Core Viewpoint - Palo Alto Networks (PANW) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended July 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 18, with a consensus estimate of $0.88 per share, reflecting a year-over-year increase of 17.3%. Revenues are projected to be $2.5 billion, up 14.2% from the previous year [3][2]. - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Palo Alto is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.53%, suggesting a bearish outlook from analysts [11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [9][10]. Historical Performance - In the last reported quarter, Palo Alto exceeded the expected earnings of $0.77 per share by delivering $0.80, resulting in a surprise of +3.90%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Conclusion - Despite the historical performance of beating estimates, Palo Alto does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors before making investment decisions [16].

Core Insights - Gen Digital's international operations are crucial for understanding its financial strength and growth potential [1][2] - The company's total revenue for the quarter was $1.01 billion, reflecting a year-over-year increase of 4.5% [4] International Revenue Breakdown - APJ contributed $100 million, accounting for 9.90% of total revenue, which was a slight miss compared to analyst expectations of $100.9 million [5] - EMEA accounted for 24.46% of total revenue, translating to $247 million, exceeding expectations of $241.08 million [6] Future Revenue Predictions - Analysts project Gen Digital will report revenues of $1.18 billion for the ongoing fiscal quarter, a 22.3% increase from the previous year, with expected contributions from APJ and EMEA at $101.6 million and $242.18 million, respectively [7] - For the full year, total annual revenue is expected to reach $4.03 billion, marking a 2.3% increase, with APJ and EMEA projected to contribute $419.01 million and $1 billion, respectively [8] Conclusion on International Operations - The reliance on foreign markets presents both opportunities and challenges for Gen Digital, making it essential to monitor international revenue trends for future projections [9][10]

Core Viewpoint - The market anticipates Palo Alto Networks (PANW) will report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on May 20, 2025, with a consensus EPS estimate of $0.77, reflecting a +16.7% year-over-year change, and revenues projected at $2.27 billion, up 14.6% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.05% over the last 30 days, indicating a slight reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11]. Historical Performance - Palo Alto has consistently beaten consensus EPS estimates in the past four quarters, with a +3.85% surprise in the last reported quarter [12][13]. Investment Considerations - Despite the historical performance, the current combination of a 0% Earnings ESP and a Zacks Rank of 3 suggests that Palo Alto may not be a strong candidate for an earnings beat [11][16].