Palo Alto Networks, Inc. (PANW)
Cybersecurity software, grown by acquisition. Read October 19, 2026 from the annual report for the period ending July 31, 2026, filed September 10, 2026. Ranked 28 of the 70 Technology companies read so far, by the share within reach now.
Within reach now
25%
End of 2028
69%
Employees, annual report
21,921
Leading staffing pattern
Software Publishers
Share of the working time within reach, long-run pace, four times in five
- Now25%
- End of 202755%
- End of 202869%
- End of 203075%
What changes for its people by the end of 2028, by its industries' figures
- Stays with people 25%
- Becomes checking a model's work 58%
- Handed over with lighter checks 10%
A security software company whose filing states one total and its growth through an acquisition but nothing by function or country, so one software pattern carries it.
The figures on this page come from the company's own annual report and from BLS staffing patterns for its industries, never from a roster. They are estimates with a stated method. Nothing here says what the company will do: within reach is not a forecast of jobs lost or of savings.
What follows from the reading
Share of working time within reach of AI, on the long-run pace at four in five: 25% now, 55% at the end of 2027, 69% at the end of 2028, 75% at the end of 2030. By the patterns, the work is about 75% desk work, 23% people work and 2% body work. These are the site's industry estimates weighted by the shares below: estimates with a stated method and range, not a forecast of what the company will do. By the same patterns, at the end of 2028 about 25% of the working time stays with people (conversation, in-person and hands-on work), 58% becomes checking a model's work and 10% could be handed over with lighter checks, from the industries' own figures, not the company's roles.
Headcount
21,921 employees as of July 31, 2026 (stated). No count by country is stated; 67% of fiscal 2026 revenue was in the Americas.
The filing: “With a global workforce of 21,921 as of July 31, 2026, our People Strategy is a critical element of our overall company strategy and is overseen by our Chief People Officer who regularly updates our board of directors and the board's Compensation and People Committee on human capital matters.”
The workforce as industry patterns
| Pattern | Share | Reason, from the filing |
|---|---|---|
| Software Publishers | 100% | By description (c): the filing describes a cybersecurity provider whose platforms and services secure users, networks, clouds, endpoints and identities, with subscription and support at 80% of fiscal 2026 revenue and its appliances made for it; the filing counts no employees by function, so software publishing carries the whole workforce. |
What the filing says about the workforce: A global workforce of 21,921 at July 31, 2026, up from 16,068 a year earlier, including about 4,223 from the CyberArk acquisition; the filing describes technical and business functions and 12 employee network groups but states no hourly, part-time or union counts.
Companies read with the same leading pattern
Other companies whose largest staffing pattern is also Software Publishers, largest first, each read from its own annual report. Within reach now and at the end of 2028, long-run pace, four in five.
- Microsoft (MSFT, 223,000 employees)25% now, 69% by 2028
- Oracle (ORCL, 141,000 employees)26% now, 68% by 2028
- Salesforce, Inc. (CRM, 83,334 employees)25% now, 69% by 2028
- Uber Technologies, Inc. (UBER, 34,000 employees)29% now, 67% by 2028
- DoorDash, Inc. (DASH, 31,400 employees)29% now, 67% by 2028
- Adobe Inc. (ADBE, 31,360 employees)25% now, 69% by 2028
- ServiceNow, Inc. (NOW, 29,187 employees)25% now, 69% by 2028
- Synopsys, Inc. (SNPS, 28,000 employees)25% now, 69% by 2028
What the filing says about AI
152 sentences in the filing name AI. The filing calls the company a global AI cybersecurity provider whose platforms secure AI apps, agents and workloads with cybersecurity backed by AI, describes building AI fluency across the organization with role-based training, and says it has embedded AI across its hiring process with human oversight of decisions.
- “These forward-looking statements include, but are not limited to, statements concerning the following: expectations regarding the cybersecurity landscape and demand; expectations regarding our platformization strategy and related progress and opportunities, our product development strategy, and drivers of and factors affecting growth in our business; expectations regarding annual recurring reve...”
- “Business General Palo Alto Networks, Inc. is a global artificial intelligence ("AI") cybersecurity provider and our vision is a world where each day is safer and more secure than the one before.”
- “Our platforms and services help secure enterprise users, networks, clouds, endpoints, AI apps and agents, and identities by delivering comprehensive cybersecurity backed by AI and automation, and provide real-time visibility and monitoring across cloud infrastructure, applications and AI workloads.”
