Networks is well positioned to capitalize on growing enterprise spending in next-generation cybersecurity and AI-related security infrastructure. Palo Alto stock price Original: Palo Alto Networks Lifts Earnings Forecast as AI Security Demand Accelerates (PANW)

Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial ResultsJune 2, 2026 4:05 PM
PR Newswire (US) SANTA CLARA, Calif., June 2, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2026, ended April 30, 2026."Q3 was a standout quarter for Palo Alto Networks, with accelerating organic bookings growth as customers turn to us to secure their AI deployments at scale," said Nikesh Arora, chairman and chief executive officer of Palo Alto Networks. "The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.""Our Q3 results reflect strong growth across each of our platforms as we scale. We are executing ahead of our M&A integration plans and improving profitability across our businesses, which keeps us firmly on track to achieve 40% adjusted free cash flow margin in FY28," said Dipak Golechha, chief financial officer of Palo Alto Networks.Third Quarter Fiscal 2026 Financial HighlightsTotal revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere.Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This includes $1.6 billion in NGS ARR from CyberArk and Chronosphere.Remaining performance obligation grew 36% year over year to $18.4 billion. This includes $1.8 billion from CyberArk and Chronosphere.GAAP operating loss for the fiscal third quarter 2026 was $183 million, compared with GAAP operating income of $219 million, for the fiscal third quarter 2025. Non-GAAP operating income for the fiscal third quarter 2026 was $814 million, compared with non-GAAP operating income of $627 million for the fiscal third quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.GAAP net loss for the fiscal third quarter 2026 was $177 million, or ($0.22) per diluted share, compared with GAAP net income of $262 million, or $0.37 per diluted share, for the fiscal third quarter 2025. Non-GAAP net income for the fiscal third quarter 2026 was $684 million, or $0.85 per diluted share, compared with non-GAAP net income of $561 million, or $0.80 per diluted share, for the fiscal third quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Net cash provided by operating activities for the fiscal third quarter 2026 was $871 million, compared with net cash provided by operating activities of $628 million, for the fiscal third quarter 2025. Adjusted free cash flow for fiscal third quarter 2026 was $910 million, compared with adjusted free cash flow of $578 million, for the fiscal third quarter 2025. Trailing 12-month adjusted free cash flow margin of 38.5% was up 430 basis points year over year. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Financial OutlookPalo Alto Networks provides guidance based on current market conditions and expectations.For the fiscal fourth quarter 2026, we expect:Next-Generation Security ARR of $8.90 billion to $8.95 billion, representing year-over-year growth of 59% to 60%.Remaining performance obligation of $20.9 billion to $21.0 billion, representing year-over-year growth of 32% to 33%.Total revenue in the range of $3.345 billion to $3.355 billion, representing year-over-year growth of 32%.Diluted non-GAAP net income per share in the range of $0.96 to $0.98, using 830 million to 840 million shares outstanding.For the fiscal year 2026, we expect:Next-Generation Security ARR of $8.90 billion to $8.95 billion, representing year-over-year growth of 59% to 60%.Remaining performance obligation of $20.9 billion to $21.0 billion, representing year-over-year growth of 32% to 33%.Total revenue in the range of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%.Non-GAAP operating margin in the range of 28.9% to 29.2%.Diluted non-GAAP net income per share in the range of $3.77 to $3.79, using 763 million to 766 million shares outstanding.Adjusted free cash flow margin to be 37.5%.Guidance for non-GAAP financial measures excludes share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, change in fair value of convertible notes and capped calls, and income tax and other tax adjustments related to our long-term non-GAAP effective tax rate, along with certain non-recurring expenses and certain non-recurring cash flows. We have not reconciled non-GAAP operating margin guidance to GAAP operating margin, diluted non-GAAP net income per share guidance to GAAP net income (loss) per diluted share, or adjusted free cash flow margin guidance to GAAP net cash from operating activities because we do not provide guidance on GAAP operating margin, GAAP net income (loss) or net cash from operating activities and would not be able to present the various reconciling cash and non-cash items between GAAP and non-GAAP financial measures because certain items that impact these measures are uncertain or out of our control, or cannot be reasonably predicted, including share-based compensation expense, without unreasonable effort. The actual amounts of such reconciling items will have a significant impact on the company's GAAP net income (loss) per diluted share and GAAP net cash from operating activities.Earnings Call InformationPalo Alto Networks will host a video webcast for analysts and investors to discuss the company's fiscal third quarter 2026 results as well as the outlook for its fiscal fourth quarter and fiscal year 2026 today at 4:30 p.m. Eastern time/1:30 p.m. Pacific time. Open to the public, investors may access the webcast, supplemental financial information and earnings slides from the "Investors" section of the company's website at investors.paloaltonetworks.com. A replay will be available three hours after the conclusion of the webcast and archived for one year.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties and assumptions including statements regarding our financial and operating results and financial outlook for the fiscal fourth quarter 2026 and fiscal year 2026. There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of our platformization product offerings; failure to achieve the expected benefits of our strategic partnerships and acquisitions; changes in the fair value of our contingent consideration liability associated with acquisitions; changes in the fair value of our convertible senior notes and capped call transactions; our ability to successfully integrate the businesses, operations and technologies of companies and businesses that we acquire; the risk that the expected benefits and synergies of our acquisitions may not be fully achieved in a timely manner, or at all; the risk that we will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities, or expenditures relating to our acquisitions; the effect of the announcement, pendency or completion of acquisitions on our (including the companies that we acquire) business relationships and business operations generally; the effect of our acquisitions on our common share price and uncertainty as to the long-term value of our common stock; risks related to disruption of management time from ongoing business operations due to our acquisitions; risks associated with managing our growth; risks associated with new product, subscription and support offerings, including our product offerings that leverage or incorporate AI and the expansion of our offerings into new categories, such as the identity security and observability spaces; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.For additional risks and uncertainties on these and other factors that could affect our financial results and cause actual results to differ materially from those described in the forward-looking statements we make in this press release are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" and elsewhere in our Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission (SEC) on February 18, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other documents that we file with or furnish to the SEC from time to time. All forward-looking statements in this press release are based on our current beliefs and information available to management as of the date hereof and are inherently uncertain, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Non-GAAP Financial Measures and Other Key MetricsPalo Alto Networks has provided in this press release financial information that has not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). The company uses these non-GAAP financial measures and other key metrics internally in analyzing its financial results and believes that the use of these non-GAAP financial measures and key metrics are helpful to investors as an additional tool to evaluate ongoing operating results and trends, and in comparing the company's financial results with other companies in its industry, many of which present similar non-GAAP financial measures or key metrics.The presentation of these non-GAAP financial measures and key metrics are not meant to be considered in isolation or as a substitute for comparable GAAP financial measures and should be read only in conjunction with the company's consolidated financial statements prepared in accordance with GAAP. A reconciliation of the company's historical non-GAAP financial measures to their most directly comparable GAAP measures has been provided in the financial statement tables included in this press release, and investors are encouraged to review these reconciliations.Non-GAAP operating income. Palo Alto Networks defines non-GAAP operating income as operating income (loss) plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, and litigation-related charges. The company believes that non-GAAP operating income provides management and investors with greater visibility into the underlying performance of the company's core business operating results.Non-GAAP net income and net income per share, diluted. Palo Alto Networks defines non-GAAP net income as net income (loss) plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, and change in fair value of convertible notes and capped calls. The company also excludes from non-GAAP net income tax adjustments related to our long-term non-GAAP effective tax rate in order to provide a complete picture of the company's recurring core business operating results. The company defines non-GAAP net income per share, diluted, as non-GAAP net income divided by the weighted-average diluted shares outstanding, which includes the potentially dilutive effect of the company's employee equity incentive plan awards and the company's convertible senior notes and related warrants, after giving effect to the anti-dilutive impact of the company's note hedge agreements and capped call transactions, which reduced the potential economic dilution that otherwise would have occurred in connection with the conversion and settlement of the company's convertible senior notes. Under GAAP, the anti-dilutive impact of the note hedge or capped calls is not reflected in diluted shares outstanding. The company considers these non-GAAP financial measures to be useful metrics for management and investors for the same reasons that it uses non-GAAP operating income.Adjusted free cash flow margin, adjusted free cash flow, and free cash flow. Palo Alto Networks defines adjusted free cash flow margin, a non-GAAP measure, as adjusted free cash flow divided by total revenue. The company defines adjusted free cash flow, a non-GAAP measure, as free cash flow, plus certain capital expenditures for our headquarters and certain corporate assets, plus payments of acquisition-related costs, plus litigation-related payments. The company defines free cash flow, a non-GAAP measure, as cash provided by operating activities less purchases of property, equipment, and other assets. We consider free cash flow, adjusted free cash flow, and adjusted free cash flow margin to be operating metrics as well as profitability and liquidity measures that provide useful information to management and investors about the amount of cash generated by the business after necessary capital expenditures and before the impact of certain qualifying non-recurring cash payments from operating activities, as applicable. A limitation of the utility of free cash flow or adjusted free cash flow as a measure of our financial performance and liquidity is that it does not represent the total increase or decrease in our cash balance for the period. In addition, it is important to note that other companies, including companies in our industry, may not use free cash flow or adjusted free cash flow, may calculate free cash flow or adjusted free cash flow in a different manner than we do, or may use other financial measures to evaluate their performance, all of which could reduce the usefulness of free cash flow or adjusted free cash flow as a comparative measure.Next-Generation Security ARR. Palo Alto Networks defines Next-Generation Security ARR as the annualized allocated revenue of all active contracts as of the final day of the reporting period related to all product, subscription and support offerings, excluding revenue from hardware products, and legacy attached subscriptions, support offerings and professional services. The company considers Next-Generation Security ARR to be a useful operating metric for management and investors to assess the performance of the company because Next-Generation Security is where the company has focused its innovation and the company expects its overall revenue to be disproportionately driven by this Next-Generation Security portfolio. Because Next-Generation Security ARR does not have the effect of providing a numerical measure that is different from any comparable GAAP measure, the company does not consider it a non-GAAP measure.Investors are cautioned that there are a number of limitations associated with the use of non-GAAP financial measures and key metrics as analytical tools. Many of the adjustments to the company's GAAP financial measures reflect the exclusion of items that are recurring and will be reflected in the company's financial results for the foreseeable future, such as share-based compensation, which is an important part of Palo Alto Networks employees' compensation and impacts their performance. Furthermore, these non-GAAP financial measures are not based on any standardized methodology prescribed by GAAP, and the components that Palo Alto Networks excludes in its calculation of non-GAAP financial measures may differ from the components that its peer companies exclude when they report their non-GAAP results of operations. Palo Alto Networks compensates for these limitations by providing specific information regarding the GAAP amounts excluded from these non-GAAP financial measures. In the future, the company may also exclude non-recurring expenses and other expenses that do not reflect the company's core business operating results.About Palo Alto Networks
Palo Alto Networks® (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Palo Alto Networks, Inc.Preliminary Condensed Consolidated Statements of Operations(In millions, except per share data)(Unaudited)








Three Months Ended
Nine Months Ended
April 30,
April 30,
2026
2025
2026
2025Revenue:






Product$          594
$          453
$        1,542
$        1,228Subscription and support2,408
1,836
6,528
5,457Total revenue3,002
2,289
8,070
6,685Cost of revenue:






Product167
101
371
277Subscription and support807
518
1,926
1,495Total cost of revenue974
619
2,297
1,772Total gross profit2,028
1,670
5,773
4,913Operating expenses:






Research and development734
494
1,773
1,480Sales and marketing1,161
793
2,804
2,271General and administrative316
164
673
416Total operating expenses2,211
1,451
5,250
4,167Operating income (loss)(183)
219
523
746Interest expense—
(1)
—
(3)Other income, net27
93
282
261Income (loss) before income taxes(156)
311
805
1,004Provision for income taxes21
49
216
124Net income (loss)$         (177)
$          262
$          589
$          880







Net income (loss) per share, basic$         (0.22)
$          0.39
$          0.81
$          1.33Net income (loss) per share, diluted$         (0.22)
$          0.37
$          0.79
$          1.24







Weighted-average shares used to compute net income (loss) per share, basic801
665
729
659Weighted-average shares used to compute net income (loss) per share, diluted801
707
744
708
Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures(In millions, except per share amounts)(Unaudited)
Three Months Ended
Nine Months Ended
April 30,
April 30,
2026
2025
2026
2025







GAAP operating income (loss)$       (183)
$        219
$        523
$        746Share-based compensation-related charges517
355
1,225
1,014Acquisition-related costs(1)198
7
227
32Amortization expense of acquired intangible assets280
43
357
127Litigation-related charges(2)2
3
13
(35)Non-GAAP operating income$        814
$        627
$      2,345
$      1,884







GAAP net income (loss)$       (177)
$        262
$        589
$        880Share-based compensation-related charges517
355
1,225
1,014Acquisition-related costs(1)198
7
227
32Amortization expense of acquired intangible assets280
43
357
127Litigation-related charges(2)2
3
13
(35)Change in fair value of convertible notes and capped calls(3)38
—
38
1Income tax and other tax adjustments(4)(174)
(109)
(371)
(347)Non-GAAP net income$        684
$        561
$      2,078
$      1,672







GAAP net income (loss) per share, diluted$      (0.22)
$       0.37
$       0.79
$       1.24Share-based compensation-related charges0.64
0.52
1.64
1.46Acquisition-related costs(1)0.25
0.01
0.31
0.05Amortization expense of acquired intangible assets0.35
0.06
0.48
0.18Litigation-related charges(2)0.00
0.00
0.02
(0.05)Change in fair value of convertible notes and capped calls(3)0.05
0.00
0.05
0.00Income tax and other tax adjustments(4)(0.22)
(0.16)
(0.50)
(0.49)Non-GAAP net income per share, diluted$       0.85
$       0.80
$       2.79
$       2.39







GAAP weighted-average shares used to compute net income (loss) per share, diluted801
707
744
708Weighted-average dilutive effect of potentially dilutive securities(5)6
—
—
—Weighted-average anti-dilutive impact of note hedge agreements—
(6)
—
(9)Non-GAAP weighted-average shares used to compute net income per share, diluted807
701
744
699(1)Consists of acquisition transaction costs, share-based compensation related to the cash settlement of certain equity awards, change in fair value of contingent consideration liability, and costs to terminate certain employment, operating lease, and other contracts of the acquired companies. During the three and nine months ended April 30, 2026, it also includes integration costs related to our acquisition of CyberArk Software Ltd.(2)Consists of the amortization of intellectual property licenses and covenant not to sue, and legal contingency charges (credit). During the nine months ended April 30, 2026, it also includes a litigation settlement charge.(3)Consists of changes in fair value of convertible senior notes acquired from CyberArk Software Ltd. that are included in earnings and changes in fair value of the related capped calls. During the nine months ended April 30, 2025, it also includes non-cash interest expense for amortization of debt issuance costs related to the company's convertible senior notes.(4)Consists of income tax adjustments related to our long-term non-GAAP effective tax rate.(5)Consists of potentially dilutive effect of employee equity incentive plan awards in periods with GAAP net loss position as they are excluded from GAAP weighted-average shares. Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures (Continued)(In millions)(Unaudited)








Three Months Ended
Trailing 12-Month Ended
April 30,
April 30,
2026
2025
2026
2025







Net cash provided by operating activities$        871
$        628
$    4,217
$    3,208Less: purchases of property, equipment, and other assets83
68
424
208Free cash flow (non-GAAP)$        788
$        560
$    3,793
$    3,000Add: capital expenditures for headquarters(1)—
—
91
—Add: capital expenditures for certain corporate assets(2)5
18
55
18Add: payments of acquisition-related costs(3)117
—
136
—Add: litigation related payment(4)—
—
4
20Adjusted free cash flow (non-GAAP)$        910
$        578
$    4,079
$    3,038Adjusted free cash flow margin (non-GAAP)30.3 %
25.3 %
38.5 %
34.2 %(1)Consists of a land purchase of $91 million.(2)Consists of a one-time purchase of a corporate asset which is expected to be paid through July 2026.(3)Consists of payments of acquisition-related costs in connection with our acquisitions of CyberArk Software Ltd. and Koi Security Ltd.(4)Consists of non-recurring litigation settlement payments during the three months ended July 31, 2024 and January 31, 2026. Palo Alto Networks, Inc.Preliminary Condensed Consolidated Balance Sheets(In millions)

April 30, 2026
July 31, 2025
(unaudited)

Assets


Current assets:


Cash and cash equivalents$        2,364
$        2,269Short-term investments747
635Accounts receivable, net2,852
2,965Short-term financing receivables, net591
715Short-term deferred contract costs454
419Prepaid expenses and other current assets705
520Total current assets 7,713
7,523Property and equipment, net506
387Operating lease right-of-use assets678
347Long-term investments3,881
5,555Long-term financing receivables, net779
1,002Long-term deferred contract costs551
586Goodwill21,902
4,567Intangible assets, net7,283
763Deferred tax assets2,380
2,424Other assets593
422Total assets $       46,266
$       23,576Liabilities and stockholders' equity


Current liabilities:


Accounts payable $          293
$          232Accrued compensation680
608Accrued and other liabilities 760
846Deferred revenue7,113
6,302Short-term convertible senior notes160
—Total current liabilities 9,006
7,988Long-term convertible senior notes1,192
—Long-term deferred revenue6,492
6,450Deferred tax liabilities259
89Long-term operating lease liabilities719
338Other long-term liabilities930
887Total liabilities18,598
15,752Stockholders' equity:


Preferred stock—
—Common stock and additional paid-in capital24,608
5,292Accumulated other comprehensive income (loss)(13)
48Retained earnings3,073
2,484Total stockholders' equity27,668
7,824Total liabilities and stockholders' equity$       46,266
$       23,576  View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results-302789148.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial Results

