OMG A California high school in @PaloAltoUnified reportedly took students to a mosque on a school field trip. Students were given Qurans, encouraged to wear hijabs, and were taught that islam represents social justice. Wtaf is going on in our schools?! A group of parents just filed a lawsuit against the district

In March I warned about weaponzied intelligence. AI will provide attackers an assymmetric advantage, and threats now move at the speed of AI. I had hoped for the industry to respond together. Today we all take one more stop towards that direction. Glad that @PaloAltoNtwks Is a founding partner of the Open Secure Alliance. Industry Leaders Join Open Secure AI Alliance for AI Safety and Security | NVIDIA Blog

Palo Alto Networks $PANW is the most purchased cybersecurity stock Trump bought it this year So did Josh Gottheimer, Ro Khanna, Gil Cisneros, Jared Moskowitz, and Alan Armstrong Why is this interesting? Top CEOs are saying we need to slow down AI development bc it's becoming powerful enough to unleash cyberattacks that humans won't be able to stop That's great news for cybersecurity companies like Palo Alto Imagine every company rushing to upgrade its cybersecurity after the first catastrophic AI cyberattack happens ... Pelosi also bought Palo Alto in 2024 and hasn't sold

Palo Alto Networks initiated a better-than-expected adjusted profit outlook for its fiscal year as companies look to secure networks amid heightened artificial intelligence security risks

PALO ALTO NETWORKS $PANW Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.41B (Est. $3.35B) 🟢; +34% YoY 🔹 Adj. EPS: $1.02 (Est. $0.98) 🟢; +7% YoY 🔹 NGS ARR: $9.1B; +63% YoY FY27 Guide: 🔹 NGS ARR: $11.08B-$11.18B (Est. $10.9B) 🟢 🔹 Revenue: $14.10B-$14.20B (Est. $13.79B) 🟢 🔹 Adj. EPS: $4.16-$4.19 (Est. $4.11) 🟢 🔹 Non-GAAP Operating Margin: 29.5% 🔹 Adjusted FCF Margin: 38.0% Q1 Guide: 🔹 Revenue: $3.30B-$3.31B (Est. $3.22B) 🟢 🔹 Adj. EPS: $0.96-$0.98 (Est. $0.93) 🟢 🔹 NGS ARR: $9.54B-$9.56B Other Q4 Metrics: 🔹 Adjusted FCF: $1.3B 🔹 Operating Cash Flow: $1.4B 🔹 Adjusted FCF Margin: 37.8% Business Highlights: 🔹 Acquired: Console, an AI-native platform that enables agentic workflows across enterprise operations Comments: 🔸 “adding nearly $1 billion of Net New NGS ARR in a single quarter.” 🔸 “reinforcing our confidence in achieving 40% adjusted free cash flow margin in FY28.”