Public Company Earnings Calendar & Tracking
A forward-looking earnings calendar and historical tracking for all material public cybersecurity companies and tech giants with significant cyber assets. Updated each run with next announcement dates, prior results, YoY growth rates, and cyber-specific metrics (ARR, security segment revenue, subscription growth).
Fiscal Calendar by Company (2026–2027)
| Company | Ticker | Fiscal Year End | Q2 FY26/CY26 | Q3 FY26/CY26 | Q4 FY26/CY26 | Q1 FY27/CY27 | Next |
|---|---|---|---|---|---|---|---|
| Microsoft | MSFT | Jun | reported Jan 30 | reported Apr 25 | reported Jul 30 2026 | due Oct 2026 | Oct 2026 (FY27 Q1) |
| Alphabet/Google | GOOGL | Dec | reported Apr 25 | reported Jul 30 2026 | due Oct 2026 | due Jan 2027 | Oct 2026 (CY26 Q3) |
| Cisco | CSCO | Jul | reported Feb 11 | reported May 13 | reported Aug 12 2026 | due Nov 2026 | Nov 2026 (FY27 Q1) |
| ServiceNow | NOW | Dec | reported May 1 | reported Jul 2026 | due Jan 2027 | due Mar 2027 | Oct 2026 (CY26 Q3) |
| Akamai | AKAM | Dec | reported May 7 | reported Aug 7 2026 | due Jan 2027 | due Mar 2027 | Nov 2026 (CY26 Q3) |
| Palo Alto Networks | PANW | Jul | reported Jun 2 | reported Aug 2026 | Sep 1 2026 | due Dec 2026 | Sep 1 2026 (Q4 + FY26) |
| CrowdStrike | CRWD | Jan | reported Mar 2026 | reported Jun 3 | Aug 26 2026 | due Dec 2026 | Aug 26 2026 (Q2 FY27) |
| Zscaler | ZS | Jul | reported Feb 25 | reported May 26 | Sep 3 2026 | due Nov 2026 | Sep 3 2026 (Q4 FY26) |
| Fortinet | FTNT | Dec | reported May 6 | reported Aug 7 2026 | due Jan 2027 | due Mar 2027 | Nov 2026 (CY26 Q3) |
| SentinelOne | S | Jan | reported Mar 2026 | reported May 28 | due Sep 2026 | due Nov 2026 | early Sep 2026 (Q2 FY27) |
| Okta | OKTA | Jan | reported Jun 5 | Aug 26 2026 | due Dec 2026 | due Mar 2027 | Aug 26 2026 (Q2 FY27) |
| Tenable | TENB | Dec | reported May 6 | reported Aug 2026 | due Jan 2027 | due Mar 2027 | Oct–Nov 2026 (CY26 Q3) |
| Cloudflare | NET | Dec | reported May 7 | reported Aug 2026 | due Jan 2027 | due Mar 2027 | Oct–Nov 2026 (CY26 Q3) |
| Check Point | CHKP | Dec | reported May 13 | reported Jul 2026 | due Jan 2027 | due Mar 2027 | Oct 2026 (CY26 Q3) |
| Rubrik | RBRK | Jan | reported Jun 2026 | due Sep 2026 | due Nov 2026 | due Mar 2027 | early Sep 2026 (Q2 FY27) |
| Varonis | VRNS | Dec | reported May 2026 | reported Aug 2026 | due Jan 2027 | due Mar 2027 | Oct–Nov 2026 (CY26 Q3) |
| Gen Digital (Norton/Avast) | GEN | Sep | reported Nov 2025 | reported Feb 2026 | reported May 2026 | reported Aug 2026 | Nov 2026 |
Palo Alto Networks and Zscaler both close a fiscal year on July 31; Okta, CrowdStrike, SentinelOne and Rubrik close on January 31, so their July-quarter print is Q2 of the following fiscal year rather than a fourth quarter. Dates in bold are confirmed against the company's own announcement; the remainder are expected windows based on the prior year's cadence.
