PANW Earnings Prediction
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 -4.44% change in stock price 10 days leading up to the earnings, and a +3.54% change 10 days following the report. On the earnings day itself, the stock moves by +0.33%. This data can give you a slight idea of what to expect for the next quarter's release.
PANW Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.26B
14.29%
5.55%
Gross Margin
73.46%
-1.70%
-0.85%
Operating Margin
12.10%
3.68%
-14.18%
Net Margin
11.84%
-86.61%
-27.80%
EPS
0.38
-84.43%
-22.45%
No Data Available
PANW Earnings Analysis
Palo Alto Networks Inc Corporation (PANW.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Palo Alto Networks, Inc. reported an EPS of $0.81, exceeding expectations of $0.779, indicating strong financial performance.
Platformization Success: The company demonstrated significant progress in platformization, which contributed to outperforming both top and bottom line expectations for the quarter.
Broad Portfolio Growth: Growth was broad across the entire portfolio, with notable strength in large international deals and contributions from SaaS, software firewalls, and XIM.
Effective Cost Management: Operating margins were delivered ahead of internal targets, showcasing effective cost management despite some one-time events.
Negative
Earnings Beat, Growth Challenges: Despite beating earnings expectations, the company faced challenges in maintaining consistent growth across all segments, indicating potential volatility in future performance.
Revenue Growth Sustainability Concerns: The reliance on large deals for revenue growth raises concerns about sustainability, as this could lead to fluctuations in revenue based on deal cycles.
Operating Margins Analysis: Operating margins were impacted by one-time events, suggesting that the underlying profitability may not be as strong as reported figures indicate.
Future Performance Risks: The company acknowledged risks and uncertainties in their forward-looking statements, which could affect future performance and investor confidence.
Non-GAAP Financial Measures Concerns: There is a significant reliance on non-GAAP financial measures, which may obscure the true financial health of the company compared to GAAP metrics.
PANW FAQs
How does PANW typically perform around its earnings report dates?
Is Palo Alto Networks Inc (PANW) Q2 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
PANW Earning Call Sentiment
Palo Alto Networks, Inc. (NASDAQ:PANW) Q2 2025 Earnings Call Transcript
PANW.O
-1.08%Positive
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%.
