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 -3.86% change in stock price 10 days leading up to the earnings, and a +4.69% change 10 days following the report. On the earnings day itself, the stock moves by -0.04%. 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
2.14B
13.88%
-2.32%
Gross Margin
74.09%
-0.99%
0.39%
Operating Margin
15.41%
34.47%
28.63%
Net Margin
16.40%
58.61%
0.37%
EPS
0.99
76.79%
-1.98%
No Data Available
PANW Earnings Analysis
Palo Alto Networks, Inc. Common Stock Corporation (PANW.O) Earnings Conference Call
Positive
Revenue Increase of 40%: N G S A R R grew 40% to over $4.5 billion.
Operating Margin Expansion: We expanded our operating margin by 60 basis points year-over-year as we continue to see benefits from our broad efficiency focus while making the necessary investments to sustain our growth.
EPS Growth and Cash Generation: This translated into a 13% EPS growth and strong cash generation.
Platformization Milestone Achieved: We ended Q1 with approximately 1,100 platformizations.
ARR Growth per Customer: Our Q1 ARR per platformized customer was up 6% versus the average we saw during fiscal year 2024.
Negative
Revenue Overview and Growth: Total revenue was $2.14 billion, which is a 14% increase, but the product revenue only grew by 4%.
Contract Duration Stability: The average duration of our new contracts remained at approximately three years, slightly down from Q4.
Gross Margin Decline: Gross margin of 77.3% was down slightly due to the impact of some of our new SaaS offerings that haven't yet scaled.
Platformization Growth Update: We ended Q1 with approximately 1,100 platformizations, which is a slight increase but not significant enough to indicate strong growth.
Debt Maturity and Conversions: Our remaining debt matures in June 2025, and we may continue to see early conversions.
PANW FAQs
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PANW Earning Call Sentiment
Palo Alto Networks, Inc. (PANW) Q1 2025 Earnings Call Transcript
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00:00
00:00
PANW.O
0.85%Positive
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.