Big Tech: Cyber-Segment Tracking
Microsoft (MSFT) — FY ends Jun
| Metric | FY25 Q4 (Mar 2025) | FY26 Q1 (Jun 2025) | FY26 Q2 (Sep 2025) | FY26 Q3 (Dec 2025) | FY26 Q4 (Mar 2026) | FY26 Q1 (Jun 2026) | Growth |
|---|---|---|---|---|---|---|---|
| Total Revenue | $61.9B | $64.3B | $65.6B | $72.7B | $69.6B | $72.0B | +9.4% YoY |
| Security Revenue (est.) | ~$6.2B | ~$6.5B | ~$6.8B | ~$8.0B | ~$8.2B | ~$8.5B | +15–20% (est.) |
| Security as % of Total | ~10% | ~10% | ~10.4% | ~11% | ~11.8% | ~11.8% | Expanding |
| Copilot Adoption | Early | Expanding | Broad | Accelerating | 2x YoY customers | 2x+ YoY | ↑ |
| Key Signal | Bundling begins | E5 integration | Security Copilot EAs | Agent expansion | M365/Defender growth | 24B Copilot interactions (9x YoY) | AI re-rating |
Next earnings: ~Oct 2026 (FY27 Q1 / quarter ending Sep 30 2026); FY26 Q4 reported Jul 30 2026
Alphabet / Google Cloud (GOOGL) — CY ends Dec
| Metric | CY25 Q3 (Sep 2025) | CY25 Q4 (Dec 2025) | CY26 Q1 (Mar 2026) | CY26 Q2 (Jun 2026) | CY26 Q3 | Growth |
|---|---|---|---|---|---|---|
| Google Cloud Revenue | $10.9B | $12.5B | $13.9B | $20.0B | due Jul 30 | +63% YoY (Q2) |
| Wiz Contribution | pre-close | pre-close | closed Mar 11 (~$32B EV) | reporting within Cloud | included | New 2026 data pt |
| Security/Threats | Mandate | Agentic red/blue | New agents (threat hunt, detection eng.) | Gemini Agentic Defense | TBD | Expanding |
| Key Signal | Competitive positioning | Close imminent | Integration underway | Exceeding expectations | TBD | Platform consolidation |
Next earnings: ~Oct 2026 (CY26 Q3 / quarter ending Sep 30 2026); CY26 Q2 reported Jul 30 2026
Cisco (CSCO) — FY ends Jul
| Metric | FY26 Q1 (ended Oct 2025) | FY26 Q2 (ended Jan 2026) | FY26 Q3 (ended Apr 2026, rep. May 13) | FY26 Q4 (ended Jul 25 2026, rep. Aug 12) | Growth |
|---|---|---|---|---|---|
| Total Revenue | $14.1B | $15.2B | $15.8B | $17.3B | +18% YoY (Q4) |
| Security Revenue | ~$1.85B | ~$1.95B | ~$2.0B | $2.2B | +14% YoY (Q4) |
| Splunk Impact | On-prem/cloud transition drag | Dragging reported line | ~2/3 cloud (vs. 50/50 expected) | Named a growth contributor to security; observability $275M, +6% | Drag lapping |
| Security Orders (ex-Splunk) | TBD | Strong | +double digits | Firewall orders +30% | Growth underneath |
| New customers | Strong | Accelerating | 1,000+ (Secure Access / XDR / Hypershield / AI Defense) | 1,500+ (incl. Secure Access, Hypershield); Splunk +280 logos, past its 1,000/yr target | Organic expansion |
| Key Signal | Integration challenge | Transition pain | Cloud winning, optics lagging | Security line growing again; demand tied to agentic-AI threat surface | Transition cost, not lost pool |
Next earnings: ~Nov 2026 (FY27 Q1 / quarter ending Oct 2026)
Pure-Play Cybersecurity: ARR & Revenue Tracking
CrowdStrike (CRWD) — FY ends Jan
| Period | ARR | Net New ARR | Revenue | YoY Growth | Op Margin | Rule of 40 | Key Metric |
|---|---|---|---|---|---|---|---|
| FY26 Q3 (quarter ended Oct 31 2025) | $4.92B | TBD | $1.22B | +24% | +17% | ~41 | Recovery mode |
| FY26 Q4 (quarter ended Jan 31 2026, rep. Mar 3 2026) | $5.19B | $234M | $1.31B | +25% | +20% | ~45 | Post-outage |
