Who Palo Alto Networks buys from and sells to
Sells firewalls, cloud security and security-operations software, mostly through distributors and resellers.
Part of Cybersecurity spending
Buys from 3
Sells to 2
- Channel distributorsfirewalls and subscriptions resold to enterprisestwo distributors 15% and 15% of revenue (FY2026 10-K)
- US federal governmentnetwork and cloud security for agencies
Where the chain could break
- Two distributors each carry ~15% of revenue; one held 19% of receivables at FY2026 year-end
- Appliances built by a small set of contract manufacturers, so hardware rides one supply chain
Competes with
- FortinetFTNTfirewalls at a lower price point
- CrowdStrikeCRWDendpoint and security-operations platforms
- ZscalerZScloud-delivered secure access
- CiscoCSCOfirewalls bundled with the network
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.