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Palo Alto Networks (PANW)
NASDAQ:PANW
Earnings Data
Report Date
Feb 24, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.94Last Year’s EPS
0.81Same Quarter Last Year
Strong Buy
Based on 35 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Palo Alto Networks showcased strong financial performance and strategic growth through platformization, innovation, and key acquisitions. While emerging AI threats and integration challenges were noted, the company's proactive measures and strategic vision position it well for future opportunities.Company Guidance
Strong Financial Performance
Palo Alto Networks exceeded expectations across every guided metric with a 16% increase in total revenue, 24% growth in Remaining Performance Obligations (RPO), and a 29% growth in Next-Generation Security ARR. Operating margins exceeded 30% for the second consecutive quarter.
Key Large Deals
Palo Alto Networks secured a $100 million deal with a large US telecom provider and a $33 million SASE deal with a US cabinet agency, showcasing strong demand for platformization.
Innovation and Strategic Acquisitions
The company launched Prisma AIS 2.0, introduced Agentyx, and announced acquisitions of CyberArk and Chronosphere to expand capabilities in identity security and observability.
SASE and Software Firewall Growth
SASE ARR grew 34% year over year surpassing $1.3 billion, and product revenues grew 23% with nearly half driven by software form factors.
Focus on AI and Quantum Readiness
The company emphasized security in AI environments and announced a quantum-safe strategy, highlighting strategic partnerships with IBM for quantum security.
PANW 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
PANW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 19, 2025 | $199.90 | $185.07 | -7.42% |
Aug 18, 2025 | $176.17 | $181.56 | +3.06% |
May 20, 2025 | $194.48 | $181.26 | -6.80% |
Feb 13, 2025 | $201.88 | $200.03 | -0.92% |
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 (PANW) report earnings?
Palo Alto Networks (PANW) is schdueled to report earning on Feb 24, 2026, After Close (Confirmed).
What is Palo Alto Networks (PANW) earnings time?
Palo Alto Networks (PANW) earnings time is at Feb 24, 2026, After Close (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 PANW EPS forecast?
PANW EPS forecast for the fiscal quarter 2026 (Q2) is 0.94.
