Revenue segments as reported by the company.

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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.

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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

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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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When a high-quality company creates a significant amount of value, its stock price can soar into the hundreds, or even thousands, of dollars. That makes the stock a little expensive for retail investors, which leaves the majority of shares in the hands of institutions and large investment funds.

1 Unstoppable Stock-Split Stock to Buy Hand Over Fist Heading Into 2025

PALO ALTO, Calif.--(BUSINESS WIRE)-- #ClinicalResearch--The Heart & Kidney Health Screening offers no-cost Lp(a) testing as well as screenings for other related metabolism and kidney risks.

Join Care Access for No-Cost Heart & Kidney Health Screenings in Palo Alto, Screening For Inherited Type of Heart Health Risk

There's no denying the ongoing threat of cybersecurity attacks. The global average cost of a data breach in 2024 thus far has been $4.88 million, according to a report by IBM, and that amount grows with each passing year.

Palo Alto Networks Announces 2-for-1 Stock Split. Here's What Investors Need to Know.

NVIDIA

Jacobs Solutions Inc

JPMorgan Chase & Co

Williams-Sonoma

U.S. stocks settled higher on Friday, with the Dow Jones index closed at a fresh record level during the session. Major indices on the Wall Street recorded gains last week, with the Dow gaining around 2% and the S&P 500 adding around 1.7%.

This Analyst With 85% Accuracy Rate Sees Over 30% Upside In Nvidia - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investors Heavily Search Palo Alto Networks, Inc. (PANW): Here is What You Need to Know

Palo Alto Networks' platformization progress is slow, with heavy competition, despite management's optimism and industry discussions. The company only forecasts 14% revenue growth with RPO growth of 20%, slipping from 26% in the prior-year period. The stock trades at a premium valuation, with a market cap over $134 billion and a forward sales multiple of nearly 14x.

Palo Alto Networks: Market Loves The Story Too Much

Palo Alto Networks' (PANW -3.61%) troubles early in the year are beginning to seem like a distant memory after the company once again posted solid earnings results.

Palo Alto's Rebound Leads to a Stock Split Announcement. Can the Stock Keep Its Momentum Going?

Palo Alto Networks reported strong Q1'25 earnings, announced a 2-for-1 stock split, and showed significant growth in next-generation security ARR. Management reported a beat and raise for eFY25. The company's platformization strategy and AI-driven solutions are key growth drivers, with substantial increases in large deals and new platform customers. Despite competitive pressures from CrowdStrike, Palo Alto's diversified platform approach and strategic acquisitions bolster its market position and long-term growth potential.

Palo Alto Networks May Scale With AI

The stock is pacing S&P 500 laggards after a bearish downgrade at HSBC.

Why Palo Alto Networks' stock is having its worst day in nine months

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is It Worth Investing in Palo Alto (PANW) Based on Wall Street's Bullish Views?

PANW's strong Q1 earnings, rising NGS adoption and robust long-term prospects make it a compelling buy.

Should You Buy Palo Alto Networks Stock Post Strong Q1 Earnings?

SANTA CLARA, Calif. , Nov. 22, 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: UBS Technology Conference Tuesday, December 3, 2024 8:35 a.m.

Palo Alto Networks to Present at Upcoming Investor Event

CrowdStrike

SentinelOne

Palo Alto Networks Inc (NASDAQ:PANW) yesterday reported better-than-expected fiscal first-quarter earnings and revenue, as demand for its cybersecurity services grows stronger due to rising digital threats.

Cybersecurity Stocks in Focus After PANW Earnings

Palo Alto Networks (PANW) posted better-than-expected fiscal 2025 first-quarter results and announced a 2-for-1 stock split after the bell Wednesday.

Palo Alto Networks Tops Estimates, Announces Stock Split

Analysts published commentary on Palo Alto Networks Inc PANW after the company reported upbeat fiscal first-quarter results.

Palo Alto Networks Reports Upbeat Earnings, Analysts Impressed By Platform Acceleration

PANW's strong Q1 results reflect benefits from impressive performances across segments backed by a differentiated platformization strategy.

Palo Alto Q1 Earnings Beat: Can Strong Guidance Lift the Stock?

Palo Alto Network's NASDAQ: PANW stock price has been in a multi-year uptrend that will continue for many more years because of its leadership position in cybersecurity. It is the world's leading cybersecurity provider, and its business is supported by the increasing use of digitization by businesses and industries, compounded by the exponential rise in cyber threats.

Why Palo Alto Networks' Multi-Year Uptrend is Far From Over

Malicious hackers have compromised potentially thousands of organizations by exploiting two new zero-day vulnerabilities found in widely used software made by cybersecurity giant Palo Alto Networks.

Palo Alto Networks warns hackers are breaking into its customers' firewalls — again

Palo Alto Networks Inc (NASDAQ: PANW) reported a strong first quarter and raised its full-year guidance last night. However, shares of the cybersecurity company are still down over 3% at press time.

Cramer advises buying this stock-split company amid post-earnings dip

Palo Alto Networks shows mixed results; growth rates are not upwardly revised, but the company boasts a strong balance sheet and solid free cash flow. PANW's valuation at 29x forward free cash flow is not cheap, but its integrated security platform and high free cash flow margins are positives. Despite competition from CrowdStrike and others, PANW's platformization strategy and strong financial footing make it a resilient contender in cybersecurity.

Palo Alto Networks Q1 Earnings: Platforming For Success; Mixed Growth Profile

Palo Alto still showed a big miss on something investors care a lot about.

Palo Alto Stock Is Falling After Earnings Beat. This Metric's Worrying One Analyst.

Arista Networks

Oracle

3 Unstoppable Growth Stocks to Buy if There's a Stock Market Sell-Off

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q1 2025 Earnings Call Transcript November 20, 2024 4:30 PM ET Company Participants Walter Pritchard - SVP of IR and Corporate Development Nikesh Arora - Chairman and CEO Dipak Golechha - CFO Lee Klarich - CPO Conference Call Participants Saket Kalia - Barclays Brad Zelnick - Deutsche Bank Hamza Fodderwala - Morgan Stanley Brian Essex - JPMorgan Joe Gallo - Jefferies Matt Hedberg - RBC Gregg Moskowitz - Mizuho Rob Owens - Piper Sandler Gray Powell - BTIG Andy Nowinski - Wells Fargo Fatima Boolani - Citi Roger Boyd - UBS Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks First Quarter 2025 Earnings Conference Call. I'm Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q1 2025 Earnings Call Transcript

The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended October 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Palo Alto (PANW) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Palo Alto Networks beat Wall Street expectations for first-quarter revenue and profit on Wednesday, owing to healthy spending for its cybersecurity services amid a rise in digital threats.

News for Palo Alto Networks Stock (PANW)