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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

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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 Q1 2025

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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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Shares of Palo Alto Networks Inc. slid on Thursday after the company a day earlier lowered its full-year outlook for billings, a key measurement of demand.

Palo Alto Networks' stock is falling after trimmed billings outlook. Analysts say to look past the ‘noise.

Palo Alto Networks Inc (NYSE:PANW)'s fiscal first quarter 2024 billings growth miss was not surprising to Jefferies analysts given the full year hardware headwinds faced by the cybersecurity company.  In an update to clients, the analysts maintained their ‘Buy' rating on the stock while raising their price target 11% to $285 per share, noting its long-term growth story remains on track.

Palo Alto Networks analysts shrug off 1Q billings miss, boost price target

There are many ways to secure digital networks, not just Palo Alto Networks NASDAQ: PANW, and all provide some utility for investors. However, the takeaway from the cybersecurity market is that Palo Alto Networks is the one to rule them all.

Palo Alto Networks: the one security stock to rule them all

Palo Alto's (PANW) Q1 performance reflects the benefits of solid demand across its cyber security portfolio amid the growing hybrid work trend and cloud migration worldwide.

Palo Alto (PANW) Q1 Earnings Beat, Billings Miss Guidance

Analysts were divided on the security-software company's reasoning.

Palo Alto Explains Its Weak Billings. Not Everyone Is Convinced.

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q1 2024 Earnings Conference Call November 15, 2023 4:30 PM ET Company Participants Walter Pritchard - SVP, IR Nikesh Arora - Chairman and CEO Dipak Golechha - CFO Lee Klarich - Chief Product Officer Conference Call Participants Saket Kalia - Barclays Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Gabriela Borges - Goldman Sachs Roger Boyd - UBS Brad Zelnick - Deutsche Bank Fatima Boolani - Citibank Joel Fishbein - Truist Joe Gallo - Jefferies Gray Powell - BTIG Ben Bollin - Cleveland Research Ittai Kidron - Oppenheimer Patrick Colville - Scotiabank Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks' Fiscal First Quarter 2024 Earnings Conference Call. I am Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q1 2024 Earnings Call Transcript

Palo Alto Networks CEO Nikesh Arora discussed his company's first-quarter earnings report in an interview with CNBC's Jim Cramer.

Palo Alto Networks CEO says demand remains high despite quarterly weakness in billings

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

Here's What Key Metrics Tell Us About Palo Alto (PANW) Q1 Earnings

Cisco Systems

Yesterday was a hard act to follow; plenty of exuberance over peak interest rate levels has given away to something else today.

Market Rally Flattens Out; Cisco & Palo Alto Beat, Sell Off

Shares of Palo Alto Networks Inc. slid after hours Wednesday after the cybersecurity company trimmed its full-year outlook for billings, despite what it said was an “unprecedented level” of attacks driving demand for greater security.

Forecast sinks Palo Alto Networks' stock despite ‘unprecedented level' of cybersecurity attacks

Palo Alto Networks Inc (NYSE:PANW) reported fiscal first quarter financial results Wednesday that beat analyst estimates but its stock price dropped 8% after hours as its billings guidance fell short of the Wall Street consensus.  The cybersecurity company's 1Q revenue rose 20% year over year to $1.9 billion, edging past the analyst consensus forecast of $1.84 billion, according to Zacks Equity Research.

Palo Alto Networks 1Q results beat but billings guidance disappoints

Palo Alto Networks reported fiscal Q1 earnings and revenue that topped Wall Street targets. But the cybersecurity firm's billings guidance missed.

Palo Alto Earnings Top Estimates, Billings Guidance Misses

Fiscal first quarter revenue grew 20% year over year to $1.9 billion. Remaining performance obligation grew 26% year over year to $10.4 billion.

Palo Alto Networks Reports Fiscal First Quarter 2024 Financial Results

Palo Alto (PANW) upgrades the Cortex XSIAM platform with the 2.0 version, featuring the bring-your-own-machine-learning framework.

Palo Alto (PANW) Upgrades Cortex XSIAM With the 2.0 Version

Palo Alto Networks recognizes 15+ years of customer trust with "no-cost" Unit 42 Retainer, expanding its commitment to being the cybersecurity partner of choice SANTA CLARA, Calif. , Nov. 14, 2023 /PRNewswire/ -- In recognition of customers that have put their trust in Palo Alto Networks® and recent heightened threat activity, Palo Alto Networks (NASDAQ: PANW) today announced a free and instant Unit 42 ® Incident Response Retainer to further support qualified  customers at their most critical times.

Palo Alto Networks Deepens Commitment to Top 2,000 Customers With Exclusive Unit 42 Rapid Incident Response Offering

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With a boost in global security spending expected this year, these cybersecurity stocks are worth a closer look.

7 Cybersecurity Stocks to Buy Now

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

Palo Alto (PANW) to Report Q1 Earnings: What's in the Offing?

Cortex XSIAM now enables customers to add their own custom AI models on the XSIAM data lake in addition to the already existing 1,300+ models SANTA CLARA, Calif. , Nov. 13, 2023 /PRNewswire/ -- It used to take an attacker 44 days on average to exfiltrate data from an organization once it was compromised — now it's a matter of hours — and with companies taking an average of 5.5 days to initially contain an incident, legacy security operations solutions no longer work.

Palo Alto Networks Adds "Bring Your Own AI" Capability To Cortex XSIAM AI-driven Security Operations Platform

Home Depot

Target

Stocks have bounced back from their late October lows, with the first few weeks of November primarily reflecting green. Of course, the Q3 earnings cycle continues to chug along, although it'll witness a notable slowdown in the coming weeks.

3 Key Quarterly Releases to Watch Next Week

Beyond analysts' top -and-bottom-line estimates for Palo Alto (PANW), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2023.

Exploring Analyst Estimates for Palo Alto (PANW) Q1 Earnings, Beyond Revenue and EPS

Palo Alto Networks (PANW) is expected to see its fiscal first quarter 2024 adjusted earnings per share (EPS) climb 40% year over year to $1.16 on revenue that is forecast to rise 18% to $1.84 billion, according to Zacks Equity Research.  In a note to clients, Wedbush analysts believe PANW is seeing considerable strength with major expansions within its installed base as more enterprises move to the cloud with the PANW platform.

Palo Alto Networks analysts see strong 1Q results; cloud growth key

Q3 earnings season is in the rearview mirror, but two top retailers are on the earnings calendar along with fast-growing On Holding.

Earnings Calendar Spotlight: Fast-Growing On Holding, Palo Alto Networks Set To Report

Adobe is generating ample cash flow and using artificial intelligence to boost the platform's value. Palo Alto Networks is boosting profit margins, helping amplify earnings growth.

2 Top Software Stocks to Buy for the Long Haul

Palo Alto (PANW) launches AI-driven Zero Trust management and operations solution, Strata Cloud Manager, and a set of five new Next-Generation Firewalls.

News for Palo Alto Networks Stock (PANW)