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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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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.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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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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Earnings data Q4 2023

Earnings data Q1 2024

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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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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.

Palo Alto tops revenue and profit estimates on steady cybersecurity demand

Palo Alto Networks (PANW) came out with quarterly earnings of $1.56 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.38 per share a year ago.

Palo Alto Networks (PANW) Q1 Earnings and Revenues Top Estimates

Palo Alto Networks raised its outlook for the year and said revenue climbed in its fiscal first quarter fueled by further subscription growth.

Palo Alto Networks Raises FY Outlook After Results

Merely in-line expectations for cybersecurity company's fiscal year drags on the stock.

Palo Alto Networks' beat and raise wasn't enough for investors. Here's what was missing.

Palo Alto stock fell amid fiscal Q1 earnings that topped estimates while revenue met views while guidance underwhelmed investors. The post Palo Alto Networks Guidance Underwhelms Investors, Shares Fall appeared first on Investor's Business Daily.

Palo Alto Networks Guidance Underwhelms Investors, Shares Fall

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) reported better-than-expected first-quarter adjusted earnings on Wednesday, though revenue narrowly missed estimates, prompting its stock to drop during after-hours trading. The cybersecurity company posted adjusted earnings per share (EPS) of $1.56, exceeding Wall Street's consensus estimate of $1.48.

Palo Alto Networks beats Q1 estimates but narrowly misses revenue forecasts

Fiscal first quarter revenue grew 14% year over year to $2.1 billion. Next-Generation Security ARR grew 40% year over year to $4.5 billion.

Palo Alto Networks Reports Fiscal First Quarter 2025 Financial Results

Palo Alto Networks Inc PANW will report its first-quarter earnings on Wednesday. Wall Street expects $1.48 in EPS and $2.12 billion in revenues as the company reports after market hours.

Palo Alto Networks Navigates Bullish Trend, But May Be Ripe For Volatility Ahead Of Earnings

Booking Hlds

Salesforce

Like they say, the trend is your friend, and it's best to trade with your friend. Stocks like Palo Alto Networks NASDAQ: PANW, Salesforce NYSE: CRM, and Booking Holdings NASDAQ: BKNG are trending higher and are forecasted to provide friendly returns this year and next.

3 Hot Stock Trends to Ride Into 2025

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) is set to report a solid quarter when it hands down its fiscal first quarter 2025 financial results on Wednesday, November 20, Bank of America analysts believe.  Wall Street analysts, on average, expect the cybersecurity firm to report revenue to grow almost 13% year-over-year to $2.12 billion while earnings per share (EPS) are expected to grow to $1.48 from $1.38 in the year-ago quarter.

Palo Alto Networks set to report solid quarter but high valuation limits upside: analysts

Heightened demand for cybersecurity solutions, increased software mix and better cost management are likely to aid PANW's Q1 results.

Should Palo Alto Stock be Part of Your Portfolio Ahead of Q1 Earnings?

Get a deeper insight into the potential performance of Palo Alto (PANW) for the quarter ended October 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

Stay Ahead of the Game With Palo Alto (PANW) Q1 Earnings: Wall Street's Insights on Key Metrics

SANTA CLARA, Calif. , Nov. 14, 2024 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW ), the global cybersecurity leader, today revealed its perspective on the top AI and cybersecurity trends for 2025.

Palo Alto Networks Outlines the Convergence of Cybersecurity and AI with 7 Game-Changing Predictions for 2025

Since Nikesh Arora became CEO in 2018, Palo Alto Networks transformed from a hardware firewall company to a comprehensive cybersecurity platform. Arora's platformization strategy consolidates 30-40 cybersecurity tools, enhancing security through better integration between tools. Although platformization hurts the company's short-term results, its long-term revenue growth and profitability potential have risen. PANW remains a buy.

Palo Alto Networks: Transforming Cybersecurity Through Platformization, Buy

Recently, Zacks.com users have been paying close attention to Palo Alto (PANW). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Palo Alto Networks, Inc. (PANW) is a Trending Stock

Costco

CrowdStrike

Cintas Corp

GE Vernova LLC

Netflix

Palantir Technologies

T-Mobile US

Walmart

CNBC's Jim Cramer on Election Day identified stocks that could perform well with either Vice President Kamala Harris or former President Donald Trump in the White House. Cramer's stock picks include Walmart, TJX, Costco, Netflix and T-Mobile.

Jim Cramer lists 10 stocks that could do well under Harris or Trump

PayPal

Investors looking for stocks in the Internet - Software sector might want to consider either Paypal (PYPL) or Palo Alto Networks (PANW). But which of these two stocks is more attractive to value investors?

PYPL or PANW: Which Is the Better Value Stock Right Now?

SANTA CLARA, Calif. , Nov. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal first quarter 2025, ended October 31, 2024, after U.S. markets close on Wednesday, November 20, 2024.

Palo Alto Networks to Announce Fiscal First Quarter 2025 Financial Results on Wednesday, November 20, 2024

Management delivered more margin expansion than expected in their FY24 year and guided for robust margin expansion in FY25, which sets the company for strong growth ahead. The cybersecurity sector faced disruptions in 2024, including CrowdStrike's outage and Palo Alto Networks' caution on "spending fatigue." PANW forecasts slower revenue growth (13-14%) but focuses on expanding its platform within its client base to drive efficiency.

Palo Alto Networks Is Plowing Through Its Margin Expansion

LONDON--(BUSINESS WIRE)--NTT DATA, a global digital business and IT services leader, today announced an expanded partnership with Palo Alto Networks, the global cybersecurity leader, to help global enterprises safeguard their digital infrastructures from emerging cybersecurity threats, spanning from the cloud to the farthest edge of enterprise environments. The collaboration introduces NTT DATA's Managed Extended Detection Response Service (MXDR), offering continuous threat monitoring, detectio.

NTT DATA Partners with Palo Alto Networks to Deliver AI-Driven Cloud-to-Edge Cybersecurity to Enterprise Clients

Broadcom

Alphabet

Tech stocks like GOOGL, AVGO, NFLX and PANW are poised to benefit from the ongoing Nasdaq rally.

Nasdaq Hits All-Time Closing High: 4 Tech Stocks With Growth Potential

Cybersecurity leader Palo Alto Networks, Inc. (PANW) is seeing Big Money interest as its shares near all-time highs once again.

News for Palo Alto Networks Stock (PANW)