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

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

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

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

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Should You Invest in Palo Alto (PANW) Based on Bullish Wall Street Views?

Payoneer Global

Spotify

The pursuit of 10X growth stocks is a quest that captures the imagination of every investor. Getting in on the ground floor of transformative companies can not only provide you with bragging rights but make you extremely rich.

3 Growth Stocks That Could 10X Your Money Over the Next Decade

Palo Alto Networks is prioritizing platformization of their security products to simplify IT infrastructure and upsell additional security products. The company aims to become a preferred security vendor for the next generation of GenAI threat vectors through partnerships with IBM and Accenture. Palo Alto is releasing new AI features, including copilot capabilities, to improve productivity and simplify security operations, further pushing for platformization.

Palo Alto Networks Lays Out Their AI Strategy

AMETEK

HEICO

Nothing is guaranteed in the market, but I have good personal conviction in several “Surefire” stocks to buy regularly. This is mostly due to how sticky their revenue and profits are, alongside their stable and consistent performance in the stock market up until now.

7 Surefire Stocks to Buy Each Time You Get a Paycheck

Intel

Roblox

Technology stocks continue to outperform and power the market higher. So far in 2024, the Nasdaq Composite index that is laden with tech securities is up 15%, bringing its 12-month gain to 30%.

Tech Stocks That Overpromise and Underdeliver: 3 Names to Avoid

Zscaler

Cybersecurity stocks are selling off Tuesday as investors prepare for more earnings reports within the industry.

Palo Alto Networks, Zscaler shares lead broader cybersecurity selloff

Alphabet

Netflix

NVIDIA

Stocks like NVIDIA Corporation, Alphabet Inc. (GOOGL), Netflix, Inc. (NFLX) and Palo Alto Networks, Inc. (PANW) are likely to benefit from the ongoing tech rally.

4 Solid Stocks to Gain From Nasdaq's New Milestone

CyberArk Software

Fortinet

Cybersecurity stocks to buy benefit from an incredibly cynical narrative: when bad things happen in the digital realm, the bullish case for the aforementioned sector rises. Given this correlation, it's easy to see why some folks have a conspiratorial view of the cybersecurity ecosystem.

Hack-Proof Profits: 3 Cream-of-the-Crop Cybersecurity Stocks to Buy Now

Cybersecurity risks are growing, making the industry attractive and recession-proof. Platformization strategy is a sound movement for the company, being one of the biggest players but with tough competition. I valued the company at $504 per share, with a downside value of $321 per share at the current stock price.

Palo Alto Networks: A Buy Opportunity On A Platform Strategy

Bentley Systems

Datadog

Intuit

Roper Technologies

Five Nasdaq Composite listed laggards of year to date with strong potential for the rest of 2024 are: DDOG, PANW, ROP, INTU, BSY.

Top 5 Nasdaq Composite Laggards of 2024 Likely to Gather Pace

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

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

SANTA CLARA, Calif. , May 23, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the following financial community event: Bank of America 2024 Global Technology Conference Tuesday, June 4, 2024 7:50 a.m.

Palo Alto Networks to Present at Upcoming Investor Event

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

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.

News for Palo Alto Networks Stock (PANW)