2SemanaΒ·

Palo Alto Networks Q3 Earnings Highlights

$PANW (+1,67%)


πŸ”Ή Revenue: $2.29B (Est. $2.277B) 🟒; UP +15% YoY

πŸ”Ή Pretax Profit: $310.5M (Est. $698.2M) πŸ”΄

πŸ”Ή Next-Gen Security ARR: $5.1B; UP +34% YoY

πŸ”Ή Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY


Q4'25 Guidance:

πŸ”Ή Revenue: $2.49B–$2.51B (Est. $2.5B) 😐; UP +14%–15% YoY

πŸ”Ή Adj EPS: $0.87–$0.89 (Est. $0.87) 😐

πŸ”Ή Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY

πŸ”Ή RPO: $15.2B–$15.3B; UP +19%–20% YoY


FY25 Guidance (Updated):

πŸ”Ή Revenue: $9.17B–$9.19B (Est. $9.14B–$9.19B) 🟒; UP +14% YoY

πŸ”Ή Adj EPS: $3.26–$3.28 (Est. $3.23) 🟒

πŸ”Ή Next-Gen Security ARR: $5.52B–$5.57B; UP +31%–32% YoY

πŸ”Ή RPO: $15.2B–$15.3B; UP +19%–20% YoY

πŸ”Ή Adjusted Operating Margin: 28.2%–28.5%

πŸ”Ή Adjusted Free Cash Flow Margin: 37.5%–38.0%


CEO Nikesh Arora's Commentary:

πŸ”Έ "In Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing $5 billion in Next-Gen Security ARR. Our scale and platform breadth make us a leading consolidator of choice in cybersecurity."


CFO Dipak Golechha's Commentary:

πŸ”Έ "We again delivered strong top-line results within our profitable growth framework, as we continue to see our business scale well across the P&L. We look forward to executing against our targets as we close fiscal year 2025."

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