派拓网络 Palo Alto Networks（PANW）2026财年第二季度财务业绩演示报告「NYSE」（英文版）（26页）.pdf

1、 2026 Palo Alto Networks,Inc.All rights reserved.Proprietary and confidential information.2026 Palo Alto Networks,Inc.All rights reserved.Q2 Fiscal Year 2026Earnings CallFebruary 17,2026 2026 Palo Alto Networks,Inc.All rights reserved.Safe Harbor This presentation contains“forward-looking”statements

2、 within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act.All statements other than statements of historical or current facts,including,without limitation,statements regarding the cybersecurity threat landscape,our platformization strategy and related progress and

3、opportunities,expectations regarding annual recurring revenue,remaining performance obligation,product development strategy and expectations regarding artificial intelligence(AI),financial outlook for the third quarter of fiscal 2026 and fiscal year 2026,mid-and long-term financial expectations,the

4、expected future benefits of our acquisitions,the integration of capabilities from our recent acquisitions and the benefits they will deliver,the expected completion of our pending transaction with Koi Security,the proposed accretion to free cash flow,revenue growth,and gross margin,the timing and am

5、ount of the synergies from our acquisitions,modeling points,business and economic conditions and challenges,and other financial,operational and business expectations,made in this presentation are forward-looking.We use words such as“anticipates,”“believes,”“continue,”“estimate,”“expects,”“future,”“i

6、ntends,”“may,”“plan,”and similar expressions to identify forward-looking statements,although not all forward-looking statements contain these identifying words.Actual results could differ materially for a variety of reasons that are beyond our control and changing rapidly.There are a significant num