Share price $293.52 Change +$11.83 (4.49%). GLTA

A Microcap Just Staked a Claim in the AI Agent Security Land GrabMay 29, 2026 9:48 AM
PR Newswire (US) Issued on behalf of Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G)As enterprises rush to deploy autonomous AI agents, a new security problem is emerging that the old cybersecurity playbook wasn't built for — and a small Vancouver-based company just put a flag in the ground with a framework called MASQ.USA News Group News Commentary NEW YORK, May 29, 2026 /PRNewswire/ -- Every few years, enterprise technology produces a category that didn't exist the year before. In 2026, that category is AI agent security. Autonomous AI agents — software that can reason, make decisions, and take actions across a company's systems without a human pressing every button — are moving from pilot projects into production at remarkable speed. And with them comes a problem the traditional security stack was never designed to solve: how do you control what an AI agent is allowed to see, what it's allowed to do, and how its internal reasoning is protected while it's doing it? Integrated Cyber Solutions Inc., doing business as Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G), just announced its answer. The company has initiated the patent process for MASQ™ — short for Machine Action Security Quotient — a governance and security framework built specifically for AI agents and autonomous AI systems.What MASQ is actually trying to solveThe pitch is straightforward once you see the problem it targets. Today's AI agents don't just answer questions; they connect to APIs, call external tools, query enterprise databases, and increasingly talk to other agents through emerging plumbing like MCP (Model Context Protocol) servers. Each of those connection points is a place where an agent could access something it shouldn't, take an action nobody authorized, or leak sensitive information held in its working memory.MASQ is designed to sit across those control points and govern four things: what permissions and actions an agent is authorized to perform; what enterprise systems and data it can reach; how it interacts with APIs, external tools, and MCP servers; and — the most distinctive piece — how the sensitive information inside an agent's context window, internal attention states, and reasoning environment is protected during machine-to-machine interaction. That last element is the part most traditional cybersecurity architectures simply don't address, because they were built to protect networks and endpoints, not the live reasoning state of an autonomous machine."AI agents are becoming increasingly autonomous and interconnected, and organizations will require governance systems capable of controlling not only what agents can access and execute, but also how sensitive contextual reasoning data is protected during machine-to-machine interaction," said Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation at Integrated Quantum, who joined the company in January 2026 after serving as Principal Data and AI Scientist for Digital Identity Engineering at Equifax and is credited as the inventor of the company's VEIL technology. "This patent initiative reflects our continued focus on building foundational infrastructure for secure enterprise AI deployment."A piece of a bigger platformMASQ isn't a standalone bet. The company intends it to become a core component of its broader AIQu™ platform — a security-first, privacy-preserving, and what the company describes as quantum-resilient AI infrastructure layer. AIQu's first commercial product, VEIL™ (Vector-Encoded Information Layer), is the company's patent-pending technology aimed at protecting sensitive data across the enterprise AI and machine-learning pipeline by reducing the need to expose raw data in the first place. The company also markets a SecureGuard360™ cybersecurity platform and a managed-services offering.It's worth being precise about where MASQ stands today, because the language matters. The company has initiated the patent process and engaged intellectual property counsel — this is the beginning of a filing effort, not a granted patent or even, on its face, a completed application. MASQ is described as "being developed." For investors, that distinction is the difference between a roadmap and a shipping product, and it should be read as the former. The company's earlier AIQu provisional patent filing (30 claims, filed in January 2026) is a separate matter from this MASQ initiative.Why the timing is the storyThe reason a framework like MASQ is getting attention has less to do with this one microcap and more to do with how fast the surrounding market is moving. The numbers from the established players tell the story.In January 2026, Gartner projected that AI-cybersecurity spending — covering both securing AI and using AI to defend — would grow at a roughly 74% compound annual rate from 2024 through 2029, more than double the growth rate of AI spending overall. That is the kind of forecast that pulls every serious security vendor into the space, and they have arrived. The agentic-AI-security category now has real product from the largest names in cybersecurity, which is both validation of the thesis and a sharp reminder of how much competition a microcap faces.How IQT sits among the companies defining this spaceTo understand the market MASQ is entering, it helps to look at what the established public companies are already shipping. These are not peers of IQT in scale — they are giants, and the contrast is the point: IQT is a microcap staking an early claim in a category these companies are pouring resources into.CrowdStrike (NASDAQ: CRWD) has moved aggressively into agentic security, launching its Charlotte AI AgentWorks ecosystem and tools explicitly designed to secure AI agents and govern "shadow AI" across endpoints, SaaS, and cloud. CrowdStrike's scale — and the breadth of its launch partners — illustrates how central agent governance has become to the enterprise security roadmap.Palo Alto Networks (NASDAQ: PANW) made the category's biggest statement by completing its roughly US$25 billion acquisition of identity-security leader CyberArk in February 2026, explicitly to secure "human, machine, and agentic identity." That deal — one of the largest in cybersecurity history — is the clearest possible signal that controlling what autonomous agents can access and do is now seen as foundational infrastructure, not a niche feature.Okta (NASDAQ: OKTA) has reframed identity itself around the agentic era with "Okta for AI Agents," a platform (generally available April 30, 2026) built to discover both sanctioned and unsanctioned AI agents, treat them as governed identities, and apply lifecycle controls. Okta's framing — that identity becomes a runtime system continuously evaluating what an agent does — maps closely to the problem MASQ describes.SentinelOne (NYSE: S) introduced Prompt AI Agent Security, a real-time discovery and governance control plane for AI agents and agentic workflows that explicitly enforces policy across MCP servers operating in a customer's environment — the same machine-to-machine connection layer MASQ targets. SentinelOne's product is perhaps the closest functional analog to what IQT describes, deployed at enterprise scale.The honest takeaway from that lineup cuts both ways. On one hand, the presence of CrowdStrike, Palo Alto, Okta, and SentinelOne validates that AI agent governance is a real and rapidly growing market. On the other, it means a pre-revenue microcap with a framework still in development is entering a field crowded with extraordinarily well-resourced incumbents. Both things are true at once, and investors should hold them together.The market-awareness pieceAlongside the MASQ news, IQT announced two business-development moves. It appointed Euroswiss Capital Partners Inc., a Switzerland-based capital-markets advisory firm, as a strategic marketing and financial-advisory partner under a 12-month, non-exclusive consulting agreement (fixed fee of $100,000) to raise the company's profile across central Europe; an affiliate of Euroswiss holds 200,000 common shares, and the agreement was negotiated at arm's length. Separately, the company entered an investor-awareness agreement to support North American financial-news distribution. These are visibility initiatives — the kind small-cap issuers commonly use to broaden their investor reach — and they should be understood as marketing arrangements rather than indicators of commercial traction for MASQ itself.The bottom lineMASQ is an early-stage idea aimed squarely at a real and fast-growing problem. The thesis behind it — that autonomous AI agents need a governance layer purpose-built for what they can access, what they can do, and how their reasoning is protected — is being independently validated by the largest companies in cybersecurity, which are spending billions to address exactly that. That's the bull case.The bear case is equally plain: IQT is a microcap that has initiated a patent process on a framework still in development, in a category where it competes against some of the best-capitalized security companies on the planet. Whether MASQ becomes a defensible product, a licensed piece of intellectual property, or simply an early marker of ambition is a question that only execution — and time — will answer. What the company has done is plant a flag in one of the most consequential enterprise-technology shifts of the decade. What it builds on that claim is the part still to be written.For full company detail and ongoing updates, visit IQT's USA News Group landing page: https://usanewsgroup.com/ics-landing/Contact:USA News Group
info @therooster-2873Sources:Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies, "Integrated Quantum Technologies Debuts MASQ™, an AI Agent Governance and Security Architecture, Initiates Patent Process, and Announces Strategic Market Awareness Initiatives," Newsfile Corp., May 28, 2026.Integrated Quantum Technologies, "Files Provisional Patent for Post-Quantum AI Infrastructure Platform, AIQu" (30 claims; VEIL™), January 13, 2026; EVP AI appointment (Jeremy Samuelson), January 2026.CrowdStrike Holdings, "CrowdStrike Launches the Charlotte AI AgentWorks Ecosystem," March 25, 2026; "Secure AI Agents and Govern Shadow AI," March 2026.Palo Alto Networks, "Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era," February 11, 2026.Okta, "Okta announces new blueprint for the secure agentic enterprise" / "Okta for AI Agents" (GA April 30, 2026), March 2026.SentinelOne, "SentinelOne Unveils New AI Security Offerings" (Prompt AI Agent Security; MCP-server policy enforcement), March 23, 2026; Gartner AI-cybersecurity spend forecast (~73.9% CAGR, 2024–2029), January 2026.DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group (MIQ). MIQ has been paid a fee for Integrated Cyber Solutions (ICS). advertising and digital media from the company directly. There may be 3rd parties who may have shares of ICS, and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of ICS which were purchased in the open market, and/or through private placements, and reserve the right to buy and sell, and will sell shares of ICS at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by ICS; this is a paid advertisement, we currently own shares of ICS and will sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg View original content:https://www.prnewswire.com/news-releases/a-microcap-just-staked-a-claim-in-the-ai-agent-security-land-grab-302785726.htmlSOURCE USA News Group Original: A Microcap Just Staked a Claim in the AI Agent Security Land Grab

Share price Last $257.67 Change +$9.20 (+3.70%) at this time. GLTA

AI Is Rewriting How Brands Reach Customers -- and How They Defend Themselves. This Small-Cap NASDAQ Stock Is Quietly Betting on BothMay 28, 2026 11:22 AM
PR Newswire (Canada) Issued on behalf of Digital Brands Group, Inc.Digital Brands Group (NASDAQ: DBGI) just announced a new AI brand protection collaboration with a globally recognized outdoor performance label — its latest step in a deliberate pivot from apparel operator to AI-enabled platform.NEW YORK, May 28, 2026 /CNW/ -- Equity Insider News Commentary – Two AI stories are unfolding inside consumer brands at the same time. The first is well-known: AI agents are starting to do the shopping. According to Adobe Analytics, AI-driven traffic to U.S. retail sites jumped roughly 693% year-over-year during the 2025 holiday shopping season, and McKinsey now estimates the global agentic commerce opportunity could reach $3 trillion to $5 trillion by 2030. The second story is quieter but in many ways more urgent: the same AI tools that are reshaping discovery are also being used by counterfeiters and bad actors to scale brand abuse, fake listings, and IP infringement at levels traditional enforcement was never built for. The most recent OECD-EUIPO data estimates the global trade in fake goods at roughly $467 billion, and industry reporting suggests that as much as 83% of online counterfeiting now flows through social and e-commerce channels. Most public companies are picking one of those two stories to chase. One small-cap NASDAQ name has been steadily building toward both.On May 28, 2026, Digital Brands Group, Inc. (NASDAQ: DBGI) announced a new strategic AI and brand protection collaboration with a globally recognized outdoor performance apparel brand. The release describes the partner as one of the leading premium outdoor brands worldwide — known for technical outerwear, an innovation-driven product ecosystem, and significant international retail presence. The initiative is being supported through DBG's existing relationship with SECUR3D Inc., the Vancouver-based AI brand protection company whose technology is expected to assist in identifying unauthorized digital assets, counterfeit-related listings, and broader online intellectual property concerns across digital marketplaces and emerging online channels."This collaboration represents another important step in Digital Brands Group's broader technology strategy," said Hil Davis, CEO of Digital Brands Group. "We believe AI-powered tools will become increasingly important as global brands continue navigating rapidly evolving digital commerce environments. Our goal is to continue building relationships and technology partnerships that create meaningful long-term value across the broader retail and consumer brand landscape."Why it matters: the new collaboration is not the first signal of where DBG is headed — it's the latest in a clearly accelerating sequence.In November 2025, Digital Brands Group introduced SECUR3D and its AssetSafe platform as the anchor of an AI-driven brand protection ecosystem. In March 2026, the Company released early data from its first major SECUR3D deployment — a partnership with retro backpack brand Herschel Supply Co. — where the initial scan phase alone identified counterfeit activity tied to an estimated $500,000 in losses from unauthorized listings and brand misuse. Just last week, DBG announced a separate partnership with applied AI company Renov AI, supported by the MITACS innovation ecosystem, to advance data intelligence, automation, and analytics across the Company's brand protection and eCommerce roadmap.Layered together, those moves describe a company that started as a digitally native vertical apparel brand and is being rebuilt — partnership by partnership — into something closer to an AI infrastructure play for modern consumer brands. The DTC apparel business gives the technology a live operating environment. The technology gives the apparel business a thesis institutional investors don't typically associate with small-cap fashion tickers.Founded in Vancouver, BC, SECUR3D is an AI-powered brand and intellectual property protection company helping brands, creators, and platforms detect and protect digital assets across online marketplaces and digital ecosystems. Through its proprietary technology suite — including AssetSafe, Sentry, and Sherlock AI — SECUR3D delivers an end-to-end protection layer for detecting unauthorized IP use, monitoring infringement risk, supporting enforcement intelligence, and preserving brand integrity and consumer trust across fashion, entertainment, gaming, and digital commerce.Digital Brands Group has signaled that this is the direction of travel. The Company sees AI-powered infrastructure and monitoring technologies becoming increasingly important for global brands seeking to protect intellectual property, strengthen digital trust, and better manage large-scale online retail environments — and intends to continue exploring a broader suite of AI partnerships across digital commerce, brand protection, operational intelligence, customer engagement, and emerging online ecosystems.DBG is operating in a category where capital is concentrated, the public-market opportunity is narrow, and large software incumbents are now openly competing on AI commerce and AI security positioning. A handful of NYSE- and NASDAQ-listed names have been moving in adjacent corners of the same opportunity over the last several weeks.Other Public Names Moving in the AI Commerce and Brand Protection StackKlaviyo (NYSE: KVYO) reported its first-quarter 2026 results on May 6, 2026, with revenue of $358 million (up 28% year-over-year), GAAP net income of $9 million (versus a $14 million net loss a year earlier), and a full-year revenue outlook raised to a range of $1.514 billion to $1.522 billion. The B2C marketing platform also introduced new AI capabilities through Custom Skills for its Customer Agent product, positioning itself as what it describes as an "Autonomous B2C CRM." On May 7, 2026, Klaviyo separately announced an expanded integration with Anthropic, extending its Model Context Protocol (MCP) server across Claude.ai and Claude Cowork to bring agentic marketing workflows directly into the AI tools brands are increasingly adopting.Shopify (NYSE: SHOP) has been one of the most aggressive incumbents in agentic commerce. Speaking on the Company's Q1 2026 earnings call, President Harley Finkelstein highlighted that AI-driven traffic to Shopify stores ran roughly 8x year-over-year in Q1 2026, while orders from AI-powered searches were up 13-fold. As of March 2026, Shopify made its Agentic Storefronts generally available to millions of merchants, giving them out-of-the-box access to major AI channels including ChatGPT, Microsoft Copilot, AI Mode in Google Search, and the Gemini app, all managed from the Shopify Admin.Palo Alto Networks (NASDAQ: PANW) has been pushing harder into AI-era trust and identity. On May 12, 2026, the cybersecurity leader unveiled Idira, a next-generation identity security platform designed for AI enterprises, with capabilities aimed at discovering, controlling, and governing human, machine, and agentic identities. Around the same time, the Company highlighted a frontier AI-focused partnership with Armadin that adds autonomous, AI-based offensive testing to its Unit 42 Frontier AI Defense stack — reinforcing PANW's positioning at the center of AI-era cyber defense for enterprises.AppLovin (NASDAQ: APP) reported first-quarter 2026 revenue of $1.84 billion and net income of $1.21 billion in early May, beating consensus estimates and prompting bullish target revisions from UBS, Deutsche Bank, Macquarie, Wedbush, Oppenheimer, and Jefferies. The Company guided Q2 revenue to a range of $1.915 billion to $1.945 billion, with adjusted EBITDA of $1.615 billion to $1.645 billion — both above Street expectations. AppLovin's AXON AI advertising engine remains the core growth driver, with the Company also announcing that AXON will open to all advertisers worldwide in June 2026 — a shift management has described as ending more than a decade of operating AXON as a closed system.A Different Way to Get Public-Market ExposureMost of the well-known names in AI brand protection — MarqVision, Red Points, BrandShield, Corsearch — remain private. The publicly traded names sitting nearest to the theme are large-cap incumbents like Shopify, Klaviyo, Palo Alto Networks, and AppLovin, each playing different positions on the same AI-meets-commerce field. What makes Digital Brands Group unusual is the angle of attack: a small-cap NASDAQ ticker that is layering AI brand protection (SECUR3D), applied AI engineering (Renov AI), and AI-powered influencer marketing (Aha, formerly HeadAI) on top of a real direct-to-consumer apparel operating business that serves as the proving ground.The newly announced collaboration with a globally recognized outdoor performance brand adds a high-visibility validation customer in a category — premium technical outerwear — that has been a long-standing target for counterfeiters. If the Herschel scan-phase data is any indication of what the AssetSafe platform can identify at scale, the new partnership could become an important reference deployment as DBG continues onboarding additional brands into the AI brand protection ecosystem it is building.The Company has said its strategy is to continue building relationships and technology partnerships that create long-term value across the broader retail and consumer brand landscape. For investors looking for an unusual public-market angle on AI in commerce — one that touches both the growth side (how brands reach customers) and the defense side (how brands protect themselves) — that roadmap is one of the more differentiated setups on NASDAQ heading into the second half of 2026.CONTINUED READING: To learn more about Digital Brands Group, Inc. (NASDAQ: DBGI), visit https://ir.digitalbrandsgroup.co.CONTACT:
Equity Insider
Email: info @therooster-2873Article Sources:[1] Digital Brands Group, Inc. – "Digital Brands Group Advances Enterprise AI Strategy Through Collaboration with Globally Recognized Outdoor Apparel Brand," May 28, 2026.[2] Digital Brands Group, Inc. – "Digital Brands Group Expands Suite of eCommerce Tools Through Partnerships With SECUR3D," November 14, 2025. https://www.globenewswire.com/news-release/2025/11/14/3188348/0/en/Digital-Brands-Group-Expands-Suite-of-eCommerce-Tools-Through-Partnerships-With-SECUR3D.html[3] Consumer Goods Technology – "Herschel Supply Co., Digital Brands Group Fight Counterfeiting With AI," March 27, 2026. https://consumergoods.com/herschel-supply-co-digital-brands-group-fight-counterfeiting-ai[4] Shopify – "Agentic Commerce on Shopify: How It Works (2026)," April 2026. https://www.shopify.com/blog/how-agentic-commerce-works[5] Anaqua – "Using AI to Protect Brands from Counterfeiting in E-Commerce," citing 2025 OECD figure of $467 billion in global trade in fake goods. https://www.anaqua.com/resource/using-ai-to-protect-brands-from-counterfeiting-in-e-commerce/[6] Investing.com – "Klaviyo Q1 2026 slides: AI push drives beat, margins hit record high," May 5, 2026. https://www.investing.com/news/company-news/klaviyo-q1-2026-slides-ai-push-drives-beat-margins-hit-record-high-93CH-4661437[7] eMarketer – "Shopify expects agentic commerce to lift ecommerce adoption," citing Q1 2026 earnings call. https://www.emarketer.com/content/shopify-expects-agentic-commerce-lift-ecommerce-adoption[8] Palo Alto Networks – "Palo Alto Networks Introduces Idira: the Next-Generation Identity Security Platform Built for the AI Enterprise," May 12, 2026. https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-introduces-idira--the-next-generation-identity-security-platform-built-for-the-ai-enterprise[9] Simply Wall St – "AppLovin's AI-Fueled Profit Surge and Capital Moves Could Be A Game Changer For AppLovin (APP)," May 2026. https://simplywall.st/stocks/us/software/nasdaq-app/applovin/news/applovins-ai-fueled-profit-surge-and-capital-moves-could-be[10] StocksToTrade – "APP Stock Jumps As Street Embraces Ad-Tech Growth Story," May 27, 2026. https://stockstotrade.com/news/applovin-corporation-app-news-2026_05_27-2/DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Digital Brands Group, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of Digital Brands Group, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.MIQ owns shares of Digital Brands Group, Inc. that were purchased in the open market, and reserves the right to buy and sell, and will buy and sell shares of Digital Brands Group, Inc. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement, and was approved and paid for by Digital Brands Group, Inc. We have not investigated the background of the company. Any non-compensated alerts are purely for the purpose of expanding our database for the benefit of our future opt-in subscribers.This document contains forward-looking statements regarding Digital Brands Group, Inc. that are based on the beliefs of the Company's management as well as assumptions made by, and information currently available to, the Company's management. Words such as "will," "anticipate," "estimate," "expect," "should," "may," and similar expressions are intended to identify forward-looking statements. Although Digital Brands Group, Inc. believes these statements are based on reasonable assumptions, actual results could differ materially from those expressed or implied in the forward-looking statements as disclosed in the Company's filings with the U.S. Securities and Exchange Commission, including but not limited to its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. The forward-looking statements contained or referenced herein are made only as of the date of this document, and the Company undertakes no obligation to publicly update or revise any forward-looking statements except as required by law.The Private Securities Litigation Reform Act of 1995 provides investors a safe harbor in regard to forward-looking statements. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, goals, assumptions or future events or performance are not statements of historical fact and may be forward-looking statements. Forward-looking statements are based on expectations, estimates and projections at the time the statements are made that involve a number of risks and uncertainties which could cause actual results or events to differ materially from those presently anticipated. The publisher of this article is not a registered investment advisor. Readers should verify all claims and do their own due diligence before investing in any securities mentioned.By reading this article, you agree and acknowledge that you have read the entire disclaimer and agree to the terms and conditions contained therein, or you may contact us via email at info@equity-insider.com. Article issued on behalf of Digital Brands Group, Inc. by Equity Insider/MIQ.Logo - https://mma.prnewswire.com/media/2840019/5992054/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-is-rewriting-how-brands-reach-customers--and-how-they-defend-themselves-this-small-cap-nasdaq-stock-is-quietly-betting-on-both-302784430.htmlSOURCE Equity Insider Original: AI Is Rewriting How Brands Reach Customers -- and How They Defend Themselves. This Small-Cap NASDAQ Stock Is Quietly Betting on Both

JVP Marks Strong Q1 2026 with Four Strategic ExitsMay 26, 2026 12:41 PM
PR Newswire (US) Latest acquisitions across Cybersecurity and Vertical AI underscore JVP's long-term investment model and leadership in building international category leading companies.JERUSALEM, May 26, 2026 /PRNewswire/ -- JVP, a leading international venture capital firm, today announced a strong first quarter of 2026, marked by four significant portfolio company exits spanning cybersecurity and vertical AI. The deals highlight JVP's continued ability to identify, build, and scale category-defining companies, and reflect the strength and maturity of its investment platform across key sectors. The quarter was led by JVP's exit from its position in DealHub, delivering a return of more than 6x on invested capital, with the company valued at hundreds of millions of dollars — a significant validation of the original investment thesis. JVP was instrumental in helping launch DealHub from Margalit Startup City Jerusalem in its early stage and is proud of the achievements that Eyal Elbahary and the DealHub team were able to achieve.An AI-powered revenue automation platform that helps enterprise sales teams manage increasingly complex deal cycles, DealHub reached meaningful scale and customer adoption among mid-market and enterprise buyers, ultimately positioning the company as an attractive acquisition target in the fast-growing RevOps category.In parallel, ServiceNow announced the acquisition of JVP portfolio company Pyramid Analytics, an Israeli-founded AI-driven decision intelligence platform led by Omri Kohl, in an undisclosed transaction. JVP led Pyramid Analytics' round in 2020 and partnered closely with the company through its growth phase, helping it break into new international markets and become a global leader in enterprise decision intelligence. Gartner named the company the most innovative vendor in its category on Gartner's Magic Quadrant, leading 4 out of the 4 product categories.JVP also marked a major milestone with the merger of Covera Health, backed by Insight Ventures, and JVP's portfolio company Medmo. The combined company will deliver an end-to-end diagnostic imaging platform, integrating scheduling, imaging, and quality assurance into a single unified offering. Medmo was a New York–originated initiative led by  founder Lucas Takahashi, who launched the company out of Columbia University through its partnership with JVP's scale up hub in New York.Everpure (formerly Pure Storage) also announced the acquisition of 1touch.io, a JVP portfolio company founded and incubated within JVP's Cyber Labs in Beer Sehva. 1touch.io pioneered enterprise data intelligence at the source – the foundation for AI-ready data – pairing data discovery with semantic context so enterprises can move generative and agentic AI initiatives safely from pilot into production. Joining Everpure, 1touch.io will extend the Everpure Platform's data management capabilities, an essential foundation in the AI era, while drawing on Everpure's enterprise storage to enrich its knowledge graph. The deal validates JVP's early conviction in the convergence of data, privacy, and AI, and underscores the growing demand for AI-native security infrastructure.These deals were valued at hundreds of millions of dollars in revenue, respectively, and were able to achieve a significant multiple for the JVP investments.Erel Margalit, JVP's Founder and Executive Chairman: "I'm proud of the JVP team and especially my partners Yoav Tzruya and Gadi Porat for leading these deals. These deals reflect more than a strong financial performance. They demonstrate the need of some of the largest international technology leaders to bring AI to operational levels of managing the enterprise, to bring the data sources within the enterprise to a level which the AI application can work on, and to bring vertical AI into the different categories of business."JVP's performance in Q1 2026 builds on its long-standing model of thematic investing through dedicated innovation platforms, alongside a distinctive ecosystem-to-ecosystem strategy connecting Israel, U.S., and Europe. As global demand accelerates for cybersecurity resilience and vertical AI for highly regulated industries, JVP is positioned to continue driving growth across its portfolio and delivering value to its investors and partners.ABOUT JVPJVP™ is an international venture capital firm with over three decades of experience scaling more than 165 companies into category-leading businesses. JVP has led some of the most significant IPOs and M&A transactions to emerge from Israel and the U.S. and Europe including CyberArk, recently sold to Palo Alto Network for $25B, Qlik's $3B sale, and Cogent Communications' $3.5B sale. Today, JVP is the leading shareholder in companies like Earnix, ControlUp, Nanit, ThetaRay and many others, growing the group of portfolio companies surpassing $100 million in revenue, known as the JVP $100M Club. JVP combines venture-capital company-building with private equity-style leadership: maintaining significant ownership positions across its portfolio, investing thematically in cybersecurity and vertical AI, and opening international markets for its CEOs through the JVP Triangle Method — ecosystem-to-ecosystem networks across Israel, the US, and Europe that create a unified path for international growth. JVP operates regional innovation hubs in Jerusalem, Tel Aviv, and New York that fuel both economic growth and social impact. Learn more: www.jvpvc.comPhoto - https://mma.prnewswire.com/media/2987968/JVP.jpgContact details:
Raoul Wootliff
Raoul@number10strategies.com View original content:https://www.prnewswire.co.uk/news-releases/jvp-marks-strong-q1-2026-with-four-strategic-exits-302782102.html Original: JVP Marks Strong Q1 2026 with Four Strategic Exits

AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an AnswerMay 26, 2026 10:06 AM
PR Newswire (Canada) Issued on behalf of Integrated Cyber Solutions Inc.As Chinese state-sponsored actors weaponize frontier AI against U.S. enterprises and Washington reframes data exposure as a national security problem, Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) has published an updated white paper reporting 95%+ compression of sensitive data — removing it from the AI attack surface entirely while maintaining model performance across healthcare, financial services and enterprise-scale environments.NEW YORK, May 26, 2026 /CNW/ -- Equity Insider News Commentary — In November 2025, Anthropic disclosed that Chinese state-sponsored actors had used its Claude model to run a largely automated cyberespionage campaign across roughly thirty targets, with the AI performing 80 to 90 percent of the operational work. [9] Five months later, in April 2026, the White House Office of Science and Technology Policy issued a memo warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns against U.S. frontier AI systems. [10] On May 18, 2026, the Council on Foreign Relations published an assessment titled "The Security Foundations Beneath America's AI Ambitions Are Cracking." [11] In the span of six months, enterprise data exposure to AI systems has stopped being a corporate IT problem and started being a national security problem. That reframing matters at the boardroom level, because every enterprise running a serious AI program eventually runs into the same wall. The data that would make their models genuinely useful — patient records, transaction history, claims data, internal financial filings, regulated images — is also the data their legal and security teams will not let near a model pipeline. So they ship synthetic substitutes, or they aggressively anonymize, or they encrypt and pay the latency cost, or they just narrow the project until the data risk goes away. Whichever path they pick, the model that ships at the end is a weaker version of what was actually possible. And in a threat environment where state-sponsored actors are now using AI itself to harvest that data, the cost of leaving it exposed has gone up sharply.Stay ahead of the AI security and post-quantum stories investors are watching. Sign up for the Equity Insider newsletter for ongoing coverage.That is the bottleneck. And it is the bottleneck that a Canadian-listed company called Integrated Cyber Solutions Inc. (CSE: ICS | OTCQB: IGCRF | FSE: Y4G), which now operates publicly as Integrated Quantum Technologies ("Integrated Quantum," "IQT," or the "Company"), has been quietly working to dissolve.On May 26, 2026, the Company released an expanded version of its white paper on VEIL™, its commercial product for privacy-preserving machine learning. [1] The paper, authored by Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation, is titled "Informationally Compressive Anonymization: Non-Degrading Sensitive Input Protection for Privacy-Preserving Supervised Machine Learning," and is available here. The title alone is the thesis: the central claim of the work is that an enterprise can compress sensitive inputs by between approximately 95% and 99.96%, demonstrate resilience against reconstruction and attribute inference attacks under the testing conditions described, and at the same time match — or in some cases beat — the predictive performance of a model trained on the raw data. [1]If that holds up under real-world deployment, it is a meaningful claim. Privacy-preserving ML has historically been a graveyard of "almost" solutions. Differential privacy degrades accuracy by injecting noise. Homomorphic encryption multiplies computational cost. Federated learning still leaks gradients under the right attack. In each case, the engineer running the project has had to decide which tax to pay: the accuracy tax, the compute tax, or the security tax. The pitch in the Samuelson paper is that VEIL™ materially narrows that trilemma by removing sensitive information before it ever enters the ML pipeline, rather than trying to protect it once it gets there.What the Paper Actually ShowsThe updated paper is not a marketing one-pager. It evaluates VEIL™ across multiple supervised machine learning tasks and datasets, in image recognition, financial services, healthcare, regression modeling and large-scale enterprise data environments. The benchmark and enterprise datasets it tests include MNIST, Fashion-MNIST, Ames Housing, YearPredictionMSD, Home Credit Default Risk, Default of Credit Card Clients, CBIS-DDSM medical imaging data and the E2006 financial filings dataset. [1] That is a deliberately wide net — toy benchmarks alongside enterprise-grade data — because the company is making a generalizability argument, not a single-benchmark argument.The two headline numbers are worth restating. Reported compression levels across the evaluated datasets and machine learning tasks ranged from approximately 95% to 99.96%, depending on the dataset, dimensionality and model architecture utilized. [1] And in each evaluation, VEIL™ maintained predictive utility comparable to and/or exceeding baseline raw-data model performance. [1] The combination matters. Either one in isolation would be unremarkable: compression without utility is just lossy data, and utility without compression is just regular ML on regular data. The claim is that you get both.The paper also benchmarks VEIL™ directly against the two privacy-preserving approaches most often discussed in enterprise procurement conversations: Differential Privacy and Homomorphic Encryption. Both are associated with predictive performance trade-offs in addition to computational overhead, privacy-budget management requirements and ciphertext expansion characteristics under certain implementations and testing conditions. [1] Under the evaluated testing conditions described in the paper, VEIL™ outperformed Differential Privacy across the reported attack simulations — simulations that include reconstruction attacks and attribute inference analyses intended to assess resilience under various threat scenarios and attacker assumptions. [1]The Company is careful, to its credit, about overclaiming. The paper notes that in certain enterprise deployment scenarios involving vulnerabilities elsewhere in a system environment — leaked sensitive indices, external data correlation — VEIL™ may still permit limited sensitive information leakage under specific adversarial conditions. [1] That is the honest version of the claim. The findings, performance observations and comparative analyses contained in the paper are based on internal research, simulations, validation studies, datasets, configurations and assumptions utilized by the Company and the paper's author; results may not be indicative of performance in all commercial deployments. [1]An external endorsement also accompanies the release. Dr. Mohammad Tayebi, Assistant Professor in the School of Computing Science at Simon Fraser University, who was referenced in the Company's original white paper announcement, supports and endorses the updated paper. The Company has disclosed that Dr. Tayebi has no affiliation with Integrated Quantum and has received no compensation from the Company in connection with the endorsement, the white paper or the underlying research. [1]Why the Compression Number Matters Beyond PrivacyThere is a second story tucked inside the headline. The Company believes that the ability to materially reduce dataset size while preserving model utility may have broader implications for enterprise AI infrastructure efficiency, including potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows. [1]Put plainly: if an enterprise can shrink the information footprint of its sensitive training data by 95%-plus and still get the same model performance, the downstream implications for compute and storage envelopes may be material. The Company itself frames this as "potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows." [1] The privacy benefit is the on-ramp, but the infrastructure-cost benefit is what could keep VEIL™ on a finance team's radar after the security team is already convinced. Enterprise AI has become a budget line item large enough that even modest reductions in compute and storage translate into meaningful savings.Samuelson framed it this way: "Our research continues to support the view that informational compression and architectural isolation may provide a viable framework for privacy-preserving machine learning without requiring the substantial computational overhead commonly associated with certain existing approaches. We also believe the compression characteristics demonstrated in the paper could have meaningful implications for enterprise AI efficiency and infrastructure optimization in certain deployment scenarios." [1]The Public-Market Read-Across: A Sector Repricing in Real TimeThe capital markets have not been subtle about what they think of companies positioned at the intersection of AI security and enterprise data protection. Four public names — each operating at a different layer of the same broad stack — give a sense of how investors are paying for this thesis right now.Palo Alto Networks, Inc. (NASDAQ: PANW) is the index name for the AI-era cybersecurity narrative. The shares touched an intraday record of approximately US$252.22 on May 21, 2026, putting the stock at a fresh all-time high heading into its fiscal third-quarter 2026 results, scheduled for release after market close on June 2, 2026. [2] The same day the record was set, Palo Alto published a blog post announcing an integration between its Cortex Cloud Data Security Posture Management (DSPM) platform and Anthropic's Claude Compliance API, designed to give enterprises programmatic visibility into how sensitive data is being used inside Claude Enterprise — covering prompt content, uploaded files, generated outputs and behavioral activity — and to detect prompt injection attempts, sensitive data exposure and anomalous behavior in real time. [3] That is adjacent to the problem space VEIL™ is operating in: Palo Alto's integration governs what users can do with sensitive data once they sit down at an AI chat interface, while VEIL™ changes what sensitive data actually enters the ML pipeline in the first place.Arqit Quantum Inc. (NASDAQ: ARQQ) is the closest pure-play read-across to the post-quantum side of the Integrated Quantum thesis. The Company's own framing describes its mission as building "privacy-preserving and post-quantum enterprise AI infrastructure technologies" — a two-pronged thesis. [1] Arqit represents the second prong as a pure-play. On May 21, 2026, Arqit reported financial results for the first half of fiscal year 2026, with revenue of US$623,000 for the six months ended March 31, 2026, compared to US$67,000 in the comparable period the prior year. [4] Revenue was generated from eleven contracts in the first half of fiscal year 2026, compared to seven contracts for all of fiscal year 2025, with eight of the eleven contracts coming from government, defence and enterprise organizations and three from telecom network operators. [4] The Company ended the period with cash and cash equivalents of approximately US$28.9 million as of March 31, 2026, rising to approximately US$35.9 million as of May 20, 2026. [4] Arqit's commercial focus is quantum-safe symmetric key agreement encryption — a different technical primitive than what VEIL™ does — but it is operating within the same broader enterprise-readiness thesis: large institutions preparing for a post-quantum world, and willing to pay for the infrastructure to get there.SEALSQ Corp (NASDAQ: LAES), a subsidiary of WISeKey International Holding (NASDAQ: WKEY), has had one of the more visible run-ups in the post-quantum cohort. On May 20, 2026, SEALSQ and parent WISeKey launched the WISeRobot.ch platform, integrating post-quantum semiconductors into a human-centric AI robotics roadmap targeting government, healthcare and smart-infrastructure verticals. [6] Shares traded up roughly 15% intraday the following day, May 21, 2026, on heavy volume. [5] The WISeRobot launch sits on top of a broader build-out at SEALSQ: a recent patent filing for a technique that protects polynomial-based post-quantum cryptography from side-channel attacks during the message-encoding stage, the sampling phase of the QS7001 Quantum Shield secure microcontroller (which embeds NIST-approved ML-KEM/Kyber and ML-DSA/Dilithium algorithms in silicon), and a commercial pipeline that management now describes as exceeding US$200 million for the 2026–2029 period — with more than US$60 million specifically tied to the QS7001 and QVault TPM post-quantum chips. [5] The signal SEALSQ is sending — that enterprises and governments are now making real procurement decisions assuming a post-quantum world is real — is adjacent to the signal embedded in the VEIL™ paper: both companies sit inside Integrated Quantum's self-described "privacy-preserving and post-quantum enterprise AI infrastructure" theme, just at different layers of the stack.SentinelOne, Inc. (NYSE: S) represents the AI-securing-everything-else variation of the same theme. On April 30, 2026, the Company launched its Wayfinder Frontier AI Services offering, a proactive exposure-management service that pairs frontier AI models — including Anthropic's Claude Opus 4.7 — with the Company's offensive and defensive security experts to map exploitation chains and prioritize remediations across a customer's full attack surface. [7] One week earlier, on April 22, 2026 at Google NEXT, SentinelOne was named a 2026 Google Cloud Partner of the Year for Security: Google Threat Intelligence. [8] SentinelOne is using frontier AI to defend enterprise infrastructure end-to-end — and notably, like Palo Alto Networks' Cortex Cloud integration with the Claude Compliance API, SentinelOne's flagship Wayfinder service is built on top of Anthropic's Claude. VEIL™ is operating one floor lower, at the data layer that feeds those AI systems in the first place. The three are addressing different sections of the same enterprise security perimeter.Put together, the four names sketch the perimeter of where institutional capital is currently betting that the next decade of enterprise AI security spend gets allocated. Palo Alto is the platform incumbent. Arqit and SEALSQ are the post-quantum specialists. SentinelOne is the AI-native security operator. What none of them is doing — and what the VEIL™ paper argues Integrated Cyber Solutions is doing — is reaching all the way back to the data itself, before it ever reaches a model, and changing what is actually fed in. That is a structurally different point of intervention in the pipeline.Read the full Integrated Cyber Solutions profile, the VEIL™ white paper, and ongoing coverage at usanewsgroup.com/ics-landing/.The Bottom LineEnterprise AI has been operating with a private understanding that the projects that ship are the ones where the data was already either non-sensitive or already de-risked through synthetic substitutes. Anything involving real patient records, real financial filings, real customer transaction histories — the data that would make the model meaningfully more accurate — has tended to die quietly in compliance review.The updated white paper out of Integrated Cyber Solutions Inc. is a credible argument that the architectural assumption underneath that compromise can be revisited. Reported 95% to 99.96% compression. Predictive utility maintained or exceeded versus raw-data baselines. Outperformance against Differential Privacy in the reported attack simulations. Endorsed by an independent academic. And, critically, framed by the Company with appropriate caveats about real-world deployment variability. [1]If the architecture holds up in commercial deployments, the same enterprises that have been routing around their best data for years will have to revisit the assumption. That is a large prize. Continued reading on Integrated Cyber Solutions Inc. and the VEIL™ white paper is available at https://usanewsgroup.com/ics-landing/.Contact: editor @acblanke1Article Sources[1] Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) press release, May 26, 2026 — "EVP of Integrated Quantum Technologies Publishes Updated VEIL™ White Paper Demonstrating 95%+ Compression Rates Without Performance Tradeoffs."[2] Palo Alto Networks, Inc. press release, May 1, 2026 — "Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results" (release scheduled after U.S. markets close on Tuesday, June 2, 2026); intraday all-time high of approximately US$252.22 per Investing.com, May 21, 2026.[3] Palo Alto Networks corporate blog, May 21, 2026 — "Securing Enterprise AI Adoption: Palo Alto Networks Integrates with the Claude Compliance API to Enable Safe Use of Claude," by Arpit Bhatt (Cortex Cloud DSPM + Anthropic Claude Compliance API integration).[4] Arqit Quantum Inc. press release / Form 6-K, May 21, 2026 — "Announces Financial Results for First Half of Fiscal Year 2026," London, UK.[5] SEALSQ Corp press release, April 28, 2026 — "SEALSQ Patent Portfolio of 126 Active Patents Ideally Positioned to Meet Market Demand Following Google's 2029 Post-Quantum Cryptography Migration Timeline Announcement" (patent filing for side-channel attack protection on polynomial-based PQC; QS7001 Quantum Shield sampling phase confirmation) (GlobeNewswire). Commercial pipeline commentary (>US$200M for 2026–2029; >US$60M tied to QS7001 + QVault TPM) from WISeKey International Holding 6-K disclosures (May 6, 2026 CEO letter). Intraday move of approximately 15% on May 21, 2026 reported by StocksToTrade.[6] WISeKey International Holding Ltd / SEALSQ Corp press release, May 20, 2026 — launch of the WISeRobot.ch platform for human-centric AI robotics secured with post-quantum cryptographic technology.[7] SentinelOne, Inc. press release, April 30, 2026 — launch of Wayfinder Frontier AI Services proactive exposure-management offering, integrating frontier AI models including Anthropic's Claude Opus 4.7.[8] SentinelOne, Inc. press release, April 22, 2026 (Google NEXT) — "SentinelOne Wins a 2026 Google Cloud Partner of the Year Award" (Security: Google Threat Intelligence category) (BusinessWire).[9] Anthropic disclosure, November 2025 — first AI-orchestrated cyberespionage campaign by Chinese state-sponsored actors using the Claude model, targeting approximately 30 entities with 80–90% of operational work performed autonomously by the AI. Disclosure also referenced in "China, AI and a Federal Retreat Set Cyber Agenda for 2026" (Information Security Media Group, December 25, 2025) and U.S. Senate letter from Senators Hassan and Ernst to National Cyber Director Sean Cairncross.[10] White House Office of Science and Technology Policy memo, April 2026 — warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns to distill U.S. frontier AI systems through proxy accounts and other coordinated methods. Referenced in U.S. House Select Committee on the CCP correspondence to Anysphere and Airbnb (May 2026).[11] Vinh X. Nguyen, Senior Fellow for Artificial Intelligence, Council on Foreign Relations, May 18, 2026 — "Scaling Intelligence: The Security Foundations Beneath America's AI Ambitions Are Cracking."DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Integrated Cyber Solutions Inc. advertising and digital media directly by the company. There may be 3rd parties who may have shares of Integrated Cyber Solutions Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision.The owner/operator of MIQ does not currently own any shares of Integrated Cyber Solutions Inc. but reserves the right to buy and sell, and will buy and sell shares of the Company at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the Company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industries. The publisher of these statements assumes no responsibility to update any such forward-looking statements. Forward-looking statements by their nature involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the subject companies to be materially different from those expressed or implied by such forward-looking statements. Issued on behalf of Integrated Cyber Solutions Inc. by Equity Insider / Market IQ Media Group, Inc.Logo : https://mma.prnewswire.com/media/2840019/5987575/Equity_Insider_Logo.jpg  View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-enabled-cyberespionage-is-a-national-security-threat-integrated-cyber-solutions-has-an-answer-302781938.htmlSOURCE Equity Insider Original: AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an Answer

In Ascending Triple Top Breakout pattern since 21 May 2026.

The Cryptographic Migration Calendar Just Got Real: Inside the Tooling Gap That QSE Just ClosedMay 14, 2026 11:15 AM
PR Newswire (US) Issued on behalf of QSE — Quantum Secure Encryption Corp.From NIST FIPS standards to NSA's CNSA 2.0 framework to municipal pilot programs — QPA v2 lands at the operational gap between regulatory deadline and enterprise executionVANCOUVER, BC, May 14, 2026 /PRNewswire/ -- Equity Insider News Commentary — Regulatory deadlines have a way of clarifying conversations that have meandered for years. The post-quantum cryptography conversation is one of them. For most of the last decade, "quantum risk" was a category the largest enterprises and government agencies acknowledged in strategy documents but kept several quarters away from any operational workstream. Then, in August 2024, the National Institute of Standards and Technology finalized the first three post-quantum cryptography standards — FIPS 203, 204, and 205 — and the conversation changed.[1] What had been a forecasting exercise became a compliance calendar. The compliance calendar is now precise. The NSA's CNSA 2.0 framework, scheduled to take effect in January 2027, requires all new national security systems to implement quantum-safe algorithms. By 2030, all custom and legacy applications must be migrated. By 2035, the entire cryptographic infrastructure of every system touching national security must be quantum-resilient, with no exceptions written into the framework.[1] Boston Consulting Group's 2025 assessment of the migration trajectory was direct: starting in 2030 will already be too late, given the asset-by-asset, certificate-by-certificate, protocol-by-protocol enumeration that any credible enterprise migration requires.[1] Google, in February 2026, joined the chorus of voices urging governments and industry to "prepare now."[1]The standards exist. The deadlines are set. Until very recently, the missing piece has been the enterprise tooling needed to actually plan, assess, and execute a post-quantum migration across thousands of cryptographic dependencies spanning software, hardware, certificates, keys, and protocols. The gap has been operational rather than theoretical — every CISO knows quantum risk is real; the question has been how to translate that knowledge into a budgeted, sequenced, governed program of work that can be executed across complex enterprise environments while business continues to run.[1]QSE — Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) on March 31, 2026 announced the official launch of QPA v2 — its enterprise post-quantum cryptographic migration platform — directly addressing that operational gap.[2] The launch is the culmination of a Q1 2026 sequence of platform and engagement milestones that, viewed together, describe a company shifting from awareness-building into execution support across the enterprise and public-sector tiers.QPA v2 turns what has traditionally been a fragmented, manual process — assessing cryptographic posture across a complex enterprise environment — into a structured, data-driven workflow with real-time visibility into quantum readiness, risk levels, and migration progress.[2] The platform introduces a PQC Planning Wizard supporting governance design, budgeting, timelines, and migration strategy development; AI-enhanced assessment modules that evaluate cryptographic posture and compliance readiness; integrated inventory analysis covering software, hardware, and cryptographic components and identifying risk exposure across complex environments; and a centralized executive dashboard providing real-time visibility into quantum readiness, risk levels, and migration progress across the organization.[2] The Company indicated QPA v2 is already live with both current and prospective clients.[3]Review the complete profile on QSE here
 The platform launch followed a clear ramp through the early months of 2026. On February 19, 2026, the Company formalized its enterprise post-quantum migration methodology through the Quantum Preparedness Platform. On February 24, the Company strengthened its post-quantum infrastructure with entropy-enabled Single Sign-On and government-aligned migration integration. On March 10, QSE expanded its global footprint to 13 countries, with continued commercial growth highlighted in the corporate update. On March 12, the Company announced participation in several major international cybersecurity and post-quantum security conferences across North America, Europe, and the Asia-Pacific region throughout 2026 — expanding engagement with global industry, government, and enterprise stakeholders preparing for the transition to post-quantum cryptographic standards.[4] On March 18, QSE announced its first municipal government post-quantum security pilot through engagement with MISA (Municipal Information Systems) — an early signal of public-sector engagement that has consistently been one of the harder customer segments for enterprise cybersecurity tooling to penetrate.[4]On April 7, 2026, the Company announced the grant of stock options to purchase up to 2,600,000 common shares to its directors, officers, employees, and consultants, exercisable at $0.40 per share with a five-year term — an incentive structure aligned with the multi-year migration calendar that QPA v2 is built to support.[5]The economic backdrop to the QSE platform launch has continued to widen. The global post-quantum cryptography market has been projected to reach approximately US$17.69 billion by 2034, with annual global cybercrime costs projected to hit US$10.5 trillion in 2026 and the broader zero-trust security market projected to balloon past US$73 billion by 2032 as enterprises scramble for identity-centric defense.[6] The convergence of regulatory deadlines, advancing quantum computing capability, and rising threat exposure has positioned organizations that can deliver practical, implementation-ready post-quantum migration tooling at the center of one of the more consequential infrastructure cycles of the decade.Around the same window QSE was advancing QPA v2 into its first deployments, the broader cybersecurity infrastructure stack continued to deliver the contract and revenue signals that frame the market QSE's tooling is positioned to plug into.CrowdStrike Holdings, Inc. (NASDAQ: CRWD) has continued to expand its Falcon platform as one of the leading endpoint and cloud security stacks at large enterprises and government agencies — a customer footprint that overlaps materially with the organizations now facing the most complex post-quantum migration timelines. The integration of endpoint detection and response with cryptographic asset management represents a natural adjacency for the kind of cryptographic-posture visibility QPA v2 is designed to deliver across the same customer environments.Palo Alto Networks, Inc. (NASDAQ: PANW) has continued to expand the Cortex and Strata product families, with Prisma Cloud increasingly providing one of the more comprehensive cloud security platforms in the public-cloud universe. As enterprises consolidate cybersecurity onto fewer, larger platforms, the operational layering of cryptographic governance — including post-quantum readiness assessment — into existing security platforms has become a structural opportunity for purpose-built tools at the migration-planning layer.Fortinet, Inc. (NASDAQ: FTNT), one of the largest network-security platform vendors in the public markets, has continued to invest in its Security Fabric architecture and FortiAI-enabled capabilities through 2026. The trajectory of large network-security vendor consolidation is a relevant adjacency for the QPA v2 platform thesis: as encryption is increasingly governed at the network and identity layer, the cryptographic inventory and assessment capabilities QSE has built become integration points across the network-security stack rather than standalone tooling.Zscaler, Inc. (NASDAQ: ZS), the zero-trust cloud security platform, has continued to drive the architectural shift from perimeter-based security toward identity-centric, zero-trust architectures. The zero-trust trajectory creates a natural fit with post-quantum migration: the cryptographic certificates, keys, and protocols underpinning zero-trust workflows are exactly the assets that must be inventoried, assessed, and migrated under the CNSA 2.0 timeline — the workflow QPA v2 is built to manage.For QSE, the broader-stack context provides the customer environment within which QPA v2 will operate. The Company's CEO and the Q1 2026 corporate sequence have framed the platform as a layer designed to plug into the cybersecurity infrastructure enterprises already run — not to replace it, but to govern the cryptographic transition that the existing infrastructure cannot, on its own, plan or execute. As the regulatory deadlines move forward and the migration window narrows, that positioning has continued to attract attention.Read more about QSE — Quantum Secure Encryption Corp. at: https://equity-insider.com/qse-landingCONTACT:Equity Insider, editor @acblanke1SOURCES:PRNewswire / Cantech Letter — "Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platform," April 6, 2026, https://www.cantechletter.com/newswires/quantum-secure-encryption-corp-announces-official-launch-of-qpa-v2-its-enterprise-post-quantum-cryptographic-migration-platform/QSE — Quantum Secure Encryption Corp. — "QSE Launches QPA v2, Its Enterprise Post-Quantum Cryptographic Migration Platform," Newsfile Corp., March 31, 2026.The Quantum Insider — "Quantum Secure Encryption Corp. Launches QPA v2 for Post-Quantum Migration," April 7, 2026, https://thequantuminsider.com/2026/04/07/quantum-secure-encryption-qpa-v2-launch/QSE — Quantum Secure Encryption Corp. — Q1 2026 corporate news releases (Feb 19, Feb 24, Mar 10, Mar 12, Mar 18, 2026).QSE — Quantum Secure Encryption Corp. — "QSE Grants Stock Options," Newsfile Corp., April 7, 2026.USA News Group — "The Q-Day Gold Rush: Why This $30B Tech Shift is the Next Defensive Supercycle," GlobeNewswire, January 8, 2026, https://www.globenewswire.com/news-release/2026/01/08/3215695/0/en/The-Q-Day-Gold-Rush-Why-This-30B-Tech-Shift-is-the-Next-Defensive-Supercycle.htmlDISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has previously been paid a fee directly by QSE — Quantum Secure Encryption Corp. for advertising and digital media (compensation term expired); MIQ expects future compensation for ongoing digital media services. MIQ owns shares of QSE — Quantum Secure Encryption Corp. acquired both through private placement and through the open market and reserves the right to buy and sell shares at any time without further notice commencing immediately and ongoing. This article is being distributed for MIQ. There may also be 3rd parties who may have shares of QSE — Quantum Secure Encryption Corp. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Let this disclaimer serve as notice that all material, including this article, has been approved by QSE — Quantum Secure Encryption Corp.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2840019/5969816/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/the-cryptographic-migration-calendar-just-got-real-inside-the-tooling-gap-that-qse-just-closed-302771661.html Original: The Cryptographic Migration Calendar Just Got Real: Inside the Tooling Gap That QSE Just Closed

