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Subscription and support

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

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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

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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

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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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Palo Alto (PANW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate Palo Alto Networks (PANW) to Report a Decline in Earnings: What to Look Out for

Check Point Software Technologies

Microsoft

The recent cybersecurity glitch triggered by a global technological outage exposed the underlying cyber threat as the world continues to embrace internet technology. The cyber glitch came against the backdrop of the recent cyber attacks on UnitedHealth Group (NYSE: UNH ), MGM Resorts (NYSE: MGM ), and Caesars Entertainment (NASDAQ: CZR ), two major casino operators in the country.

3 Cloud Security Stocks That May Benefit from Increased Cyber Threats

Alphabet

3 No-Brainer Tech Stocks To Buy Now

Snowflake

Atlassian

The surge in cloud computing stocks has been one of the defining trends of the tech sector in recent years, fueled by the accelerated shift toward digital transformation and remote work solutions. However, not all clouds have a silver lining.

3 Cloud Computing Stocks to Sell in August Before They Crash & Burn

NEW YORK, Aug. 08, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Palo Alto Networks (NASDAQ: PANW) on behalf of long-term stockholders following a class action complaint that was filed against Palo Alto Networks on February 26, 2024 with a Class Period from August 18, 2023 to February 20, 2024. Our investigation concerns whether the board of directors of Palo Alto Networks have breached their fiduciary duties to the company.

PALO ALTO NETWORKS ALERT: Bragar Eagel & Squire, P.C. is Investigating Palo Alto Networks on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm

While Palo Alto's (PANW) long-term growth story remains compelling, issues like decelerating sales growth, lofty valuations and macroeconomic headwinds suggest that now may not be the ideal time to buy aggressively.

Palo Alto (PANW) Down 10% in a Month: What Should Investors Do?

Palo Alto Networks (PANW) reachead $304.21 at the closing of the latest trading day, reflecting a +0.76% change compared to its last close.

Palo Alto Networks (PANW) Rises As Market Takes a Dip: Key Facts

Fortinet

Zscaler

Zscaler is finding success with its "zero-trust" cybersecurity offerings. Palo Alto is an established cybersecurity leader that's still closing big deals.

3 Top Cybersecurity Stocks to Buy in August

Akamai Technologies

F5 Networks

Cloudflare

Rapid7

The new digital age for cybersecurity stocks to me is reflective of a number of long-term trends that could reshape the industry. One of the significant trends is the growing usage of artificial intelligence and machine learning in cybersecurity.

7 Cybersecurity Stocks That May Thrive in the Digital Age

E2open Parent Holdings

Investors interested in stocks from the Internet - Software sector have probably already heard of E2open Parent Holdings, Inc. (ETWO) and Palo Alto Networks (PANW). But which of these two stocks presents investors with the better value opportunity right now?

ETWO vs. PANW: Which Stock Is the Better Value Option?

Dayforce Inc

ServiceNow

These days, AI stocks are almost selling like pancakes, and I can't blame investors. With almost every tech and tech-adjacent company announcing artificial intelligence integration into their business processes, AI service providers are getting more clients.

The Road to $1 Million: 3 AI Stocks to Secure Your Financial Future

SANTA CLARA, Calif., Aug. 2, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal fourth quarter and fiscal year 2024, ended July 31, 2024, after U.S. markets close on Monday, August 19, 2024.

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results on Monday, August 19, 2024

CrowdStrike

As cybersecurity is set to hit a $2 trillion total addressable market by 2030, investors are eyeing this rapidly evolving space for lucrative opportunities.

EXCLUSIVE: Cybersecurity Stocks Poised For A Boom, Stephanie Link Shares Key Growth Trends

BlackBerry

SentinelOne

The mass IT outage caused by CrowdStrike's (NASDAQ: CRWD ) update earlier this month has opened the door for the company's rivals to gain market share at its expense. Morgan Stanley, which remains bullish overall on CrowdStrike stock, predicted that the firm's billings would fall by 20% in the second half of the year.

3 Cybersecurity Stocks That Could Gain From CrowdStrike's Woes

CyberArk Software

Radware

The cybersecurity industry and the services it provides are nearly invisible to the average person except for when it fails. The CrowdStrike (NASDAQ: CRWD ) outage on July 19 did a fantastic job of reminding everyone of this reality, as a seemingly invisible update to Windows OS cybersecurity brought down airlines, banks, hospital systems and even emergency services.

What Are the Hottest Cybersecurity Stocks Right Now? 3 Top Picks.

With cyberattacks increasing to 2,365 incidents and 343 million victims last year, cybersecurity stocks are more attractive. Data breaches surged 72%, highlighting the need for robust digital defenses.

Forget CrowdStrike: These 3 Cybersecurity Stocks Could Be Much Better Picks

Until recently, CrowdStrike (NASDAQ: CRWD ) was one of the most successful cybersecurity stocks in the world. The stock was rising to new heights due to the success of its Falcon endpoint security solution.

The Bright Side of the CrowdStrike Outage: 3 Stocks That Stand to Gain

Apple

Advanced Micro Devices

Amazon

Salesforce

Cisco Systems

Dell Technologies

Intel

MongoDB

Netflix

NVIDIA

Oracle

UiPath

Palantir Technologies

QUALCOMM

Dan Ives predicts a tech bull market lasting 2-3 years, driven by Generative AI and investments in enterprise space. Qualcomm's Dr. Vinesh Sukumar on its partnerships and AI ambitions.

Tech Bull Market Just Getting Started - Dan Ives

First Trust NASDAQ Cybersecurity ETF

The market doesn't trust CrowdStrike (NASDAQ: CRWD ) anymore. Following its software patch that caused IT systems worldwide to meltdown, the cybersecurity stock lost all of the gains it made in 2024.

3 Stocks That Could See Increased Demand Thanks to the CrowdStrike Outage

Palo Alto Networks (PANW) reachead $321.89 at the closing of the latest trading day, reflecting a -1.51% change compared to its last close.

Palo Alto Networks (PANW) Stock Drops Despite Market Gains: Important Facts to Note

Broadcom

Super Micro Computer

Wall Street rarely sees two trends like artificial intelligence (AI) and stock-split euphoria competing for attention. AI drove record highs for major indices in 2024, while stock splits, though cosmetic, also fueled market excitement for certain names.

Stock Split Alert: 3 Stocks Poised to Amplify Shareholder Value

Both CrowdStrike and Palo Alto Networks have experienced double-digit revenue growth year over year in 2024. CrowdStrike caused a global technical outage on July 19, and its stock price promptly plummeted.

Better Cybersecurity Stock: CrowdStrike vs. Palo Alto Networks

CrowdStrike's recent outage caused market concerns, but Palo Alto Networks' strength in the cybersecurity industry positions the company to steal share in the XDR market. The deferred growth concerns seem short-sighted due to the upcoming upgrade cycles in light of the average contract duration, which is usually ~3 years. Palo Alto Networks is projected to grow at a 15-16% CAGR, outpacing market growth and penetration, with a strong product lineup for future growth.

Palo Alto Networks' Deferred Growth Concerns Are Myopic

Zscaler will benefit from the growth of the zero-trust market. SentinelOne has bold plans for replacing human analysts with AI algorithms.

Forget CrowdStrike: 3 Cybersecurity Stocks to Buy Instead

Datadog

Cathie Wood and her Ark Investment Management team are putting a lot of investment money into AI right now. Wood thinks AI software companies will soon generate $8 in revenue for every $1 spent on Nvidia's chips.

News for Palo Alto Networks Stock (PANW)