PR Newswire·Nov 12, 2026, 7:02 AM ET

Security Software Results Arrive in Stages, With Another Report Set for Nov. 18

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Palo Alto Networks will release fiscal Q1 2027 results after U.S. markets close on Nov. 18, 2026, covering the period ending Oct. 31, 2026.
Four of five highlighted cybersecurity firms reported quarterly results between Oct. 28 and Nov. 5, with two raising their full-year guidance.
Tenable Holdings reported Q3 2026 revenue of $276.4 million (up 9.5% year-over-year) with non-GAAP operating margins of 27.1% and an expected full-year revenue range of $1.084 billion to $1.087 billion.
Tenable added 413 new enterprise platform customers, achieved a 107% dollar-based net expansion rate, and integrated Anthropic's Claude Mythos into its exposure management platform.
Gen Digital reported Q2 FY2027 revenue of $1.369 billion (up 12%) and raised its full-year non-GAAP revenue guidance to $5.465 billion to $5.515 billion.
Gen Digital's board approved a quarterly cash dividend of $0.125 per share payable on Dec. 9, 2026, to shareholders of record as of Nov. 16, 2026.
Cloudflare reported Q3 2026 revenue of $782.5 million (up 39% year-over-year), achieving a non-GAAP operating margin of 17.5% and forecasting full-year FY2026 revenue of $2.963 billion to $2.964 billion.
Varonis Systems reported Q3 2026 revenue of $189.5 million (up from $161.6 million) with non-GAAP operating income of $7.6 million and SaaS ARR of $774.6 million (up 42% year-over-year).
Varonis will not provide forward-looking guidance or hold an earnings call due to its pending acquisition by Proofpoint, a Thoma Bravo portfolio company.
Varonis announced three new capabilities for Varonis Atlas: Browser Protection, Endpoint Protection, and an AI Gateway.
SentinelOne announced an integration with Anthropic's Claude Cowork to extend AI security coverage to the agentic work application across macOS and Windows devices.
SentinelOne was named the 2026 Technology Ecosystem Partner of the Year by Cloudflare, following an expanded partnership for joint AI-driven insights.
Shares of four of the five companies closed higher on Nov. 11 than on Nov. 10, with all five closing above their final 2025 prices.

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