| FY27 Q1 (quarter ended Apr 30 2026, rep. Jun 3 2026) | $5.51B | $256M (record) | $1.39B | +26% (accelerating) | +24% | ~50 | Charlotte AI momentum |
| FY27 Q2 (quarter ended Jul 31 2026, due Aug 26) | TBD | TBD | due Aug 26 | +25–27% (guide) | est. +24–26% | est. ~50+ | Stock split 4-for-1 (Jul 2) |
| Key Signals | +24% ARR CAGR | Accelerating | Revenue beat-and-raise | Guidance raised +520 bps | Margin expanding | Category leader | Module consolidation (51% have 6+) |
Next earnings: Aug 26 2026, after close (FY27 Q2 / quarter ended Jul 31 2026)
Palo Alto Networks (PANW) — FY ends Jul
| Period | NGS ARR | Platform NRR | Revenue | YoY Growth | Op Margin | Rule of 40 | Key Metric |
|---|---|---|---|---|---|---|---|
| FY26 Q1 (quarter ended Oct 31 2025) | $6.5B | ~120% | $2.5B | +27% | ~20% | ~47 | CyberArk close pending |
| FY26 Q2 (quarter ended Jan 31 2026) | $7.2B | ~120% | $2.8B | +29% | ~21% | ~50 | Acquisition integration |
| FY26 Q3 (quarter ended Apr 30 2026, rep. Jun 2 2026) | $8.1B | ~120% | $3.0B | +31% | +27% | ~58 | Fastest scaling (Prisma AIRS) |
| FY26 Q4 (quarter ended Jul 31 2026, due Sep 1) | TBD | TBD | due Sep 1 | +24% guide | est. +24–27% | est. ~51–55 | CyberArk now consolidated |
| Stock reaction | Strong | Stable | Beat-and-raise | Fell on earnings | Valuation reset | Margin expansion | M&A multiple compression |
| Key Signals | +60% growth (incl. CyberArk $1.6B) | ~50% organic | Platform inorganic | Organic +24–25% | Leverage expansion | M&A-driven most growth | Buy-the-dip recovery |
Next earnings: Sep 1 2026, after close (FY26 Q4 and full-year FY26 / year ended Jul 31 2026)
Zscaler (ZS) — FY ends Jul
| Period | ARR | Revenue | YoY Growth | Op Margin | Rule of 40 | Key Metric |
|---|---|---|---|---|---|---|
| FY26 Q1 (quarter ended Oct 31 2025) | $3.2B | $721M | +23% | ~17% | ~40 | Red Canary tuck-in integration |
| FY26 Q2 (quarter ended Jan 31 2026) | $3.4B | $789M | +24% | ~20% | ~44 | AI Protect launching |
| FY26 Q3 (quarter ended Apr 30 2026, rep. May 26 2026) | $3.525B | $850.5M | +25% | +23% (all-time high) | ~48 | FCF +14%; OpenAI partnership |
| FY26 Q4 (quarter ended Jul 31 2026, due Sep 3) | est. $3.74B | est. $885M | ~24–25% guide | est. +23–24% | est. ~47–49 | Three pillars (AI, SASE, data) |
| Key Signals | Steady 25% | Accelerating | Consistent growth | Margin leverage | Sustainable | Chaudhry: "never more essential" |
Next earnings: Sep 3 2026, after close (FY26 Q4 and full-year FY26 / year ended Jul 31 2026)
SentinelOne (S) — FY ends Jan
| Period | ARR | $100K+ Customers | Revenue | YoY Growth | Op Margin | Rule of 40 | Key Metric |
|---|---|---|---|---|---|---|---|
| FY26 Q3 (Oct 2025) | $1.04B | TBD | $258M | +19% | ~−2% | ~17 | Path to profitability |
| FY26 Q4 (Dec 2025, rep. Mar 2026) | $1.09B | TBD | $264M | +20% | ~+1% | ~21 | Purple AI traction |
| FY27 Q1 (Mar 2026, rep. May 28) | $1.163B | 1,702 (+17%) | $276.7M | +21% | +4% (record) | ~25 | Emerging solutions ~50% of ARR |
| FY27 Q2 (Jun 2026, due Aug) | est. $1.22B | est. 1,800+ | est. $285M | ~21–22% guide | est. +5–7% | est. ~26–29 | AI Security ARR nearly doubled |
| Take-private speculation | Rising | Interest | Persistent | Sub-scale positioning | Margin inflection | Pure-play AI differentiation | Likely M&A target |
