Developer docs
API playgroundTry for free, no card

Search company profiles

Chronosphere, Inc. A Palo Alto Networks Company

Full company profile

uuid0000l4h

Namestring
Chronosphere, Inc. A Palo Alto Networks Company
Legal namestring
Chronosphere, Inc.
Websiteurl
chronosphere.io
Company typeenum
Private
Founded yearint
2019
Descriptiontext

Chronosphere, Inc., founded in 2019 in New York City by former Uber engineers Martin Mao and Rob Skillington, builds a cloud-native observability platform purpose-built for Kubernetes and microservices-scale environments. The company's core technology originated from the M3 metrics database developed at Uber and now delivers metrics, logs, traces, and events collection with 99.99%+ proven reliability, scaling to hundreds of millions of data points per second and billions of active time series in single customer deployments. A modular architecture layers Control Plane (data optimization claiming 89% average data volume reduction), Chronosphere Lens (automated service discovery), Differential Diagnosis (queryless root cause analysis), Chronosphere SLOs, and AI-Guided Troubleshooting on top of the platform, with a separate Telemetry Pipeline built on Fluent Bit (acquired via Calyptia in January 2024, 13+ billion Docker pulls) handling log collection, transformation, and routing across cloud providers and SIEMs.

Chronosphere generates revenue through enterprise SaaS subscriptions priced on data volume, metrics cardinality, and team size, sold via direct field sales to large enterprises — including DoorDash, Zillow, Robinhood, Yahoo, Affirm, GM, Visa, and Abnormal Security — under annual contracts with usage-based components. The company achieved unicorn status in October 2021 with a $200M Series C led by General Atlantic and reached a $1.6B valuation after a $115M Series C extension in January 2023, raising approximately $343M in total from General Atlantic, GV, Greylock, Lux Capital, Addition, and Founders Fund. Consecutive Gartner Magic Quadrant Leader recognition in 2024 and 2025 validated its market position, culminating in Palo Alto Networks' January 29, 2026 acquisition of Chronosphere for approximately $3.35 billion and integration with the Cortex XSIAM and AgentiX platforms; co-founder Martin Mao joined Palo Alto Networks as SVP and GM of Observability.

Short descriptiontext

Chronosphere is a cloud-native observability platform for Kubernetes and microservices, offering metrics, logs, traces, and AI-guided troubleshooting to large enterprises. Founded 2019 by ex-Uber engineers and acquired by Palo Alto Networks in January 2026.

Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
cloud-native observability, telemetry pipeline, Kubernetes monitoring, AI-guided troubleshooting, Service Level Objectives
Industry5 codes
1Cloud-Native/Kubernetes Observability
CodeHDABAJAFPrimaryYes
2Hybrid Cloud Compute & Virtualization Stack (HCI/VMs/Kubernetes)
CodeHDABAMAFPrimaryNo
3Cloud-Native Enablement (Containers, Kubernetes, Service Mesh)
CodeBPAEAKAEPrimaryNo
4Kubernetes & Container Security (KSPM/KCSPM, Runtime)
CodeHDADADAEPrimaryNo
5Managed Application Platforms (App PaaS & Runtime Services)
CodeHDABAAADPrimaryNo
NAICS code4 codes
  • Computer Systems Design and Related Services5415
  • Computer Systems Design and Related Services54151
  • Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services5182
  • Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services518
SIC code2 codes
  • Services-Computer Integrated Systems Design7373
  • Services-Computer Programming Services7371
Product category
Cloud Infrastructure Monitoring
Social media profiles2 records
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1SaaS Observability Platform Subscription
TypeSubscription Recurring
Description

Chronosphere generates revenue through SaaS subscriptions for its observability platform, with pricing based on data volumes, metrics cardinality, and team size. The platform is sold to enterprises on annual subscription contracts with usage-based components tied to data ingestion rates.

chronosphere.io
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Pricing details1 tier
1Enterprise SaaS subscription with usage-based components
ModelSubscriptionBilling cadenceAnnual
Notes

Pricing factors include data volume, metrics cardinality, number of team members, and feature tiers. Quote-based for enterprise accounts. Annual contracts typical for enterprise deployments.

chronosphere.io
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 6 records shown
1Observability Platform
Description

