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Palo Alto and NTT DATA Build a $1B Security Alliance Without Exclusivity

The deal gives Palo Alto Networks a deeper route into NTT DATA’s enterprise services operation, while NTT DATA retains the freedom to sell competing security products. Its $1 billion measure combines orders and contracts across both companies, making execution—not exclusivity—the central test.

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Palo Alto and NTT DATA Build a $1B Security Alliance Without Exclusivity
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Palo Alto Networks and NTT DATA are targeting one billion dollars in joint business by the end of 2029—but NTT DATA is not giving up its right to sell rival security platforms. The alliance covers three years of product, subscription, and services contracts or orders recorded across both companies. So the headline number is not Palo Alto revenue. It is a combined sales target, and the real test is whether the two companies can execute together inside NTT DATA’s large enterprise-services operation. The partnership goes well beyond ordinary resale. NTT DATA gets a shared engineering roadmap and early access to Palo Alto platform features before release. Palo Alto is also assigning forward-deployed engineers, putting technical support alongside the sales relationship. The first six offerings span autonomous security operations, identity security, AI governance, multicloud posture management, firewall modernization, and zero-trust, secure-edge architecture. They are aimed initially at financial services, healthcare, manufacturing, and the public sector. The model builds on a joint managed cybersecurity service launched in 2024, while letting NTT DATA continue selling CrowdStrike’s Falcon and other competing products. That openness helps preserve customer choice, but it also means Palo Alto has to win business within an integrator’s portfolio that remains genuinely competitive. The key fact to watch is whether shared planning, engineering support, and services packaging produce enough joint contracts and orders to reach that one-billion-dollar target by 2029.

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3 key points

Palo Alto Networks and NTT DATA are formalizing a broader commercial and engineering partnership around six security offerings, with a goal of generating $1 billion in combined contracts and orders by the end of 2029. The figure is not Palo Alto revenue and depends on NTT DATA selling the platform alongside rival products, including CrowdStrike Falcon. Early focus areas include financial services, healthcare,...

  1. 01

    The $1 billion target covers three years of product, subscription, and services contracts or orders recorded by both companies.

  2. 02

    NTT DATA remains free to resell CrowdStrike Falcon and other competing security platforms.

  3. 03

    The partnership adds a shared engineering roadmap, early feature access, and Palo Alto forward-deployed engineers.

Palo Alto Networks and NTT DATA have signed a multiyear global alliance targeting $1 billion in joint business by the end of 2029. The arrangement is explicitly nonexclusive: NTT DATA will continue reselling rivals, including CrowdStrike’s Falcon, even as it gains a tighter go-to-market and engineering relationship with Palo Alto.

The headline figure is a sales target, not a single company’s reported revenue. It covers contracts and orders booked across both companies over three years, spanning products, subscriptions and services. That definition makes the alliance a combined commercial push between a security-platform vendor and a systems integrator with consulting, engineering and managed-services customers.

The deal reaches beyond resale

The alliance adds a dedicated go-to-market model, a shared engineering roadmap and early access for NTT DATA to Palo Alto Networks platform features before release. Palo Alto Networks is also assigning forward-deployed engineers, placing technical support alongside the commercial arrangement rather than treating it as a conventional resale agreement.

The companies say their first joint offerings will land in financial services, healthcare, manufacturing and the public sector. Those are the initial markets where the partners will have to turn their shared product and service plans into the contracts counted toward the target.

Six security offers, one operating model

  • Autonomous security operations
  • Identity security
  • AI governance
  • Multicloud posture management
  • Firewall modernization
  • Zero-trust and secure-edge architecture

The breadth of that menu is important to the partnership’s structure. Palo Alto Networks supplies the platforms, while NTT DATA can package them with its consulting, engineering and managed services. The arrangement builds on a joint managed cybersecurity service the companies launched in 2024, but adds a formal commercial model and shared product-planning work.

Open distribution is the constraint and the advantage

The nonexclusive structure separates this alliance from a locked-in distribution bet. NTT DATA can keep selling CrowdStrike Falcon while receiving Palo Alto’s early platform access and engineering support. For customers, that preserves NTT DATA’s ability to offer competing platforms; for Palo Alto, it means the $1 billion ambition depends on winning work within an integrator portfolio that remains open to alternatives.

That is the practical tension in the announcement. The partners have committed to deeper coordination around sales, engineering and services, but not to exclusivity. Their target is therefore a measure of whether that closer operating model can generate enough joint contracts and orders by 2029 while NTT DATA continues to carry rival security products.

Sources

  1. siliconangle.comPalo Alto Networks and NTT DATA target $1B in AI security sales by 2029 - SiliconANGLE

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