Palo Alto Networks, Inc. (PANW) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Palo Alto Networks, Inc. ( PANW ) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 6:45 PM EDT Company Participants Nikesh Arora - Chairman & CEO Presentation Unknown Analyst Good afternoon, folks. We're really excited to have Nikesh Arora on stage with us, hot off the plane from Geneva. Thank you for taking the time to be with us today. Nikesh Arora Chairman & CEO My pleasure. Question-and-Answer Session Unknown Analyst Hey, Nikesh, there's a lot of noise in the market, as you can appreciate. When you read and look at some of the fear mongering is -- may not be the right word, but some of the more(el Nikesh Arora Chairman & CEO I like fear mongering. Unknown Analyst There's a little bit of(el Nikesh Arora Chairman & CEO I spent 8 years trying to convince people cybersecurity is important. Dario did it in 1 week. He's better than me, clearly. Mythos has been more useful for me as a marketing tool than anything I did for 8 years. I hope they have new models, which are more capable and scare the -- a lot of people. Unknown Analyst Let's talk about the flip side of the fear mongering. So you have CEOs that call you and say, "I'm scared about XYZ, agentic threat." Nikesh Arora Chairman & CEO By Palo Alto Network. Unknown Analyst Nikesh, please solve this for me. How do you solve that problem? Nikesh Arora Chairman & CEO Well, first of all, lovely to see you guys. Thank you for staying in the room. I saw a lot of people leaving as I was walking in, so I figured nobody was interested in cybersecurity, or anything that needed to be said had already been said so far at this conference, or the bar is open, any of those above. When