Palo Alto Networks and NTT DATA target $1B in AI security sales by 2029
Palo Alto Networks Inc. and NTT DATA Group Corp. today signed a multiyear global alliance that targets $1 billion in joint business by the end of 2029.
Palo Alto Networks said it’s the first alliance of its kind it has struck with a global systems integrator. The deal puts the security vendor’s platforms in front of NTT DATA’s consulting, engineering and managed services customers, backed by investment from both sides.
The partnership is not new. The two launched a joint managed cybersecurity service in 2024. Palo Alto Networks then convened the Frontier AI Alliance in April, with NTT DATA among five founding members. Membership has since passed a dozen.
The agreement announced today goes considerably further. It sets up a dedicated go-to-market model, a shared engineering roadmap and early access for NTT DATA to platform features before they ship. Palo Alto Networks is assigning forward-deployed engineers to the work.
Six areas are in scope at launch. The one both companies pushed hardest is the autonomous security operations center, pairing agentic artificial intelligence tooling with NTT DATA’s managed detection and response staff. Identity security runs on Idira, the platform Palo Alto Networks built out of its $25 billion purchase of CyberArk Software Ltd. and released in May.
AI governance, multicloud posture management, firewall modernization and a combined zero-trust and secure edge architecture fill out the list. Financial services, healthcare, manufacturing and the public sector are where the first joint offerings will land.
Nikesh Arora, chairman and chief executive of Palo Alto Networks, said in the announcement that expanding the alliance “allows us to operationalize platformization at true global scale, helping enterprises eliminate legacy complexity and move fast without sacrificing safety.”
Abhijit Dubey, CEO and chief AI officer at NTT DATA Inc., said AI is reshaping the threat landscape “at unprecedented speed” and that customers need resilience built on AI-driven security, industry knowledge and global reach.
The alliance is not exclusive and NTT DATA continues to resell rival platforms, including CrowdStrike Holdings Inc.’s Falcon.
The $1 billion target covers contracts and orders on both sets of books over three years, mixing product, subscription and services revenue.
Image: NTT/GPT Image 2
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