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 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.

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

Cybersecurity giant Palo Alto Networks Inc  (NASDAQ:PANW) stock is up 2.3% to trade at $358.50 at last check, as investors unpack earnings results from sector peers Okta (OKTA) and CrowdStrike (CRWD).

Cybersecurity Stock Among Best to Own in September

CrowdStrike

Cybersecurity stocks for your September 2024 watchlist.

2 Cybersecurity Stocks To Watch In September 2024

Walmart

Earnings results from the Q2 reporting cycle are mixed. Some are good, and some are bad.

Analysts Upgrade These 3 Hot Buy-and-Hold Stocks

PANW's platformization strategy is driving growth, as evidenced by the Q4 top- and bottom-lines beating analyst estimates and significant increases in NGS ARRs. The changing cybersecurity landscape and rising AI-driven cyberattacks position PANW as a major beneficiary, boosting demand for its AI-related security offerings. Despite the stock's current valuation showing little-to-no upside at current levels, the long-term growth story remains intact, making pullbacks a buying opportunity.

Palo Alto Networks Can Be A Major Beneficiary Of The Dramatically Evolving Landscape

Palo Alto (PANW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Palo Alto (PANW) Upgraded to Buy: Here's Why

Oddity Tech Ltd

Investors interested in stocks from the Internet - Software sector have probably already heard of Oddity Tech (ODD) and Palo Alto Networks (PANW). But which of these two stocks offers value investors a better bang for their buck right now?

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

Palo Alto delivered an in-line revenue while beating profitability in the quarter. FY4Q24 results exceeded expectations, with revenue growth, adjusted EPS, and NGS ARR showing positive signs. Management reiterated their goal to achieve NGS ARR of $15 billion by FY2030, and that FY2025 NGS ARR is expected to grow 28%.

Palo Alto Networks: Why I Choose To Remain On The Sidelines

Cincinnati, Ohio--(Newsfile Corp. - August 27, 2024) - CBTS, a global provider of IT solutions and services—including Application Modernization , Digital Workplace , Managed Hybrid Cloud , Cybersecurity , and Infrastructure Solutions— has received four Palo Alto Networks NextWave specializations including Prisma SASE, Cortex XDR, Hardware Firewall, and Software Firewall. CBTS is a NextWave Managed Security Services Provider (MSSP) Innovator and Solution Provider in addition to being a Diamond Innovator Solution Provider, which empowers them with the expertise to help customers improve their security postures.

CBTS Receives Four Palo Alto Networks NextWave Specializations

Artificial intelligence (AI) is being harnessed by malicious actors to mount sophisticated attacks on businesses. 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 $370 and Hold for 10 Years

Palo Alto Networks reported its 4Q24 earnings, in my opinion, positioning itself for outperformance in the cybersecurity market into 2025. Palo Alto's commentary and outlook lead me to believe the company has more upside surprises in terms of ARR growth from its platformization progress. Management is guiding for revenue in the range of $2.10 billion to $2.13 billion next quarter, a 12% to 13% increase year over year versus consensus at $2.10 billion.

Palo Alto Networks: A Lot In Its Favor For 2025 - Initiating With A Buy

Palo Alto Networks' latest earnings report topped analysts' expectations. But it expects its slowdown to continue in fiscal 2025.

Does Palo Alto Networks Deserve Its Premium Valuation?

Palo Alto Networks' latest earnings report exceeded expectations. The stock's valuation may be a concern for some investors.

Is It Too Late to Buy Palo Alto Networks Stock?

Palo Alto stock has rallied back to where it was before it sank after management lowered guidance and changed strategies earlier this year. The company's platformization strategy is showing early signs of success.

With Momentum Returning, Is Now the Time to Buy Palo Alto Stock?

PALO ALTO, Calif.--(BUSINESS WIRE)-- #AI--AiDash, an enterprise SaaS company making critical infrastructure industries climate-resilient and sustainable with satellites and AI, today announced the opening of its new global headquarters, located at 575 High Street in downtown Palo Alto. This strategic expansion will help foster innovation by enhancing collaboration with Silicon Valley's tech ecosystem. The opening of the new space will also support widespread, long-term growth as AiDash seeks to hire.

AiDash Opens New Global Headquarters in Palo Alto to Drive Innovation in Climate Adaptation Technology

SANTA CLARA, Calif. , Aug. 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 events: Citi 2024 Global TMT Conference Wednesday, September 4, 2024 9:10 a.m.

Palo Alto Networks to Present at Upcoming Investor Events

The cybersecurity company reported excellent quarterly financial results that sent the stock higher.

Massive News for Palo Alto Stock Investors

Operational quality and business trends are why Palo Alto Network's NASDAQ: PANW stock price will soon hit a new all-time high. The latest report shows that business strength persists despite the company's leaning toward free and reduced services intended to boost total business.

Palo Alto Networks Stock Can Set a New All-Time High Soon

CrowdStrike's stock has been struggling since it was involved in a massive outage that took place in July. Rival Palo Alto Networks may provide investors with a better buying opportunity.

Forget CrowdStrike: Buy This Top Cybersecurity Stock Instead

Today, PANW experienced a Power Inflow, a crucial event for investors who use order flow analytics in their investment strategies. This Power Inflow shifts from a net selling or distribution phase to a net buying or accumulation environment, illustrating a significant inflow that exceeds outflow. Such a change is commonly viewed as a sign of heightened investor confidence and a short-term uptrend in the stock.

Power Inflow Alert: PANW Generates Signal & Shares Rise 2.2%

Strong NGS ARR growth at 43% year-over-year, continuing the business' journey of platformization. Platformization strategy is driving robust revenue growth, helping the company win large-sized deals. Fair value of $420 per share, with 15% organic revenue growth projected.

Palo Alto Networks Q4: Transforming Into Next-Generation Security

Major U.S. equities indexes finished with minor losses on Tuesday.

S&P 500 Gains and Losses Today: Palo Alto Networks Surges After Earnings Beat

Netflix

It was a quiet day for the stock market Tuesday as a bullish earnings report from Palo Alto Networks offset some selling in the chip sector.

Stock Market Pauses After Impressive Run; Watch For New Setups But Avoid This Pitfall

The recent stock market rally ran out of steam Tuesday as sentiment turns cautious ahead of Jackson Hole.

Stock Market Today: Stocks Snap Lengthy Win Streak

Palo Alto Networks beat on the top and bottom lines last night. More than 20 separate stock analysts are raising their price targets on the stock.

Why Palo Alto Networks Stock Popped 8% Today

Palo Alto Networks is the IBD Stock Of The Day after the cybersecurity firm's shares jumped on a strong earnings report.

News for Palo Alto Networks Stock (PANW)