Cloud native observability platform providing metrics, logs, traces, and events for containerized environments

chronosphere.io
+5 more records
Core offering1 text field

Chronosphere sells a cloud-native observability platform that ingests, optimizes, and analyzes metrics, logs, traces, and events from Kubernetes and microservices environments at hyperscale. Built on technology originated at Uber (M3) and centered on a single-tenant data store with 99.99% reliability, the platform combines a Control Plane for data reduction, AI-guided troubleshooting with transparent reasoning, and a Telemetry Pipeline built on Fluent Bit for log collection and routing. The offering targets enterprises running containerized workloads who need to control runaway telemetry costs while accelerating incident resolution.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 8 values shown
  • 89% average data volume reduction
+7 more records
Product overview1 text field

Chronosphere offers a unified observability platform plus modules architecture. The core Chronosphere Observability Platform provides metrics, logs, traces, and events collection with open source compatibility (Prometheus, OpenTelemetry), 99.99% reliability, and massive scalability. Built on this platform are key modules: Chronosphere Lens for automated service discovery and developer-centric troubleshooting; Differential Diagnosis (DDx) for queryless guided root cause analysis; Chronosphere SLOs for service level objective management; Control Plane for data optimization reducing volumes 89%; and Scalable Data Stores providing the underlying high-performance storage. The separate Chronosphere Telemetry Pipeline (built on Fluent Bit) handles log collection, transformation, and routing. AI-Guided Troubleshooting and Notebooks add intelligence and collaboration capabilities. Chronosphere Notebooks provide persistent workspaces alongside telemetry data for incident investigation. The portfolio enables customers to control costs, reduce incidents 75%, and accelerate troubleshooting.

Product and service6 records
1Chronosphere Observability Platform
CategoryObservability Platform
Description

Cloud-native observability platform providing metrics, logs, traces, and events collection with open-source compatibility (Prometheus, OpenTelemetry), 99.99% proven reliability, and industry-leading scalability handling hundreds of millions of data points per second. Purpose-built for Kubernetes and microservices environments.

2Chronosphere Telemetry Pipeline
CategoryTelemetry Pipeline
Description

Log collection, aggregation, transformation, and routing solution built on Fluent Bit, enabling control of telemetry data from source to destination. Reduces log data costs by at least 30% and requires 20x less infrastructure resources than competing pipelines.

3Chronosphere Logs
CategoryObservability Platform Module
Description

Unified logs capability that combines metrics, events, logs, and traces data in one place, enabling identification of data that matters, removal of noise, and cost reduction while accelerating insights across the observability platform.

4Differential Diagnosis (DDx)
CategoryObservability Platform Module
Description

Guided, queryless troubleshooting tool providing a path from symptom to cause without complex queries. Analyzes all available dimensions in metrics or traces to highlight what changed and what did not, enabling faster root cause identification for engineering and SRE teams.

5Chronosphere SLOs
CategoryObservability Platform Module
Description

Service Level Objectives management solution for creating and managing SLOs and Error Budgets in containerized microservices environments. Includes SLO Builder visual setup, SLO-as-Code via API/Terraform/Chrono CLI, multi-window multi-burn rate alerting, and Google SRE best practices.

6Fluent Bit
CategoryOpen Source Telemetry Agent
Description

Open-source telemetry data agent and processor for logs, metrics, and traces with over 13 billion Docker pulls, serving as the industry standard for Kubernetes log processing. Chronosphere is the primary corporate sponsor, with Engineering Manager Eduardo Silva leading a team dedicated to maintaining the project.

Scale indicator12 records

Each record includes

Type, Value, Description, Source

Partnership3 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Chronosphere acquired Calyptia in January 2024, bringing the founders and core maintainers of Fluent Bit into the company. Calyptia's technology enhances Chronosphere's ability to manage log data costs, volume, and analysis capabilities. The acquisition integrated Calyptia's observability pipeline solutions based on Fluent Bit into Chronosphere's cloud-native observability platform.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Fluent Bit is a graduated project of CNCF under the umbrella of Fluentd. Chronosphere is a silver-level sponsor of CNCF. The partnership provides governance, community infrastructure, and industry recognition for the Fluent Bit open source project.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Palo Alto Networks acquired Chronosphere in January 2026 for approximately $3.35 billion. The acquisition integrates Chronosphere's observability platform with Palo Alto's Cortex XSIAM and AgentiX AI agent suite for security across email, endpoints, and networks. Chronosphere CEO Martin Mao joined as SVP, GM of Observability.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat7 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Named customers14 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
Yes

