Palo Alto Networks (PANW) delivered first-quarter fiscal 2025 non-GAAP earnings of $1.56 per share, which surpassed the Zacks Consensus Estimate by 5.4%. The figure improved 13% year over year, exceeding management’s guidance of $1.47-$1.49. Palo Alto’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 7.6%.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.PANW’s first-quarter fiscal 2025 revenues of $2.14 billion beat the Zack ...

Palo Alto Networks TodayPANWPalo Alto Networks$390.71 -2.18 (-0.55%) 52-Week Range$260.09▼$408.53P/E Ratio53.89Price Target$403.59Add to WatchlistPalo Alto Network’s NASDAQ: PANW stock price has been in a multi-year uptrend that will continue for many more years because of its leadership position in cybersecurity. It is the world’s leading cybersecurity provider, and its business is supported by the increasing use of digitization by businesses and industries, compounded by the exponential rise in cyber thr ...

Malicious hackers have compromised potentially thousands of organizations by exploiting two new zero-day vulnerabilities found in widely used software made by cybersecurity giant Palo Alto Networks.Security researchers at Palo Alto Networks said Wednesday that they have observed a “limited set of exploitation activity” related to the two vulnerabilities in PAN-OS, the operating system that runs on all of Palo Alto’s next-generation firewalls. The bugs are considered zero-days because the company had no time ...

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Financial Data and Key Metrics - Total revenue for Q1 2025 was $2.14 billion, growing 14% YoY, exceeding guidance [47] - Product revenue grew 4%, while services revenue grew 16%, with subscription revenue up 21% and support revenue up 8% [47] - NGS ARR grew 40% YoY to $4.52 billion, driven by platformization and the QRadar SaaS acquisition [9][48] - Operating margin expanded by 60 basis points YoY, leading to 13% EPS growth and strong cash generation [9] - RPO grew 20% YoY to $12.6 billion, with current RPO up 18% to $5.9 billion [48] Business Line Performance - Next-Gen Security (NGS) ARR reached $4.5 billion, up 40% YoY, with Cortex and NetSec showing strong growth [9] - Cloud security crossed $700 million in ARR, while Cortex surpassed $1 billion in ARR [18] - Network security saw steady demand, with 70% of virtual firewall ARR coming from public cloud deployments [23] - SASE customers grew 20%, with 40% being net-new to Palo Alto Networks [24] - Cortex XSIAM now has over 150 active customers, with 40 having more than $1 million in ARR [33] Market Performance - Double-digit revenue growth across all regions: Americas up 12%, EMEA up 21%, and JAPAC up 13% [48] - The company signed 305 transactions over $1 million, up 13%, and 60 transactions over $5 million, up 30% [22] - The IBM QRadar acquisition added 550 SaaS customers and over $80 million in TCV, with a pipeline worth over $1 billion [34][35] Strategy and Industry Competition - The company is focused on platformization, aiming to consolidate point products into integrated platforms [10][14] - Gartner predicts 45% of organizations will use fewer than 15 cybersecurity tools by 2028, up from 13% in 2023 [11] - The company is leveraging AI and automation to enhance its platform strategy, with early success in XSIAM and Cloud platforms [12][13] - The company aims to achieve 2,500 to 3,500 platformization deals by fiscal year 2030 [16] Management Commentary on Market and Future Outlook - The cybersecurity market is growing faster than the overall technology market, driven by AI and automation [7] - The company is confident in its platformization strategy, which is driving sustainable profitable growth [40][41] - The company raised its FY 2025 guidance for NGS ARR, revenue, and EPS, reflecting strong performance and confidence in its strategy [44] Other Important Information - The company announced a two-for-one stock split to make shares more accessible to employees and investors [44][58] - The company is focusing on RPO and NGS ARR as key metrics, driving long-term value creation [52][53] Q&A Summary Question: Margin implications of platformization - Platformization reduces cost of sales, improves cloud COGS margins, and enhances customer support efficiency through automation [63] Question: Impact of competitors' hardware refresh cycles - The company sees opportunities to displace competitors during their refresh cycles, with steady growth in hardware demand [66][68] Question: Macro outlook and federal government spending - AI is driving increased cybersecurity spend, while platformization helps customers consolidate and reduce costs [72] Question: Integration between Cortex and Cloud - The company is integrating Cortex and Cloud to provide real-time cloud security, with early success in combining Prisma Cloud and Cortex capabilities [75][76] Question: NGS ARR growth and QRadar impact - NGS ARR growth includes a one-time benefit from QRadar, with half expected to migrate to XSIAM by year-end [94][95] Question: Prisma SASE growth and customer acquisition - SASE growth is driven by both new customers and displacement of competitors, with 40% of SASE customers being net-new [99] Question: Strategy for QRadar on-premise customers - The company is actively working to migrate on-premise QRadar customers to XSIAM, with a $1 billion pipeline and strong IBM partnership [103][104] Question: Contract duration and platformization - Contract durations remain steady at three years, with some customers opting for shorter terms due to expected future innovations [107]

For the quarter ended October 2024, Palo Alto Networks (PANW) reported revenue of $2.14 billion, up 13.9% over the same period last year. EPS came in at $1.56, compared to $1.38 in the year-ago quarter.The reported revenue represents a surprise of +0.95% over the Zacks Consensus Estimate of $2.12 billion. With the consensus EPS estimate being $1.48, the EPS surprise was +5.41%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

Table of Contents _____________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-35594 PALO ALTO NETWORKS, INC. (Exact name of registrant as spec ...

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. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.41%. A quarter ago, it was expected that this security software maker would post earnings of $1.41 per share when it actually produced earnings of $1.51, delivering a surprise of 7.09%.Over the last four quart ...

% paloalto Q1 Fiscal Year 2025 Earnings Call November 20, 2024 | © 2024 Palo Alto Networks, Inc. All rights reserved. © 2024 Palo Alto Networks, Inc. All rights reserved. Safe Harbor 2 This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act, including the cybersecurity threat landscape, expectations regarding our platformization strategy and related progress and opportunities, long-term expectations regarding annual ...