Next earnings: Aug 2026 (FY27 Q2 / Jun 2026)
Exposure Management (Vulnerability / CTEM)
Tenable (TENB) — CY ends Dec
| Period | Revenue | YoY Growth | Op Margin | Stock Performance | Key Metric |
|---|---|---|---|---|---|
| CY25 Q4 (Dec 2025, rep. Feb 4 2026) | $260.5M | +11% | beat guide (non-GAAP EPS $0.48 vs $0.37 est.) | +6% on print | Beat all guided metrics; FY25 revenue $999.4M (+11%); FY26 guided $1.065–1.075B (Tenable, Feb 4 2026) |
| CY26 Q1 (Mar 2026, rep. May 6) | $262.1M | +9.6% | +23.6% (non-GAAP) | +45% YTD (in 2026) | Exposure-mgmt pivot working |
| CY26 Q2 (Jun 2026, due Aug) | due Aug | guided $1.065–1.075B FY (implies ~+7% YoY on FY25's $999.4M) | — | — | Momentum acceleration? |
| Key Signals | Steady profitable | Slower than peers | Margin strong | Stock +45% on re-rating | Pivot is the story |
Next earnings: Aug 2026 (CY26 Q2 / Jun 2026)
Data Security & Resilience
Rubrik (RBRK) — FY ends Jan
| Period | Subscription ARR | Revenue | YoY Growth | Key Metric |
|---|---|---|---|---|
| FY26 Q3 (Oct 2025) | $1.39B | ~$360M | +30% | Strong guidance raise |
| FY26 Q4 (Dec 2025, rep. Jun 2026) | $1.46B | est. $380M | +32–34% | Agentic cyber resilience |
| FY27 Q1 (Mar 2026, reported Jun 2026) | $1.57B | TBD | +32% | Data + identity + AI |
| Key Signals | Strong | Accelerating | Sustainable | AI governance push |
Identity
Okta (OKTA) — FY ends Jan
| Period | ARR | Revenue | YoY Growth | Key Metric |
|---|---|---|---|---|
| FY26 Q2 (Feb 2026) | ~$2.85B | ~$573M | ~12% | Slower growth |
| FY26 Q3 (May 2026, rep. Jun 5) | ~$3.0B | est. $610M | ~12–13% | Identity Governance strength |
| FY27 Q2 (quarter ended Jul 31 2026, due Aug 26) | est. $3.1B | est. $635M | ~13% | Agentic identity positioning |
| Key Signals | Steady | Profitable | Mature | New products ~25% of bookings |
Next earnings: Aug 26 2026, after close (FY27 Q2 / quarter ended Jul 31 2026)
Consumer Cyber & Protection
Gen Digital (Norton, Avast, LifeLock) (GEN) — FY ends Sep
| Period | Revenue | YoY Growth | Paid Customers | Key Metric |
|---|---|---|---|---|
| FY26 Q3 (Jun 2025) | est. $1.15B | +15% | TBD | Recovery trajectory |
| FY26 Q4 (Sep 2025, rep. Nov 2025) | est. $1.05B | −5% to +5% | est. 68M | Seasonal weakness |
| FY27 Q1 (Dec 2025) | est. $1.08B | ~+10% | est. 72M | Holiday strength |
| FY27 Q2 (Mar 2026, rep. May 2026) | $1.28B | +27% | 79M | Norton Neo AI browser launch |
| FY27 Q3 (Jun 2026, due Aug 2026) | due Aug | FY26 guid. +15–16% | 79M+ | AI adoption in consumer |
| Key Signals | $5.0B FY26 | Double-digit growth | 79M+ subscribers | Consumer AI security emerging |
Next earnings: ~Nov 2026
Key Metrics to Track by Category
For Atul's Three Objectives
Buy-Side (Objective 1) — Platform M&A Indicators: - CrowdStrike: Module adoption % (consolidation of buyer stack) + Rule of 40 (shows value-creation math) - Palo Alto: Organic ARR growth (ex-acquisitions) + platform NRR (the 120% line) - Zscaler: Consistent mid-20s% growth + margin leverage (takeover candidate unless Rule of 40 sustains) - Cisco: Security orders ex-Splunk (organic health) — reported line is dragged by on-prem transition