In Ascending Triple Top Breakout mode since 7 May 2026. GLTA

Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026May 1, 2026 8:30 AM
PR Newswire (US)

SANTA CLARA, Calif., May 1, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal third quarter 2026, ending April 30, 2026, after U.S. markets close on Tuesday, June 2, 2026. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. The timing of this release reflects standard scheduling considerations following the recent closing of the CyberArk acquisition.A live video webcast will be accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com. A replay of the event will be available three hours after the conclusion of the webcast and archived for one year. Prior to commencement of the fiscal third quarter 2026 financial results webcast on June 2, 2026, a financial results press release will be accessible from the Palo Alto Networks website.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com. Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available. 





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Original: Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026

Palo Alto Networks to Acquire Portkey to Secure the Rise of AI AgentsApril 30, 2026 4:10 PM
PR Newswire (US)

Establishes the AI Gateway as mission-critical control plane for autonomous agentsSANTA CLARA, Calif., April 30, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Portkey, a pioneer in AI Gateways. Portkey delivers a critical centralized control plane to manage and protect autonomous AI agents, already processing trillions of tokens per month with the low latency required for agent-to-agent communication. By ensuring that security governance never comes at the expense of developer speed, Portkey allows enterprises to accelerate AI innovation with confidence.As adoption in the enterprise expands from copilots and AI applications to autonomous agents, the AI security gap has significantly widened. These agents act as highly privileged insiders, executing a large volume of automated decisions across internal and external systems. To help organizations address this challenge, Portkey will serve as the AI Gateway for Prisma® AIRS™, acting as the central nervous system that can monitor, route, and secure every AI transaction across the enterprise.Lee Klarich, Chief Product & Technology Officer of Palo Alto Networks 
"As autonomous agents join the enterprise workforce, they also become a new, unmanaged attack surface. By integrating Portkey into Prisma AIRS, organizations will be able to confidently deploy and govern AI agents. With Portkey, we are providing enterprises with visibility into all their agentic traffic, and enabling them to control and protect against agentic threats."Control Plane for AI Agents
Fragmented security tools have forced a choice between innovation and safety. By establishing Portkey as the AI Gateway for Prisma AIRS, Palo Alto Networks is eliminating that trade-off. The unified architecture allows organizations to move autonomous workloads into production with built-in security, reliability and management, designed to:Secure AI Interactions. Following the close of the transaction, Portkey will be the AI Gateway for Prisma AIRS, inspecting AI traffic and enforcing security and governance policies for prevention at runtime, to identify threats and safeguard data. By enforcing AI Identity Security, it will apply strict least-privilege controls to every agent interaction, ensuring all AI workloads remain secure and compliant.Ensure Mission-Critical Reliability. Organizations can achieve 99.99% uptime for autonomous workloads through semantic routing and automated failovers, ensuring peak performance at scale. This reliability is paired with deep technical telemetry and audit logs, providing the real-time visibility and governance required to inspect every AI interaction.Global AI Governance. Centralized artifact management allows seamless versioning and secure access control across all AI models, agents, and MCP servers, transforming fragmented AI experiments into a disciplined, global production engine. In addition, organizations can now eliminate "bill shock" and dramatically reduce operational costs through caching techniques and granular quotas, while accessing over 3,000 LLMs and MCP tools via a unified interface.Rohit Agarwal, CEO and Co-Founder of Portkey
"Scaling AI in production requires a delicate balance between total flexibility for developers and absolute control for security teams. By joining Palo Alto Networks, we will establish the AI Gateway as the foundational layer of the secure AI enterprise. Together, we will provide the infrastructure that allows every organization to deploy autonomous agents with the confidence that their data and operations are fully protected."Following the close, Palo Alto Networks will continue to support existing and new Portkey customers, who will also be able to benefit from the tighter integration with Prisma AIRS as part of a comprehensive AI Security platform. Subject to customary closing conditions, the transaction is expected to close in Palo Alto Networks fourth quarter in fiscal 2026.Learn more about our intent to acquire Portkey. Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto NetworksPalo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma, and Prisma AIRS and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties, and assumptions, including, but not limited to, statements regarding the anticipated benefits and impact of the proposed acquisition of Portkey on Palo Alto Networks, Portkey and their customers. There are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, but not limited to: the effect of the announcement of the proposed acquisition on the parties' commercial relationships and workforce; the ability to satisfy the conditions to the closing of the acquisition; the ability to consummate the proposed acquisition on a timely basis or at all; significant and/or unanticipated difficulties, liabilities or expenditures relating to proposed transaction, risks related to disruption of management time from ongoing business operations due to the proposed acquisition and the ongoing integration of other recent acquisitions; our ability to effectively operate Portkey's operations and business following the closing, integrate Portkey's business and products into our products following the closing, and realize the anticipated synergies in the transaction in a timely manner or at all; changes in the fair value of our contingent consideration liability associated with acquisitions; developments and changes in general market, political, economic and business conditions; failure of our platformization product offerings; risks associated with managing our growth; risks associated with new product, subscription and support offerings; shifts in priorities or delays in the development or release of new product or subscription or other offerings or the failure to timely develop and achieve market acceptance of new products and subscriptions, as well as existing products, subscriptions and support offerings; failure of our product offerings or business strategies in general; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our ability to attract and retain new customers; developments and changes in general market, political, economic, and business conditions; our competition; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.Additional risks and uncertainties that could affect our financial results are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Quarterly Report on Form 10-Q filed with the SEC on February 18, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that we make with the SEC from time to time. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents

Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platformApril 6, 2026 11:53 AM
PR Newswire (US)

Issued on behalf of QSE — Quantum Secure Encryption Corp.FlyOnWallStreet.com News CommentaryVANCOUVER, BC, April 6, 2026 /PRNewswire/ -- In August 2024, the National Institute of Standards and Technology finalized the first three post-quantum cryptography standards — FIPS 203, 204, and 205 — after an eight-year global evaluation process. In January 2027, the NSA's CNSA 2.0 framework requires all new national security systems to implement quantum-safe algorithms. By 2030, all custom and legacy applications must be migrated. By 2035, the entire cryptographic infrastructure of every system touching national security must be quantum-resilient. No exceptions.This is not a theoretical risk exercise. Intelligence agencies in multiple countries are already exfiltrating encrypted data at scale under the "harvest now, decrypt later" doctrine — capturing encrypted communications, classified files, financial records, and healthcare data today, banking on quantum computing capability to decrypt it within a decade. Google's Willow quantum processor, unveiled in late 2024, demonstrated error correction capabilities many physicists considered a decade away. In February 2026, Google publicly called on governments and industry to "prepare now" for quantum-era cybersecurity. The Boston Consulting Group's 2025 assessment was blunt: starting migration in 2030 will already be too late.And yet, most organizations haven't started. The reason is not ignorance. It's infrastructure. The NIST standards exist. The regulatory deadlines are set. But the enterprise tooling to actually plan, assess, and execute a post-quantum migration across thousands of cryptographic dependencies — software, hardware, certificates, keys, protocols — has been largely absent. It's the difference between knowing you need to move and having the logistics to actually do it.That gap just closed. Companies actively developing post-quantum security solutions include QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8), CrowdStrike Holdings (Nasdaq: CRWD), Palo Alto Networks (Nasdaq: PANW), and Arqit Quantum (Nasdaq: ARQQ).The Migration Platform That Didn't Exist — Until NowQSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8) announced the official launch of QPA v2, its enterprise post-quantum cryptographic migration platform, on March 31, 2026. QPA v2 transforms what has traditionally been a fragmented, manual process — assessing cryptographic posture across complex enterprise environments — into a structured, data-driven workflow with real-time visibility into quantum readiness, risk levels, and migration progress.The platform introduces a PQC Planning Wizard supporting governance design, budgeting, timelines, and migration strategy development. AI-enhanced assessment modules evaluate cryptographic posture and compliance readiness. Integrated inventory analysis covers software, hardware, and cryptographic components, identifying risk exposure across complex environments. A centralized executive dashboard provides real-time visibility into quantum readiness. And integrated reporting tools support governance, audit, and internal decision-making."Organizations are now moving from understanding quantum risk to actively planning for it," said Ted Carefoot, CEO of QSE. "QPA v2 is designed to support that transition by providing a structured, repeatable framework that enables enterprises and public-sector organizations to assess their current state, prioritize risk, and plan their migration toward post-quantum cryptographic standards."QPA v2 integrates with QSE's broader security ecosystem — including qREK quantum-resilient key infrastructure, QAuth identity and authentication platform, and decentralized encrypted storage solutions — supporting a full-stack approach to long-term cryptographic resilience. The platform is already live and being utilized by both existing and prospective clients.This is what separates QSE from the dozens of companies talking about post-quantum security. QSE is not building a single algorithm or a point solution. It is building the enterprise migration infrastructure — the planning layer, the assessment layer, the inventory layer, and the execution layer — that organizations need to actually move from vulnerable to quantum-resilient. And it's already in production.CONTINUED… Read this and more on QSE at: FlyOnWallStreet.comThe Cybersecurity Giants Are Scrambling to Catch UpCrowdStrike Holdings (Nasdaq: CRWD) — CrowdStrike is the dominant force in endpoint detection and response, with approximately $4 billion in fiscal 2025 revenue and a market capitalization exceeding $100 billion. The company's Falcon platform protects endpoints, cloud workloads, and identity infrastructure for organizations worldwide. But CrowdStrike's core competency is detecting and responding to threats — not migrating the underlying cryptographic infrastructure that those threats will eventually exploit. As quantum computing compresses the timeline for breaking RSA and ECC encryption, the companies providing migration tooling — not just threat detection — will command the next wave of enterprise security spending.Palo Alto Networks (Nasdaq: PANW) — Palo Alto Networks reported fiscal year 2025 revenue exceeding $9 billion and has begun integrating post-quantum cryptography capabilities into its security platforms. The company's $25 billion acquisition of CyberArk in 2025 brought identity security into its platform, and Palo Alto is positioning itself as the enterprise consolidation platform for cybersecurity. But PQC migration — the process of inventorying, assessing, planning, and executing the replacement of every quantum-vulnerable cryptographic component across an enterprise — requires purpose-built tooling that no general cybersecurity platform currently provides. That is exactly the gap QSE's QPA v2 fills.Arqit Quantum (Nasdaq: ARQQ) — Arqit is a quantum encryption company offering QuantumCloud, a SaaS-based quantum-safe key exchange platform. The company represents the emerging class of pure-play quantum security firms addressing the post-quantum transition. While Arqit focuses on key distribution and exchange, QSE's approach is broader — encompassing the entire migration lifecycle from assessment through execution, with an integrated ecosystem spanning key infrastructure, identity, authentication, and encrypted storage.The NIST standards are finalized. The NSA deadlines are set. The "harvest now, decrypt later" threat is active. Google is calling for urgent preparation. And most organizations haven't started because the migration tooling didn't exist. QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8) just launched QPA v2 — the enterprise post-quantum migration platform designed to close that gap. The standards are here. The deadlines are real. The platform is live. The migration starts now.For more information on QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8), visit FlyOnWallStreet.comArticle Source: https://usanewsgroup.com/qse-profile/CONTACT:
FLY ON WALL STREET
info @acblanke1Sources:[1] NIST, 'Post-Quantum Cryptography FIPS Approved,' August 13, 2024. https://csrc.nist.gov/news/2024/postquantum-cryptography-fips-approved[2] NIST, 'Post-Quantum Cryptography Standardization Process,' initiated 2016. https://csrc.nist.gov/projects/post-quantum-cryptography[3] NSA, 'Commercial National Security Algorithm Suite 2.0 (CNSA 2.0),' September 2022.[4] Google Quantum AI, 'Willow Quantum Chip Error Correction Breakthrough,' December 2024.[5] Google, public statement on quantum-era cybersecurity preparedness, February 2026.[6] Boston Consulting Group, Post-Quantum Cryptography Assessment, 2025.[7] CISA, NSA, and NIST, 'Quantum-Readiness: Migration to Post-Quantum Cryptography,' 2023.[8] CrowdStrike Holdings Inc., Fiscal Year 2025 Annual Report / SEC Filing.[9] Palo Alto Networks Inc., Fiscal Year 2025 Earnings Release / SEC Filing.[10] Palo Alto Networks Inc., 'Definitive Agreement to Acquire CyberArk Software,' July 30, 2025.[11] The Quantum Insider, 'Quantum-Safe Cryptography: Companies and Players Across the Landscape,' March 2026.[12] Arqit Quantum Inc., Corporate Disclosures / SEC Filings.DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Fly On Wall Street is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has previously been paid a fee for QSE - Quantum Secure Encryption Corp. advertising and digital media from the company directly, which has since expired. There may be 3rd parties who may have shares QSE - Quantum Secure Encryption Corp., and may liquidate their shares which could have a negative effect on the price of the stock. Previous compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of QSE - Quantum Secure Encryption Corp. which were purchased as a part of a private placement, and in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of QSE - Quantum Secure Encryption Corp. at any time hereafter without any further notice. We also expect further compensation in the future as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.



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Original: Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platform

In Low Pole Reversal pattern/mode since 30 March 2026. GLTA

Palo Alto shares gain after CEO buys $10 million worth of stockMarch 30, 2026 8:24 AM
IH Market News
Shares of Palo Alto Networks (NASDAQ:PANW) climbed about 2% in premarket trading on Monday after Chief Executive Officer Nikesh Arora disclosed that he had purchased $10 million of company shares on the open market.The disclosure, released after the close of trading on Friday, came during a broader decline in cybersecurity stocks. Palo Alto’s shares had dropped roughly 6% on Friday, while the wider sector — tracked by the HACK ETF — fell about 4%, compared with an approximately 2% decline in the S&P 500.The selloff followed a Fortune report that artificial intelligence startup Anthropic was testing a new model called Mythos with advanced cybersecurity features. According to the report, details about the system were leaked due to weak controls within Anthropic’s content management system.Arora’s transaction represents “the largest open market purchase we have seen from our coverage management teams, which reads bullish, particularly amidst market worries that AI vendors like Anthropic are focusing more on security,” said Barclays analyst Saket Kalia.Barclays noted that one concern raised earlier this year was the limited amount of personal share buying by software executives, which some investors interpret as a lack of confidence in long-term valuations. Those concerns have intensified amid broader uncertainty over how artificial intelligence could reshape the software industry.Unlike share buyback programs, an open-market purchase involves executives investing their own funds directly into company stock. “While many teams have announced repurchase authorizations, which are of course bullish, a personal purchase on the open-market arguably “puts their money where their mouth is”,” Kalia said.Regarding the potential competitive threat from Anthropic, Kalia expressed doubt that the AI company would gain significant traction in cybersecurity. Horizontal technology firms “have historically had mixed success in cybersecurity,” he wrote, adding that Arora’s purchase likely reflects a similar assessment.Palo Alto stock price

Original: Palo Alto shares gain after CEO buys $10 million worth of stock

Palo Alto Networks introduces Prisma AIRS 3.0 to secure autonomous AI agentsMarch 24, 2026 6:43 AM
IH Market News
Palo Alto Networks (NASDAQ:PANW) unveiled Prisma AIRS 3.0 on March 23, 2026, a new platform designed to protect autonomous AI agents across their entire operational lifecycle. The cybersecurity firm said the technology is intended to address emerging security risks as organizations increasingly deploy AI systems capable of performing tasks independently.The platform includes three core functions. It can identify AI agents operating across cloud infrastructures, SaaS platforms and local endpoints; continuously evaluate risks using Agent Artifact Security mapping and AI Red Teaming simulations; and deliver real-time protection through an AI Agent Gateway, which is currently available in limited preview.“Agentic AI represents a massive leap forward, moving beyond simple conversation to autonomous action that will redefine productivity,” said Anand Oswal, Executive Vice President of AI & Network Security at Palo Alto Networks. “But this shift from ’AI that talks’ to ’AI that acts’ introduces new risks – from unmanaged agentic identities to unpredictable runtime behaviors.”Palo Alto Networks added that Prisma AIRS 3.0 will eventually integrate Agentic Endpoint Security once its proposed acquisition of Koi is completed. The feature is expected to provide greater visibility into AI-driven endpoint applications, including coding agents.Harpreet Sidhu, Global Lead at Accenture Cybersecurity, said the platform helps organizations identify where AI agents are operating, what information they access and how they behave once deployed. Accenture plans to work with Palo Alto Networks to assist enterprises in implementing security frameworks as they scale AI agent deployments.The launch comes as companies increasingly adopt AI systems capable of autonomous decision-making and task execution, introducing cybersecurity risks that go beyond traditional AI monitoring methods.Palo Alto stock price

Original: Palo Alto Networks introduces Prisma AIRS 3.0 to secure autonomous AI agents

Palo Alto Networks Secures Agentic AI with Prisma AIRS 3.0March 23, 2026 6:35 PM
PR Newswire (US)

