Revenue segments as reported by the company.

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Subscription and support

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

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

Research and development

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Year over year growth in Revenue and Operating Expenses.

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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.

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Just today, we got a big surprise from cybersecurity titan Palo Alto Networks, with the company posting a double-beat and raising cash flow margin guidance. Shares popped on the news.

What's Going On With Palo Alto Networks Shares?

Palo Alto Networks Inc (NYSE:PANW) faced tougher conditions in its fiscal 2023 third quarter and analysts at UBS see a “slightly more difficult setup” for the cybersecurity company as it progresses towards its 2024 year. Maintaining their ‘Neutral' rating, the analysts noted that Palo Alto's headline billings growth of 26% for 3Q, along with a modest increase to 4Q billings guidance to 18%, were very strong results in a demand environment that Palo admits became more challenging.

Palo Alto Networks faces more challenging environment, with brokers lukewarm on its stock

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

Palo Alto (PANW) Spikes 4% on Q3 Earnings & Revenue Beat

There are few stocks out there with a 4-digit price-to-earnings (PE) ratio still showing gains for the year, but Palo Alto Networks Inc NASDAQ: PANW is one of them. What's all the more surprising is that this isn't even part of a recovery bounce.

Is Palo Alto Networks 4 Digit PE Justified?

Palo Alto Networks Inc (NYSE:PANW) shares jumped in Wednesday pre-market trade after the cybersecurity company delivered another earnings beat and raised its full-year guidance. The California-based company reported a 24% rise in revenue to $1.72 billion for the three months to April 30, 2023, above the $1.71 billion expected by Wall Street analysts.

Palo Alto stock rises on 3Q earnings beat and revised guidance

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q3 2023 Earnings Conference Call May 23, 2023 4:30 PM ET Company Participants Walter Pritchard - SVP, IR Nikesh Arora - Chairman & CEO Dipak Golechha - CFO Lee Klarich - Chief Product Officer Conference Call Participants Saket Kalia - Barclays Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Brad Zelnick - Deutsche Bank Andrew Nowinski - Wells Fargo Matt Hedberg - RBC Gabriela Borges - Goldman Sachs Adam Tindle - Raymond James Gregg Moskowitz - Mizuho Shaul Eyal - Cowen Walter Pritchard [Starts Abruptly] 23, 2023, at 1:30 PM Pacific Time. With me on today's call are Nikesh Arora, our Chairman and Chief Executive Officer; and Dipak Golechha; our Chief Financial Officer.

Palo Alto Networks, Inc. (PANW) Q3 2023 Earnings Call Transcript

Palo Alto Networks' CEO Nikesh Arora lauded generative AI in the cybersecurity space, telling CNBC's Jim Cramer the technology will maximize efficiency.

Palo Alto Networks CEO calls generative AI a boon for customer satisfaction and company efficiency

While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, Palo Alto (PANW) Q3 Earnings: A Look at Key Metrics

PANW stock rose as Palo Alto earnings for the April quarter topped Wall Street targets while revenue met views. The post Cybersecurity Firm Palo Alto Earnings Top Estimates On Cloud Growth appeared first on Investor's Business Daily.

Cybersecurity Firm Palo Alto Earnings Top Estimates On Cloud Growth

Palo Alto Networks Inc. shares rose in the extended session Tuesday after the cybersecurity company offered Wall Street another beat-and-raise quarter in a tight business software spending environment.

Palo Alto Networks turns in another beat-and-raise quarter amid tight business spending

Fiscal third quarter revenue grew 24% year over year to $1.7 billion Fiscal third quarter billings grew 26% year over year to $2.3 billion Remaining performance obligation grew 35% year over year to $9.2 billion Fourth consecutive GAAP net income positive quarter SANTA CLARA, Calif. , May 23, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2023, ended April 30, 2023.

Palo Alto Networks Reports Fiscal Third Quarter 2023 Financial Results

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Earnings Previews: Palo Alto Networks, VFC

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In today's increasingly interconnected world, the significance of cybersecurity has never been greater. As the digital landscape expands, so do the threats posed by cybercriminals.

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SANTA CLARA, Calif. , May 2, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal third quarter 2023, ended April 30, 2023, after U.S. markets close on Tuesday, May 23, 2023.

Palo Alto Networks to Announce Fiscal Third Quarter 2023 Financial Results on Tuesday, May 23, 2023

Cloud NGFW for Azure seamlessly integrates Palo Alto Networks AI and ML-powered security with the simplicity, scalability and global availability of Azure SANTA CLARA, Calif. , May 2, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) today announced it is bringing its industry-leading ML-Powered Next-Generation Firewall (NGFW) to Microsoft Azure as a fully managed Azure-native ISV service.

Palo Alto Networks Unveils Its Cloud Next-Generation Firewall for Microsoft Azure Customers

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The Fed Is Forecasting a Recession: 2 Nasdaq 100 Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague

The cybersecurity landscape of 2023 and beyond presents a growing demand driven by an increasingly connected digital ecosystem and heightened cyber threats. Palo Alto Networks is strategically positioned to capitalize on this demand through its wide array of integrated products and focus on AI-driven innovation.

Examining Industry Trends And Palo Alto Networks Growth Potential

PANW has a big opportunity to grow its SASE business within its existing customer base. The company has done a nice job moving beyond the firewall.

News for Palo Alto Networks Stock (PANW)