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

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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

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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

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.

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Free cash flow

Palo Alto Networks still is dealing with investor chagrin about the big shift in strategy it announced last quarter, in an effort to eventually boost revenue growth.

Palo Alto Networks continues to play the long game, much to Wall Street's chagrin

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q3 2024 Earnings Conference Call May 20, 2024 4:30 PM ET Company Participants Walter Pritchard - Senior Vice President, Investor Relations & Corporate Development Nikesh Arora - Chairman & Chief Executive Officer Dipak Golechha - Chief Financial Officer Lee Klarich - Chief Product Officer Conference Call Participants Brian Essex - JPMorgan Brad Zelnick - Deutsche Bank Hamza Fodderwala - Morgan Stanley Matt Hedberg - RBC Tal Liani - Bank of America Saket Kalia - Barclays Gabriela Borges - Goldman Sachs Gray Powell - BTIG Gregg Moskowitz - Mizuho Fatima Boolani - Citi Shaul Eyal - Cowen Andy Nowinski - Wells Fargo Joe Gallo - Jefferies Ben Bollin - Cleveland Research Jonathan Ho - William Blair Joel Fishbein - Truist Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks' Fiscal Third Quarter 2024 Earnings Conference Call. I am Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q3 2024 Earnings Call Transcript

Palo Alto Networks (PANW) reported quarterly earnings that beat analysts' expectations and provided revenue guidance that matched estimates.

Palo Alto Networks Earnings Beat Expectations, Revenue Outlook In Line

AutoZone

JPMorgan Chase & Co

Lowe's

Macy's

Microsoft

Toll Brothers

Urban Outfitters

Zoom Video

Monday, May 20th, 2024 Record-high closes on the Dow take a break today. After opening the first session of the trading week higher, the blue-chip index slipped into the red around lunchtime and was not able to recover, -0.49%, or -196 points — back below the 40,003 close on Friday.

Dow Draws Back from Highs, Nasdaq Sits at New Record

The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended April 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) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Palo Alto Networks (PANW) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.10 per share a year ago.

Palo Alto Networks (PANW) Tops Q3 Earnings and Revenue Estimates

Palo Alto Networks Inc. shares were falling in Monday's after-hours action as the cybersecurity company failed to sport much upside with its latest quarterly forecast, which bracketed the consensus view.

Palo Alto Networks' stock falls after earnings as forecast fails to impress

Palo Alto Networks reported fiscal Q3 earnings and revenue that modestly beat Wall Street targets amid lowered expectations and slowing growth in its core network firewall market.

Palo Alto Earnings Tops Views. Guidance Underwhelms.

Palo Alto Networks forecast fourth-quarter billings above Wall Street estimates on Monday, a sign that clients are turning to the cybersecurity firm for its integrated software security tools.

Palo Alto Networks forecasts quarterly billings above estimates

Palo Alto Networks Inc (NASDAQ: PANW) is trading down in extended hours on Monday even though it came in ahead of Street estimates for its third financial quarter. This is a developing story.

Palo Alto Networks reports 15% growth in Q3 revenue: stock is still losing

Fiscal third quarter revenue grew 15% year over year to $2.0 billion Remaining performance obligation grew 23% year over year to $11.3 billion Non-GAAP operating margin grew 200 bps year over year to 26% SANTA CLARA, Calif. , May 20, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2024, ended April 30, 2024.

Palo Alto Networks Reports Fiscal Third Quarter 2024 Financial Results

Cybersecurity products have excellent demand catalysts moving forward. Palo Alto Networks has one of the best product portfolios in the industry.

5 Reasons to Buy Palo Alto Networks Stock Like There's No Tomorrow

Deere & Company

Intuit

Johnson & Johnson

Kroger

McDonald's

Walmart

Artificial intelligence has taken over business headlines for good reason. Yet, investors may be better served, at this juncture, focusing on underappreciated AI stocks.

The AI Stock Underdogs: 7 Underappreciated Companies Poised for Greatness

Advanced Micro Devices

Micron Technology

Tech stocks began Monday in positive fashion as the sector looked to regain momentum after slipping at the end of last week. Apple stock was lagging though after cutting iPhone prices in China.

Micron, AMD, Microsoft, Palo Alto Networks, and Other Tech Stocks in Focus Today

Adobe

Akamai Technologies

ASML Hld

Broadcom

GlobalFoundries

While the innovation ecosystem has rightfully commanded much of the attention on Wall Street, investors may want to consider profitable tech stocks. As circumstances become more challenging, it's the substantive enterprises that may last for the long haul.

Tech's Lean, Mean Profit Machines: 7 Streamlined Stocks Ready to Roar

Technical analysis suggests a bullish opportunity for Palo Alto Networks at current prices. PANW is coming out of a base and is in bullish alignment with rising moving averages. Potential price targets are $380 and $500, with a stop loss at $287 for a risk to reward ratio of 1:2 and 1:6.

Palo Alto Networks Looks Bullish Before Earnings (Technical Analysis)

Nordson

The coming week is post-OPEX (options expiration week) in May. This has been one of the stronger such weeks among the 12 months of any year since 1985.

Stocks This Week: Buy Palo Alto Networks And Nordson

CrowdStrike

CrowdStrike and Palo Alto compete in many areas. Palo Alto's guidance leaves a lot to be desired.

Better Cybersecurity Stock: Palo Alto Networks vs. CrowdStrike

Fiscal Q3 earnings for Palo Alto stock are due May 20 with expectations low. Some analysts expect long-range upside from cloud strategy, the DoD's Thunderdome project and United Healthcare data breach.

Palo Alto Earnings Due. Will Cybersecurity Firm Win Back Wall Street's Confidence?

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) is expected to report a “solid quarter overall” for the quarter ended April 30, 2024, analysts at Bank of America believe. The cybersecurity solutions provider will report its fiscal third quarter 2024 financial results on Monday, May 20 after the stock market closes.

Palo Alto Networks expected to report 'solid quarter overall' for fiscal 3Q

Palo Alto Networks (PANW) is set to report earnings for its fiscal third quarter after the bell on Monday, with investors likely watching sales amid concerns about reduced customer spending. The cybersecurity company could also provide updates on its "platformization" strategy in its efforts to become a "one-stop shop" for cybersecurity.

What You Need To Know Ahead of Palo Alto Networks' Earnings Report Monday

Fortinet

It's no secret that companies are ramping up security spending to combat rising threats. The cybersecurity market is projected to reach $183 billion globally this year, presenting major growth opportunities in cybersecurity stocks.

Cybersecurity Champions: 3 Stocks to Hack-Proof Your Portfolio

Palo Alto (PANW) partners with International Business Machines to improve its security platforms with the latter's artificial intelligence capabilities to deliver AI-powered security solutions.

Palo Alto (PANW), IBM Team Up to Provide AI-Powered Solutions

SentinelOne

Cybersecurity remains an important and fast-growing industry. The global market for cybersecurity is forecast to grow by about 10% per year and, by 2028, reach nearly $275 billion.

The 3 Most Undervalued Cybersecurity Stocks to Buy in May 2024

International Business Machines Corp. and cybersecurity firm Palo Alto Networks on Wednesday announced an expansive partnership under which both companies will work together to offer security services powered by artificial intelligence, amid growing sophistication in online data breaches.

News for Palo Alto Networks Stock (PANW)