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PANW Earnings

Palo Alto Networks Inc
$
192.420
+6.600(+3.550%)
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Palo Alto Networks Inc(PANW) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Palo Alto Networks Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q32025-05-20After Hours0.770.80+3.902.28B2.29B+0.39-6.80-3.61
FY2025Q22025-02-13After Hours1.550.81-47.742.24B2.26B+0.78-0.92-5.37
FY2025Q12024-11-20After Hours1.481.56+5.412.12B2.14B+0.85+1.22-2.17
FY2024Q42024-08-19After Hours1.411.51+7.092.16B2.19B+1.21+7.18+1.10
FY2024Q32024-05-20-0.570.89+56.141.97B1.98B+0.91+1.86+1.18
FY2024Q22024-02-20-0.580.80+37.931.97B1.98B+0.18-0.09-17.37
FY2024Q12023-11-15-0.480.63+31.251.84B1.88B+1.90-1.91+1.10
FY2023Q42023-08-18-0.540.80+48.151.96B1.95B-0.24+1.02+9.58
-2023-05-23-0.230.38+65.22----1.23+10.60
-2023-02-21-0.120.34+183.33----1.41+11.36

PANW Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Palo Alto Networks Inc reported performance for FY2025Q3, announced on 2025-05-20. The company achieved an EPS of 0.80, compared to analyst estimates of 0.77 by 3.90% . Revenue for the quarter reached 2.29B compared to expectations of 2.28B by 0.39% .
The stock price reacted with a -6.80% one-day change and a -3.61% five-day change following the earnings release. These movements reflect market reaction in Palo Alto Networks Inc growth trajectory and strategic initiatives.

PANW Earnings Forecast

Looking ahead, Palo Alto Networks Inc(PANW) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 2.50B and an EPS of 0.89.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.13%, while EPS estimates have been Revise Upward by 1.33%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.04% . These revisions correlate with a 4.76% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Palo Alto Networks Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between PANW's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+0.13%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+1.33%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
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+0.04%
In Past 3 Month
Stock Price
Go Up
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+4.76%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:9.19B
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EPS Estimate-Annual FY 2025:3.27
Stock Price192.42

