Palo Alto Networks, Inc. (NasdaqGS:PANW) entered into a definitive agreement to acquire Chronosphere, Inc. from a group of shareholders for $3.4 billion on November 19, 2025. A cash consideration and replacement equity awards of $3.35 billion will be paid by Palo Alto Networks, Inc., subject to adjustments. As part of consideration, $3.35 billion is paid towards common equity of Chronosphere, Inc.
Chronosphere reports generating annual recurring revenue (?ARR?) of over $160 million as of the end of September 2025, growing ARR triple-digits year-over-year. The team, including Martin Mao and Rob Skillington, will join Palo Alto once the acquisition closes. Chronosphere has more than 250 employees.
The transaction is subject to the satisfaction of closing conditions, including regulatory clearance. The expected completion of the transaction is second half of fiscal 2026.
Lauren Bellerjeau,Chere See, Eric McCrath, Tessa Schwartz, Joshua Lerner, Michael Schulman, Dave Sturgeon, Trevor James, Julie O?Neill, Annabel Gillham, Kerry Jones, Marie-Claire Strawbridge, Felix Helmstädter, James Brower, Locke Bell and Ruti Smithline of Morrison & Foerster LLP acted as legal advisor to Palo Alto Networks, Inc. Matthew Abbott and Cullen Sinclair of Paul, Weiss, Rifkind, Wharton & Garrison LLP acted as legal advisor to General Atlantic Service Company, L.P. Damien M. Weiss, Todd Cleary, Jack Hamilton, Rob Broderick, Eric Allen Conner, Sriram Krishnamurthy, Matthew C. Norgard, Matt Gorman, James G. Clessuras, Barath R. Chari, Matthew Staples, Daniel Chen, Derek E. Wallace, Jamillia P. Ferris, Michelle Yost Hale, Kimberley Biagioli, Joshua F. Gruenspecht, Anne E. Seymour, Timothy Cox, Susan P. Reinstra, Martin R. Sul, and Ryan J. Greecher of Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor to Chronosphere, Inc.
Palo Alto Networks, Inc. (NasdaqGS:PANW) completed the acquisition of Chronosphere, Inc. from a group of shareholders on January 29, 2026.
Palo Alto Networks, Inc. specializes in the development and implementation of IT security solutions for the enterprise. The group's activity is organized around three divisions:
- managed security services: data center management and storage of data in the cloud, data backup and recovery process management, real-time management and monitoring of IT infrastructure and applications, etc.;
- development of cybersecurity solutions: software solutions for detecting threats and intrusions, protecting against malicious programs, securing data, networks and computer systems (antivirus, anti-spam, web filtering, firewalls, etc.);
- security consulting services: training and updates on threats before, during and after attacks, risk management, etc.
Net sales are distributed geographically as follows: the Americas (67.3%), Europe/Middle East/Africa (20.8%) and Asia/Pacific (11.9%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.