Replay available

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

Palo Alto Networks, Inc. (NASDAQ: PANW) Q2 2026 earnings conference call, held 2026-02-17. Replay captured from the company's public earnings webcast.

Tue, February 17, 2026 at 4:30 PMendedReplay
Palo Alto Networks, Inc. (PANW) Q2 2026 Earnings Call

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Featured presenters

Adam Tindall

Analyst at Raymond James

Gabriella Borges

Analyst at Goldman Sachs

Lee Claridge

Chief Product and Technology Officer and Board Member

Josh Tilton

Analyst at Wolfe Research

John DeFucci

Analyst at Guggenheim

Mita Marshall

Analyst at Morgan Stanley

Nikesh Arora

Chairman and Chief Executive Officer

Adam Borg

Analyst at Stifel

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Replay transcript excerpt

WEBVTT 00:00:01.786 -- 00:00:07.411 Good day, everyone, and welcome to Palo Alto Network's Fiscal Second Quarter 2026 Earnings 00:00:07.411 -- 00:00:11.775 Conference Call. I am Hamza Farawala, Senior Vice President of Investor Relations and 00:00:11.775 -- 00:00:13.677 Strategic Finance. 00:00:13.677 -- 00:00:18.001 Please note that this call is being recorded today, Tuesday, February 17, 2026, at 1.30 00:00:18.001 -- 00:00:21.404 p.m. Pacific Time. 00:00:21.404 -- 00:00:25.929 With me on today's call to discuss our Fiscal Second Quarter results 00:00:25.929 -- 00:00:27.870 are Nikesh Arora, 00:00:27.870 -- 00:00:33.219 our Chairman and Chief Executive Officer, and Deepak Galecha, our chief financial officer. 00:00:33.219 -- 00:00:37.429 Following our prepared remarks, Lee Claridge, our chief product and technology officer 00:00:37.429 -- 00:00:39.795 and board member, 00:00:39.795 -- 00:00:43.619 will join us for the question and answer portion. 00:00:43.822 -- 00:00:48.426 You can find the press release and other information to supplement today's discussion 00:00:48.426 -- 00:00:51.567 on our website at investors.paloaltonetworks.com. 00:00:52.350 -- 00:00:57.415 While there, please click on the link for quarterly results to find the Q226 supplemental 00:00:57.415 -- 00:01:01.897 information and Q226 earnings presentation. 00:01:02.419 -- 00:01:06.243 During the course of today's call, we'll be making forward-looking statements and projections 00:01:06.243 -- 00:01:10.307 regarding the company's business operations and financial performance, as well as the 00:01:10.307 -- 00:01:14.762 company's recent acquisitions. These statements made today are subject to a number of 00:01:14.762 -- 00:01:19.727 risks and uncertainties that could cause our actual results to diff...