PANW Revenue and EPS Performance: A Historical Perspective

Palo Alto Networks Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-05-20,After Hours):
EPS: 0.80 (Actual) vs.0.77 (Estimate) (3.90%)
Revenue: 2.29B (Actual) vs. 2.28B (Estimate) (0.39%)
Price Reaction: -6.80%(1-Day), -3.61%(5-Day)
FY2025Q2 (2025-02-13,After Hours):
EPS: 0.81 (Actual) vs.1.55 (Estimate) (-47.74%)
Revenue: 2.26B (Actual) vs. 2.24B (Estimate) (0.78%)
Price Reaction: -0.92%(1-Day), -5.37%(5-Day)
FY2025Q1 (2024-11-20,After Hours):
EPS: 1.56 (Actual) vs.1.48 (Estimate) (5.41%)
Revenue: 2.14B (Actual) vs. 2.12B (Estimate) (0.85%)
Price Reaction: 1.22%(1-Day), -2.17%(5-Day)
Earnings Reaction
The chart below shows how PANW performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PANW sees a -4.30% change in stock price 10 days leading up to the earnings, and a +2.55% change 10 days following the report. On the earnings day itself, the stock moves by +0.50%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in APR/2025, the stock changed -6.80% on the day following the earnings release and then changed by -1.06% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Palo Alto Networks Inc (PANW) Q3 2025 Earnings Call Summary
Positive
2025-05-21
The earnings call summary highlights strong financial performance with a 34% YoY growth in Next-Generation Security ARR and healthy free cash flow. The company's platformization strategy and AI-powered offerings are driving growth, and a $1 billion share repurchase program is positive for shareholders. While there are risks such as competitive pressures and regulatory issues, the overall sentiment is positive, supported by strong revenue growth, strategic initiatives, and shareholder returns. The Q&A section revealed some management opacity, but the overall outlook remains positive.
Palo Alto Networks Inc (PANW) Q3 2025 Earnings Call Summary
Positive
2025-05-20
The earnings call presented strong financial results, including a 15% YoY revenue increase and improved operating margins. Although there are competitive and regulatory risks, the company is capitalizing on AI-driven product growth and maintaining robust future revenue visibility with a high RPO. The Q&A section reinforced management's confidence in transitioning to cloud solutions and securing AI infrastructures. Despite not repurchasing shares, the overall sentiment is positive, bolstered by high ARR growth and strong cash flow, suggesting a likely stock price increase of 2% to 8%.
Palo Alto Networks Inc (PANW) Q2 2025 Earnings Call Summary
Positive
2025-05-20
The earnings call summary highlights strong financial performance, with significant revenue growth and operating margins. Despite geopolitical and supply chain challenges, the company demonstrated resilience and provided optimistic guidance. The Q&A section further supports this with positive analyst sentiment towards AI and platformization strategies. Although there are some regulatory and competitive pressures, the overall sentiment remains positive due to robust product revenue growth, strong cash flow, and strategic focus on AI. The absence of share repurchases is a minor concern, but the remaining buyback authorization is a positive factor.
Palo Alto Networks Inc (PANW) Q2 2025 Earnings Call Summary
Positive
2025-02-15
The earnings call summary indicates strong financial performance, with revenue and EPS exceeding expectations, and operating margins ahead of targets. The share buyback program is a positive for shareholder returns. Despite some risks noted, such as AI and cloud security, the overall tone is optimistic with strong growth projections and successful platformization efforts. The Q&A section did not reveal significant negative sentiment, although some management responses were unclear. The positive elements outweigh the negatives, suggesting a likely stock price increase of 2% to 8%.
Palo Alto Networks, Inc. (PANW) Q1 2025 Earnings Call Summary
Positive
2024-11-21
The earnings call summary indicates strong financial performance with revenue growth above guidance, significant increases in ARR, and expanded margins. The Q&A section reveals optimism about future growth, particularly through platformization and AI-driven security solutions, despite some unclear responses on NGS ARR. The stock split and share buyback program are positive for shareholder returns. Overall, the financial results and strategic initiatives suggest a positive sentiment, likely leading to a stock price increase over the next two weeks.
Palo Alto Networks, Inc. (PANW) Q4 2024 Earnings Call Summary
Positive
2024-08-20
The earnings call highlights strong financial performance with record high revenue, expanded operating margins, and significant growth in Next Generation Security ARR. The strategic IBM partnership and AI security offerings are promising, and the $500 million share buyback is a positive signal. However, slightly weak guidance for non-GAAP EPS and concerns over AI threats and integration challenges are noted. The Q&A session reveals positive analyst sentiment towards platformization and AI product growth, with some uncertainty regarding the IBM deal's immediate impact. Overall, the sentiment is positive, suggesting a 2% to 8% stock price increase.

FAQ

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What were the key highlights of PANW’s latest earnings report for FY2025Q3?

PANW reported its FY2025Q3 earnings on 2025-05-20, showcasing a revenue of 2.29B against an estimate of 2.28B, resulting in a 0.39% surprise. The EPS was 0.8, surpassing the expected 0.77 by 3.9% . The stock experienced a -6.8% price change on the earnings day and a -3.61% change over the next five days, reflecting market reactions to the results.
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How did PANW’s stock price react after the FY2025Q3 earnings release?

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What are the revenue and EPS estimates for PANW for 2025/Q4?

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How does PANW’s stock price correlate with earnings forecast revisions?

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What should investors expect from PANW’s next earnings report?

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What is the sentiment in Palo Alto Networks Inc (PANW) Q3 2025 Earnings Call Summary?