派拓网络 Palo Alto Networks（PANW）2026财年第二季度财报电话会议纪要「NYSE」（英文版）（23页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:23 Copyright 2001-2026 FactSet CallStreet,LLC 17-Feb-2026 Palo Alto Networks,Inc.(PANW)Q2 2026 Earnings Call Palo Alto Networks,Inc.(PANW)Q2 2026 Earnings Call Corrected Transcript 17-Feb-2026 1-877-FACTSET 2 Copyright 2001-2026 FactSet CallStreet,LLC

2、CORPORATE PARTICIPANTS Hamza Fodderwala Senior Vice President-Investor Relations&Strategic Finance,Palo Alto Networks,Inc.Nikesh Arora Chairman&Chief Executive Officer,Palo Alto Networks,Inc.Dipak Golechha Chief Financial Officer,Palo Alto Networks,Inc.Lee Klarich Chief Product and Technology Office

3、r&Director,Palo Alto Networks,Inc.OTHER PARTICIPANTS Rob D.Owens Analyst,Piper Sandler&Co.Brad Zelnick Analyst,Deutsche Bank Securities,Inc.Saket Kalia Analyst,Barclays Capital,Inc.Meta A.Marshall Analyst,Morgan Stanley&Co.LLC Joshua Tilton Analyst,Wolfe Research LLC John DiFucci Analyst,Guggenheim

4、Securities LLC Gabriela Borges Analyst,Goldman Sachs&Co.LLC Adam Tindle Analyst,Raymond James&Associates,Inc.Adam C.Borg Analyst,Stifel,Nicolaus&Co.,Inc.Gregg Moskowitz Analyst,Mizuho Securities USA LLC Palo Alto Networks,Inc.(PANW)Q2 2026 Earnings Call Corrected Transcript 17-Feb-2026 1-877-FACTSET

5、 3 Copyright 2001-2026 FactSet CallStreet,LLC MANAGEMENT DISCUSSION SECTION Hamza Fodderwala Senior Vice President-Investor Relations&Strategic Finance,Palo Alto Networks,Inc.Good day,everyone.And welcome to Palo Alto Networks Fiscal Second Quarter 2026 Earnings Conference Call.I am Hamza Fodderwala

6、,Senior Vice President of Investor Relations and Strategic Finance.Please note that this call is being recorded today,Tuesday,February 17,2026 at 1:30 PM Pacific Time.With me on todays call to discuss our fiscal second quarter results are Nikesh Arora,our Chairman and Chief Executive Officer.And Dip