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.

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Cost of revenue

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SG&A

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EBITDA

Net income

Earnings per share

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Net PPE

Intangibles

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Current liabilities

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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

NVIDIA

Tesla

Palo Alto surged Monday after earnings, leading the S&P 500. Megacaps Tesla and NVDA were big winners too, with Nvidia earnings looming.

S&P 500: Cybersecurity Giant Soars On Earnings; Tesla, Nvidia Are Big Winners

Options traders are targeting Palo Alto Networks Inc (NASDAQ:PANW) today, as the stock heads for its biggest daily gain in two years.

Options Traders Target Soaring Cybersecurity Stock

Palo Alto's Q4 report arrived with better-than-expected earnings. The company's forward sales guidance missed the market's expectations.

Why Palo Alto Networks Stock Is Soaring Today

XPeng

Gorilla Technology Group Inc

Hecla Mining

Hecla stock drops after Lucky Friday mine collapse Hecla Mining stock dropped just over 9% in Monday's trade as it warned that a collapsed shaft at the Lucky Friday mine, in Idaho, will dent production volumes and trigger higher mining costs. The company said that the incident took place at a depth of 500 feet and there were no personel in the mine at the time.

Midday stock movers: Hecla, Willow Bioscience, Gorilla Tech, Palo Alto, Tesla, XPeng and more

Prisma SASE's unified capabilities and autonomous digital experience management uniquely position it to address the market needs SANTA CLARA, Calif., Aug. 21, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced that it has been recognized as the only Leader in the inaugural 2023 Gartner® Magic Quadrant™ for Single-Vendor SASE (secure access service edge), with the highest and furthest placement for both ability to execute and completeness of vision.

Palo Alto Networks Recognized as the Only Leader in Single-Vendor SASE. Period.

Palo Alto Networks Inc. shares are basking in the ultimate relief rally Monday after the company's Friday night earnings scare proved a fakeout.

Palo Alto Networks' stock surges toward best day in two years amid massive relief rally

Palo Alto Networks Inc (NYSE:PANW) shares surged Monday, continuing an extended trading rally that kicked off with an unorthodox decision to report earnings after the market closed on Friday.  The stock is up nearly 15% to $241.07 Monday morning after the cybersecurity company reported earnings of $1.44 per share, up from $0.01 a year ago and topping expectations of $1.28, on revenue of $1.95 billion, up 26% and just shy of expectations of $1.96 billion.

Palo Alto Networks continues to rally Monday as fears of Friday night earnings prove unfounded

Palo Alto Networks is a compelling stock to own as it gains share in the increasingly important cybersecurity market, CNBC's Jim Cramer said.

Jim Cramer says this surging cybersecurity is gaining market share and proving doubters wrong

VMware

Stocks moved higher early Monday, bouncing from recent pullbacks. Palo Alto Networks reported strong financial results late Friday.

Why These 2 Tech Stocks Are Leading Markets Higher Monday

The odd saga about why a company would report earnings on a Friday evening in August concluded Monday with a recovery of most related market losses.

Palo Alto Networks Stock Rallies 16% After Earnings Fiasco Turns Out To Be Nothing

Palo Alto's (PANW) fiscal Q4 results reflect the benefits of solid demand across its cyber security portfolio amid the growing hybrid work trend and cloud migration worldwide.

Palo Alto (PANW) Soars 11% as Q4 Earnings Beat Estimates

The cybersecurity vendor's share price jumped after investors found little to be concerned about in the after-the-bell Friday report.

Palo Alto Networks shares rise more than 12% after earnings report

Jet.AI Inc

Nikola

NAPCO Security Technologies

Shares of Palo Alto Networks Inc. PANW, +1.02% surged 8% after the cybersecurity company's unusual late Friday report revealed earnings and a billings outlook above Street estimates as AI-backed cyberattacks rise and the Securities and Exchange Commission seeks quicker reporting from companies on material attacks.