Delivering end-to-end discovery, risk assessment and protection across the agentic lifecycle SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today advances its AI security platform with the launch of Prisma® AIRS™ 3.0. As organizations transition toward a future defined by autonomous agents, Prisma AIRS 3.0 secures the entire Agentic AI lifecycle – enabling enterprises to move from simply observing AI interactions to safely authorizing autonomous execution.The shift toward an AI-powered enterprise introduces systemic security challenges – ranging from unmanaged Shadow AI to the critical new frontiers of agentic identity, runtime security, and automated governance. While many enterprises monitor what AI says, they remain blind to what AI does. Prisma AIRS 3.0 closes this gap, providing visibility and securing agents from design to runtime as they execute complex tasks independently.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"Agentic AI represents a massive leap forward, moving beyond simple conversation to autonomous action that will redefine productivity. But this shift from 'AI that talks' to 'AI that acts' introduces new risks - from unmanaged agentic identities to unpredictable runtime behaviors. Prisma AIRS 3.0 provides a comprehensive platform to discover, assess and protect agentic AI, giving our customers the unique ability to confidently, and securely, scale the AI-powered enterprise."Prisma AIRS replaces fragmented point solutions with a single platform to manage the primary threats and risks of AI apps and autonomous agents. The new capabilities allow teams to future-proof their operations as agent ecosystems evolve:Discover AI Agents Wherever They Live. Organizations can now instantly inventory AI agents, models, and connections across their entire environment. Prisma AIRS identifies agents running in cloud environments, SaaS platforms and locally on endpoints that traditional tools miss.Assess AI Agent Risk Continuously. Security teams can stop guessing if an agent is safe. Agent Artifact Security maps out an agent's architecture and scans for vulnerabilities. AI Red Teaming for agents simulates context-aware agentic attacks, discovers AI-related vulnerabilities, and recommends runtime security policies.Protect AI Ecosystems in Real-Time at Scale. The AI Agent Gateway, currently available in limited preview, provides a central control plane to enforce agent runtime and identity security, governance and observability. Following the close of the proposed Koi acquisition, Agentic Endpoint Security will offer the visibility needed to secure various AI endpoint applications, empowering teams to deploy tools like coding agents at speed without sacrificing safety.Harpreet Sidhu, Global Lead, Accenture Cybersecurity
"Scaling agentic AI requires clearing critical hurdles around visibility and control. To do this, organizations must know where agents reside, what data they access and how they behave post-deployment. By providing a comprehensive, end-to-end view of the AI lifecycle, Prisma AIRS helps clients mitigate risk. We are excited to collaborate with Palo Alto Networks to help enterprises enforce consistent guardrails allowing them to scale agentic AI securely."Learn more about Prisma AIRS and Palo Alto Networks latest innovations for the agentic enterprise.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma, Prisma AIRS and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, without limitation: our pending transaction with Koi and integration of Koi's business and products; developments and changes in general market, political, economic, and business conditions; risks associated with managing our growth; risks associated with new products and subscription and support offerings; shifts in priorities or delays in the development or release of new offerings, or the failure to timely develop, release and achieve market acceptance of new products and subscriptions as well as existing products and subscription and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products and subscription and support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; and our ability to acquire and integrate other companies, products, or technologies.  We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks Secures Agentic AI with Prisma AIRS 3.0

Palo Alto Networks Unlocks the Agentic Enterprise with Prisma AIRSMarch 23, 2026 5:30 PM
PR Newswire (US)

World's most comprehensive AI security platform secures autonomous agents at every step of the AI lifecycleSANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today accelerated its vision for the future of AI with the next evolution of Prisma® AIRS™, the only unified security platform to deliver end-to-end security across the entire agentic AI lifecycle. Engineered for the agentic enterprise, Prisma AIRS enables customers to see, fix and secure agentic workflows at every step of the AI journey.Enterprise AI adoption has rapidly expanded from one-off pilots to broad-scale deployments. However, as autonomous agents now independently access databases and execute workflows, new trust gaps and attack surfaces emerge without the proper guardrails. Prisma AIRS bridges the gap by securing not only what an AI says but also what an agent does at every point of the AI supply chain.New capabilities of Prisma AIRS enable customers to:Assess agents as they move through the AI lifecycle with continuous visibility and risk evaluation from artifact scanning, red teaming and real-time posture management.Protect sensitive data by proactively securing autonomous processes and stopping AI-specific threats at runtime.Govern the agentic enterprise from one, unified security platform that centralizes enforcement, automates risk remediation and enforces identity-based policies.Anand Oswal, Executive Vice President, Palo Alto Networks
"We are witnessing a pivot where AI is moving from an assistant to an actor, and that requires a new blueprint for security. Prisma AIRS goes beyond just another layer of defense. It is the foundational control plane for the agentic enterprise. By securing the intent and the action of AI agents, we are giving our customers the confidence to bravely deploy autonomous systems at scale."TBD, Chief Security Information Officer, [PANW Customer]
"Before Prisma AIRS, the challenge with scaling AI stemmed from the lack of visibility into what those models were actually doing once deployed. With Prisma AIRS, we've moved from reactive security to proactive governance. It allows us to track every agent and model across our global footprint, ensuring that as our AI acts, it does so within the guardrails we've set. It's the only platform that gives us a complete, end-to-end view of our AI deployments, mitigating risk while creating opportunity."TBD, ServiceNow
"As enterprises move from experimental AI to agentic workflows, the boundary between productivity and risk has blurred. By integrating Prisma AIRS with ServiceNow AI Control Tower, we are giving organizations a 'command center' for the autonomous enterprise. This partnership ensures that every AI agent is not only visible and governed through ServiceNow's workflows but also protected end to end by Prisma AIRS' industry-leading security posture."To learn more about Prisma AIRS and securing the agentic enterprise, watch the recap of the "Tomorrow Secured" event.Follow Palo Alto Networks on X (formerly Twitter), LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks Unlocks the Agentic Enterprise with Prisma AIRS

Palo Alto Networks Unveils the Industry's Most Secure Browser Built for Agentic AIMarch 23, 2026 5:30 PM
PR Newswire (US)

Prisma SASE enhancements secure AI-driven work across the entire modern enterprise SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today unveiled a major evolution of Prisma Browser, introducing the industry's most secure browser built for the Agentic AI era. As employees shift from merely using AI as a tool to now utilizing autonomous agents that act on their behalf, Prisma Browser converts the web into a secure AI-driven workspace. Users can now unlock new levels of productivity with Agentic AI, without compromising security. Today, the browser is the primary engine of modern work and where users spend 85% of their workday. However, the browser's role is rapidly expanding beyond a simple window to the web and is now the central hub for agentic AI interactions. While this shift unlocks unprecedented efficiency, a new class of sophisticated risks unique to autonomous AI has emerged, such as shadow AI agents, prompt injection attacks and agent hijacking. Prisma Browser paves the way for this new era of work by providing agentic capabilities in combination with a secure foundation to protect these autonomous workflows.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"Organizations are unleashing a new workforce of agents, however, you cannot give autonomy without security. By embedding AI-powered data protection and securing AI interactions directly in the browser, leaders can now confidently greenlight strategic AI initiatives that were previously stalled. Prisma Browser isn't just securing an interface, it's securing a new way of work."Prisma Browser introduces key innovations that bring secure agentic AI to end users by:Powering the Agentic Workspace: Enables organizations to leverage the LLM of their choice across all models and platforms. Prisma Browser allows teams to utilize the most effective AI tools for any specific task, maximizing productivity and accelerating autonomous workflows.Securing AI Interactions: Automatically discovers user AI activity and enforces content-aware boundaries to keep agents within their intended scope. Prisma Browser prevents sensitive data from leaking to unmanaged or public AI tools during automated tasks.Preventing Agent Hijacking: Identifies and blocks prompt injection attacks—including malicious instructions hidden within websites designed to hijack AI agents—keeping automated workflows on track and preventing agents from being manipulated into unauthorized actions.Enabling Global Compliance: Provides real-time distinction between human actions and automated AI tasks. By assessing the intentions of both human and non-human identities, Prisma Browser enables total accountability and compliance with evolving global AI regulations.Jonathan Jaffe, Chief Information Security Officer, Lemonade
"The browser has evolved to deal with a whole new landscape of threats with AI threats, like prompt injection or the use of AI extensions that are unsafe. The browser will continue to be the single control point as agents end up doing things on behalf of the user, but through the browser. So I see the browser as being the dominant control point for protecting employees against bad actions. As we allow people to experiment with agents that use the browser to run tasks, we feel more comfortable doing that with Prisma Browser."The Industry's Most Comprehensive SASE Solution for the Agentic AI Era
AI-driven productivity starts in the browser but must be secured across the entire enterprise. Prisma Browser's evolution is just one of the critical innovations made to Prisma SASE, the most comprehensive SASE solution built for the agentic AI era. Powered by Precision AI, Prisma SASE delivers Universal Zero Trust, providing consistent protection and unmatched performance wherever work happens. By converging secure agentic browsing, autonomous operations, and AI-powered data protection into a unified solution built on a resilient architecture, Prisma SASE transforms AI-driven workflows into a secure growth engine that operates at machine speed.Prisma SASE extends best-in-class capabilities by:Enabling Autonomous Operations: Empowers IT to accelerate productivity by eliminating the manual troubleshooting and "ticket fatigue" that stall operations, allowing teams to focus on strategic AI growth.Securing Data End-to-End: Discovers and protects sensitive data throughout the entire AI lifecycle—within AI tools and agents and across the entire organization—to prevent leakage into shadow AI environments and protect information across endpoints, network, and SaaS.Providing Business Continuity: Delivers cloud-scale security and operational resilience to high-bandwidth campuses, helping ensure seamless performance and uninterrupted operations for critical resources.Learn more about Palo Alto Networks Prisma SASE and how it's redefining secure access for the agentic AI era.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma Browser, and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, without limitation: developments and changes in general market, political, economic, and business conditions; risks associated with managing our growth; risks associated with new products and subscription and support offerings; shifts in priorities or delays in the development or release of new offerings, or the failure to timely develop, release and achieve market acceptance of new products and subscriptions as well as existing products and subscription and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products and subscription and support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; and our ability to acquire and integrate other companies, products, or technologies.  We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks Unveils the Industry's Most Secure Browser Built for Agentic AI

Palo Alto Networks Introduces Next-Generation Trust Security to Automate and Future-Proof Digital ResilienceMarch 23, 2026 5:30 PM
PR Newswire (US)

Certificate lifecycle automation prevents outages and accelerates post-quantum readinessSANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today defined a new standard for operational resilience with the launch of Next-Generation Trust Security (NGTS). As the industry moves toward a mandatory 47-day certificate renewal cycle, NGTS transforms cryptographic trust from a manual, human error prone process to an automated network control, eliminating service outages and dramatically improving operational efficiency.







For decades, digital certificates - the "passports" of the digital economy - lasted years and changed rarely. Today, however, the enterprise has entered a period of continuous cryptographic reset: certificate lifetimes are shrinking by over 90%, encryption standards are shifting for a post-quantum world, and sudden decertification of global trust authorities can now force the immediate replacement of thousands of certificates.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"When digital trust breaks, the business stops. Expired or non-compliant certificates trigger outages that take business-critical applications, infrastructure, and cloud services offline. Managing updates manually takes considerable time and coordination across several teams, and with increased scale and speed requirements, a manual approach is no longer viable. With NGTS, and our quantum-safe security solution, the network becomes the ultimate control point to automate the cryptographic reset."NGTS is the industry's first network-native platform that unifies certificate lifecycle management (CLM) with real-time network visibility and enforcement. Available today, this unified defense enables businesses to:Gain Increased Visibility: Discover where trust lives across all network services and applications, eliminating the "shadow" certificates and blind spots that lead to security gaps.Facilitate Operational Resilience: Protect the business from certificate-related outages and trust failures by automatically identifying and refreshing credentials before they disrupt customer transactions or internal services.Build Cryptographic Agility: Accelerate the transition to a post-quantum future with automated lifecycle management built to handle faster renewal cycles and evolving encryption standards without manual effort.Emanuel Figueroa, Senior Research Analyst, Identity and Access Management Security, Worldwide, IDC
"For years, the industry relied on a checkpoint model of trust — authenticate once and assume safety. But in a post-quantum world with shrinking certificate lifecycles, that assumption no longer holds. Trust now has to adjust as quickly as the environment it protects. By moving certificate lifecycle management out of manual spreadsheets and into a network-native platform, Palo Alto Networks is turning cryptographic maintenance into a continuous automated process rather than a periodic task. This isn't only about avoiding outages; it's about creating a unified security fabric where cryptographic agility is built in, keeping the business resilient even as encryption standards evolve beneath the stack."While legacy tools manage certificates in a vacuum, Palo Alto Networks is the only provider that embeds trust directly into the network layer. By integrating CyberArk's best-in-class machine identity intelligence into the network, NGTS closes the gap between the teams managing certificates and the teams responsible for uptime.Learn more about how NGTS is redefining operational resilience.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or services marks used or mentioned herein belong to their respective owners. 



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Original: Palo Alto Networks Introduces Next-Generation Trust Security to Automate and Future-Proof Digital Resilience

Stryker shares climb after company says cybersecurity incident containedMarch 23, 2026 10:57 AM
IH Market News
Shares of Stryker (NYSE:SYK) gained 2.82% to $345.14 in premarket trading on Monday after the medical device manufacturer said it had contained a recent cybersecurity incident.The company said its investigation has found no indication that the event affected systems belonging to customers, suppliers, vendors or other partners.Stryker said the breach involved a malicious file that was used to conceal activity but was unable to propagate either within the company’s internal systems or externally. The investigation was carried out with support from Palo Alto Networks’ (NASDAQ:PANW) Unit 42 cybersecurity team.According to the company, the incident impacted parts of its corporate network, including elements of its Microsoft (NASDAQ:MSFT) environment.The investigation remains ongoing, and Stryker said it has not yet determined whether the incident could have any material impact on its business operations or financial results.Stryker stock price

Original: Stryker shares climb after company says cybersecurity incident contained

Digital Checkmate: How Unit 8200 Subjugated the West
While the world watches the "useless steel" of aircraft carriers in the Strait of Hormuz, the real capitulation has already occurred within the servers. Israel does not hold America’s hand through lobbying; it holds it through code. Via the elite Unit 8200, Tel Aviv has installed its digital DNA into the very marrow of Western power.

1. The Architecture of Dependency
Giants like Palo Alto Networks, Check Point, and Wiz are not merely corporations—they are outposts of the Israeli intelligence elite. Washington has allowed its "nervous system" to be built by engineers trained in 8200. Today, the Pentagon and Wall Street cannot breathe without Israeli software. This is not a partnership; it is a digital occupation masked as cybersecurity.

2. Software Eats Iron
The iron in the Gulf is blind without its AI brain. Companies like Palantir and Israeli surveillance algorithms are the ones telling American weapons what to see. America has become a technological addict, and Israel is the sole dealer. The moment software became more vital than the shell, sovereignty ceased to exist.

3. The Silent Capitulation
The reason the West remains silent while Hormuz burns is simple: they dare not turn against the one who holds the "Master Key" to their networks. Palo Alto and 8200 are the digital noose that tightens every time autonomy is mentioned. Western dominance died physically this morning in Hormuz, but in the servers of Tel Aviv, it has been dead for a long time.

Double Top Breakout on 03 March 2026. GLTA

Palo Alto Networks and Global Partners Announce Secure by Design AI FactoriesMarch 2, 2026 12:12 AM
PR Newswire (US)

Unified ecosystem scales for sovereign AI by securing the physical and digital AI Factory foundationBARCELONA, Spain, March 2, 2026 /PRNewswire/ -- As global networks pivot to operating high-performance AI Factories, Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, today announced an expanded security ecosystem designed to protect this new industrial backbone. At Mobile World Congress 2026, the company unveiled four collaborations with Nokia, U Mobile, Aeris, and Celerway that allow enterprises to scale for sovereign AI and secure the autonomous edge without compromising performance.Anand Oswal, Executive Vice President, Palo Alto Networks
"We are establishing the secure foundation for the AI economy through extensive ecosystem collaboration. By seamlessly integrating our AI-powered security services directly from the datacenter into the most vital 5G and IoT networks globally, we are ensuring the AI Factory is secure by design. These partnerships enable us to create a secure digital infrastructure capable of managing the multi-terabit throughput required for training AI models."Palo Alto Networks and Nokia are positioning their proven data center security to support the rise of European 'Gigafactories'. By combining Nokia's AI Data Center infrastructure with Palo Alto Networks industry leading AI platforms, customers can scale high-performance AI workloads while achieving their data sovereignty needs.Greg Dorai, Senior Vice President and General Manager, IP Networks, Nokia
"In the race to build the world's AI Factories, you cannot leave the door open at the infrastructure layer. Nokia and Palo Alto Networks jointly envision comprehensive architectural and operational frameworks that expand security solutions from the network layer to workloads. The validated architecture will allow our customers to build future-proof, sovereign data centers. We aren't just providing connectivity, we are protecting the physical and digital integrity of industrial digitization at scale."In addition, Palo Alto Networks is showcasing three additional partnerships at MWC Barcelona that extend security from the core infrastructure of telcos to deliver foundational resilience through a unified partner ecosystem:U Mobile: Real-Time Protection for Consumers and Businesses: Palo Alto Networks has signed an MoU with U Mobile, Malaysia's newest 5G network provider, to collaborate on a network-embedded Security-as-a-Service (SECaaS) solution to protect its customers from rising cybersecurity threats. By integrating Next-Generation Firewalls and AI-powered security directly into its 4G and 5G infrastructure, U Mobile looks to provide customers with proactive, built-in defense against digital risks.Aeris: Unified Visibility for Global IoT Fleets: Mission-critical industries such as healthcare, manufacturing, retail, and utilities will now benefit from the ability to scale AI and 5G initiatives globally while reducing the attack surface of the billions of devices feeding data into the AI Factory. By integrating Aeris IoT Watchtower with Prisma® SASE 5G, enterprises can apply data loss prevention and zero-trust policies to millions of wireless devices from a single point of control, closing the traditional security gap at the wireless edge.Celerway Communication: Enterprise Security Perimeter Extended to the Distributed Edge: First responders and remote teams will now benefit from data-center-class protection in the field. This integration with Celerway and Palo Alto Networks VM-Series Next-Generation Firewalls (NGFWs) enables mission-critical 5G edge devices to maintain a consistent, rigorous security posture and encrypted data integrity, even when operating in high-mobility or harsh environments far from the central hub.Learn more about how Palo Alto Networks is securing AI Factories.Follow Palo Alto Networks on X (formerly Twitter), LinkedIn, Facebook and Instagram. About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Cortex XSIAM, Prisma, and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-and-global-partners-announce-secure-by-design-ai-factories-302700637.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks and Global Partners Announce Secure by Design AI Factories

CYBERSECURITY IS NOW INFRASTRUCTURE

The digital economy has become critical infrastructure.
Control over digital security increasingly determines operational continuity, economic stability, and national resilience.

Cyber attacks are no longer isolated IT events.
They are instruments of geopolitical competition, industrial espionage, and systemic disruption.

Within this structural shift, Palo Alto Networks represents more than a software vendor — it operates at the intersection of enterprise defense and national digital resilience.

Structural Demand, Not Cyclical Hype

Digital transformation is accelerating

AI expands the attack surface

Security budgets are becoming non-discretionary

Cyber defense is no longer optional — it is foundational.

Platform Economics

The market is consolidating around integrated security platforms.
Vendor consolidation increases customer stickiness, reduces operational complexity, and enhances lifetime value.

This is a long-duration economic model, not a short-term theme.

Investment Perspective

The thesis does not depend on isolated breaches.
It rests on systemic digital dependency.

The core question for capital markets is not whether demand will persist —
but which platforms will capture durable margins and convert structural demand into sustained free cash flow.

Cybersecurity has become a permanent layer of global infrastructure.
Capital allocation will increasingly reflect that reality.

