美国网络安全巨头Palo Alto Networks(PANW.US)将在美东时间11月19日盘后公布第一财季报告，华尔街 分析师预计营收达到24.6亿美元，较去年同期增长15.1%，预计每股收益达0.89美元，同比增长14.1%。 Palo Alto Networks上一季度财报表现优异，季度业绩与业绩指引双双超预期，并收获华尔街分析师的高 度赞誉。 韦德布什证券分析师Dan Ives指出，这份成绩单印证了首席执行官Nikesh Arora主导的平台化战略已获得 客户认可。他给予Palo Alto"跑赢大盘"评级及225美元目标价。 过去30天，针对第一财季的市场平均每股收益预期未发生变化。华尔街分析师普遍关注和预测的Palo Alto Networks具体指标的平均预期如下： 分析师的综合评估显示，"产品营收"或达到4.2319亿美元，较去年同期增长19.6%，预计"订阅及支持服 务营收"将达到20.4亿美元，同比增长14.2%，预计"订阅及支持服务-支持服务营收"将达到6.5171亿美 元，较去年同期增长9.9%。分析师评估指出，"订阅及支持服务-订阅服务营收"将达到13.9亿美元，同 比增长16.6% ...

智通财经APP获悉，美国网络安全巨头Palo Alto Networks(PANW.US)将在美东时间11月19日盘后公布第 一财季报告，华尔街分析师预计营收达到24.6亿美元，较去年同期增长15.1%，预计每股收益达0.89美 元，同比增长14.1%。 韦德布什证券分析师Dan Ives指出，这份成绩单印证了首席执行官Nikesh Arora主导的平台化战略已获得 客户认可。他给予Palo Alto"跑赢大盘"评级及225美元目标价。 过去30天，针对第一财季的市场平均每股收益预期未发生变化。华尔街分析师普遍关注和预测的Palo Alto Networks具体指标的平均预期如下： 分析师的综合评估显示，"产品营收"或达到4.2319亿美元，较去年同期增长19.6%，预计"订阅及支持服 务营收"将达到20.4亿美元，同比增长14.2%，预计"订阅及支持服务-支持服务营收"将达到6.5171亿美 元，较去年同期增长9.9%。分析师评估指出，"订阅及支持服务-订阅服务营收"将达到13.9亿美元，同 比增长16.6%。"剩余履约义务(RPO)"应达到154.7亿美元，而去年同期该数值为126亿美元。 分析师预计"非 ...

Core Insights - Palo Alto Networks reported strong quarterly results, with revenue growth of 16% year-over-year to $2.54 billion, exceeding market expectations of $2.5 billion [1] - The company's product revenue reached $573.9 million, up 19% year-over-year, while subscription and support services revenue was $1.96 billion, growing 15% [1] - The annual recurring revenue (ARR) for next-generation security solutions hit $5.6 billion, surpassing analyst expectations of $5.55 billion [1] Analyst Ratings and Insights - Dan Ives from Wedbush Securities praised the company's platform strategy, maintaining an "outperform" rating with a target price of $225, highlighting the strong quarterly performance as a key step forward [1] - Ives noted the impressive details regarding the CyberArk acquisition, calling it a "game-changing" move that will enhance Palo Alto's enterprise-level solutions [1] - Andrew Nowinski from Wells Fargo expressed satisfaction with the performance and guidance, maintaining an "overweight" rating with a target price of $235, emphasizing the company's AI strategy [1] Additional Performance Metrics - Tal Liani from Bank of America upgraded the rating from "hold" to "buy," citing three key outperforming metrics: 32.2% year-over-year growth in new generation security business ARR, 24.4% growth in deferred revenue, and 19.4% growth in product revenue [2] - Liani highlighted the strategic success of the company, noting that software business growth has increased its share of product revenue from 44% to 56% year-over-year [2] - The stock price has retraced approximately 15% since the announcement of the CyberArk acquisition, providing a favorable entry point for investors [2]