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

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

Palo Alto Networks (PANW) Q2 Earnings & Revenues Top Estimates

CrowdStrike

CyberArk Software

Fortinet

Amplify Cybersecurity ETF

Mandiant

SailPoint Technologies Hlds

Tenable Holdings Inc

Telos

Varonis Systems

Zscaler

There's one sector that is poised to benefit from worries over how Russia will respond to U.S. sanctions following what President Joe Biden called the beginning of invasion of Ukraine — cybersecurity.

The Ratings Game: Russia-Ukraine conflict creates best time for these cybersecurity stocks in a decade

Palo Alto Networks ( PANW , Financial), a U.S.-based cybersecurity leader, announced strong results on Tuesday for its second quarter of fiscal 2022, which ended Jan. 31, 2022. The company impressed Wall Street and investors alike, with both the top and bottom lines exceeding analysts' expectations.

Palo Alto Networks Sees 2nd-Quarter Revenue Jump 30%

Akamai Technologies

Advanced Micro Devices

Datadog

This year has not been great for stocks so far, especially technology stocks. Tech stocks have faced a tough path in light of international geopolitical tensions and the prospect of multiple interest rate hikes in the coming year.

4 Tech Stocks Analysts Think Could Roar Higher

Kodiak Sciences Inc

Investors are trying to take a longer-term view on the geopolitical situation.

Palo Alto Is Leading the Nasdaq Higher, but 1 Biotech Is Getting Crushed Wednesday

Microsoft

QUALCOMM

We've put together a brief overview of 3 tech stocks to target during market weakness below. Let's take a further look at why these names stand out.

3 More Tech Stocks to Target During Market Weakness

Analysts raised their price targets on Palo Alto Networks Inc (NASDAQ: PANW) following Q2 results. JPMorgan analyst Sterling Auty upgraded Palo to Neutral from Underweight with a PT of $620, up from $600 (30.4% upside).

Why Palo Alto Networks Shares Are Trading Higher Premarket

Palo Alto Networks' (PANW) CEO Nikesh Arora on Q2 2022 Results - Earnings Call Transcript

Palo Alto (PANW) delivered earnings and revenue surprises of 5.45% and 2.86%, respectively, for the quarter ended January 2022. Do the numbers hold clues to what lies ahead for the stock?

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

Palo Alto Networks Inc (NYSE: PANW) on Tuesday said its Q2 profit and revenue topped Street estimates. Shares are up 7.0% in extended trading on upbeat full-year guidance.

Palo Alto jumps 7.0% after reporting Q2 results

The company, which is gaining from strong demand for security software, also increased its guidance for the year.

Palo Alto Networks Shares Rally as Earnings Top Estimates

Palo Alto Networks Inc. shares surged in the extended session Tuesday after the cybersecurity company topped Wall Street estimates for the quarter, and once more hiked its outlook for the year.

Earnings Results: Palo Alto Networks stock rallies on earnings beat, hiked outlook

SANTA CLARA, Calif., Feb. 22, 2022 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal second quarter 2022, ended January 31, 2022.

Palo Alto Networks Reports Fiscal Second Quarter 2022 Financial Results. Live earnings call at 2pm Pacific Time Today

SANTA CLARA, Calif., Feb. 22, 2022 /PRNewswire/ -- A major challenge in cybersecurity today is our inability to leverage massive scales of data for our defense.

Palo Alto Networks Introduces the Autonomous Security Platform, Cortex XSIAM, to reimagine SIEM and SOC Analytics

BOSTON--(BUSINESS WIRE)---- $PANW #cybersecurity--SecurityWeek, a leading provider of cybersecurity news and information to global enterprises, will host its 2022 Attack Surface Management Summit, Presented by Randori, as a fully immersive virtual event on February 23rd, 2022. With the pandemic-induced digital transformation underway, security teams are turning to Attack Surface Management (ASM) tools to continuously discover, inventory, classify, prioritize, and monitor digital assets for signs of weaknesses. In this

SecurityWeek to Host 2022 Attack Surface Management Summit on February 23, 2022

Range Resources

Virgin Galactic

Teladoc

Markets were closed Monday in observance of President's Day. Even so, a couple of intrepid energy companies chose to report results when no one was around to hear them.

Earnings Previews: Palo Alto Networks, Range Resources, Teladoc, Virgin Galactic

Palo Alto Networks has demonstrated its ability to execute well against the next-gen cloud-native cybersecurity leaders.

Palo Alto: This Cybersecurity Leader Is Not Expensive - Buy While You Still Can

Walgreens

When crashes and corrections rear their head, so does the opportunity for investors.

The Smartest Stocks to Buy if the Stock Market Plunges

Heightened demand for cybersecurity solutions amid the remote-working wave is likely to have aided Palo Alto's (PANW) Q2 top line, though high expenses might have eroded the company's margins.

Palo Alto (PANW) to Report Q2 Earnings: What's in the Offing?

Palo Alto Networks (PANW) closed at $526.40 in the latest trading session, marking a +1.03% move from the prior day.

Palo Alto Networks (PANW) Gains But Lags Market: What You Should Know

Palo Alto (PANW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Palo Alto Networks (PANW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

SANTA CLARA, Calif., Feb. 9, 2022 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), a 10-time leader in network firewalls , today announced Nebula, the latest upgrade of its industry-leading PAN-OS software, to help find the evasive, zero-day attacks that can cripple organizations — and stop them in their tracks.

Palo Alto Networks Introduces PAN-OS 10.2 Nebula: The Industry's First Inline Deep Learning Protection for Network Security to Help Stop Sophisticated Attacks as They Happen

SANTA CLARA, Calif., Feb. 9, 2022 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), recognized as a 10- time leader in network firewalls , today announced the PA-3400 and PA-5400 Series ML-Powered Next-Generation Firewalls (NGFWs) — offering three times better security performance over the previous generations.

Palo Alto Networks Continues Rollout of Fourth-Generation Hardware With the PA-3400 and PA-5400 Series ML-Powered Next-Generation Firewalls

SANTA CLARA, Calif., Feb. 2, 2022 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal second quarter 2022, ending January 31, 2022, after U.S. markets close on Tuesday, February 22, 2022.

Palo Alto Networks to Announce Fiscal Second Quarter 2022 Financial Results on Tuesday, February 22, 2022

Adobe

Cohen & Steers

Visa

Western Digital

Although US stocks closed higher on the first trading day of February, there were a few notable insider trades. When insiders sell shares, it indicates their concern in the company's prospects or that they view the stock as being overpriced.

News for Palo Alto Networks Stock (PANW)