4Mês·

Earnings Palo Alto Networks

Results for the 3rd quarter of 2026 (announcement from 02.06.2026) $PANW (-1,61%)

Revenue: USD 3.00 billion (Expected: USD 2.94 billion) - an increase of 31% on the previous year.
Adjusted earnings (EPS): USD 0.85 per share (Expected: USD 0.80).
Net income (GAAP): Loss of USD 177 million (due to the integration of the CyberArk and Chronosphere acquisitions).
Future-oriented key figure: Contractually committed unearned revenue (Remaining Performance Obligations) climbed 36% to USD 18.4 billion.

Increased forecast for the full year 2026

Annual turnover: Raised to USD 11.42 to 11.43 billion (previously forecast: USD 11.28 to 11.31 billion).
Growth driver: According to CEO Nikesh Arora, the high level of urgency surrounding security solutions for artificial intelligence (AI) is driving massive organic growth in bookings.

6 Comentários

Poor Dad@PoorDad

4Mês

Unaufhaltbar 😲

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Paul@paul_finesse_

4Mês

@PoorDad let's see what it will look like tomorrow at $CRWD

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misinvest@misinvest

4Mês

And now falling for some reason 🥹

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Maxxey@Maxxey

4Mês

@misinvest traders going out and typical buy the rumor and sell the news

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ETFBAAS@etfbaas

4Mês

@misinvest take a better look to the numbers… maybe these are the “first” little signs of a AI hype

They advertising 31% more revenue.
Fun fact 17% came from Cyberark, which the previously took over.

So they “bought” 17% revenue if you have to “buy” revenue its simply not enough
Which mean the stock have a “own” revenue growth of only 14%…(organic)
A stock which such high stock price need to have a growth rate of at least 25% yearly (on his own)

A +6% profit growth is simply not enough

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Maxxey@Maxxey

4Mês

So its bad to buy a company to build grow faster and get bigger?

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