Revenue segments as reported by the company.

Product

Subscription and support

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Sales and marketing

General and administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Palo Alto Networks

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Palo Alto Networks reports robust Q3 performance amidst industry challenges

PANW's Q3 performance reflects strong financial growth and sustained demand for its cybersecurity solutions. The company is navigating challenges posed by the supply chain crisis and increased regulatory interest while focusing on driving efficiency and leveraging AI for innovation. PANW's strategic approach to M&A and commitment to product capability position it for continued growth and transformation.

Palo Alto Networks (PANW) excels in Q2, eyes sustained growth

Palo Alto Networks (PANW) reports robust Q2 performance, focusing on profitability enhancements and strategic growth initiatives amidst market challenges. The company aims for sustained top-line growth through outcome-based products and efficient operations.

Palo Alto Networks excels in Q3, eyes generative AI opportunities

Palo Alto Networks delivered a robust performance in Q3 2023, showcasing strong financial growth, operational efficiency, and strategic advancements across key business segments.
While facing challenges related to data security risks, competitive landscape shifts, and industry dynamics, the company remains well-positioned to capitalize on opportunities in generative AI, strategic acquisitions, and cloud security innovation.
With a focus on innovation, market leadership, and financial resilience, Palo Alto Networks continues to drive growth, efficiency, and product differentiation in the dynamic cybersecurity market landscape.

Palo Alto Networks excels in Q4, eyes growth amid challenges

Palo Alto Networks delivered strong results and provided robust guidance for fiscal year 2024.
The company's focus on innovation, platformization, and strategic partnerships positions it well for future growth.
Challenges in cash flow management and hardware demand require careful navigation.
Opportunities lie in the growing cloud security market, IoT, and network security evolution.

Palo Alto Networks excels in Q1, faces rising cyber threats

Palo Alto Networks reported robust financial results, highlighted by strong revenue growth, expanded margins, and strategic acquisitions. Despite challenges from cyber threats and billing variability, the company remains confident in its demand outlook and growth trajectory.

Palo Alto Networks reports solid Q2, eyes $15B ARR by 2030

Palo Alto Networks delivered strong financials but faces challenges in federal market and customer fatigue.
Platformization strategy driving growth and consolidation, aiming for $15 billion in ARR by 2030.
Initiatives to accelerate platformization and maintain financial prudence for long-term profitability.

Palo Alto Networks posts robust Q3 results, eyes sustained growth

Palo Alto Networks (PANW) reported strong Q3 performance with revenue and billings growth, driven by next-generation security solutions and platformization strategy.
The company's partnerships with IBM and Accenture, focus on AI security, and customer-centric approach position it well for sustained growth and market leadership.
Challenges in managing financial metrics and educating stakeholders on key distinctions require strategic attention to ensure continued profitability and cash flow margins.
Opportunities lie in expanding market presence, leveraging AI capabilities for revenue growth, and strategic acquisitions to drive long-term value creation and competitive advantage.

Palo Alto Networks excels in Q4, poised for cybersecurity leadership

Palo Alto Networks delivered strong Q4 results, exceeding guidance and showcasing growth in NGS ARR, reflecting successful execution of their cybersecurity strategy.
The company's emphasis on platformization, AI initiatives, and financial discipline positions them well for sustained growth and innovation in the cybersecurity market.
While challenges like customer transitions and market dynamics exist, Palo Alto Networks' strategic focus and industry alignment present opportunities for continued success.
Gratitude towards stakeholders and a proactive approach to customer needs underscore a foundation for growth and partnership development in the future.

Palo Alto Networks (PANW) reports robust Q1 results and bullish outlook for fiscal year 2025

Palo Alto Networks (PANW) is off to a strong start in fiscal year 2025, with impressive growth in NGS ARR and operating margin. The company's platformization strategy is driving success, evidenced by significant deals and strong financial performance across geographies.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

e.l.f. Beauty

Snowflake

The stock market provides ample ways to grow wealth. Dividends and value investing are common methods.

3 Growth Stocks That Could Make You Obscenely Rich by 2030

Palo Alto's Q3 earnings exceeded Wall Street's expectations. But billings growth remains weak as it signs more deferred deals.

Is Palo Alto Networks Bouncing Back or Headed for a Downward Spiral?

Palo Alto Networks provided great detail on developments of the enormous strategic initiative it implemented in the previous quarter.

Massive News for Palo Alto Networks Stock Investors

CrowdStrike

Fortinet

The cybersecurity investment theme still stands out now that many potential attackers are harnessing the power of artificial intelligence (AI) to compromise systems. Undoubtedly, the leading cybersecurity companies are also making good use of AI.

3 Cybersecurity Stocks to Buy Now: May 2024

Palo Alto Networks reported strong Q3 earnings, beating analyst expectations for EPS and revenue. However, the company's estimates for Q4 billings disappointed markets, raising concerns about cybersecurity spending in the post-pandemic period. We feel that the market's negative response could continue pushing share prices lower, so we explain why support levels near $260 can be viewed as critical going forward.

Palo Alto: Sell-Off Creates Buying Opportunity (Technical Analysis)

Cracker Barrel Old Country Store

Peloton

The stock market might be at an all-time high, but that doesn't mean every security is trending higher. On the contrary, there are a number of stocks sinking.

3 Stocks Facing an Imminent Decline in May

Palo Alto reported solid fiscal Q3 results, but bookings guidance slightly disappointed. The company said that top customers are being receptive towards its platformization strategy.

Palo Alto Networks Sinks on Guidance Again. Time to Buy or Stay Away?