AI tools already disrupting major tech business models
Anthropic’s new Claude Code and Claude Code Security tools triggered sharp declines in software, IT services, and cybersecurity stocks. Investors see this as direct revenue cannibalization. $PANW

Morgan Stanley sees mixed signals in AI disruption narrativeFebruary 20, 2026 10:56 AM
IH Market News
Analysts at Morgan Stanley say the rapid rollout of new artificial intelligence models poses “structural risks” to equity markets, but they also point to several “contradictory elements” within the broader AI-driven disruption story.Shares across the global software sector have come under pressure in recent weeks, as investors react to the launch of advanced AI tools capable of replicating or enhancing services traditionally offered by listed companies.The weakness has extended beyond software, affecting industries ranging from data analytics to logistics and real estate, amid concerns on Wall Street about the far-reaching implications of AI adoption.Since January 28, the tech-focused Nasdaq Composite has fallen more than 5%, while the so-called Magnificent Seven group of mega-cap technology stocks has dropped over 8%. Market heavyweights Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have declined 17% and 18%, respectively, amid questions about the returns on substantial hyperscaler investment in AI infrastructure.In a research note, analysts including Michael Wilson and Andrew Pauker highlighted what they described as “contradictory elements” in the prevailing AI narrative, particularly “in the sense that they all seem to be in focus at the same time.”“For instance, if AI is going to be highly disruptive and far-reaching in terms of its effectiveness, doesn’t that support the investment case for the infrastructure/compute enablers, especially since the market is broadly rewarding high capex/sales, cost of capital is contained, cost of compute is still elevated, and valuation has not expanded since ’23 for the mega cap enablers?” the analysts wrote.“Further, if AI adoption is likely to lead to more job loss, isn’t there a phase-in period where natural attrition isn’t replaced, efficiencies are realized and margins expand?”They added that near-term volatility may persist as the economic cycle enters what they termed a “weak seasonal window” and liquidity “remains tight.” However, they noted that a broadening of earnings growth is supporting capital rotation into cyclical stocks.Given this backdrop, the analysts expressed a preference for the S&P 600 Small Cap Index over the Russell 2000, arguing that it offers higher quality exposure and less sensitivity to speculative growth segments. They also favor large-cap healthcare stocks as a form of “defensive exposure” against potential market swings.On a stock-specific basis, the team sees “attractive entry points” in software names such as Palo Alto Networks (NASDAQ:PANW) and Intuit (NASDAQ:INTU), alongside business services and real estate-related firms including S&P Global, TransUnion, and CBRE Group.Microsoft stock priceAmazon stock price

Original: Morgan Stanley sees mixed signals in AI disruption narrative

Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.'s 0.00% Convertible Senior Notes due 2030February 19, 2026 4:15 PM
PR Newswire (US)

SANTA CLARA, Calif., Feb. 19, 2026 /PRNewswire/ -- Today, Palo Alto Networks, Inc. (NASDAQ: PANW) ("Palo Alto Networks") announced that, in connection with the closing of the transaction (the "Acquisition") contemplated by the Agreement and Plan of Merger, dated as of July 30, 2025, by and among Palo Alto Networks, CyberArk Software Ltd., a company organized under the laws of the State of Israel ("CyberArk"), and Athens Strategies Ltd., a company organized under the laws of the State of Israel, Palo Alto Networks has made an offer to purchase (the "Offer to Purchase") for cash, any and all of CyberArk's 0.00% Convertible Senior Notes due 2030 (the "Notes").Palo Alto Networks is making the Offer to Purchase in satisfaction of CyberArk's obligations related to such Notes in accordance with the Indenture, dated as of June 10, 2025 (the "Base Indenture"), among CyberArk and U.S. Bank Trust Company, National Association, as trustee (the "Trustee") and the First Supplemental Indenture, dated as of February 11, 2026 (the "Supplemental Indenture," and the Base Indenture, as amended, supplemented or otherwise modified from time to time, including by the Supplemental Indenture, the "Indenture"), among the Palo Alto Networks, CyberArk and the Trustee, as a result of the occurrence of the Fundamental Change (as defined in the Indenture) and Make-Whole Fundamental Change (as defined in the Indenture) that occurred as a result of the consummation of the Acquisition.The Acquisition closed on, and therefore the Effective Date (as defined in the Indenture) of the Make-Whole Fundamental Change (as defined in the Indenture) was, February 11, 2026. In connection with the Fundamental Change, and as more fully described in the Offer to Purchase, on or before 5:00 p.m., New York City time, on March 20, 2026, each holder of Notes shall, subject to certain conditions, have the right to require the repurchase of all of such holder's Notes, or any portion of the principal amount thereof that is equal to $100,000 or an integral multiple of $100,000 in excess thereof, on March 24, 2026 (the "Fundamental Change Repurchase Date") at a repurchase price equal to 100% of the principal amount of such Notes or such portion of the principal amount of Notes, as applicable, plus any accrued and unpaid Special Interest (as defined in the Indenture) thereon from February 11, 2026 to, but excluding, the Fundamental Change Repurchase Date. As more fully described in the Offer to Purchase, as a result of the Make-Whole Fundamental Change, all or any portion of a holder's Notes may be surrendered for conversion at any time from or after the Effective Date until March 20, 2026, which is the second business day immediately prior to the Fundamental Change Repurchase Date (the "Make-Whole Conversion Period"), at an increased conversion rate. Holders who tender all or part of their Notes in accordance with the Offer to Purchase may not surrender such Notes for conversion unless they validly withdraw their Notes from the tender in accordance with the Offer to Purchase.If a holder does not convert its Notes during the Make-Whole Conversion Period and thus does not convert its Notes "in connection with" a Make-Whole Fundamental Change, such holder may convert its Notes during certain periods and upon the occurrence of certain conditions specified in the Indenture until the close of business on June 13, 2030, the second scheduled trading day immediately preceding the maturity date. Holders of Notes should read carefully the Offer to Purchase regarding their conversion rights in connection with the Make-Whole Fundamental Change and their rights to require the repurchase of their Notes, as it contains important information as to the procedures and timing for the exercise of such rights.About Palo Alto NetworksPalo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current facts made in this press release may be forward-looking. We use words such as "anticipates," "believes," "continue," "estimate," "expects," "future," "intends," "may," "plan," and similar expressions to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements reflect management's current expectations and are inherently uncertain. Actual results could differ materially for a variety of reasons.There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including:  Palo Alto Networks' ability to successfully integrate CyberArk's businesses and technologies; the risk that the expected benefits and synergies of the transaction may not be fully achieved in a timely manner, or at all; the risk that Palo Alto Networks or CyberArk will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities or expenditures relating to the integration of CyberArk into Palo Alto Networks; the effect of the completion of the transaction on the parties' business relationships and business operations generally; the effect of the completion of the transaction on Palo Alto Networks' common share price and uncertainty as to the long-term value of Palo Alto Networks' common shares; risks related to disruption of management time from ongoing business operations due to the integration efforts required for the transaction; developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of Palo Alto Networks' platformization product offerings; failure to achieve the expected benefits of Palo Alto Networks' strategic partnerships and acquisitions; changes in the fair value of Palo Alto Networks' contingent consideration liability associated with acquisitions; risks associated with managing Palo Alto Networks' growth; risks associated with new product, subscription and support offerings, including product offerings that leverage AI; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of Palo Alto Networks' business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; Palo Alto Networks' customers' purchasing decisions and the length of sales cycles; Palo Alto Networks' competition and the expanded scope of its competitors as a result of completing the CyberArk transaction; Palo Alto Networks' ability to attract and retain new customers; Palo Alto Networks' ability to acquire and integrate other companies, products, or technologies in a successful manner; Palo Alto Networks' share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of its common stock; and Palo Alto Networks' debt repayment obligations.For additional risks and uncertainties on these and other factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to Palo Alto Networks' periodic reports and other filings with the Securities and Exchange Commission"", including the risk factors contained in Palo Alto Networks' most recent annual report on Form 10-K and periodic quarterly reports on Form 10-Q. All forward-looking statements in this press release are based on current beliefs and information available to management as of the date hereof, and Palo Alto Networks does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Other Important InformationThis communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell securities, nor is it a substitute for the tender offer materials that Palo Alto Networks has filed with the SEC. THE TENDER OFFER MATERIALS (INCLUDING THE OFFER TO PURCHASE) CONTAIN IMPORTANT INFORMATION. HOLDERS OF NOTES ARE URGED TO READ THESE DOCUMENTS (AS THEY MAY BE AMENDED FROM TIME TO TIME) CAREFULLY BECAUSE THEY CONTAIN IMPORTANT INFORMATION THAT HOLDERS OF NOTES SHOULD CONSIDER BEFORE MAKING ANY DECISION REGARDING THE TENDER OFFER. The Offer to Purchase is available to all holders of the Notes at no expense to them. The tender offer materials are available for free at the SEC's website at www.sec.gov. Additional copies may be obtained for free by contacting Palo Alto Network's Corporate Secretary at 3000 Tannery Way, Santa Clara, California 95054, or (408) 753-4000.





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-announces-offer-to-purchase-relating-to-cyberark-software-ltds-0-00-convertible-senior-notes-due-2030--302693019.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.'s 0.00% Convertible Senior Notes due 2030

Double Bottom Breakdown on 18 Feb 2026. BLTA

Palo Alto Networks Falls in Premarket Trade After Weaker Annual Profit OutlookFebruary 18, 2026 5:21 AM
IH Market News
Palo Alto Networks (NASDAQ:PANW) shares dropped in U.S. premarket trading after the cybersecurity firm posted quarterly results that topped expectations but issued a softer-than-forecast earnings outlook for the year ahead.Based in Santa Clara, California, Palo Alto provides AI-powered cybersecurity platforms designed to safeguard networks and cloud environments. Its offerings include firewalls, threat intelligence, zero-trust network security, and secure access service edge (SASE) solutions.According to the company, nine of the Fortune 10 firms are among its clients, along with eight of the 10 largest U.S. banks and six of the world’s 10 biggest oil and gas companies.In its fiscal second quarter, Palo Alto reported earnings of $1.03 per share on revenue of $2.59 billion, exceeding analyst estimates of $0.94 per share on revenue of $2.58 billion.“We saw continued strength in platformizations, a trend that is accelerating due to AI – customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach. We also saw steady and strong adoption of AI security, which we expect will be a long term trend,” Palo Alto CEO Nikesh Arora said in a statement.However, the company revised its fiscal 2026 full-year earnings guidance to a range of $3.65 to $3.70 per share, down from a prior outlook of $3.80 to $3.90. The consensus estimate stood at $3.87.Full-year revenue is now projected between $11.28 billion and $11.31 billion, compared with an earlier forecast of $10.50 billion to $10.54 billion, and above market expectations.For the current quarter, Palo Alto expects earnings of $0.78 to $0.80 per share on revenue of $2.941 billion to $2.945 billion. Analysts had been forecasting earnings of $0.92 per share on revenue of $2.61 billion.“[W]e expect AI revenues to inflect meaningfully in revenues over the next two years,” analysts at BofA Securities said in a statement. “Even in a more extreme scenario where AI materially reshapes the security landscape, meaningful disruption remains unlikely in the near term as [large language models] lack the precision needed to displace core security controls.”Palo Alto stock price

Original: Palo Alto Networks Falls in Premarket Trade After Weaker Annual Profit Outlook

Fed Minutes in Focus; Palo Alto Networks Slides – Key Market Drivers: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 18, 2026 4:40 AM
IH Market News
U.S. equity futures edged higher early Wednesday as investors prepared for the release of the Federal Reserve’s January meeting minutes and digested fresh corporate developments. Shares of cybersecurity firm Palo Alto Networks (NASDAQ:PANW) declined after issuing weaker-than-expected profit guidance. Meanwhile, Warren Buffett’s final quarter leading Berkshire Hathaway (NYSE:BRK.B) featured notable portfolio shifts, including trims to major tech and banking holdings.



Futures point upward



As of 02:43 ET, Dow futures were up 55 points, or 0.1%. S&P 500 futures gained 12 points, or 0.2%, while Nasdaq 100 futures dipped 35 points, or 0.1%.Wall Street’s main indices finished higher in the previous session, supported by a modest rebound in technology stocks that had recently come under pressure. Advances in Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) helped offset weakness in Microsoft (NASDAQ:MSFT) and Oracle (NYSE:ORCL), lifting the S&P 500 information technology sector by 0.5%.Despite the recovery, uncertainty persists around the tech sector’s outlook following the launch of new artificial intelligence tools. Some investors worry that emerging AI models could disrupt industries ranging from software and financial services to real estate and logistics.Questions also remain about when heavy investments in AI-focused data centers will begin delivering meaningful returns. Large-cap tech firms have committed significant capital to infrastructure supporting AI chips, raising concerns about profitability timelines.“Tech investors remain traumatized by the volatility of the last several weeks and the shifting AI conversation, although there is growing anticipation for Nvidia’s earnings report next week (which most people expect will be strong) while software is still firmly in the penalty box despite the extremely oversold price action,” analysts at Vital Knowledge wrote.



Fed minutes awaited



The minutes from the Federal Reserve’s January policy meeting, due later Wednesday, are expected to offer further clarity on the central bank’s rate trajectory.At that meeting, two policymakers—Stephen Miran and Christopher Waller—dissented from the decision to keep rates unchanged, marking a pause in the rate-cut cycle that began in mid-2024.Officials cited signs of a steady labor market and inflation that, while still above target, appears to be stabilizing as justification for maintaining rates within the 3.5% to 3.75% range.Markets broadly anticipate the Fed will hold rates steady at least through June, adopting a cautious approach as it monitors employment and price trends.Chair Jerome Powell is nearing the conclusion of his tenure at the central bank. Former Fed Governor Kevin Warsh has been nominated by President Donald Trump as Powell’s successor, prompting speculation about potential shifts in monetary policy direction under new leadership.



Oil edges higher on US–Iran diplomacy



Oil prices rose modestly after falling nearly 2% in the prior session, as progress in U.S.–Iran nuclear talks reduced fears of supply disruptions.By 02:58 ET, Brent crude futures for April delivery were up 0.3% at $67.61 per barrel, while West Texas Intermediate (WTI) futures gained 0.2% to $62.40 per barrel.Brent had dropped close to 2% on Tuesday, with WTI down 1%.Reports indicated that Washington and Tehran reached agreement on key “guiding principles” during discussions in Switzerland, boosting hopes for a deal that could eventually allow additional Iranian crude to enter global markets.However, Iran’s foreign minister emphasized that the understanding does not mean a comprehensive agreement is imminent.Energy markets are closely monitoring the talks, given Iran’s role as a significant oil producer and its strategic location along the Strait of Hormuz, a critical transit route for roughly 20% of global oil consumption.



Palo Alto Networks tumbles on outlook



Shares of Palo Alto Networks (NASDAQ:PANW) fell in after-hours trading despite the company exceeding quarterly earnings and revenue expectations, as its updated profit outlook disappointed investors.The Santa Clara-based cybersecurity company reported fiscal second-quarter earnings of $1.03 per share on revenue of $2.59 billion, surpassing analyst projections of $0.94 per share on $2.58 billion in revenue.However, the company lowered its fiscal 2026 earnings per share forecast to a range of $3.65 to $3.70, down from a prior estimate of $3.80 to $3.90. The consensus expectation had been $3.87.Full-year revenue is now projected between $11.28 billion and $11.31 billion, above the previous outlook of $10.50 billion to $10.54 billion and exceeding market expectations.



Berkshire adjusts portfolio in Buffett’s final quarter



Berkshire Hathaway (NYSE:BRK.B) reduced its stakes in Apple and Bank of America (NYSE:BAC) while initiating a new position in New York Times (NYSE:NYT) during Warren Buffett’s last quarter as CEO.A regulatory filing revealed that the conglomerate sold approximately 10.3 million Apple shares in the quarter ended December 31, marking the third straight quarter of reductions in its holdings of the iPhone maker. Berkshire also trimmed its position in Bank of America by 50.8 million shares.At the same time, the company acquired about 5.1 million shares of New York Times, backing a firm that has expanded beyond traditional journalism into digital subscriptions, including games and recipe content.Buffett, 95, stepped down as chief executive at the end of 2025, handing leadership to his designated successor, Greg Abel. Abel is set to present his first shareholder letter later this month alongside Berkshire’s annual earnings report.Palo Alto stock priceBerkshire Hathaway stock priceNvidia stock priceApple stock priceMicrosoft stock priceOracle stock priceBank of America stock priceNew York Times stock price

Original: Fed Minutes in Focus; Palo Alto Networks Slides – Key Market Drivers: Dow Jones, S&P, Nasdaq, Wall Street Futures

AI Is Not the End — It Is a Catalyst for Palo Alto Networks

The claim that artificial intelligence represents a threat to Palo Alto Networks reflects a misunderstanding of the cybersecurity industry itself.

AI does not eliminate the need for security — it amplifies it.

Cyberattacks are becoming more sophisticated, automated, and scalable. That reality increases the demand for advanced, intelligent security platforms. Palo Alto Networks is not a passive observer of the AI revolution — it is an active integrator. The company is already embedding AI into threat detection, automated response systems, and real-time behavioral analytics.

Key facts:

Cybersecurity budgets are structural, not cyclical.

Large enterprises cannot afford security gaps.

AI increases the complexity of attacks — which increases demand for advanced defense solutions.

Vendor consolidation trends favor large, integrated security platforms.

The narrative that AI will “replace” cybersecurity companies ignores a fundamental market reality: infrastructure-level security is not optional — it is mandatory.

Short-term stock volatility does not change the long-term necessity for scalable, intelligent, and resilient security systems.

Investors should distinguish between:

emotionally driven online commentary
and

fundamental business reality.

AI is not the end of cybersecurity.
It is its next evolutionary stage.

Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial ResultsFebruary 17, 2026 4:05 PM
PR Newswire (US)

Fiscal second quarter revenue grew 15% year over year to $2.6 billion.Next-Generation Security ARR grew 33% year over year to $6.3 billion.Remaining performance obligation grew 23% year over year to $16.0 billion.SANTA CLARA, Calif., Feb. 17, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal second quarter 2026, ended January 31, 2026.Total revenue for the fiscal second quarter 2026 grew 15% year over year to $2.6 billion, compared with total revenue of $2.3 billion for the fiscal second quarter 2025. GAAP net income for the fiscal second quarter 2026 was $432 million, or $0.61 per diluted share, compared with GAAP net income of $267 million, or $0.38 per diluted share, for the fiscal second quarter 2025.Non-GAAP net income for the fiscal second quarter 2026 was $732 million, or $1.03 per diluted share, compared with non-GAAP net income of $566 million, or $0.81 per diluted share, for the fiscal second quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below."We saw continued strength in platformizations, a trend that is accelerating due to AI - customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach. We also saw steady and strong adoption of AI security, which we expect will be a long term trend," said Nikesh Arora, chairman and CEO of Palo Alto Networks. "We are excited to welcome the employees of Chronosphere and CyberArk to help us drive our growth in the future.""We once again delivered strong top-line growth, complimented by operating efficiency, with our third straight quarter of 30%-plus non-GAAP operating margins," said Dipak Golechha, chief financial officer of Palo Alto Networks. "We are deploying the same playbook of operational excellence that has guided Palo Alto Networks the last several years across CyberArk and Chronosphere, and look forward to driving significant integration value post-close."Financial OutlookPalo Alto Networks provides guidance based on current market conditions and expectations.For the fiscal third quarter 2026, we expect:Next-Generation Security ARR of $7.94 billion to $7.96 billion, representing year-over-year growth of 56%.Remaining performance obligation of $17.85 billion to $17.95 billion, representing year-over-year growth of between 32% and 33%.Total revenue in the range of $2.941 billion to $2.945 billion, representing year-over-year growth of between 28% and 29%.Diluted non-GAAP net income per share in the range of $0.78 to $0.80, using 812 million to 817 million shares outstanding.For the fiscal year 2026, we expect:Next-Generation Security ARR of $8.52 billion to $8.62 billion, representing year-over-year growth of between 53% and 54%.Remaining performance obligation of $20.2 billion to $20.3 billion, representing year-over-year growth of 28%.Total revenue in the range of $11.28 billion to $11.31 billion, representing year-over-year growth of 22% to 23%.Non-GAAP operating margin in the range of 28.5% to 29.0%.Diluted non-GAAP net income per share in the range of $3.65 to $3.70, using 768 million to 773 million shares outstanding.Adjusted free cash flow margin of 37%.Guidance for non-GAAP financial measures excludes share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, and income tax and other tax adjustments related to our long-term non-GAAP effective tax rate, along with certain non-recurring expenses and certain non-recurring cash flows. We have not reconciled non-GAAP operating margin guidance to GAAP operating margin, diluted non-GAAP net income per share guidance to GAAP net income per diluted share, or adjusted free cash flow margin guidance to GAAP net cash from operating activities because we do not provide guidance on GAAP operating margin, GAAP net income or net cash from operating activities and would not be able to present the various reconciling cash and non-cash items between GAAP and non-GAAP financial measures because certain items that impact these measures are uncertain or out of our control, or cannot be reasonably predicted, including share-based compensation expense, without unreasonable effort. The actual amounts of such reconciling items will have a significant impact on the company's GAAP net income per diluted share and GAAP net cash from operating activities.Earnings Call InformationPalo Alto Networks will host a video webcast for analysts and investors to discuss the company's fiscal second quarter 2026 results as well as the outlook for its fiscal second quarter and fiscal year 2026 today at 4:30 p.m. Eastern time/1:30 p.m. Pacific time. Open to the public, investors may access the webcast, supplemental financial information and earnings slides from the "Investors" section of the company's website at investors.paloaltonetworks.com. A replay will be available three hours after the conclusion of the webcast and archived for one year.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties and assumptions including statements regarding our platformization strategy and financial outlook for the fiscal third quarter 2026 and fiscal year 2026. There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: developments and changes in general market, political, economic, and business conditions; failure of our platformization product offerings; failure to achieve the expected benefits of our strategic partnerships and acquisitions; changes in the fair value of our contingent consideration liability associated with acquisitions; our ability to successfully integrate the businesses, operations and technologies of companies and businesses that we acquire; the risk that the expected benefits and synergies of our acquisitions may not be fully achieved in a timely manner, or at all; the risk that we will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities, or expenditures related to our acquisitions; the effect of the announcement, pendency or completion of acquisitions on our (including the companies that we acquire) business relationships and business operations generally; the effect of our acquisitions on our common share price and uncertainty as to the long-term value of our common stock; risks related to disruption of management time from ongoing business operations due to our acquisitions; risks associated with managing our growth; risks associated with new product, subscription and support offerings, including our product offerings that leverage AI and the expansion of our offerings into the identity security and observability spaces; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.For additional risks and uncertainties on these and other factors that could affect our financial results and cause actual results to differ materially from those described in the forward-looking statements we make in this press release are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" and elsewhere in our Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission (SEC) on November 20, 2025, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other documents that we file with or furnish to the SEC from time to time. All forward-looking statements in this press release are based on our current beliefs and information available to management as of the date hereof and are inherently uncertain, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Non-GAAP Financial Measures and Other Key MetricsPalo Alto Networks has provided in this press release financial information that has not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). The company uses these non-GAAP financial measures and other key metrics internally in analyzing its financial results and believes that the use of these non-GAAP financial measures and key metrics are helpful to investors as an additional tool to evaluate ongoing operating results and trends, and in comparing the company's financial results with other companies in its industry, many of which present similar non-GAAP financial measures or key metrics.The presentation of these non-GAAP financial measures and key metrics are not meant to be considered in isolation or as a substitute for comparable GAAP financial measures and should be read only in conjunction with the company's consolidated financial statements prepared in accordance with GAAP. A reconciliation of the company's historical non-GAAP financial measures to their most directly comparable GAAP measures has been provided in the financial statement tables included in this press release, and investors are encouraged to review these reconciliations.Non-GAAP operating margin. Palo Alto Networks defines non-GAAP operating margin as non-GAAP operating income divided by total revenue. The company defines non-GAAP operating income as operating income plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, and litigation-related charges. The company believes that non-GAAP operating margin provides management and investors with greater visibility into the underlying performance of the company's core business operating results.Non-GAAP net income and net income per share, diluted. Palo Alto Networks defines non-GAAP net income as net income plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, and non-cash charges related to convertible notes. The company also excludes from non-GAAP net income tax adjustments related to our long-term non-GAAP effective tax rate in order to provide a complete picture of the company's recurring core business operating results. The company defines non-GAAP net income per share, diluted, as non-GAAP net income divided by the weighted-average diluted shares outstanding, which includes the potentially dilutive effect of the company's employee equity incentive plan awards and the company's convertible senior notes and related warrants, after giving effect to the anti-dilutive impact of the company's note hedge agreements, which reduced the potential economic dilution that otherwise would have occurred in connection with the conversion and settlement of the company's convertible senior notes. Under GAAP, the anti-dilutive impact of the note hedge is not reflected in diluted shares outstanding. The company considers these non-GAAP financial measures to be useful metrics for management and investors for the same reasons that it uses non-GAAP operating margin.Next-Generation Security ARR. Palo Alto Networks defines Next-Generation Security ARR as the annualized allocated revenue of all active contracts as of the final day of the reporting period related to all product, subscription and support offerings, excluding revenue from hardware products, and legacy attached subscriptions, support offerings and professional services. The company considers Next-Generation Security ARR to be a useful operating metric for management and investors to assess the performance of the company because Next-Generation Security is where the company has focused its innovation and the company expects its overall revenue to be disproportionately driven by this Next-Generation Security portfolio. Because Next-Generation Security ARR does not have the effect of providing a numerical measure that is different from any comparable GAAP measure, the company does not consider it a non-GAAP measure.Investors are cautioned that there are a number of limitations associated with the use of non-GAAP financial measures and key metrics as analytical tools. Many of the adjustments to the company's GAAP financial measures reflect the exclusion of items that are recurring and will be reflected in the company's financial results for the foreseeable future, such as share-based compensation, which is an important part of Palo Alto Networks employees' compensation and impacts their performance. Furthermore, these non-GAAP financial measures are not based on any standardized methodology prescribed by GAAP, and the components that Palo Alto Networks excludes in its calculation of non-GAAP financial measures may differ from the components that its peer companies exclude when they report their non-GAAP results of operations. Palo Alto Networks compensates for these limitations by providing specific information regarding the GAAP amounts excluded from these non-GAAP financial measures. In the future, the company may also exclude non-recurring expenses and other expenses that do not reflect the company's core business operating results.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by over 70,000 customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Palo Alto Networks, Inc.Preliminary Condensed Consolidated Statements of Operations(In millions, except per share data)(Unaudited)








