πΉ Revenue: $2.29B (Est. $2.277B) π’; UP +15% YoY
πΉ Pretax Profit: $310.5M (Est. $698.2M) π΄
πΉ Next-Gen Security ARR: $5.1B; UP +34% YoY
πΉ Remaining Performance Obligation (RPO): $13.5B; UP +19% YoY
Q4'25 Guidance:
πΉ Revenue: $2.49Bβ$2.51B (Est. $2.5B) π; UP +14%β15% YoY
πΉ Adj EPS: $0.87β$0.89 (Est. $0.87) π
πΉ Next-Gen Security ARR: $5.52Bβ$5.57B; UP +31%β32% YoY
πΉ RPO: $15.2Bβ$15.3B; UP +19%β20% YoY
FY25 Guidance (Updated):
πΉ Revenue: $9.17Bβ$9.19B (Est. $9.14Bβ$9.19B) π’; UP +14% YoY
πΉ Adj EPS: $3.26β$3.28 (Est. $3.23) π’
πΉ Next-Gen Security ARR: $5.52Bβ$5.57B; UP +31%β32% YoY
πΉ RPO: $15.2Bβ$15.3B; UP +19%β20% YoY
πΉ Adjusted Operating Margin: 28.2%β28.5%
πΉ Adjusted Free Cash Flow Margin: 37.5%β38.0%
CEO Nikesh Arora's Commentary:
πΈ "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:
πΈ "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."