Artificial intelligence (AI) is creating new risks for businesses as malicious actors use the technology to mount increasingly sophisticated attacks. Palo Alto Networks is one of the world's largest providers of cybersecurity software, and it's using AI to deliver advanced protection.

1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $320 and Hold for 10 Years

Domino's Pizza

Lowe's

Although it no longer takes money to make money on Wall Street, the more you have, the faster you can get to where you're going.  You can buy stocks with as little as $20 these days and not worry about getting skinned from transaction fees.

$1,000 Goes a Long Way: 3 Stocks That Could Deliver Hefty Returns

Palo Alto Networks updated investors on how its massive change in strategy is developing.

Should Investors Buy Palo Alto Networks Stock on the Dip?

ServiceNow

Palantir Technologies

Artificial intelligence has been in the limelight over the past one year, leading to investors to search for AI stocks to buy. Today, AI is not just a technological tool but a foundational element that is transforming how businesses interact with information, make decisions and interact with customers.

3 AI Stocks to Buy on the Dip May 2024

CyberArk Software

Radware

We're still sitting ducks when it comes to cyberattacks, which creates an opportunity for some of the top cybersecurity stocks to buy. The U.S. Environmental Protection Agency (EPA) just warned that attacks against water utilities are becoming more frequent and severe.

3 Cybersecurity Stocks That Could Be Millionaire-Makers: May Edition

Trump Media & Technology Group Corp

The S&P 500 Information Technology Sector index hit a 52-week high and was up 0.2% at 1:15 p.m. ET, while the broader S&P 500 and the tech-heavy Nasdaq were flat.

Tech Stocks on the Move Today: Palo Alto Networks, Trump Media, and More

Palo Alto Networks (PANW) stock is down 9% despite a double beat.

Why Are Shares of Palo Alto Networks Down After Earnings?

Palo Alto Networks shares fell 3.5% on Tuesday after a largely in-line fourth-quarter billings forecast indicated the near-term impact of the cybersecurity firm's attempts to consolidate its services under a single platform.

Palo Alto slides as billings forecast points to clients deferring payments

Palo Alto's (PANW) Q3 performance reflects the benefits of solid demand across its cyber security portfolio amid the growing hybrid work trend and cloud migration worldwide.

Palo Alto (PANW) Q3 Earnings and Revenues Beat Estimates

Palo Alto Networks' NASDAQ: PANW share price is down more than 5% following its FQ3 release, which provides an attractive buy-the-dip opportunity. The move is driven by an increase in billings that have no bearing on the underlying business.

Buy the Dip in Palo Alto Networks; Analysts Raise Targets

Palo Alto Networks Inc (NASDAQ:PANW) reported a fiscal third-quarter earnings and revenue beat after yesterday's close, but the security slipped after also issuing a weaker-than-expected  billings outlook.

Analysts Mixed on Palo Alto Networks Stock After Earnings

After Palo Alto Networks Inc. dramatically cut its full-year outlook three months back, some were hopeful that the cybersecurity company was just clearing the decks.

Why Palo Alto Networks' earnings report missed the mark once again

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) moved almost 8% lower in pre-market trading on Tuesday as investors fled on underwhelming revenue forecasts. Cybersecurity firm Palo Alto had guided for fourth-quarter revenue to come in between US$2.15 billion and US$2.17 billion in results on Monday.

Palo Alto slumps as guidance underwhelms on cybersecurity fears

SentinelOne

As more of the world's technology moves online, the demand for cybersecurity stocks to buy will continue to increase. Seen in nearly every major part of any tech company's operational expenditures, it's no wonder its market is currently valued at over $200 billion and set to continue increasing at a near 10% compound annual growth rate (CAGR).

The 2025 Millionaire's Club: 3 Cybersecurity Stocks to Buy Now

Coinbase

Tech stocks take a pause early Tuesday after the Nasdaq Composite reaches a record high in the previous session.

Palo Alto Networks, Coinbase, and Other Tech Stocks in Focus Today

Shares in Palo Alto Networks (PANW) slumped nearly 9% late Monday after the cybersecurity firm issued a lackluster current-quarter and full-year outlook, but the stock may find buying interest near a key zone of chart support.

What to Watch For on Palo Alto Networks Stock After Post-Earnings Plunge

Palo Alto Networks still is dealing with investor chagrin about the big shift in strategy it announced last quarter, in an effort to eventually boost revenue growth.

Palo Alto Networks continues to play the long game, much to Wall Street's chagrin

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q3 2024 Earnings Conference Call May 20, 2024 4:30 PM ET Company Participants Walter Pritchard - Senior Vice President, Investor Relations & Corporate Development Nikesh Arora - Chairman & Chief Executive Officer Dipak Golechha - Chief Financial Officer Lee Klarich - Chief Product Officer Conference Call Participants Brian Essex - JPMorgan Brad Zelnick - Deutsche Bank Hamza Fodderwala - Morgan Stanley Matt Hedberg - RBC Tal Liani - Bank of America Saket Kalia - Barclays Gabriela Borges - Goldman Sachs Gray Powell - BTIG Gregg Moskowitz - Mizuho Fatima Boolani - Citi Shaul Eyal - Cowen Andy Nowinski - Wells Fargo Joe Gallo - Jefferies Ben Bollin - Cleveland Research Jonathan Ho - William Blair Joel Fishbein - Truist Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks' Fiscal Third Quarter 2024 Earnings Conference Call. I am Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

News for Palo Alto Networks Stock (PANW)