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派拓网络 Palo Alto Networks(PANW)2026财年第二季度财报(10-Q)「NYSE」(英文版)(175页).pdf

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1、Table of ContentsUNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549_ FORM 10-Q _(Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF1934For the quarterly period ended January 31,2026or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SEC

2、URITIES EXCHANGE ACT OF1934For the transition period from to Commission File Number 001-35594PALO ALTO NETWORKS,INC.(Exact name of registrant as specified in its charter)Delaware20-2530195(State or other jurisdiction ofincorporation or organization)(I.R.S.EmployerIdentification No.)3000 Tannery WayS

3、anta Clara,California 95054(Address of principal executive offices,including zip code)(408)753-4000(Registrants telephone number,including area code)NA(Former name,former address and former fiscal year,if changed since last report)Securities registered pursuant to Section 12(b)of the Act:Title of ea

4、ch classTrading Symbol(s)Name of each exchange on which registeredCommon stock,$0.0001 par value per sharePANWThe Nasdaq Stock Market LLC(Nasdaq Global Select Market)Indicate by check mark whether the registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of the Securities Exc

5、hange Act of 1934during the preceding 12 months(or for such shorter period that the registrant was required to file such reports),and(2)has been subject to such filingrequirements for the past 90 days.Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive

6、 Data File required to be submitted pursuant to Rule 405 ofRegulation S-T(232.405 of this chapter)during the preceding 12 months(or for such shorter period that the registrant was required to submit suchfiles).Yes No Indicate by check mark whether the registrant is a large accelerated filer,an accel

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1. **公司概况**:Palo Alto Networks(派拓网络)为网络安全公司,总部位于加州,提供AI驱动的综合网络安全平台。 2. **财务表现**:2026财年前六个月营收50.68亿美元(同比+15.3%),净利润7.66亿美元(同比+24%);现金及 equivalents达41.58亿美元。 3. **业务亮点**: - 订阅及支持收入占主导(前六个月41.2亿美元,占比81%)。 - 完成收购Chronosphere(30亿美元)及CyberArk(23亿美元),强化可观测性与身份安全能力。 4. **风险与承诺**:面临专利诉讼(如Centripetal案),或有负债3.69亿美元;剩余履约义务160亿美元。 5. **战略方向**:通过平台化整合产品(如SASE、Prisma AIRS),扩展云安全与AI防护能力。
**网络安全增长点?** **AI如何提升安全?** **收购策略解析?**
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