NGS ARR And Revenue GuidancePalo reaffirmed FY25 NGS ARR and RPO guidance, while raising the midpoint of Revenue, Operating Margin, and Adjusted FCF Margin guidance.
Platformization StrategyPalo saw continued traction with its platformization strategy, focus areas (XSIAM/AI/virtual firewalls), growth across geographies, and a stable firewall demand environment.
Product Revenue GrowthAnalyst revised the model to anticipate a 15.5% product revenue growth, which is an increase from the previous estimate.