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Palo Alto Networks (PANW)
:PANW
Earnings Data
Report Date
Nov 13, 2025After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.89Last Year’s EPS
0.78Same Quarter Last Year
Strong Buy
Based on 35 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance with significant growth in revenue, ARR, and large deals. The company emphasized its strategic focus on next-generation security and platformization, alongside successful execution in software firewalls and SASE. However, challenges were noted in inventory management and the competitive identity market. Overall, the highlights outweighed the lowlights, indicating a positive sentiment.Company Guidance
Record-Breaking Revenue and Growth
Palo Alto Networks surpassed a $10 billion revenue run rate. Total revenue for Q4 '25 was $2.54 billion, growing 16% year-over-year. Product revenue increased by 19%, driven by growth in software form factors.
Next-Generation Security ARR Growth
Next-Generation Security ARR grew 32% year-over-year to $5.58 billion. Key contributors were software firewalls, SASE, and XSIAM. AI ARR grew over 2.5 times year-over-year to approximately $545 million.
Strong Large Deal Performance
Palo Alto Networks reported significant large deal activity with $5 million and $10 million ARR customers up approximately 50% year-over-year, and $20 million plus ARR customers up nearly 80%.
SASE and Software Firewall Success
SASE ARR grew 35% year-over-year, more than twice the market rate, with over 6,300 SASE customers. Software firewalls also saw double the total contract value, and a $60 million deal was signed with a major U.S.-based cloud provider.
Operating Margin and Free Cash Flow
Operating margins expanded by 340 basis points to over 30% for the first time. Free cash flow margins remained above 38% for the third consecutive year.
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 |
|---|---|---|---|
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% |
Nov 20, 2024 | $196.44 | $198.85 | +1.23% |
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 Nov 13, 2025, After Close (Confirmed).
What is Palo Alto Networks (PANW) earnings time?
Palo Alto Networks (PANW) earnings time is at Nov 13, 2025, 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 (Q1) is 0.89.
