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News

Business and marketing news, with the number that matters

What moved this week, and the figure underneath it. Short items carry their source in the item itself; the long pieces carry a full sources block.

1 full piece·3 short items·4 in total
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News here is not a feed. An item runs when there is a document behind it — a filing, a results release, a company announcement — and the item names that document. If we cannot source it, we do not run it.

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Market Pulse

Short news, with the part that matters — each one carrying its own source
New Devices
Chart of Palo Alto Networks revenue rising from $9.22bn in fiscal 2025 to $11.48bn in fiscal 2026, beside next-generation security ARR of $9.10bn, up 63%.

Palo Alto Networks closed the year at $11.5bn, with security ARR up 63%

Fourth-quarter revenue grew 34% to $3.41bn and next-generation security ARR reached $9.10bn, in a fiscal year that also carried the CyberArk, Koi Security and Console acquisitions — worth separating before anyone reads the growth as organic.

Source — Palo Alto Networks, results release filed with the SEC on Form 8-K
Marketing
Timeline: Google published the migration plan on 12 August 2026, broad match and auto-created assets move to AI Max through September 2026, and Dynamic Search Ads follow in February 2027.

Google is upgrading broad match and auto-created assets to AI Max, automatically

Campaigns using the campaign-level broad match setting or automatically created assets are being migrated to AI Max across September, with Dynamic Search Ads to follow in February 2027 — so if nobody has checked what the new matching does to your search terms, this is the month to look.

Source — Google Ads Developer Blog Timeline — Search Engine Land

News by the numbers

Every figure below is drawn from the pieces above, and each of those links to its own sources
Timeline of everything published in News: Google’s AI Max migration on 12 August 2026, Palo Alto Networks on 1 September, Lululemon on 3 September and the Etsy marketing-ratio case on 5 September 2026.
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