Palo Alto Networks May Scale With AI

Earnings Performance - Palo Alto Networks reported a beat and raise during its Q1'25 earnings on November 20, 2024, resulting in mixed price action with a -5% drop post-earnings before recovering the following day [1] - The company provided guidance for Q2'25 and FY25, indicating positive expectations for future performance [1] Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience and a decade in professional services across various industries including O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - Michael employs a macro-value-oriented approach to investment analysis, leveraging cross-industry insights for investment recommendations [1]