Three Months Ended
Six Months Ended
January 31,
January 31,
2026
2025
2026
2025Revenue:






Product$                 514
$                 421
$                 948
$                 775Subscription and support2,080
1,836
4,120
3,621Total revenue2,594
2,257
5,068
4,396Cost of revenue:






Product115
101
204
176Subscription and support570
498
1,119
977Total cost of revenue685
599
1,323
1,153Total gross profit1,909
1,658
3,745
3,243Operating expenses:






Research and development511
505
1,039
986Sales and marketing823
758
1,643
1,478General and administrative178
154
357
252Total operating expenses1,512
1,417
3,039
2,716Operating income397
241
706
527Interest expense—
(1)
—
(2)Other income, net152
85
255
168Income before income taxes549
325
961
693Provision for income taxes117
58
195
75Net income$                 432
$                 267
$                 766
$                 618







Net income per share, basic$               0.61
$               0.41
$               1.10
$               0.94Net income per share, diluted$               0.61
$               0.38
$               1.07
$               0.87







Weighted-average shares used to compute net income per share, basic704
659
695
657Weighted-average shares used to compute net income per share, diluted711
709
713
709 Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures(In millions, except per share amounts)(Unaudited)
Three Months Ended
Six Months Ended
January 31,
January 31,
2026
2025
2026
2025







GAAP operating income$             397
$             241
$             706
$             527Share-based compensation-related charges321
344
708
659Acquisition-related costs(1)24
10
29
25Amortization expense of acquired intangible assets38
43
77
84Litigation-related charges(2)5
3
11
(38)Non-GAAP operating income$             785
$             641
$          1,531
$          1,257Non-GAAP operating margin30.3 %
28.4 %
30.2 %
28.6 %







GAAP net income$             432
$             267
$             766
$             618Share-based compensation-related charges321
344
708
659Acquisition-related costs(1)24
10
29
25Amortization expense of acquired intangible assets38
43
77
84Litigation-related charges(2)5
3
11
(38)Non-cash charges related to convertible notes(3)—
1
—
1Income tax and other tax adjustments(4)(88)
(102)
(197)
(238)Non-GAAP net income$             732
$             566
$          1,394
$          1,111







GAAP net income per share, diluted$            0.61
$            0.38
$            1.07
$            0.87Share-based compensation-related charges0.45
0.50
0.99
0.96Acquisition-related costs(1)0.03
0.01
0.04
0.03Amortization expense of acquired intangible assets0.05
0.06
0.11
0.12Litigation-related charges(2)0.01
0.00
0.02
(0.05)Non-cash charges related to convertible notes(3)0.00
0.00
0.00
0.00Income tax and other tax adjustments(4)(0.12)
(0.14)
(0.28)
(0.34)Non-GAAP net income per share, diluted$            1.03
$            0.81
$            1.95
$            1.59







GAAP weighted-average shares used to compute net income per share, diluted711
709
713
709Weighted-average anti-dilutive impact of note hedge agreements—
(9)
—
(10)Non-GAAP weighted-average shares used to compute net income per share, diluted711
700
713
699

(1)Consists of acquisition transaction costs, share-based compensation related to the cash settlement of certain equity awards, change in fair value of contingent consideration liability, and costs to terminate certain employment, operating lease, and other contracts of the acquired companies. During the three and six months ended January 31, 2026, it also includes integration costs related to our acquisition of CyberArk Software Ltd.(2)Consists of the amortization of intellectual property licenses and covenant not to sue, and legal contingency charges (credit). During the three and six months ended January 31, 2026, it also includes a litigation settlement charge.(3)Consists of non-cash interest expense for amortization of debt issuance costs related to the company's convertible senior notes.(4)Consists of income tax adjustments related to our long-term non-GAAP effective tax rate. Palo Alto Networks, Inc.Preliminary Condensed Consolidated Balance Sheets(In millions)

January 31, 2026
July 31, 2025
(unaudited)

Assets


Current assets:


Cash and cash equivalents$             4,158
$             2,269Short-term investments378
635Accounts receivable, net2,116
2,965Short-term financing receivables, net672
715Short-term deferred contract costs424
419Prepaid expenses and other current assets621
520Total current assets 8,369
7,523Property and equipment, net485
387Operating lease right-of-use assets368
347Long-term investments3,362
5,555Long-term financing receivables, net870
1,002Long-term deferred contract costs526
586Goodwill6,931
4,567Intangible assets, net1,249
763Deferred tax assets2,392
2,424Other assets427
422Total assets $           24,979
$           23,576Liabilities and stockholders' equity


Current liabilities:


Accounts payable $                 262
$                 232Accrued compensation562
608Accrued and other liabilities 937
846Deferred revenue6,248
6,302Total current liabilities 8,009
7,988Long-term deferred revenue6,181
6,450Deferred tax liabilities75
89Long-term operating lease liabilities372
338Other long-term liabilities949
887Total liabilities15,586
15,752Stockholders' equity:


Preferred stock—
—Common stock and additional paid-in capital6,097
5,292Accumulated other comprehensive income46
48Retained earnings3,250
2,484Total stockholders' equity9,393
7,824Total liabilities and stockholders' equity$           24,979
$           23,576  





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-second-quarter-2026-financial-results-302689871.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results

Palo Alto Networks Announces Intent to Acquire Koi to Secure the Agentic EndpointFebruary 17, 2026 8:14 AM
PR Newswire (US)

Eliminates the AI security gap by establishing Agentic Endpoint Security as the next frontier of enterprise risk reductionSANTA CLARA, Calif., Feb. 17, 2026 /PRNewswire/ -- As AI transforms workforce productivity, it has created a dangerous, unmanaged attack surface on every endpoint. These AI agents and tools—the "Agentic Endpoint"—operate with deep access to sensitive data, unrestricted permissions, and the ability to perform nearly any action, yet bypass traditional security controls. To close this gap, Palo Alto Networks® (NASDAQ: PANW) today announced it has entered into a definitive agreement to acquire Koi, the pioneer of Agentic Endpoint Security, giving enterprises the power to finally see and protect the AI-native ecosystem that defines modern work.







Palo Alto Networks® announced its intent to acquire Koi, the pioneer of Agentic Endpoint Security.The New Imperative: Agentic Endpoint Security
Traditional security was built to stop malicious files, but modern AI agents and tools can actively read, write, and move data. Attackers are chaining exploits in agent frameworks — from authentication bypass to API-based remote code execution — while spoofing agent identities and hijacking credentials to weaponize trusted automation. The endpoint attack surface is also evolving beyond traditional executables, with extensions, plugins, packages, scripts and model artifacts increasingly shaping endpoint behavior outside centralized oversight. Agents accelerate and operationalize this shift, compounding risk at machine speed. This rapid shift has created a critical new blind spot in traditional approaches to security, requiring a new category of protection: Agentic Endpoint Security.After the close of the acquisition, Koi's Agentic Endpoint Security will extend to Palo Alto Networks' Prisma AIRS™, its leading AI security platform. This integration will broaden coverage across critical AI-driven operations. Concurrently, it will enhance Cortex XDR®'s endpoint security solution providing significant visibility into the AI attack surface to improve security policy and malware prevention. This will ensure these critical capabilities are readily available to customers, allowing them to deploy agentic tools with confidence.Lee Klarich, Chief Product & Technology Officer, at Palo Alto Networks.
"AI agents and tools are the ultimate insiders. They have full access to your systems and data, but operate entirely outside the view of traditional security controls. By acquiring Koi, we will be closing this gap and setting a new standard for endpoint security. We will give our customers the visibility and control required to safely harness the power of AI—ensuring that every agent, plugin, and script is governed, verified, and secure."Amit Assaraf, CEO and Co-Founder of Koi.
"We founded Koi to secure the next frontier of risk. In an agentic-first world, traditional solutions are blind. Joining forces with Palo Alto Networks will allow us to scale our technology to the world's largest organizations, delivering protection that makes work on the modern AI-native endpoint secure by design."Learn more about our intent to acquire Koi here.Investor Call Details
Palo Alto Networks will provide further details regarding this announcement on its Q2 FY2026 earnings call, scheduled for February 17, 2026 at 1:30pm PT. A live video webcast of the call will be accessible from the Investors section of the Palo Alto Networks website at investors.paloaltonetworks.comFollow Palo Alto Networks on Twitter, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by over 70,000 customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties, and assumptions, including, but not limited to, statements regarding the anticipated benefits and impact of the proposed acquisition of Koi on Palo Alto Networks, Koi and their customers. There are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, but not limited to: the effect of the announcement of the proposed acquisition on the parties' commercial relationships and workforce; the ability to satisfy the conditions to the closing of the acquisition, including the receipt of required regulatory approvals; the ability to consummate the proposed acquisition on a timely basis or at all; significant and/or unanticipated difficulties, liabilities or expenditures relating to proposed transaction, risks related to disruption of management time from ongoing business operations due to the proposed acquisition and the ongoing integration of other recent acquisitions; our ability to effectively operate Koi's operations and business following the closing, integrate Koi's business and products into our products following the closing, and realize the anticipated synergies in the transaction in a timely manner or at all; changes in the fair value of our contingent consideration liability associated with acquisitions; developments and changes in general market, political, economic and business conditions; failure of our platformization product offerings; risks associated with managing our growth; risks associated with new product, subscription and support offerings; shifts in priorities or delays in the development or release of new product or subscription or other offerings or the failure to timely develop and achieve market acceptance of new products and subscriptions, as well as existing products, subscriptions and support offerings; failure of our product offerings or business strategies in general; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our ability to attract and retain new customers; developments and changes in general market, political, economic, and business conditions; our competition; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.Additional risks and uncertainties that could affect our financial results are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Quarterly Report on Form 10-Q filed with the SEC on November 20, 2025, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that we make with the SEC from time to time. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.



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Original: Palo Alto Networks Announces Intent to Acquire Koi to Secure the Agentic Endpoint

Unit 42 Report: AI and Attack Surface Complexity Fuel Majority of BreachesFebruary 17, 2026 6:00 AM
PR Newswire (US)

Adversaries leverage AI to accelerate attacks, exploiting identity weakness and enterprise complexitySANTA CLARA, Calif., Feb. 17, 2026 /PRNewswire/ -- The Unit 42 2026 Global Incident Response Report, released today by Palo Alto Networks (NASDAQ: PANW), reveals an era of accelerated attacks where AI, sprawling attack surfaces, and identity fuel the majority of breaches. Based on Unit 42® analysis of over 750 high-stakes incidents, adversaries are leveraging AI throughout the attack lifecycle, accelerating attack speeds by 4x over the past year. Enterprise complexity is working in the attackers' favor — identity weaknesses were exploited in 89% of investigations, while 87% of attacks involved multiple attack surfaces.Sam Rubin, SVP of Unit 42 Consulting & Threat Intelligence, Palo Alto Networks
"Enterprise complexity has become the adversary's greatest advantage. This risk is compounded as attackers increasingly target credentials, utilizing autonomous AI agents to bridge human and machine identities for independent action. To mitigate these threats, organizations must reduce complexity and move to a unified platform approach that relentlessly eliminates implicit trust."2026 Global Incident Response Report HighlightsAI bolsters attack speeds: As threat actors increasingly leverage AI and advanced automation, the time from initial access to data exfiltration has plummeted to just 72 minutes in the fastest attacks — a 4x increase in speed over the past year.Attack complexity is growing: 87% of attacks span two or more attack surfaces, blending activity across endpoints, cloud, SaaS platforms and identity systems. Unit 42 tracked activity across as many as 10 different fronts simultaneously.Identity drives initial access: 65% of initial access is driven by identity-based techniques, like social engineering and credential misuse, while vulnerabilities account for initial access in 22% of all attacks.The browser is a primary battleground: 48% of attacks involve the browser, reflecting how routine web sessions are weaponized to harvest credentials and bypass local controls.SaaS supply chain attacks increase: Attacks involving third-party SaaS applications have surged 3.8x since 2022, accounting for 23% of all attacks as threat actors abuse OAuth tokens and API keys for lateral movement.Bridging the Critical Gaps in Defense
Unit 42 links 90% of data breaches to misconfigurations or security gaps, with complexity, poor visibility and excessive trust acting as systemic attack enablers.To counter the collapse of the attack lifecycle, the report recommends that defenders move beyond traditional perimeter security and adopt a unified platform approach that:Moves at machine speed: Empower SOCs with AI and automation to detect and contain high-velocity attacks in minutes rather than hours.Secures the build pipeline: Embed security directly into the software and AI development lifecycle to block vulnerabilities before they reach the cloud.Modernizes identity defense: Centralize management of human, machine and agentic identities to close governance gaps and stop credential-based exploits.Protects the human interface: Use secure browser technology and active exposure management to defend the modern workspace and unmanaged devices.Eliminates implicit trust: Adopt zero trust to continuously verify every interaction, neutralizing an attacker's ability to move laterally.To download the full 2026 Unit 42 Global Incident Response Report and Executive Resource Kit, visit https://www.paloaltonetworks.com/resources/research/unit-42-incident-response-report.About Unit 42
Palo Alto Networks Unit 42 brings together world-renowned threat researchers, elite incident responders and expert security consultants to create an intelligence-driven, response-ready organization that's passionate about helping you proactively manage cyber risk. Together, our team serves as your trusted advisor to help assess and test your security controls against the right threats, transform your security strategy with a threat-informed approach, and respond to incidents in record time so that you get back to business faster. Visit paloaltonetworks.com/unit42.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by over 70,000 customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Unit 42, and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. 





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Original: Unit 42 Report: AI and Attack Surface Complexity Fuel Majority of Breaches

Palo Alto Networks Introduces MSIAM 2.0 with the Industry's Most Comprehensive Breach Response GuaranteeFebruary 17, 2026 6:00 AM
PR Newswire (US)

Closes the gap between attack speed and cyber resilience by combining
24/7 elite experts with a market-leading AI-driven SOC platform SANTA CLARA, Calif., Feb. 17, 2026 /PRNewswire/ -- As AI accelerates the speed of business, adversaries have followed, compressing attacks that once took weeks into minutes. Palo Alto Networks (NASDAQ: PANW), the global leader in cybersecurity, today announced Unit 42® Managed XSIAM 2.0 (MSIAM) to deliver enhanced cyber resilience outcomes for customers. This premier managed SOC service combines 24/7 expert-led monitoring with the Breach Response Guarantee, providing customers with 250 hours of elite incident response to enable operational continuity and mitigate the potential impact of a security incident.*Karim Temsamani, President, Next Generation Security, Palo Alto Networks 
"Security is measured in outcomes, not alerts. MSIAM 2.0 fuses the award-winning power of Cortex XSIAM with elite 24/7 proactive hunting and remediation to deliver total certainty. The Breach Response Guarantee is a testament to our absolute confidence in our platform and team. We don't just monitor the fight; we end it."Built on Cortex XSIAM®, the industry's leading AI-driven SOC platform, MSIAM 2.0 helps alleviate the industry's talent shortage by taking full ownership of security outcomes, as well as provides foundational business benefits, including:Immediate SOC maturity: Gain a global, best-in-class SOC on day one. Unit 42 handles the engineering, threat hunting and 24/7 optimization, solving the talent gap by extending your team with world-class expertise.Support for existing investments: Protect your organization with added support for third-party EDR alongside existing SOC tools. MSIAM provides immediate defense without migration friction, delivering a seamless path to future consolidation on Cortex XDR®.Guaranteed Breach Accountability: The industry's most comprehensive 250-hour IR guarantee mitigates the catastrophic cost of recovery, providing a safety net built on the fact that we stop attacks before they escalate.Craig Robinson, Research Vice President, Security Services, 
"Organizations that rely on isolated tools or traditional SOC models aren't set up for success in an era where cyberattacks span across every attack surface. To achieve true resilience, security leaders need more than just additional software; they need a strategic combination of technology and talent. The future of a successful cybersecurity posture demands managed security services that fuse AI-driven automation with seasoned human expertise to outadapt and outrespond modern adversaries."MSIAM 2.0 moves the industry from managing tools to delivering measurable outcomes. By taking full accountability for the entire threat lifecycle, the gap between attack and containment is eliminated — allowing customers to focus on driving growth rather than managing risk. MSIAM 2.0 is available today with additional managed offerings built on XSIAM that are also available from the Palo Alto Networks ecosystem of leading partners.To learn more, read the blog and join us virtually at Symphony 2026 on February 25 at 9 a.m. PT where Unit 42 and Cortex® experts will share frontline threat intelligence as well as real-world SOC transformation insights. Be sure to download the full 2026 Global Incident Response Report.About Unit 42
Palo Alto Networks Unit 42® brings together world-renowned threat researchers, elite incident responders, and expert security consultants to create an intelligence-driven, response-ready organization that's passionate about helping you proactively manage cyber risk. Together, our team serves as your trusted advisor to help assess and test your security controls against the right threats, transform your security strategy with a threat-informed approach, and respond to incidents in record time so that you get back to business faster. Visit paloaltonetworks.com/unit42.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by over 70,000 customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Cortex, Cortex XSIAM, Unit 42, and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.*For United States and Canadian public sector customers, these hours will be delivered via a 12-month Expertise on Demand Subscription, Level 9. 





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Original: Palo Alto Networks Introduces MSIAM 2.0 with the Industry's Most Comprehensive Breach Response Guarantee

U.S.-Iran talks loom; Palo Alto Networks earnings ahead – what’s driving markets: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 17, 2026 5:19 AM
IH Market News
U.S. equity futures fluctuated on Tuesday as investors looked ahead to fresh economic data and another round of corporate earnings. A continued rotation out of technology stocks and into more defensive sectors remains a key theme, amid renewed debate about the impact of artificial intelligence developments and heavy capital spending on long-term profitability. Meanwhile, Brent crude prices slipped before scheduled talks between Washington and Tehran in Switzerland, and gold prices also moved lower. In after-hours focus, cybersecurity firm Palo Alto Networks (NASDAQ:PANW) is set to report quarterly results.



Futures edge lower



By 03:04 ET, Dow futures were down 26 points, or 0.1%. S&P 500 futures had declined 11 points, or 0.2%, while Nasdaq 100 futures were off by 99 points, or 0.4%. U.S. markets were closed on Monday for a public holiday, shortening the trading week.Wall Street ended last Friday’s session mixed. Investors weighed concerns about how newly released AI models could disrupt multiple industries, while also questioning whether ongoing, substantial investment in AI infrastructure will translate into meaningful returns for large-cap technology companies.At the same time, traders digested data showing U.S. headline consumer price growth cooled more than expected in January. The report increased speculation that the Federal Reserve may bring forward its next interest rate cut, after pausing its easing cycle last month.Against this backdrop, the Nasdaq Composite slipped 0.2%, while the S&P 500 and Dow Jones Industrial Average posted modest gains.



Oil slips ahead of U.S.-Iran negotiations



Oil markets were subdued as attention turned to upcoming diplomatic discussions between U.S. and Iranian officials in Geneva.A firmer dollar ahead of key economic releases and Federal Reserve signals this week also weighed on crude prices.Brent crude futures for April delivery fell 0.7% to $68.13 per barrel. West Texas Intermediate futures rose 0.6% to $63.11 per barrel at 03:06 ET, with price action influenced by Monday’s U.S. holiday.Media reports indicated that ministers from the U.S. and Iran are scheduled to hold talks in Switzerland concerning Tehran’s nuclear enrichment program. The negotiations come at a time of elevated military tensions in the Middle East, with the U.S. increasing its regional presence. President Donald Trump has repeatedly warned of possible military action should Iran refuse to agree to U.S. terms.Trading volumes were also dampened by Lunar New Year holidays across several Asian markets, including China, Hong Kong, Taiwan, South Korea and Singapore.



Gold retreats



Precious metals pulled back as investors awaited upcoming U.S. economic indicators.At 03:09 ET, spot gold dropped 1.4% to $4,919.72 per ounce, while April gold futures declined 2.2% to $4,941.74 per ounce.Spot silver fell 2.0% to $75.0925 per ounce. Platinum edged up 0.2% to $2,024.79 per ounce.Recent sessions have seen volatile swings in metal prices, with gold and silver still trading below late-January highs.Market participants are now focused on a slate of U.S. data releases, including industrial production figures due Wednesday and the PCE price index — one of the Fed’s preferred inflation measures — scheduled for Friday. Minutes from the Fed’s January meeting, when policymakers kept rates steady at 3.5% to 3.75%, are also expected.



Palo Alto Networks in focus



Investors will be watching Palo Alto Networks’ results after Tuesday’s close for further insight into how technology firms are navigating intensified competition from newly introduced AI models.The California-based cybersecurity company raised its full-year revenue and profit outlook in November, citing heightened demand for digital security solutions amid rising cyber threats.It also unveiled a $3.35 billion acquisition of cloud management and monitoring firm Chronosphere, with plans to integrate the business into its Cortex AgentiX platform. The move is intended to allow Palo Alto’s AI-driven systems to leverage Chronosphere’s data to identify performance bottlenecks and diagnose underlying issues.Together with a separate acquisition of identity security company CyberArk Software, the Chronosphere transaction is expected to close in the second half of Palo Alto’s fiscal 2026.



