Palo Alto Networks's Q3 Earnings Call: Our Top 5 Analyst Questions [Yahoo! Finance]
Palo Alto Networks, Inc. (PANW)
Last palo alto networks, inc. earnings: 2/24 04:15 pm
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US:NYSE Investor Relations:
investors.paloaltonetworks.com/investor-overview
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Source: Yahoo! Finance
Palo Alto Networks' third quarter saw sales growth above Wall Street's expectations, but the market responded negatively, reflecting investor caution on the path forward. Management attributed revenue growth to broad adoption of platform solutions, particularly in areas like SASE (secure access service edge), software firewalls, and expanding demand for AI-driven security tools. CEO Nikesh Arora emphasized that customers are consolidating security vendors, opting for the company's integrated offerings to address an increasingly complex cyber threat landscape. Arora cited several large deals, including a significant U.S. federal contract, as evidence that platformization is gaining traction across industries.
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PANW
News
- Is Palo Alto Networks (PANW) Swapping Buybacks for AI Deals to Redefine Its Growth Story? [Yahoo! Finance]Yahoo! Finance
- Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Former cyber spy raises $60 million to fight AI threats [CNBC]CNBC
- Market Outlook: Strong earnings and sector rotation set the tone for 2026 investing [BNN Bloomberg (Canada)]BNN Bloomberg
- Market Factors: Brace for turbulence, AI air pocket ahead [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
PANW
Earnings
- 11/19/25 - Beat
PANW
Sec Filings
- 12/4/25 - Form 4
- 12/3/25 - Form 144
- 12/2/25 - Form 4
- PANW's page on the SEC website