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Palo Alto Networks (GB:0KF5)
:0KF5
Earnings Data
Report Date
Aug 25, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.88Last Year’s EPS
0.76Same Quarter Last Year
Moderate Buy
Based on 39 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 20, 2025
|% Change Since: -3.67%
|Next Earnings Date:Aug 25, 2025
Earnings Call Sentiment|Positive
The earnings call primarily highlighted significant growth in ARR, especially in next-generation security and AI-driven innovations, despite some geopolitical uncertainties and challenges with contract durations.Company Guidance
During the Palo Alto Networks fiscal third quarter 2025 earnings call, the company reported significant growth and set ambitious targets. They achieved a next-generation security ARR milestone of $5 billion, marking a 34% increase year-over-year, and they aim for a $15 billion ARR target by FY '30. Their Q3 revenue reached $2.29 billion, growing 15% from the previous year, and they maintained a strong gross margin of 76%. The product revenue saw a 16% increase, while total services revenue grew by 15%. The company's remaining performance obligation grew 19% to $13.5 billion. Looking ahead, they project Q4 revenue between $2.49 billion and $2.51 billion and non-GAAP EPS of $0.87 to $0.89. Their strategic focus on AI-driven solutions, platformization, and integration across their product offerings underpins their confidence in sustainable growth and industry leadership.Record-Breaking ARR in Next-Generation Security
Palo Alto Networks crossed $5 billion in next-generation security ARR, a growth of 34% year-over-year.
Strong Momentum with XSIAM
XSIAM ARR grew over 200% year-over-year in Q3. It is noted as the fastest-growing product in the company's history with an ARR per customer of over $1 million.
Significant Growth in SASE
SASE ARR grew 36% year-over-year, more than twice the market rate, with approximately 6,000 SASE customers.
Platformization Strategy Success
Achieved over 90 net new platformization deals in Q3, with the number of customers with multiple platformizations growing nearly 70% year-over-year.
AI-Driven Innovations
Introduction of Prisma AIRS and acquisition of Protect.ai to strengthen AI security offerings; strong pipeline and early customer interest indicated.
Robust Financial Performance
Total revenue of $2.29 billion, a 15% increase, with product revenue growing 16% and services revenue 15%.
GB:0KF5 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0KF5 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2025 | $193.62 | $182.05 | -5.97% |
Feb 13, 2025 | $199.33 | $198.92 | -0.21% |
Nov 20, 2024 | $193.81 | $199.35 | +2.86% |
Aug 19, 2024 | $170.22 | $186.96 | +9.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Palo Alto Networks (GB:0KF5) report earnings?
Palo Alto Networks (GB:0KF5) is schdueled to report earning on Aug 25, 2025, TBA Not Confirmed.
What is Palo Alto Networks (GB:0KF5) earnings time?
Palo Alto Networks (GB:0KF5) earnings time is at Aug 25, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Palo Alto Networks stock?
The P/E ratio of Palo Alto Networks is N/A.
What is GB:0KF5 EPS forecast?
GB:0KF5 EPS forecast for the fiscal quarter 2025 (Q4) is 0.88.
