Palo Alto Networks, Inc. Subscription and support — Total share-based compensation increased by 56.3% to $50.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 56.3%, from $32.00M to $50.00M. Over 4 years (FY 2021 to FY 2025), Subscription and support — Total share-based compensation shows an upward trend with a 8.1% CAGR.
Rising levels may indicate aggressive talent retention strategies or increased headcount, while high levels relative to revenue can impact reported profitability metrics.
This metric represents the portion of total share-based compensation expense allocated specifically to the subscription...
Comparable to 'Stock-Based Compensation' allocations found in segment reporting for technology companies with high human capital intensity.
panw_segment_subscription_and_support_total_share_based_compensation| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $23.30M | $23.70M | $26.70M | $27.70M | $27.40M | $28.40M | $28.80M | $30.70M | $32.00M | $31.90M | $30.60M | $30.70M | $30.00M | $29.70M | $31.00M | $32.00M | $32.00M | $32.00M | $32.00M | $32.00M | $50.00M |
| QoQ Change | — | +1.7% | +12.7% | +3.7% | -1.1% | +3.6% | +1.4% | +6.6% | +4.2% | -0.3% | -4.1% | +0.3% | -2.3% | -1.0% | +4.4% | +3.2% | +0.0% | +0.0% | +0.0% | +0.0% | +56.3% |
| YoY Change | — | — | — | — | +17.6% | +19.8% | +7.9% | +10.8% | +16.8% | +12.3% | +6.3% | +0.0% | -6.3% | -6.9% | +1.3% | +4.2% | +6.7% | +7.7% | +3.2% | +0.0% | +56.3% |