Docs URL, Description

Integration57 records

Each record includes

Title, Type, Description, Source

AI capability8 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature10 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds5 records

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors13 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Chronosphere, Inc. A Palo Alto Networks Company

Cloud Infrastructure Monitoringchronosphere.io

Chronosphere is a cloud-native observability platform for Kubernetes and microservices, offering metrics, logs, traces, and AI-guided troubleshooting to large enterprises. Founded 2019 by ex-Uber engineers and acquired by Palo Alto Networks in January 2026.

What Chronosphere, Inc. A Palo Alto Networks Company does

Chronosphere, Inc., founded in 2019 in New York City by former Uber engineers Martin Mao and Rob Skillington, builds a cloud-native observability platform purpose-built for Kubernetes and microservices-scale environments. The company's core technology originated from the M3 metrics database developed at Uber and now delivers metrics, logs, traces, and events collection with 99.99%+ proven reliability, scaling to hundreds of millions of data points per second and billions of active time series in single customer deployments. A modular architecture layers Control Plane (data optimization claiming 89% average data volume reduction), Chronosphere Lens (automated service discovery), Differential Diagnosis (queryless root cause analysis), Chronosphere SLOs, and AI-Guided Troubleshooting on top of the platform, with a separate Telemetry Pipeline built on Fluent Bit (acquired via Calyptia in January 2024, 13+ billion Docker pulls) handling log collection, transformation, and routing across cloud providers and SIEMs.

Chronosphere generates revenue through enterprise SaaS subscriptions priced on data volume, metrics cardinality, and team size, sold via direct field sales to large enterprises — including DoorDash, Zillow, Robinhood, Yahoo, Affirm, GM, Visa, and Abnormal Security — under annual contracts with usage-based components. The company achieved unicorn status in October 2021 with a $200M Series C led by General Atlantic and reached a $1.6B valuation after a $115M Series C extension in January 2023, raising approximately $343M in total from General Atlantic, GV, Greylock, Lux Capital, Addition, and Founders Fund. Consecutive Gartner Magic Quadrant Leader recognition in 2024 and 2025 validated its market position, culminating in Palo Alto Networks' January 29, 2026 acquisition of Chronosphere for approximately $3.35 billion and integration with the Cortex XSIAM and AgentiX platforms; co-founder Martin Mao joined Palo Alto Networks as SVP and GM of Observability.

Chronosphere, Inc. A Palo Alto Networks Company firmographics

Firmographics
Name
Chronosphere, Inc. A Palo Alto Networks Company
Legal name
Chronosphere, Inc.
Website
https://chronosphere.io
Company type
Private
Founded year
2019
Operating status
Acquired
Headcount range
101–250 employees
Short description
Chronosphere is a cloud-native observability platform for Kubernetes and microservices, offering metrics, logs, traces, and AI-guided troubleshooting to large enterprises. Founded 2019 by ex-Uber engineers and acquired by Palo Alto Networks in January 2026.
Ownership category
akta.pro rank

Chronosphere, Inc. A Palo Alto Networks Company industry classification

Industry
Product category
Cloud Infrastructure Monitoring
NAICS
Computer Systems Design and Related Services (5415), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
SIC
Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)
akta.pro primary industry
Cloud-Native/Kubernetes Observability (HDABAJAF)
akta.pro secondary industries
Hybrid Cloud Compute & Virtualization Stack (HCI/VMs/Kubernetes) (HDABAMAF), Cloud-Native Enablement (Containers, Kubernetes, Service Mesh) (BPAEAKAE), Kubernetes & Container Security (KSPM/KCSPM, Runtime) (HDADADAE), Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD)

Keywords

  • Cloud-native observability
  • Telemetry pipeline
  • Kubernetes monitoring
  • AI-guided troubleshooting
  • Service Level Objectives

Where Chronosphere, Inc. A Palo Alto Networks Company is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Chronosphere, Inc. A Palo Alto Networks Company business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

