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 Q2 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

Earnings data Q1 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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

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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

Today, PANW experienced a Power Inflow, a crucial event for investors who use order flow analytics in their investment strategies. This Power Inflow shifts from a net selling or distribution phase to a net buying or accumulation environment, illustrating a significant inflow that exceeds outflow. Such a change is commonly viewed as a sign of heightened investor confidence and a short-term uptrend in the stock.

Power Inflow Alert: PANW Generates Signal & Shares Rise 2.2%

Strong NGS ARR growth at 43% year-over-year, continuing the business' journey of platformization. Platformization strategy is driving robust revenue growth, helping the company win large-sized deals. Fair value of $420 per share, with 15% organic revenue growth projected.

Palo Alto Networks Q4: Transforming Into Next-Generation Security

Major U.S. equities indexes finished with minor losses on Tuesday.

S&P 500 Gains and Losses Today: Palo Alto Networks Surges After Earnings Beat

Netflix

It was a quiet day for the stock market Tuesday as a bullish earnings report from Palo Alto Networks offset some selling in the chip sector.

Stock Market Pauses After Impressive Run; Watch For New Setups But Avoid This Pitfall

The recent stock market rally ran out of steam Tuesday as sentiment turns cautious ahead of Jackson Hole.

Stock Market Today: Stocks Snap Lengthy Win Streak

Palo Alto Networks beat on the top and bottom lines last night. More than 20 separate stock analysts are raising their price targets on the stock.

Why Palo Alto Networks Stock Popped 8% Today

Palo Alto Networks is the IBD Stock Of The Day after the cybersecurity firm's shares jumped on a strong earnings report.

Palo Alto Networks Jumps Following Earnings Beat

Shares of Palo Alto Networks Inc PANW were climbing in early trading on Tuesday.

Palo Alto Networks Delivers 'Solid Finish' To Year, 10 Analysts Raise Forecasts

Palo Alto Networks (PANW) shares jumped during intraday trading Tuesday after the cybersecurity company reported stronger-than-expected earnings amid its ongoing "platformization" efforts.

Palo Alto Networks Jumps as Analysts Up Targets on AI Gains, 'Platformization'

Revenue for Q4 2024 was $2.2 billion, up 12% from the year-ago quarter. Q4 2024 non-GAAP net income per share was $1.51, topping projections.

Palo Alto Networks: A Pretty Q4

Palo Alto Networks stock is higher Tuesday after the cybersecurity firm reported solid earnings and boosted its stock buyback plan. Here's what you need to know.

Palo Alto Networks Pops on Earnings Beat, Stock Buyback News

Palo Alto Networks Inc (NASDAQ:PANW) stock is surging today, up 7.5% at $368.95 at last glance, after the cybersecurity name's fiscal fourth-quarter results beat estimates.

Cybersecurity Stock Climbs on Beat-and-Raise

Palo Alto Networks Inc. (NASDAQ: PANW) delivered impressive Q4 2024 earnings, surpassing Wall Street's expectations, which led to a flurry of analyst activity. On Monday, the company reported earnings per share of $1.51, exceeding the consensus estimate by $0.10.

Wall Street backs Palo Alto Networks after impressive Q4: Is It a Buy?

Most of the stock market had thought of the technology sector as a place to be in the past, and that is just not the case today, as names like Palo Alto Networks Inc. NASDAQ: PANW show strengthening financial and price momentum as the company's latest quarterly earnings results are released to the public. While it may not be as attractive a name as some of the previous darlings in the semiconductor industry, this stock is still worth taking a look at.

Momentum in Palo Alto Networks: Tech Stocks Still Going Strong

Palo Alto's (PANW) fourth-quarter fiscal 2024 results reflect growth across the Products, Services and Subscription segments.

Palo Alto (PANW) Q4 Earnings and Revenues Surpass Estimates

The cybersecurity giant is up 20% this year and looks to be gathering momentum.

Is Palo Alto Networks Stock a Buy Now?

Palo Alto Networks delivered a robust earnings release, downplaying fears of a growth slowdown. PANW's platformization drive has reaped reignited momentum, as the worst is likely over. Palo Alto Networks is well-positioned to gain more share in the XDR market, capitalizing on CrowdStrike's recent struggles.

Palo Alto Networks: Buy Before It Enters Beast Mode

Shares in Palo Alto Networks (PANW) rose in premarket trading Tuesday after the cybersecurity provider released quarterly results that surpassed expectations and issued an outlook at the high end of Wall Street forecasts, as customers embraced its offerings amid growing cyber threats.

Watch These Palo Alto Networks Stock Price Levels Amid Post-Earnings Buying

Despite a beat on headline metrics, Palo Alto Networks Inc.'s latest earnings didn't quite settle a major investor debate around its stock.

Why Palo Alto Networks' earnings offered ammunition for both bulls and bears

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Palo Alto Networks To Rally More Than 16%? Here Are 10 Top Analyst Forecasts For Tuesday

One of Nancy Pelosi's favorite holdings, Palo Alto Network (NASDAQ: PANW), recently unveiled its Q4 earnings report on August 20, posting beat on expectations.

Wall Street predicts Palo Alto Networks stock price for next 12 months

PANW's fiscal report beat expectations, but paying 29x forward free cash flow for mid-teen growth rates is too high. Upgraded sell rating to hold, but believe there are better opportunities in the cybersecurity sector. SentinelOne's faster growth and better valuation make it a more compelling investment compared to Palo Alto Networks.

Palo Alto Networks Q4 Earnings: Paying A Premium For Yesterday's Security (Upgrade)

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q4 2024 Results Conference Call August 19, 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 Saket Kalia - Barclays Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Andy Nowinski - Wells Fargo Gabriela Borges - Goldman Sachs Fatima Boolani - Citi Tal Liani - Bank of America Patrick Colville - Scotiabank Roger Boyd - UBS Matt Hedberg - RBC Keith Bachman - BMO Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks' Fiscal Fourth Quarter 2024 Earnings Conference Call. I'm Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q4 2024 Earnings Call Transcript

While LEI came in lower than expected earlier today, it no longer forecasts a recession in the near term.

Strong Trading Day on Favorable LEI; PANW Beats in Q4

After Palo Alto Networks reported an earnings beat on Monday, CEO Nikesh Arora told CNBC's Jim Cramer about his company's "platformization" strategy, saying it's important for the cybersecurity outfit's long-term success. "Platformization" is essentially a bundling of the company's products and services.

News for Palo Alto Networks Stock (PANW)