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The themes Palo Alto Networks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.US$432.5BA+
CRWDCrowdStrike Holdings, Inc.US$232.1BA
NETCloudflare, Inc.US$109.6BA-
FTNTFortinet, Inc.US$93.4BA+
SNPSSynopsys Inc.US$87.2BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Subscriptions54%
- Support26%
- Products20%
매출 비중은 quarter ended April 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
Prisma Access
A cloud-based service that protects employees working remotely and branch offices as they connect to company applications and the internet.
Next-generation firewalls
Physical appliances and software that inspect network traffic and block threats in offices, data centers, and cloud networks.
Prisma AIRS
Tools for finding and protecting artificial intelligence applications, models, agents, and data, including by checking their behavior and controlling their access.
3개 더 보기
Cortex XSIAM
A security operations product that brings together security alerts and data, helps analysts investigate attacks, and automates parts of the response.
Cortex Cloud
A cloud security product that helps companies find and address risks in applications and the cloud systems they run on.
Idira identity security
Tools for controlling and reviewing access for employees, administrators, service accounts, and artificial intelligence agents.
누가 사는가4
- Businesses in industries including financial services, healthcare, manufacturing, energy, education, internet and media, and telecommunications; they buy security products and services directly or through channel partners.
- Government entities; they buy security products and services directly or through channel partners.
- Service providers; they buy security products and services for their own use or to support services they provide to customers.
- Many customers buy through distributors and resellers; some software firewalls and cloud firewall services are also sold through cloud marketplaces.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1The company relies on distributors, resellers, and other channel partners to sell and deliver a substantial portion of its products and subscriptions. Two distributors together accounted for 30% of revenue (fiscal 2026, high).
- 2It outsources hardware manufacturing to manufacturing partners, including Flex, and relies on component suppliers; supply or price changes can affect its ability to ship hardware.
- 3Cloud-based products depend on data centers operated by third-party cloud providers.
- 4A large share of revenue comes from subscriptions and support that customers renew, so changes in sales or renewals affect revenue over time.
잘못될 수 있는 일
- 1A significant security incident, or a flaw that lets an attack through a Palo Alto Networks product, could harm customers and the company's reputation and business.
- 2If channel partners do not sell or distribute products effectively, sales could be affected; two distributors together accounted for 30% of revenue (fiscal 2026, high).
- 3The company has recently added major businesses through acquisitions, including CyberArk and Chronosphere; integrating acquired teams and products could take management attention and fail to deliver the expected benefits.
Palo Alto Networks Inc 소개
The company makes tools that inspect network traffic, protect cloud applications and employee devices, manage access permissions, and help security teams detect and respond to cyberattacks. It also sells physical and software firewalls, cloud-based security subscriptions, identity security tools, and consulting and incident-response services.
- 본사
- Santa Clara, California
- 설립
- 2005
- 임직원 수
- 21,921 (July 31, 2026, high)
- 상장 시장
- NASDAQ
- 회계연도 종료
- July 31
Palo Alto Networks Inc이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.