Palo Alto Networks shares surge after earnings, Napco Security tumbles and more stocks on the move

Palo Alto Networks Inc (NYSE:PANW) stock is the week's early mover, with a strong relief rally following Friday's oddly timed earnings release – Friday after the bell. The market was spooked by Pal Alto's scheduling with the stock selling off through last week in fearful anticipation that a Friday after market close report and conference call meant bad news was on its way.

Premarket: Palo Alto Networks relief rally as Friday night drama proved unnecessary

Palo Alto Networks reassured analysts with its earnings report after a brief panic over its unusual timing. It's a relief for cybersecurity peers CrowdStrike and Zscaler.

Palo Alto Has Healthy Momentum, Says Analyst. Its Positive Outlook Was a Relief.

After spooking Wall Street for weeks with its plans to report earnings after Friday's closing bell, Palo Alto Networks Inc.'s mysterious move turned out to be much ado about nothing.

Palo Alto Networks CEO addresses Friday earnings experiment: ‘Lesson learnt'

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q4 2023 Earnings Conference Call August 18, 2023 4:30 PM ET Company Participants Walter Pritchard - SVP, IR Nikesh Arora - Chairman and CEO Dipak Golechha - CFO Lee Klarich - Chief Product Officer Anand Oswal - Zero Trust Network Security Ankur Shah - Prisma Cloud Gonen Fink - Cortex BJ Jenkins - President Conference Call Participants Matt Hedberg - RBC Saket Kalia - Barclays Rob Owens - Piper Sandler Brad Zelnick - Deutsche Bank Andrew Nowinski - Wells Fargo Brian Essex - JPMorgan Jonathan Ho - William Blair Gabriela Borges - Goldman Sachs Roger Boyd - UBS Michael Turits - KeyBanc Patrick Colville - Scotiabank Tal Liani - Bank of America Joe Gallo - Jefferies Adam Borg - Stifel Walter Pritchard Good day, everyone, and welcome to Palo Alto Networks Fiscal Fourth Quarter 2023 Earnings Conference Call. I'm Walter Pritchard, Senior Vice President of Investor Relations and Corporate Development.

Palo Alto Networks, Inc. (PANW) Q4 2023 Earnings Call Transcript

Although the revenue and EPS for Palo Alto (PANW) give a sense of how its business performed in the quarter ended July 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, Palo Alto (PANW) Q4 Earnings: A Look at Key Metrics

Palo Alto Networks (PANW) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $0.80 per share a year ago.

Palo Alto Networks (PANW) Q4 Earnings Beat Estimates

Palo Alto Networks Inc (NASDAQ: PANW) just reported upbeat earnings for its fiscal fourth quarter. Its shares jumped roughly 9.0% in after-hours.

Palo Alto Networks Q4 earnings: ‘they'll grow above market and expand margins'

Turn out investors spooked by Palo Alto Networks Inc's (NYSE:PANW) decision to report earnings after the market closed Friday afternoon had nothing to worry about.  Shares of the cybersecurity company surged almost 8% after hours to $226.21 after its fiscal fourth-quarter earnings surpassed expectations.

Palo Alto shareholders let out a sigh of relief after Friday night earnings don't bring doom and gloom

Palo Alto's better-than-expected earnings report was a relief to investors who were concerned about potentially bad numbers due to a late Friday announcement

Palo Alto shares rise on earnings beat, surprising investors who worried about a Friday report

The company's profit guidance for the quarter and fiscal 2024 topped analyst forecasts. The revenue outlook came in light.

Palo Alto Networks Stock Jumps as Earnings Top Estimates

Palo Alto Networks Inc. shares rallied Friday after hours as the cybersecurity company topped expectations with its latest earnings, as well as with its forecasts for profit and billings, in an unusually scheduled report.

Palo Alto Networks stock rallies as earnings, outlook top Street estimates

Palo Alto Networks delivered quarterly earnings that beat expectations, the cybersecurity company said in a late Friday news release.

News for Palo Alto Networks Stock (PANW)