โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.02 (Est. $0.98) โ
โข Revenue: $3.41B (Est. $3.35B) โ , +34% YoY.
โข NGS ARR: $9.10B, +63% YoY.
โข RPO: $21.2B, +34% YoY.
โข Adj. Operating Income: $1.01B, vs. $768M YoY.
โข Adj. Free Cash Flow: $1.3B, vs. $954M YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q1 FY2027 Revenue: $3.30Bโ$3.31B (Est. $3.22B) โ
โข Q1 FY2027 Adj. EPS: $0.96โ$0.98.
โข Q1 FY2027 NGS ARR: $9.54Bโ$9.56B, +63% YoY.
โข FY2027 Revenue: $14.10Bโ$14.20B (Est. $13.83B) โ
โข FY2027 Adj. EPS: $4.16โ$4.19.
โข FY2027 NGS ARR: $11.075Bโ$11.175B, +22%โ23% YoY.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue increased 34% YoY and beat consensus, while Adj. EPS also came in ahead of expectations.
โข NGS ARR surged 63% YoY to $9.10B, with nearly $1B of net new NGS ARR added during Q4.
โข RPO increased 34% YoY to $21.2B, highlighting continued strength in contracted business.
โข FY2027 revenue guidance of $14.10Bโ$14.20B implies 23%โ24% growth and stands above the $13.83B consensus.
โข Palo Alto acquired Console, an AI-native agentic workflow platform, to expand its Cortex platform.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe delivered a strong Q4 to close out the year, adding nearly $1 billion of Net New NGS ARR in a single quarter.โ