- “Network & AI Security Our Network & AI Security platform is designed to deliver complete zero trust solutions to our customers.”
- “Prisma ® Access, when combined with Prisma SD-WAN, provides a comprehensive AI-powered SASE solution that secures users, branches, data, AI apps and agents from the most evasive threats in the new AI landscape.”
Its annual reports, year by year
Sentences naming AI in each annual report, counted by one rule, beside the median report in the Index that year. Each count links its filing. Every company, by year and sector
- Fiscal 202115median 0
- Fiscal 202217median 0
- Fiscal 202335median 1
- Fiscal 202459median 4
- Fiscal 202581median 10
- Fiscal 2026152
Headcount by filing year
As reported in each year's annual report, with the filing. A year marked not read had no figure the reading could take from the report's text.
| Period | Employees | Filed | Filing |
|---|---|---|---|
| 2026-07-31 | 21,921 | 2026-09-10 | 10-K |
| 2025-07-31 | 16,068 | 2025-08-29 | 10-K |
| 2024-07-31 | 15,289 | 2024-09-06 | 10-K |
| 2023-07-31 | 13,948 | 2023-09-01 | 10-K |
| 2022-07-31 | 12,561 | 2022-09-06 | 10-K |
| 2021-07-31 | 10,473 | 2021-09-03 | 10-K |
| 2020-07-31 | 8,014 | 2020-09-04 | 10-K |
| 2019-07-31 | 7,014 | 2019-09-09 | 10-K |
| 2018-07-31 | 5,348 | 2018-09-13 | 10-K |
| 2017-07-31 | 4,562 | 2017-09-07 | 10-K |
| 2016-07-31 | 3,795 | 2016-09-08 | 10-K |
| 2015-07-31 | 2,637 | 2015-09-17 | 10-K |
| 2014-07-31 | 1,722 | 2014-09-18 | 10-K |
| 2013-07-31 | 1,147 | 2013-09-25 | 10-K |
| 2012-07-31 | 755 | 2012-10-04 | 10-K |
Limits of this reading
- One pattern by description (c); the filing counts no employees by function or segment.
- The U.S. share is not stated.
- The count grew by about 4,223 through the CyberArk acquisition in fiscal 2026.
Source: the company's annual report on EDGAR, accession 0001327567-26-000023, the filing. Read by Claude Fable 5.1 under rubric version 1, by the method. A company can write to info@stratussc.com to have its reading checked against its filing.
The report on Palo Alto Networks, Inc., $29
This page as a document to keep, with what it does not show: the share within reach at every date on three paces and two reliabilities, a typical workforce of this shape at the stated headcount role by role and task by task (the industries' staffing, never the company's roster), where to start, what changes for the people and what they would learn, every sentence in the filing that names AI, the headcount by year, the companies read with the same leading pattern, the method and a citation line. To print or save as a PDF, open again in your browser for a year.
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Questions about this company
- How much of Palo Alto Networks, Inc.'s working time is within reach of AI?
- An estimated 25% now and 69% by the end of 2028, on METR's long-run pace at four in five, from the workforce Palo Alto Networks, Inc.'s own annual report describes and BLS staffing patterns for its industries, never from a roster. It is an estimate with a stated method. It is not a forecast of jobs lost or of savings, and it says nothing about what the company will do.
- How many people does Palo Alto Networks, Inc. employ?
- 21,921 as of July 31, 2026, as its annual report for the period ending July 31, 2026 states.
- What kinds of work make up Palo Alto Networks, Inc.'s workforce?
- Read from its annual report as a blend of 1 industry staffing pattern, the largest Software Publishers; by those patterns the work is about 75% desk work, 23% people work and 2% body work. Each share has a one-sentence reason on this page that can be checked against the filing.
- What does Palo Alto Networks, Inc.'s annual report say about AI?
- 152 sentences in the filing name AI. Its annual reports for fiscal 2021 to 2026 name it in 15, 17, 35, 59, 81 and 152 sentences, year by year. They are counted and quoted on this page, never judged: a count says how much a filing talks about AI, not what the company does with it.
- How is this estimated?
- Claude Fable 5.1 read the annual report under the Index's written rubric (version 1) on October 19, 2026: the stated headcount, the share in the U.S. when stated, and the workforce as a blend of industry staffing patterns. The estimates are the site's industry estimates weighted by those shares, from O*NET tasks with estimated lengths and METR's measurements of how long a task AI models can finish. A company can write to info@stratussc.com to have its reading checked against its filing.
Embed these figures on your site
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