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

Palo Alto Networks Inc (NYSE:PANW) stock is the week's early mover, with a strong relief rally following Friday's oddly timed earnings release – Friday after the bell. The market was spooked by Pal Alto's scheduling with the stock selling off through last week in fearful anticipation that a Friday after market close report and conference call meant bad news was on its way.

Premarket: Palo Alto Networks relief rally as Friday night drama proved unnecessary

Palo Alto Networks reassured analysts with its earnings report after a brief panic over its unusual timing. It's a relief for cybersecurity peers CrowdStrike and Zscaler.

Palo Alto Has Healthy Momentum, Says Analyst. Its Positive Outlook Was a Relief.

After spooking Wall Street for weeks with its plans to report earnings after Friday's closing bell, Palo Alto Networks Inc.'s mysterious move turned out to be much ado about nothing.

Palo Alto Networks CEO addresses Friday earnings experiment: ‘Lesson learnt'

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q4 2023 Earnings Conference Call August 18, 2023 4:30 PM ET Company Participants Walter Pritchard - SVP, IR Nikesh Arora - Chairman and CEO Dipak Golechha - CFO Lee Klarich - Chief Product Officer Anand Oswal - Zero Trust Network Security Ankur Shah - Prisma Cloud Gonen Fink - Cortex BJ Jenkins - President Conference Call Participants Matt Hedberg - RBC Saket Kalia - Barclays Rob Owens - Piper Sandler Brad Zelnick - Deutsche Bank Andrew Nowinski - Wells Fargo Brian Essex - JPMorgan Jonathan Ho - William Blair Gabriela Borges - Goldman Sachs Roger Boyd - UBS Michael Turits - KeyBanc Patrick Colville - Scotiabank Tal Liani - Bank of America Joe Gallo - Jefferies Adam Borg - Stifel Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks Fiscal Fourth Quarter 2023 Earnings Conference Call. I'm Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q4 2023 Earnings Call Transcript

Although the revenue and EPS for Palo Alto (PANW) give a sense of how its business performed in the quarter ended July 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Palo Alto (PANW) Q4 Earnings: A Look at Key Metrics

Palo Alto Networks (PANW) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $0.80 per share a year ago.

Palo Alto Networks (PANW) Q4 Earnings Beat Estimates

Palo Alto Networks Inc (NASDAQ: PANW) just reported upbeat earnings for its fiscal fourth quarter. Its shares jumped roughly 9.0% in after-hours.

Palo Alto Networks Q4 earnings: ‘they'll grow above market and expand margins'

Turn out investors spooked by Palo Alto Networks Inc's (NYSE:PANW) decision to report earnings after the market closed Friday afternoon had nothing to worry about.  Shares of the cybersecurity company surged almost 8% after hours to $226.21 after its fiscal fourth-quarter earnings surpassed expectations.

Palo Alto shareholders let out a sigh of relief after Friday night earnings don't bring doom and gloom

Palo Alto's better-than-expected earnings report was a relief to investors who were concerned about potentially bad numbers due to a late Friday announcement

Palo Alto shares rise on earnings beat, surprising investors who worried about a Friday report

The company's profit guidance for the quarter and fiscal 2024 topped analyst forecasts. The revenue outlook came in light.

Palo Alto Networks Stock Jumps as Earnings Top Estimates

Palo Alto Networks Inc. shares rallied Friday after hours as the cybersecurity company topped expectations with its latest earnings, as well as with its forecasts for profit and billings, in an unusually scheduled report.

Palo Alto Networks stock rallies as earnings, outlook top Street estimates

Palo Alto Networks delivered quarterly earnings that beat expectations, the cybersecurity company said in a late Friday news release.

Palo Alto Networks Stock Jumps After Unusual Friday Earnings Release

Fiscal fourth quarter revenue grew 26% year over year to $2.0 billion. Fiscal year 2023 revenue grew 25% year over year to $6.9 billion.

Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2023 Financial Results

Palo Alto Networks Inc (NASDAQ:PANW) stock is slightly higher this morning, last seen up 0.2% to trade at $207.92, just ahead of the tech name's fiscal fourth-quarter earnings report, due out after today's close.

Cybersecurity Stock Sees Pre-Earnings Options Barrage

Nobody likes working late on a Friday in August, not even Wall Street analysts, who described Palo Alto Networks' earnings timing as “unprecedented.”

This AI Stock Darling Crashed Nearly 20% Just Because It's Reporting Earnings On A Friday Afternoon

Farfetch

Ross Stores

Ross Stores (NASDAQ:ROST) Inc shares gained more than 5% in extended trading Thursday after the retailer beat earnings expectations and raised its guidance.  The company reported earnings of $1.32 per share, compared to $1.11 a year earlier and expectations of $1.16.

The Afterhours: Ross Stores, Farfetch, Applied Minerals report earnings; Palo Alto perplexes analysts

Palo Alto Networks Inc (NYSE:PANW) perplexed analysts and pushed its share price lower Wednesday when it announced plans to report earnings after the bell on Friday, a highly untraditional move.  Shares of the cybersecurity company are down another 2.9% Thursday to $207.83, and analysts aren't sure what to make of it.

Palo Alto Networks' decision to report earnings after the market closes Friday is a 'PR disaster,' analysts say

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon and published on their website. When a company the size of Palo Alto Networks (PANW) confirms a Friday after-the-bell earnings date, we pay attention, especially when it's never reported at that time before.

Why Is Palo Alto Networks Reporting After The Bell On A Summer Friday?

After U.S. markets closed on Wednesday, Cisco Systems reported better-than-expected results on both the top and bottom lines.

Earnings Preview: Palo Alto Networks

Palo Alto Networks has perplexed shareholders and analysts by opting to report earnings after the market closes on Friday afternoon.  Companies rarely ever report after the trading week ends.

Palo Alto Networks is reporting earnings after the market closes on Friday — why?

Call it the great Palo Alto Networks guessing game ahead of unusual earnings report timing, which takes place after the close Friday.

Palo Alto's Unusual Timing On Earnings Is Making Wall Street Nervous

"Palo Alto Networks differentiates with security, AI, and operations" SANTA CLARA, Calif., Aug. 16, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today it has been positioned as a leader in the inaugural Forrester Wave™: Zero Trust Edge Solutions, Q3 2023 report.

Palo Alto Networks Prisma SASE Recognized as a Leader in Zero Trust Edge Solutions

Palo Alto Networks Inc. has Wall Street wondering why the cybersecurity company decided to report earnings and hold its conference call after the close of markets on a Friday.

Why is Palo Alto Networks reporting earnings Friday afternoon? The strange timing draws speculation.

Palo Alto's (PANW) fiscal Q4 top line is expected to have benefited from the heightened demand for cybersecurity solutions.

Palo Alto (PANW) to Report Q4 Earnings: What's in the Offing?

Palo Alto Networks' stock has demonstrated an impressive rally year-to-date, significantly outperforming the broader market. The upcoming quarter's earnings release is expected to show record-breaking revenue and improved EPS, with bullish signs for future growth. My valuation analysis suggests the stock is massively undervalued.

News for Palo Alto Networks Stock (PANW)