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

Fortinet

Varonis Systems

Zacks Security industry participants like PANW, FTNT and VRNS are benefiting from the current hybrid working trend and digital transformation wave.

3 Stocks to Buy From a Flourishing Security Industry

CrowdStrike

CyberArk Software

Okta

Zscaler

After a horrific 2022 in which the tech-heavy Nasdaq plunged a stunning 33%, many investors decided it was high time to dump tech stocks, and dump them they did.

6 Leading Cybersecurity Software Stocks Set to Explode Higher in 2023

Booking Hlds

Braze

Coupa Software

Sprinklr

Alphabet

HubSpot

New York Times

Pegasystems

Uber

Eric Bannasch is the founder, CEO, and Portfolio Manager of Cadian Capital Management.

These Are the Top 10 Holdings of Eric Bannasch

Palo Alto Networks investors should watch out for Wiz — which just bumped up its valuation 66% to $10 billion while raising another $300 million.

Wiz Raises $300 Million To Challenge Palo Alto Networks In Cloud Security

Despite dropping 25% into the new year, shares of Palo Alto Networks Inc (NASDAQ: PANW) turned north about halfway through January and haven't stopped going since. Shares are now up a full 40% from that low, and after last week's update, they look to be on track to keep going.

Palo Alto Networks on Track for 52-Week High

The stock is off to the races in 2023, helped by stellar quarterly earnings results.

Palo Alto Networks Is a Top Cybersecurity Stock to Buy Right Now

Palo Alto Networks reported excellent earnings results that got investors excited.

Palo Alto Networks Stock Is Soaring After Earnings. Is the Higher Stock Price Justified?

Palo Alto Networks Inc (NYSE:PANW) shares soared on Wednesday after its fiscal second quarter results beat expectations on the top and bottom lines.  The cybersecurity company posted non-GAAP earnings of $1.05 per share, up 81% from $0.58 a year earlier and above the Zacks Consensus Estimate (ZCE) of $0.78.

Palo Alto Networks shares pop on fiscal 2Q expectations beat

Palo Alto Networks Inc. shares surged Wednesday after Wall Street rewarded the cybersecurity company for another beat-and-raise quarter, as analysts said budget crunches among businesses are leading executives to favor larger vendors.

Palo Alto Networks stock jumps as ‘budget scrutiny' for cybersecurity favors large platforms

Palo Alto Networks delivered surprisingly strong results despite the macro environment. Not only did revenue come at the high end of guidance, but the company has accelerated margin expansion.

Palo Alto Networks Rises On Earnings Beat: Why More Upside Is Yet To Come

Results from F-5 Networks (NASDAQ: FFIV) through Datadog (NASDAQ: DDOG), including Checkpoint Software (NASDAQ: CHKP) and Cloudflare (NASDAQ: NET), have put the bottom in cyber security stocks, and now Palo Alto Networks (NASDAQ: PANW) is leading them higher. Palo Alto Networks is the world's largest cyber-security provider, so it is no wonder it is a go-to name for today's needs.

Palo Alto Networks Is The Leading Cyber Security Play

The cybersecurity specialist posted strong revenue growth while widening its profit margin.

Why Palo Alto Networks Charged Higher Wednesday Morning

Palo Alto Networks Inc (NASDAQ:PANW) announced a third-straight profitable quarter after 10 years of losses, with its fiscal second-quarter results easily beating Wall Street's estimates.

Cybersecurity Stock Surges on Another Profitable Quarter

Palo Alto Networks' (PANW) fiscal Q2 results reflect benefits from solid demand across its cyber security portfolio amid the growing hybrid work trend and cloud migration worldwide.

Palo Alto (PANW) Outpaces Q2 Earnings & Revenue Expectations

Baidu

Investors have high hopes for both companies.

These 2 Tech Stocks Could Reignite the Nasdaq's Bull Market

Palo Alto (PANW) delivered earnings and revenue surprises of 34.62% and 0.43%, respectively, for the quarter ended January 2023. Do the numbers hold clues to what lies ahead for the stock?

Palo Alto Networks (PANW) Surpasses Q2 Earnings and Revenue Estimates

Coinbase

We hope to get a better picture of what the Fed is thinking tomorrow when the minutes to the latest FOMC meeting are released.

Worst Trading Day of the Year So Far; PANW Beats, COIN Mixed

Shares of Palo Alto Networks Inc (NASDAQ: PANW) jumped close to 10% in extended trading after the cybersecurity company said it swung to a profit in its fiscal second quarter. Palo Alto shares up on raised guidance The cybersecurity stock is responding to the raised guidance as well.

Palo Alto shares are up 10% in after-hours: detailed here

Palo Alto Networks, Inc. (NASDAQ:PANW ) Q2 2023 Earnings Conference Call February 21, 2023 4:30 PM ET Company Participants Clay Bilby - Head, Investor Relations Nikesh Arora - Chairman & Chief Executive Officer Dipak Golechha - Chief Financial Officer Conference Call Participants Brian Essex - JPMorgan Hamza Fodderwala - Morgan Stanley Fatima Boolani - Citigroup Brad Zelnick - Deutsche Bank Tal Liani - BofA Keith Bachman - BMO Patrick Colville - Scotiabank Matt Hedberg - RBC Jonathan Ho - William Blair Saket Kalia - Barclays Joe Gallo - Jefferies Ben Bollin - Cleveland Research Clay Bilby Good day, everyone, and welcome to Palo Alto Networks Fiscal Second Quarter 2023 Earnings Conference Call. I am Clay Bilby, Head of Palo Alto Networks Investor Relations.

Palo Alto Networks, Inc. (PANW) Q2 2023 Earnings Call Transcript

Palo Alto Networks Inc raised its full-year profit forecast on Tuesday as spending on cyber-security products stays strong in the face of a turbulent economy, sending its shares up about 5.5% in trading after the bell.

Palo Alto Networks sees strong year on solid demand for cybersecurity

Palo Alto Networks Inc. shares rallied in the extended session Tuesday after the cybersecurity company reported another beat-and-raise quarter amid what is considered to be a tough time for enterprise software vendors.

Palo Alto Networks stock rallies more than 5% following another beat-and-raise quarter amid macro slowdown

Palo Alto Networks is emphasizing profitability while still adding top-line growth through acquisitions under CEO Nikesh Arora.

Palo Alto Networks lifts earnings guidance as it pursues profitable growth

Palo Alto Networks reported fiscal second-quarter earnings and revenue that topped estimates while guidance for PANW stock came in mixed. The post Palo Alto Networks Earnings Handily Beat Views, Guidance Mixed appeared first on Investor's Business Daily.

Palo Alto Networks Earnings Handily Beat Views, Guidance Mixed

Fiscal second quarter revenue and billings each grew 26% year over year to $1.7 billion and $2.0 billion, respectively Trailing 12-months GAAP net income positive for period ending January 31, 2023 Remaining performance obligation grew 39% year over year to $8.8 billion SANTA CLARA, Calif. , Feb. 21, 2023 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal second quarter 2023, ended January 31, 2023.

Palo Alto Networks Reports Fiscal Second Quarter 2023 Financial Results

Palo Alto's (PANW) fiscal Q2 revenues are expected to have benefited from the heightened demand for cybersecurity solutions.

News for Palo Alto Networks Stock (PANW)