Palo Alto Networks turns OpenAI and Anthropic into new revenue opportunity
Palo Alto Networks announced Unit 42 Continuous Frontier AI Defense, a subscription‑based cybersecurity service that uses OpenAI’s GPT‑5.6‑Cyber and Anthropic’s Claude Mythos 5 to scan networks, applications and cloud infrastructure for vulnerabilities before they can be exploited.
Key points
- Unit 42 Continuous Frontier AI Defense uses OpenAI GPT‑5.6‑Cyber and Anthropic Claude Mythos 5
- Service is subscription‑based, available globally, pricing depends on selected AI models
- Palo Alto’s Q4 2026 revenue $3.41 billion, up 34% YoY, GAAP net loss $282 million
The service is offered worldwide through annual subscriptions, with pricing set by the AI models chosen by customers. Palo Alto has not disclosed expected revenue from the new offering, so its near‑term financial impact remains unclear.
In its latest earnings, Palo Alto reported Q4 2026 revenue of $3.41 billion, up 34% from a year earlier, and a GAAP net loss of $282 million, compared with a net income of $254 million in the same period last year. Adjusted earnings per share were $1.02, beating expectations of $0.98.
The story so far
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Palo Alto Networks Is Turning OpenAI and Anthropic Into a New Revenue Opportunity
finance.yahoo.com · 25 September 2026
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