  1. SaaS Observability Platform Subscription: Chronosphere generates revenue through SaaS subscriptions for its observability platform, with pricing based on data volumes, metrics cardinality, and team size. The platform is sold to enterprises on annual subscription contracts with usage-based components tied to data ingestion rates.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualEnterprise SaaS subscription with usage-based components

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Chronosphere, Inc. A Palo Alto Networks Company product offering

Product offering

Core offering

Chronosphere sells a cloud-native observability platform that ingests, optimizes, and analyzes metrics, logs, traces, and events from Kubernetes and microservices environments at hyperscale. Built on technology originated at Uber (M3) and centered on a single-tenant data store with 99.99% reliability, the platform combines a Control Plane for data reduction, AI-guided troubleshooting with transparent reasoning, and a Telemetry Pipeline built on Fluent Bit for log collection and routing. The offering targets enterprises running containerized workloads who need to control runaway telemetry costs while accelerating incident resolution.

Product overview

Chronosphere offers a unified observability platform plus modules architecture. The core Chronosphere Observability Platform provides metrics, logs, traces, and events collection with open source compatibility (Prometheus, OpenTelemetry), 99.99% reliability, and massive scalability. Built on this platform are key modules: Chronosphere Lens for automated service discovery and developer-centric troubleshooting; Differential Diagnosis (DDx) for queryless guided root cause analysis; Chronosphere SLOs for service level objective management; Control Plane for data optimization reducing volumes 89%; and Scalable Data Stores providing the underlying high-performance storage. The separate Chronosphere Telemetry Pipeline (built on Fluent Bit) handles log collection, transformation, and routing. AI-Guided Troubleshooting and Notebooks add intelligence and collaboration capabilities. Chronosphere Notebooks provide persistent workspaces alongside telemetry data for incident investigation. The portfolio enables customers to control costs, reduce incidents 75%, and accelerate troubleshooting.

Differentiator

Problem solved

Functional benefit

Brands

  • Observability Platform: Cloud native observability platform providing metrics, logs, traces, and events for containerized environments
  • Telemetry Pipeline
  • Chronosphere Lens
  • Differential Diagnosis (DDx)
  • Chronosphere SLOs
  • Fluent Bit

Products and services

  • Chronosphere Observability Platform Cloud-native observability platform providing metrics, logs, traces, and events collection with open-source compatibility (Prometheus, OpenTelemetry), 99.99% proven reliability, and industry-leading scalability handling hundreds of millions of data points per second. Purpose-built for Kubernetes and microservices environments.
  • Chronosphere Telemetry Pipeline Log collection, aggregation, transformation, and routing solution built on Fluent Bit, enabling control of telemetry data from source to destination. Reduces log data costs by at least 30% and requires 20x less infrastructure resources than competing pipelines.
  • Chronosphere Logs Unified logs capability that combines metrics, events, logs, and traces data in one place, enabling identification of data that matters, removal of noise, and cost reduction while accelerating insights across the observability platform.
  • Differential Diagnosis (DDx) Guided, queryless troubleshooting tool providing a path from symptom to cause without complex queries. Analyzes all available dimensions in metrics or traces to highlight what changed and what did not, enabling faster root cause identification for engineering and SRE teams.
  • Chronosphere SLOs Service Level Objectives management solution for creating and managing SLOs and Error Budgets in containerized microservices environments. Includes SLO Builder visual setup, SLO-as-Code via API/Terraform/Chrono CLI, multi-window multi-burn rate alerting, and Google SRE best practices.
  • Fluent Bit Open-source telemetry data agent and processor for logs, metrics, and traces with over 13 billion Docker pulls, serving as the industry standard for Kubernetes log processing. Chronosphere is the primary corporate sponsor, with Engineering Manager Eduardo Silva leading a team dedicated to maintaining the project.

Quantifiable outcome

  • 89% average data volume reduction
  • +7 more outcomes

Companies that use Chronosphere, Inc. A Palo Alto Networks Company

Customer profile

Named customers14 records

Segments3 records

Ideal customer profiles2 records

Chronosphere, Inc. A Palo Alto Networks Company technology and API

Technology

Technology focussed Yes

API detail

Has API
Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration57 records

AI capability8 records

Feature10 records

Chronosphere, Inc. A Palo Alto Networks Company partnerships and signals

Strategic signal

Partnerships

Three partnerships are on record, tiered core.

