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

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

Microsoft

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.

IBM and Palo Alto Networks are joining forces on AI, as cybersecurity threats get tougher

Palo Alto Networks is buying IBM's QRadar as part of a bigger partnership between the two companies.

Palo Alto Networks is buying security assets from IBM to expand customer base

News Summary:   IBM to platformize internal security solutions with Palo Alto Networks; Palo Alto Networks will be its preferred cybersecurity partner across network, cloud and SOC Palo Alto Networks will incorporate watsonx large language models (LLMs) in Cortex XSIAM to deliver additional Precision AI™ solutions IBM will bolster its leading security services to drive a significant book of business in cybersecurity and AI security, featuring Palo Alto Networks platforms in its expanded portfolio IBM will train more than 1,000 of its security consultants on migration, adoption and deployment of Palo Alto Networks products Palo Alto Networks has agreed to acquire IBM's QRadar Software as a Service (SaaS) assets, and the two companies will partner to offer seamless migration for QRadar customers to Cortex XSIAM IBM will accelerate innovation and investment in data security and identity and access management for hybrid cloud and AI; will partner with Palo Alto Networks on security operations, threat management, and DevSecOps SANTA CLARA, Calif. and ARMONK, N.Y.

Palo Alto Networks and IBM to Jointly Provide AI-powered Security Offerings; IBM to Deliver Security Consulting Services Across Palo Alto Networks Security Platforms

Evaluate the expected performance of Palo Alto (PANW) for the quarter ended April 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Palo Alto (PANW) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Palo Alto's (PANW) Q3 top line is likely to have benefited from the heightened demand for cybersecurity solutions, while increased software mix and better cost management are expected to boost the bottom line.

Palo Alto (PANW) to Report Q3 Earnings: What to Expect?

The company is scheduled to report a critical investor update with huge implications.

Should You Buy Palo Alto Networks Stock Before May 20?

American Woodmark

BHP Billiton

The stock market reacted positively to weaker-than-expected labor market data in April's Non-Farm Payrolls (NFP) report, producing some stocks to buy. This counterintuitive response occurred because slower hiring leads to lower wage growth, which could help control inflation and benefit certain stocks.

Jobs Slump, Stocks Jump: 3 Surefire Picks to Capitalize on April's Weak NFP

CyberArk Software

While we celebrate grand innovations such as artificial intelligence, technology carries a dark side, which brings us to cybersecurity stocks to buy. As digitalization moves forward, so too will efforts to exploit vulnerabilities for personal or financial gain.

3 Cybersecurity Stocks to Profit From the Rise in Digital Dangers

Canada Goose Holdings

Home Depot

Earnings season is drawing to a close, with more than 90% of stocks in the S&P 500 index having reported their first-quarter financial results. However, some big names still need to issue their Q1 prints.

Earnings Exodus: 3 Stocks to Ditch Before Q1 Reports Wreak Havoc

Accenture Plc

New offerings powered by Precision AI™ by Palo Alto Networks help organizations accelerate AI adoption securely NEW YORK and SANTA CLARA, Calif. , May 13, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) and Accenture (NYSE: ACN) today announced an expansion of their long-standing strategic alliance.

Palo Alto Networks and Accenture Team to Secure the GenAI Transformation Journey

ACM Research

Block

Three exceptional IT businesses offer investors attractive opportunities due to their strategic orientation and exceptional performance with solid fundamentals. With a substantial increase in revenue, the first one has accelerated.

Hidden Tech Titans: 3 Stocks Ready to Rocket Past Market Expectations by 2027

Cloudflare

Okta

Zscaler

At first glance, cybersecurity is a fruitful growth sector for investors to dig into. Because cyber threats are ubiquitous, a cybersecurity's clientele can range from brick-and-mortar restaurants to a government defense contractor. Data breaches can happen to any anything with an internet connection; that's why the global cybersecurity workforce contains roughly 4.7 million people. Malware, ransomware, and cloud intrusions all increased by sizable margins year-over-year. Factor in the proliferation of generative artificial intelligence (AI), and it's all but certain cybersecurity will be on the bleeding edge of the tech sector for years to come.

Cybersecurity Stocks at an Intriguing Entry Point

Pegasystems

Symbotic Inc

Within the fast-changing, technology-driven market landscape, artificial intelligence (AI) is a disruptive force redefining industries worldwide. Three significant firms have emerged as front-runners throughout this transition, and by 2027, they should control most of the AI stock market.

News for Palo Alto Networks Stock (PANW)