Nikkei extends declines



Japan’s Nikkei index fell again, building on losses from Monday after figures showed weaker-than-expected economic growth in the fourth quarter.Official data revealed that Japan’s gross domestic product rose at an annualized rate of 0.2% in the October–December period, well below forecasts of 1.6%. Nonetheless, the reading marked an improvement from the third quarter, when the economy contracted by 2.6%.The data underscore the economic challenges facing Prime Minister Sanae Takaichi’s administration following its recent election victory. While the government has signaled intentions to pursue stimulus measures to bolster growth, persistent cost-of-living pressures continue to weigh on domestic demand.At the same time, the Bank of Japan faces its own balancing act, grappling with stubborn inflation and yen weakness. Policymakers have indicated they intend to continue gradually raising borrowing costs after years of ultra-loose monetary policy.Palo Alto stock price

Original: U.S.-Iran talks loom; Palo Alto Networks earnings ahead – what’s driving markets: Dow Jones, S&P, Nasdaq, Wall Street Futures

Five key themes for markets in the coming weekFebruary 16, 2026 9:35 AM
IH Market News
Investors are heading into a shortened U.S. trading week with a packed agenda. A slate of economic reports — spanning inflation and growth — will command attention, alongside minutes from the Federal Reserve’s latest meeting. On the corporate front, results from Walmart (NYSE:WMT) and Palo Alto Networks (NASDAQ:PANW) are set to draw particular scrutiny.



1. PCE inflation data



Inflation figures will remain central to market sentiment, with the monthly personal consumption expenditures (PCE) price index among the most closely watched releases.Economists expect the core PCE measure — the Federal Reserve’s preferred inflation gauge — to rise 0.3% month over month in December, up from 0.2% in November. On an annual basis, the Bureau of Economic Analysis is projected to report a reading of 3.0%, compared with 2.8% previously.Recent data showed that headline consumer price inflation in January increased at a slower pace than anticipated, reinforcing expectations that the Fed could begin cutting rates as early as June. That followed a surprisingly strong labor market report earlier in the week, which had fueled speculation that policymakers might delay further easing until the latter half of the year after multiple rate cuts in 2025.



2. GDP update



Markets will also digest a preliminary estimate of fourth-quarter U.S. economic growth, which is expected to show a cooling from the prior quarter.Analysts forecast that gross domestic product expanded at a 2.8% quarter-on-quarter annualized rate between October and December, easing from 4.4% growth in the third quarter.In the July-to-September period, consumer spending — a long-standing pillar of U.S. economic activity — remained a key driver. A narrowing trade deficit, partly linked to President Trump’s sweeping tariff measures, also supported expansion.Despite the headline strength, some analysts have described the recovery as “K”-shaped, arguing that wealthier households and large corporations have powered much of the growth. Lower-income Americans continue to grapple with high prices and softer hiring conditions, while small businesses face rising import costs and tighter labor supply tied to stricter immigration enforcement.Artificial intelligence is another looming factor. The rollout of new AI tools in recent weeks has unsettled shares across multiple sectors, underscoring investor concerns about potential disruption from the rapidly evolving technology.



3. Federal Reserve minutes



Against this backdrop, the Fed opted to keep its benchmark interest rate unchanged at its January meeting.Policymakers cited a stabilizing labor market and inflation that remains above target but steady as justification for maintaining rates within a 3.5% to 3.75% range.Officials are widely expected to hold at that level in the near term, adopting a cautious stance as they monitor developments in employment and price trends.Minutes from the meeting, due Wednesday, may offer additional clues about the central bank’s thinking. Notably, Governors Stephen Miran and Christopher Waller dissented from the decision to pause the rate-cutting cycle that began in mid-2025.Meanwhile, Fed Chair Jerome Powell is approaching the end of his term, which expires in May. President Trump has nominated former Fed Governor Kevin Warsh as his successor, prompting investors to assess how Warsh’s approach to monetary policy could differ from Powell’s.



4. Walmart earnings



Retail heavyweight Walmart will headline this week’s earnings calendar.The company’s shares have surged this year, lifting its market value above $1 trillion and cementing its position as the largest company in the consumer staples space.Given the central role of household spending in the U.S. economy, Walmart’s results — particularly during the critical holiday shopping season — may provide insight into consumer health. Its focus on value pricing for essentials could offer additional perspective on how shoppers are navigating ongoing economic pressures.The report may also set the tone ahead of earnings from peers such as Home Depot and Target in the weeks to come.



5. Palo Alto Networks results



Palo Alto Networks will report after U.S. markets close on Tuesday, offering a fresh read on technology firms contending with intensifying competition from emerging AI models.The cybersecurity group raised its full-year revenue and profit outlook in November, citing strong demand for its digital security solutions amid escalating cyber threats.The company also announced a $3.35 billion acquisition of cloud management and monitoring firm Chronosphere, with plans to integrate it into its Cortex AgentiX platform. The move would enable Palo Alto’s AI agents to leverage Chronosphere’s data to identify performance issues and pinpoint root causes.Alongside a separate agreement to acquire identity security specialist CyberArk Software, the Chronosphere deal is expected to close in the second half of Palo Alto’s fiscal 2026.Walmart stock pricePalo Alto stock price

Original: Five key themes for markets in the coming week

Holiday week brings fresh data, earnings and renewed U.S.–Iran talks to the fore: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 16, 2026 5:40 AM
IH Market News
Markets are heading into a shortened trading week packed with economic releases and major corporate earnings, while geopolitical developments between Washington and Tehran are keeping energy traders alert. Oil prices are holding in a narrow range ahead of new nuclear talks in Switzerland, Warner Bros. Discovery is reportedly reassessing a takeover proposal, and both gold and Bitcoin are under pressure.



U.S. markets shut for holiday



Wall Street is closed Monday for a public holiday, but investors are bracing for a busy schedule later in the week featuring key inflation data and high-profile earnings.On Friday, U.S. indices finished mixed. Traders weighed January inflation figures that showed price pressures easing more than expected, strengthening expectations that the Federal Reserve could bring forward its next rate cut to as early as June. Earlier in the week, however, a robust labor market report had fueled speculation that policymakers — who reduced rates several times in 2025 — might delay further easing until the second half of the year.The Nasdaq Composite remained under strain, reflecting persistent concerns about disruption in technology and communication services from the rapid development of new artificial intelligence models. Questions around competitive pressures and the timeline for returns on heavy AI infrastructure spending by mega-cap firms weighed on sentiment.Attention now shifts to Friday’s release of the U.S. personal consumption expenditures (PCE) price index for December, closely watched by Fed officials as a key inflation gauge. An advance estimate of fourth-quarter U.S. GDP is also due the same day.Earnings season continues, with results expected from companies including Walmart Inc. (NYSE:WMT), Palo Alto Networks (NASDAQ:PANW), Analog Devices (NASDAQ:ADI) and Booking Holdings (NASDAQ:BKNG).



Washington and Tehran to meet again



The U.S. and Iran are scheduled to hold a second round of nuclear negotiations in Switzerland this week, following renewed dialogue earlier in February.The diplomatic push comes alongside heightened tensions, with Washington deploying additional military assets to the Middle East and signaling readiness for further action should talks falter. President Donald Trump has repeatedly urged Tehran to accept an agreement or risk facing increased military pressure.Over the weekend, Iranian officials indicated a willingness to compromise on aspects of their nuclear program in exchange for relief from U.S. sanctions, adding that the next move rests with Washington.“[T]here is still a large risk premium priced into the market given the uncertainty over how the situation between the U.S. and Iran evolves,” analysts at ING said in a note.Oil markets were largely steady in European trading, with volumes dampened by holidays in China and the U.S. Weak Japanese growth data also raised concerns about global demand. Brent crude for April delivery was little changed at $67.72 per barrel.



Warner Bros. revisits takeover discussions – report



Separately, media reports suggest fresh developments in the ongoing takeover saga involving Warner Bros. Discovery (NASDAQ:WBD).According to Bloomberg, Warner Bros. is considering reopening negotiations with Paramount Skydance (NASDAQ:PSKY) after David Ellison’s group enhanced its hostile bid. Board members are reportedly evaluating whether Paramount’s proposal may be more attractive than an alternative offer from Netflix Inc. (NASDAQ:NFLX).Last week, Paramount pledged to increase the cash component payable to Warner Bros. shareholders for each quarter a deal remains unresolved in 2026 and to cover any penalties tied to breaking Warner’s current agreement with Netflix. However, the base offer of $30 per share was left unchanged.



Gold retreats



Gold prices slipped in European trading as the U.S. dollar stabilized following recent inflation data. Precious metals have been volatile in recent weeks, remaining below late-January highs.Spot gold declined 0.9% to $4,998.69 per ounce, while April gold futures fell 0.6% to $5,018.69. Although both gold and silver gained last week on dip-buying and dollar softness, geopolitical tensions have continued to support safe-haven demand.



Bitcoin extends slide



Bitcoin (COIN:BTCUSD) also moved lower, marking a fourth consecutive week of steep losses across cryptocurrency markets.The world’s largest digital asset retreated after briefly touching $70,000 over the weekend, falling 3.1% to $68,624.6. Bitcoin has now erased roughly half its value since reaching a record high near $126,000 in October.Meanwhile, Strategy (NASDAQ:MSTR), the largest corporate holder of Bitcoin, stated it could manage its debt obligations even if Bitcoin dropped as low as $8,000. In a social media post, the company said it can “withstand a drawdown in $BTC price to $8K and still have sufficient assets to fully cover our debt.”Strategy currently holds 714,644 Bitcoin, financed through a combination of equity issuance and long-term debt.Walmart stock pricePalo Alto stock priceAnalog Devices stock priceBooking Holdings stock priceWarner Brothers Discovery stock priceParamount Skydance stock priceNetflix stock price

Original: Holiday week brings fresh data, earnings and renewed U.S.–Iran talks to the fore: Dow Jones, S&P, Nasdaq, Wall Street Futures

/C O R R E C T I O N -- Palo Alto Networks, Inc./February 11, 2026 7:51 AM
PR Newswire (US)

In the news release, Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era, issued 11-Feb-2026 by Palo Alto Networks, Inc. over PR Newswire, we are advised by the company that changes have been made. The complete, corrected release follows, with additional details at the end:
Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era
Adds the leading platform that delivers unified security for human, machine and agentic identity.SANTA CLARA, Calif., Feb. 11, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced the completion of its acquisition of CyberArk, establishing Identity Security as a core pillar of its platformization strategy. The addition of the CyberArk Identity Security Platform enables Palo Alto Networks to secure every identity across the enterprise - human, machine, and agentic.







Identity security has become foundational to protecting the modern enterprise. As organizations scale cloud, automation, and AI, identity has emerged as the primary attack path, driven by the rapid growth of human, machine, and AI identities operating continuously with elevated access. Machine identities now outnumber human identities by more than 80 to 1, while 75% of organizations acknowledge their human identities are governed by outdated, overly permissive privilege models. Attackers increasingly exploit identity weaknesses, making credential abuse and excessive privilege the dominant threat vectors. Nearly 90% of organizations have already suffered an identity-centric breach.The acquisition of CyberArk addresses this shift by extending privilege security controls beyond a narrow set of administrators to every identity across the enterprise. By democratizing privileged access across human, machine and AI identities, organizations can reduce standing privileges, limit lateral movement and stop identity-based attacks faster. Companies using identity-driven security controls can accelerate breach response by up to 80% by preventing attackers from abusing credentials and excessive access.CyberArk's Identity Security solutions will continue to be available as a standalone platform. In addition, integration is underway to infuse CyberArk's best-in-class capabilities into the Palo Alto Networks security ecosystem. Existing customers will experience no disruption and will benefit from an accelerated roadmap focused on resilience, operational efficiency and improved security outcomes.Nikesh Arora, Chairman and CEO of Palo Alto Networks, said:
"The emerging wave of AI agents will require us to secure every identity—human, machine, and agent. This is why we moved decisively by announcing our intent to acquire CyberArk last July and am excited to have product integration begin. For our customers, this means the end of 'identity silos.' They can now manage privileged access across their entire hybrid cloud environment from the same company they trust for Network Security and Security Operations—to ensure they are secure in the AI era."Matt Cohen, CEO of CyberArk, said:
"Joining forces with Palo Alto Networks creates the definitive cyber guardian for the modern enterprise. This is a win-win: our customers gain access to the world's most comprehensive security portfolio, and our employees join a global innovation engine. Together, we are creating the most robust combination of proven technologies to stop identity-driven breaches."PANW announces intent to dual-list on the Tel Aviv Stock Exchange (TASE)Building on CyberArk's heritage and Israel's position as a global cybersecurity powerhouse, Palo Alto Networks announces its intent to pursue a secondary listing on the Tel Aviv Stock Exchange (TASE). As part of this historic move, the company plans to adopt the "CYBR" ticker on the TASE, providing a world-class tribute to the brand CyberArk built while ensuring its identity remains a cornerstone of the global strategy.Palo Alto Networks will continue to be listed and trade under the "PANW" ticker on the NASDAQ Global Select Market. This listing would position Palo Alto Networks as the largest company listed on the TASE by market cap. This commitment further solidifies the company's Israeli R&D center, already its largest outside of Silicon Valley, as a primary global innovation hub dedicated to securing the future of the AI era.Transaction Details
Under the terms of the agreement, CyberArk shareholders are entitled to receive $45.00 in cash and 2.2005 shares of Palo Alto Networks common stock for each CyberArk ordinary share.Q2 Earnings Call Detail
Palo Alto Networks will host its Q2 FY2026 Earnings Call via a live video webcast on February 17, 2026, at 1:30 pm (PT) accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com.Follow Palo Alto Networks on Twitter, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking Statements
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current facts, including, without limitation, statements regarding expected future business and financial performance, the expected future benefits to Palo Alto Networks and its customers from the completion of the transaction of CyberArk and the integration of Palo Alto Networks' and CyberArk's capabilities and the benefits they will deliver, made in this press release may be forward-looking. We use words such as "anticipates," "believes," "continue," "estimate," "expects," "future," "intends," "may," "plan," and similar expressions to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements reflect management's current expectations and are inherently uncertain. Actual results could differ materially for a variety of reasons.There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: Palo Alto Networks' ability to successfully integrate CyberArk's businesses and technologies; the risk that the expected benefits and synergies of the transaction may not be fully achieved in a timely manner, or at all; the risk that PANW or CyberArk will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities or expenditures relating to the integration of CyberArk into Palo Alto Networks; the effect of the completion of the transaction on the parties' business relationships and business operations generally; the effect of the completion of the transaction on Palo Alto Networks' common share price and uncertainty as to the long-term value of Palo Alto Networks' common shares; risks related to disruption of management time from ongoing business operations due to the integration efforts required for the completed transaction; developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of Palo Alto Networks' platformization product offerings; failure to achieve the expected benefits of Palo Alto Networks' strategic partnerships and acquisitions; changes in the fair value of Palo Alto Networks' contingent consideration liability associated with acquisitions; risks associated with managing Palo Alto Networks' growth; risks associated with new product, subscription and support offerings, including product offerings that leverage AI; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of Palo Alto Networks' business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; Palo Alto Networks' customers' purchasing decisions and the length of sales cycles; Palo Alto Networks' competition and the expanded scope of its competitors as a result of completing the CyberArk transaction; Palo Alto Networks' ability to attract and retain new customers; Palo Alto Networks' ability to acquire and integrate other companies, products, or technologies in a successful manner; Palo Alto Networks' share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of its common stock; and Palo Alto Networks' debt repayment obligations.For additional risks and uncertainties on these and other factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to Palo Alto Networks' periodic reports and other filings with the Securities and Exchange Commission (the "SEC"), including the risk factors contained in Palo Alto Networks' most recent annual report on Form 10-K and periodic quarterly reports on Form 10-Q. All forward-looking statements in this press release are based on current beliefs and information available to management as of the date hereof, and Palo Alto Networks does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Correction: In an earlier version of this release, the link behind "secure every identity" was incorrect. 










View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-completes-acquisition-of-cyberark-to-secure-the-ai-era-302685041.htmlSOURCE Palo Alto Networks, Inc.

Original: /C O R R E C T I O N -- Palo Alto Networks, Inc./

Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI EraFebruary 11, 2026 7:00 AM
PR Newswire (US)

Adds the leading platform that delivers unified security for human, machine and agentic identity.SANTA CLARA, Calif., Feb. 11, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced the completion of its acquisition of CyberArk, establishing Identity Security as a core pillar of its platformization strategy. The addition of the CyberArk Identity Security Platform enables Palo Alto Networks to secure every identity across the enterprise - human, machine, and agentic.







Identity security has become foundational to protecting the modern enterprise. As organizations scale cloud, automation, and AI, identity has emerged as the primary attack path, driven by the rapid growth of human, machine, and AI identities operating continuously with elevated access. Machine identities now outnumber human identities by more than 80 to 1, while 75% of organizations acknowledge their human identities are governed by outdated, overly permissive privilege models. Attackers increasingly exploit identity weaknesses, making credential abuse and excessive privilege the dominant threat vectors. Nearly 90% of organizations have already suffered an identity-centric breach.The acquisition of CyberArk addresses this shift by extending privilege security controls beyond a narrow set of administrators to every identity across the enterprise. By democratizing privileged access across human, machine and AI identities, organizations can reduce standing privileges, limit lateral movement and stop identity-based attacks faster. Companies using identity-driven security controls can accelerate breach response by up to 80% by preventing attackers from abusing credentials and excessive access.CyberArk's Identity Security solutions will continue to be available as a standalone platform. In addition, integration is underway to infuse CyberArk's best-in-class capabilities into the Palo Alto Networks security ecosystem. Existing customers will experience no disruption and will benefit from an accelerated roadmap focused on resilience, operational efficiency and improved security outcomes.Nikesh Arora, Chairman and CEO of Palo Alto Networks, said:
"The emerging wave of AI agents will require us to secure every identity—human, machine, and agent. This is why we moved decisively by announcing our intent to acquire CyberArk last July and am excited to have product integration begin. For our customers, this means the end of 'identity silos.' They can now manage privileged access across their entire hybrid cloud environment from the same company they trust for Network Security and Security Operations—to ensure they are secure in the AI era."Matt Cohen, CEO of CyberArk, said:
"Joining forces with Palo Alto Networks creates the definitive cyber guardian for the modern enterprise. This is a win-win: our customers gain access to the world's most comprehensive security portfolio, and our employees join a global innovation engine. Together, we are creating the most robust combination of proven technologies to stop identity-driven breaches."PANW announces intent to dual-list on the Tel Aviv Stock Exchange (TASE)Building on CyberArk's heritage and Israel's position as a global cybersecurity powerhouse, Palo Alto Networks announces its intent to pursue a secondary listing on the Tel Aviv Stock Exchange (TASE). As part of this historic move, the company plans to adopt the "CYBR" ticker on the TASE, providing a world-class tribute to the brand CyberArk built while ensuring its identity remains a cornerstone of the global strategy.Palo Alto Networks will continue to be listed and trade under the "PANW" ticker on the NASDAQ Global Select Market. This listing would position Palo Alto Networks as the largest company listed on the TASE by market cap. This commitment further solidifies the company's Israeli R&D center, already its largest outside of Silicon Valley, as a primary global innovation hub dedicated to securing the future of the AI era.Transaction Details
Under the terms of the agreement, CyberArk shareholders are entitled to receive $45.00 in cash and 2.2005 shares of Palo Alto Networks common stock for each CyberArk ordinary share.Q2 Earnings Call Detail
Palo Alto Networks will host its Q2 FY2026 Earnings Call via a live video webcast on February 17, 2026, at 1:30 pm (PT) accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com.Follow Palo Alto Networks on Twitter, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking Statements
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current facts, including, without limitation, statements regarding expected future business and financial performance, the expected future benefits to Palo Alto Networks and its customers from the completion of the transaction of CyberArk and the integration of Palo Alto Networks' and CyberArk's capabilities and the benefits they will deliver, made in this press release may be forward-looking. We use words such as "anticipates," "believes," "continue," "estimate," "expects," "future," "intends," "may," "plan," and similar expressions to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements reflect management's current expectations and are inherently uncertain. Actual results could differ materially for a variety of reasons.There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: Palo Alto Networks' ability to successfully integrate CyberArk's businesses and technologies; the risk that the expected benefits and synergies of the transaction may not be fully achieved in a timely manner, or at all; the risk that PANW or CyberArk will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities or expenditures relating to the integration of CyberArk into Palo Alto Networks; the effect of the completion of the transaction on the parties' business relationships and business operations generally; the effect of the completion of the transaction on Palo Alto Networks' common share price and uncertainty as to the long-term value of Palo Alto Networks' common shares; risks related to disruption of management time from ongoing business operations due to the integration efforts required for the completed transaction; developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of Palo Alto Networks' platformization product offerings; failure to achieve the expected benefits of Palo Alto Networks' strategic partnerships and acquisitions; changes in the fair value of Palo Alto Networks' contingent consideration liability associated with acquisitions; risks associated with managing Palo Alto Networks' growth; risks associated with new product, subscription and support offerings, including product offerings that leverage AI; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of Palo Alto Networks' business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; Palo Alto Networks' customers' purchasing decisions and the length of sales cycles; Palo Alto Networks' competition and the expanded scope of its competitors as a result of completing the CyberArk transaction; Palo Alto Networks' ability to attract and retain new customers; Palo Alto Networks' ability to acquire and integrate other companies, products, or technologies in a successful manner; Palo Alto Networks' share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of its common stock; and Palo Alto Networks' debt repayment obligations.For additional risks and uncertainties on these and other factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to Palo Alto Networks' periodic reports and other filings with the Securities and Exchange Commission (the "SEC"), including the risk factors contained in Palo Alto Networks' most recent annual report on Form 10-K and periodic quarterly reports on Form 10-Q. All forward-looking statements in this press release are based on current beliefs and information available to management as of the date hereof, and Palo Alto Networks does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 










View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-completes-acquisition-of-cyberark-to-secure-the-ai-era-302685041.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era

Low Pole Reversal on 9 Feb 2026. GLTA

Looks like the air got let out of this one.

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PANW, new 52 week high

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