  • CalyptiacoreStrategic or Co-development PartnerChronosphere acquired Calyptia in January 2024, bringing the founders and core maintainers of Fluent Bit into the company. Calyptia's technology enhances Chronosphere's ability to manage log data costs, volume, and analysis capabilities. The acquisition integrated Calyptia's observability pipeline solutions based on Fluent Bit into Chronosphere's cloud-native observability platform.
  • Cloud Native Computing Foundation (CNCF)coreStrategic or Co-development PartnerFluent Bit is a graduated project of CNCF under the umbrella of Fluentd. Chronosphere is a silver-level sponsor of CNCF. The partnership provides governance, community infrastructure, and industry recognition for the Fluent Bit open source project.
  • Palo Alto NetworkscoreStrategic or Co-development PartnerPalo Alto Networks acquired Chronosphere in January 2026 for approximately $3.35 billion. The acquisition integrates Chronosphere's observability platform with Palo Alto's Cortex XSIAM and AgentiX AI agent suite for security across email, endpoints, and networks. Chronosphere CEO Martin Mao joined as SVP, GM of Observability.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Chronosphere, Inc. A Palo Alto Networks Company competitors and assessment

Company assessment

Market position

Competitive moat7 records

Customer concentration

Chronosphere, Inc. A Palo Alto Networks Company social profiles

Digital presence

Chronosphere, Inc. A Palo Alto Networks Company compliance and trust

Trust signal

Compliance2 records

Chronosphere, Inc. A Palo Alto Networks Company financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Chronosphere, Inc. A Palo Alto Networks Company leadership team

Management profile

Number of profiles

Profiles4 records

Chronosphere, Inc. A Palo Alto Networks Company subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Chronosphere, Inc. A Palo Alto Networks Company funding detail

Funding detail

Funding overview

Funding rounds5 records

Investors13 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Chronosphere, Inc. A Palo Alto Networks Company M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chronosphere, Inc. A Palo Alto Networks Company

What does Chronosphere, Inc. A Palo Alto Networks Company do?

Chronosphere sells a cloud-native observability platform that ingests, optimizes, and analyzes metrics, logs, traces, and events from Kubernetes and microservices environments at hyperscale. Built on technology originated at Uber (M3) and centered on a single-tenant data store with 99.99% reliability, the platform combines a Control Plane for data reduction, AI-guided troubleshooting with transparent reasoning, and a Telemetry Pipeline built on Fluent Bit for log collection and routing. The offering targets enterprises running containerized workloads who need to control runaway telemetry costs while accelerating incident resolution.

Is Chronosphere, Inc. A Palo Alto Networks Company a public or private company?

Chronosphere, Inc. A Palo Alto Networks Company is a private company. It is classified as corporate owned and is currently acquired.

When was Chronosphere, Inc. A Palo Alto Networks Company founded?

Chronosphere, Inc. A Palo Alto Networks Company was founded in 2019. It employs 101 to 250 people.

Where is Chronosphere, Inc. A Palo Alto Networks Company based?

Chronosphere, Inc. A Palo Alto Networks Company is headquartered in New York, United States, in the North America region.

How does Chronosphere, Inc. A Palo Alto Networks Company make money?

One revenue line is on record: saaS Observability Platform Subscription.

Does Chronosphere, Inc. A Palo Alto Networks Company have an API?

Yes. Chronosphere provides a public API for managing Service Level Objectives (SLOs) as Code. The API supports full API, Terraform, and Chrono CLI for SLO-as-Code implementation. Customers can programmatically create, manage, and configure SLOs through the API interface. Developer documentation is at docs.chronosphere.io.

What industry is Chronosphere, Inc. A Palo Alto Networks Company in?

