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Insights Into Palo Alto (PANW) Q4: Wall Street Projections for Key Metrics
Palo AltoPalo Alto(US:PANW) ZACKSยท2025-08-13 14:15

Core Viewpoint - Analysts expect Palo Alto Networks (PANW) to report quarterly earnings of $0.88 per share, reflecting a year-over-year increase of 17.3%, with revenues projected at $2.5 billion, up 14.2% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised upward by 1.2% over the past 30 days, indicating a collective reassessment by analysts [1] - Revenue from 'Product' is expected to reach $553.40 million, representing a 15.2% increase from the prior year [4] - Revenue from 'Subscription and support' is projected to be $1.95 billion, indicating a 13.9% year-over-year change [4] Group 2: Detailed Revenue Breakdown - 'Subscription and support - Support' revenue is estimated at $625.85 million, reflecting a 7.6% increase from the previous year [5] - The consensus for 'Subscription revenue' stands at $1.32 billion, showing a year-over-year change of 17% [5] Group 3: Profitability Metrics - Analysts estimate 'Remaining Performance Obligation (RPO)' to reach $15.26 billion, up from $12.70 billion in the same quarter last year [6] - 'Product gross profit Non-GAAP' is projected at $435.03 million, compared to $378.70 million in the prior year [6] - 'Subscription and support gross profit Non-GAAP' is expected to be $1.50 billion, up from $1.30 billion year-over-year [7] Group 4: GAAP Profit Estimates - 'Subscription and support gross profit GAAP' is anticipated to reach $1.43 billion, compared to $1.24 billion in the same quarter last year [7] - 'Product gross profit GAAP' is estimated at $422.66 million, up from $375.80 million in the prior year [8] Group 5: Market Performance - Palo Alto shares have decreased by 8.8% over the past month, contrasting with the S&P 500 composite's increase of 3.1% [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]