- All: Rule of 40 > 50 indicates a compounding platform (market pays premium)
- CrowdStrike / PANW: Module consolidation % + platform NRR confirm land-and-expand (need for AI-native sourcing, fit scoring)
Client Delivery (Objective 3) — Comps Calibration: - All: EV/Revenue multiples from public comps (currently 7–10x discounted to M&A 15–21x) — gap is "control" + "AI integration" premium - Tenable/Rapid7 (pure-plays): If Rule of 40 breaks <30, acquisition multiple compression (see Tenable +45% on re-rating) - Rubrik/Varonis (data security): Margin expansion path + ARR CAGR = sell-side pricing models for similar-stage targets
Earnings Season Calendar (Jul–Oct 2026)
Already reported this season: - Jul 30: Microsoft (FY26 Q4, quarter ended Jun 30) - Jul 30: Alphabet/Google (CY26 Q2, ended Jun 30) - Aug 7: Fortinet, Akamai, Tenable, Cloudflare, Check Point (CY26 Q2, ended Jun 30) - Aug 12: Cisco (FY26 Q4, year ended Jul 25 2026) - Aug 2026: ServiceNow, Varonis (CY26 Q2); Gen Digital
Still to come — the July-quarter cluster: - Aug 26 (Wed, after close): CrowdStrike — Q2 FY27, quarter ended Jul 31 2026 (company announcement) - Aug 26 (Wed, after close): Okta — Q2 FY27, quarter ended Jul 31 2026 (company announcement) - Sep 1 (Tue, after close): Palo Alto Networks — Q4 and full-year FY26, year ended Jul 31 2026 (company announcement) - Sep 3 (Thu, after close): Zscaler — Q4 FY26, year ended Jul 31 2026 (company announcement) - Early Sep, date not yet announced: SentinelOne and Rubrik — Q2 FY27, quarter ended Jul 31 2026
Palo Alto's September 1 print is the largest scheduled disclosure in the calendar. It is the first full quarter with CyberArk consolidated, so it produces the first clean read on the platform consolidator's post-deal ARR mix, organic-versus-acquired growth and margin trajectory — the inputs that feed the public-comp set on 12a, the segment multiples on 12b and the platform-wars treatment on 03m.
Later in the autumn: - Oct 2026: Microsoft (FY27 Q1), Alphabet (CY26 Q3), ServiceNow, Check Point - Oct–Nov 2026: Fortinet, Akamai, Tenable, Cloudflare, Varonis (CY26 Q3) - Nov 2026: Cisco (FY27 Q1), Gen Digital
How to Use This Page
- Check the Earnings Calendar at the top of each month to know which companies report when
- Track Rule of 40 as a proxy for value-creation potential (platform compounders score >50)
- Monitor ARR growth rates — when they decelerate, it signals category maturity or loss of market position
- Watch organic vs. inorganic growth (e.g., Palo Alto's $1.6B of the $8.1B NGS ARR from acquisitions = most growth is bought)
- Flag operating margin inflection — when margin inflects +300–500 bps, it signals operator/PE interest and M&A readiness
Sources & Refresh Cadence
- Microsoft/Alphabet/Cisco/etc.: Company IR pages (investor relations > earnings), SEC 8-K/10-Q filings
- Updated each daily run: next earnings dates are armed monitors; prior-quarter results carried forward; YoY growth rates refreshed as new quarters report
- Rule of 40 scoring: growth rate + non-GAAP operating margin (from earnings releases)
Updated 2026-10-04 19:34 UTC · © El Dorado Capital · el-doradocapital.com · Market intelligence for informational purposes only; not investment advice.