Chronosphere, Inc. A Palo Alto Networks Company's product category is Cloud Infrastructure Monitoring. Its primary akta.pro industry code is HDABAJAF, Cloud-Native/Kubernetes Observability, with a secondary code of HDABAMAF, Hybrid Cloud Compute & Virtualization Stack (HCI/VMs/Kubernetes). Its NAICS code is 5415 and its SIC code is 7373.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
The Motley FoolCloudflare vs. Palo Alto Networks: Which Cybersecurity Stock Is the Better Buy?Palo Alto Networks is the better buy than Cloudflare, as it has better margins and is more mature, with $3 billion in fiscal Q3 revenue versus Cloudflare's $696.1 million. Cloudflare grows faster but trades at a higher valuation and is still unprofitable. Palo Alto's acquisitions and guidance suggest continued outperformance.SecurityWeekPalo Alto Networks to Acquire Observability Platform Provider EmbracePalo Alto Networks announced its intent to acquire Embrace, a user-focused observability provider, to add Real User Monitoring capabilities. The company also introduced Synthetics, an in-house capability for validating application performance. The deal is expected to close in the first quarter of fiscal 2027.The Motley FoolPalo Alto Networks May Need a Breather Before Its Next RallyPalo Alto Networks reported fiscal 2026 Q3 revenue up 31% year-over-year, with ARR reaching $8.1 billion. The stock has surged nearly 80% year-to-date, but a P/E above 300 and PEG near 6 suggest the rally may be overdone. The company expects up to $8.95 billion in ARR by year-end.Tech TimesPalo Alto Networks Stock Soars to Record: AI Attack Speed Fuels Demand but Valuation Tests InvestorsPalo Alto Networks stock hit an all-time high of $306.24 after Q3 earnings showed next-generation firewall bookings up nearly 40% and AI-driven security ARR climbing 60% to $8.13 billion. CEO Nikesh Arora warned agentic AI can run full cyberattacks in minutes, compressing vulnerability windows. The stock's valuation remains debated, with analysts averaging a Buy and a $309 price target.YahooArtificial Intelligence (AI) Has Supercharged This Cybersecurity Stock That Has Shot Up 62% in 2026. It Can Still Soar HigherPalo Alto Networks released fiscal Q3 2026 results on June 2, with revenue increasing 31% year over year to $3 billion, including $388 million from the acquisitions of Chronosphere and CyberArk completed in January and February. The company's remaining performance obligations grew 36% to $18.4 billion, indicating strong demand ahead of revenue recognition. More than 300 customers are now using Palo Alto's Prisma AIRS AI security platform, representing a 10x increase from the prior year.ChinaventureAI冲击SaaS,为什么网络安全是例外?US software stocks fell as AI replaced human use, but cybersecurity ETFs CIBR and HACK rose 20.74% and 21.16% respectively. The article argues AI uncertainty drives higher security budgets, making cybersecurity a strong performer.The Motley FoolIs Palo Alto Stock a Buy After Issuing Robust Outlook?Palo Alto Networks reported fiscal Q3 revenue of $3 billion, up 31% year over year, and adjusted EPS of $0.85, beating forecasts. The stock fell after-hours but remains up over 50% year to date. The analyst recommends moving to the sidelines due to a high valuation.The Motley FoolThis Glorious Growth Stock Soared by 55% in May, but Here's Why It Probably Isn't a Buy in JunePalo Alto Networks' stock surged 55% in May, but the article argues it may not be a buy in June. The company reported $3 billion in Q3 revenue, up 31% year-over-year, with AI-driven XSIAM revenue doubling. Its valuation at 21.3 times sales is above its long-term average, limiting upside.Simply Wall StPANW: AI Security Platform And Acquisition Synergies Will Shape Future Repricing PotentialPalo Alto Networks reported fiscal Q3 2026 results with revenue up 31% year over year and Next Generation Security ARR up 60%, prompting the company to raise full-year earnings and revenue guidance while shares rallied over 10% in after-hours trading. Analysts subsequently raised price targets into the US$300 to US$375 range, citing strong execution, AI-driven security demand, and contributions from acquisitions including CyberArk, Chronosphere, and the recently completed Portkey acquisition. The company also announced new developments including the launch of the Idira identity security platform and a strategic cybersecurity partnership with NATO.MarketBeatPalo Alto Networks Accelerates Growth 31% on AI DemandPalo Alto Networks reported fiscal Q3 net revenue of approximately $3 billion, up 31% year-over-year, with next-gen products growing 60%. Adjusted EPS was 85 cents, up 5 cents, and free cash flow rose 57%. The company raised fiscal Q4 guidance, lifting full-year targets above consensus.