Telecoms operators play a crucial role in Palo Alto Networks’s plans for future revenue growth

09 March 2026 | Research and Insights

Catherine Hammond | Matt Small

Article | PDF | Enterprise Services| Cyber Security


"Operators are firmly established in Palo Alto Networks’s growth plans, but those that want to maximise the value of this collaboration should find ways to improve their responsiveness."

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Palo Alto Networks provided Analysys Mason with an update on its strategy and growth plans during the London leg of Palo Alto Networks Ignite on Tour in February 2026. It highlighted how it is harnessing AI to enhance its propositions, outlined its capabilities to secure enterprises’ AI workloads and solutions, and reiterated the key role that telecoms operators play in its channel strategy. 

Palo Alto Networks features prominently as a partner for operators in Analysys Mason’s SD-WAN/SASE and quantum-technology solutions trackers. It holds significant market share with enterprise customers, stating that more than a third of the Fortune 500 companies are buying its SASE services. The cyber-security market continues to evolve rapidly. As Palo Alto Networks gains more capabilities, it will be important for operators to keep pace to avoid becoming sidelined.

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Authors

Catherine Hammond

Research Director

Matt Small

Analyst