收入与增长 - 公司2025财年第一季度总收入同比增长14%至21亿美元[2][3] - 下一代安全年度经常性收入（ARR）同比增长40%至45亿美元[2] - 剩余履约义务同比增长20%至126亿美元[2] - 公司预计2025财年第二季度下一代安全ARR为470亿至475亿美元，同比增长35%至36%[8] - 公司预计2025财年第二季度剩余履约义务为129亿至130亿美元，同比增长20%至21%[8] - 公司预计2025财年第二季度总收入为222亿至225亿美元，同比增长12%至14%[8] - 公司预计2025财年全年总收入为912亿至917亿美元，同比增长14%[10] - 总收入为2138.8亿美元，同比增长13.9%[31] 净利润与每股收益 - 2025财年第一季度GAAP净利润为3507亿美元，每股摊薄收益为099美元[3] - 2025财年第一季度非GAAP净利润为5449亿美元，每股摊薄收益为156美元[4] - 公司预计2025财年第二季度每股摊薄非GAAP净利润为154至156美元[9] - 净收入为350.7亿美元，同比增长80.6%[31] - 非GAAP净收入为544.9亿美元，同比增长16.9%[34] - 非GAAP每股收益为1.56美元，同比增长13.0%[34] 财务状况 - 现金及现金等价物为2282.8亿美元，较上季度增加747.6亿美元[37] - 总资产为20374.6亿美元，较上季度增加383.7亿美元[37] - 总负债为14462.8亿美元，较上季度减少358.4亿美元[37] - 总股东权益为5911.8亿美元，较上季度增加742.1亿美元[37] 费用 - 研发费用为480.4亿美元，同比增长17.3%[31] - 销售和营销费用为720.1亿美元，同比增长9.0%[31]

Fiscal first quarter revenue grew 14% year over year to $2.1 billion. Next-Generation Security ARR grew 40% year over year to $4.5 billion. Remaining performance obligation grew 20% year over year to $12.6 billion.SANTA CLARA, Calif., Nov. 20, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal first quarter 2025, ended October 31, 2024.Total revenue for the fiscal first quarter 2025 grew 14% year over year to $2.1 billio ...

Palo Alto Networks Inc PANW will report its first-quarter earnings on Wednesday. Wall Street expects $1.48 in EPS and $2.12 billion in revenues as the company reports after market hours.The stock is up 48.93% over the past year, 34.31% year-to-date.The cybersecurity giant, which has seen a tremendous rally along with the broader sector, may be ripe for another round of volatility as it reports.Let’s look at what the charts indicate for Palo Alto stock and how the stock currently maps against Wall Street est ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

公司财报预期 - 公司预计2025财年第一季度营收在21 - 21.3亿美元之间 同比增长12 - 13% 扎克斯共识预估为21.2亿美元 意味着较上年同期增长12.8% [1] - 公司预计第一财季非GAAP每股收益在1.47 - 1.49美元之间 过去60天 公司非GAAP收益的共识标记保持在1.41美元不变 较上年同期的1.38美元增长7.3% [2] 公司过往业绩 - 公司在过去四个季度的收益均超过扎克斯共识预估 平均超出幅度为12.4% [3] 公司本季度业绩影响因素 - 公司第一季度业绩可能受益于交易获胜带来的强劲势头 这有望提升其营收 [6] - 对硬件产品的强劲需求 尤其是确保企业零信任网络安全的机器学习模型 有望对季度业绩做出贡献 [6] - 向云的加速迁移可能推动了相关平台的采用 混合工作环境中云及远程网络使用的增加导致网络攻击增多 从而使网络安全解决方案需求上升 公司第一财季业绩可能受益于此 [7] - 联邦风险和授权管理计划（FedRAMP）的认可推动政府组织采用公司产品 公司多个产品获得认可 这反映了美国公共部门对公司物联网安全解决方案的信任 有望鼓励产品采用 [8] - 更高的软件组合 供应链环境的正常化和客户支持效率的提高 预计有助于本季度的毛利率 [9] 公司股价表现与估值 - 今年迄今为止 公司股价上涨31.2% 跑赢扎克斯互联网 - 软件行业25.1%的涨幅和科技精选板块SPDR基金（XLK）ETF 18.8%的涨幅 也跑赢同行 [10] - 公司目前的远期12个月市销率为13.21倍 而行业为2.71倍 估值较高 [13] 公司投资考量 - 公司是网络安全领域的领导者 提供网络安全 云安全和端点保护解决方案 其下一代防火墙和高级威胁检测技术在全球得到广泛认可和采用 [14] - 公司创新的产品 强大的客户基础以及零信任和私有5G安全解决方案等领域不断扩大的市场机会推动其增长潜力 公司的战略眼光和持续的技术进步使其成为极具吸引力的长期投资机会 [15] - 公司的平台化战略将各种网络安全工具集成到一个无缝的产品中 这是一个变革性举措 通过关注年度经常性收入而非传统的一次性销售 公司获得了更可预测和稳定的收入流 吸引投资者 这一转变使公司在做出长期大额承诺的企业中扩大了市场份额 [16] 结论 - 公司基本面强劲 前景光明 其在快速扩张的网络安全领域的领导地位 加上年度经常性收入的持续增长和创新的合作伙伴关系 使其成为一个强劲的长期投资 公司可能会继续受益于对先进网络安全解决方案日益增长的需求 [17]

Wall Street analysts forecast that Palo Alto Networks (PANW) will report quarterly earnings of $1.48 per share in its upcoming release, pointing to a year-over-year increase of 7.3%. It is anticipated that revenues will amount to $2.12 billion, exhibiting an increase of 12.8% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during th ...

SANTA CLARA, Calif., Nov. 14, 2024 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today revealed its perspective on the top AI and cybersecurity trends for 2025. These predictions encompass emerging threats, the impact of advancements in AI, automation and strategic initiatives such as platformization that organizations must embrace to bolster security measures and outpace adversaries.The rapid integration of AI has spawned unparalleled innovation, but it comes with a c ...

文章核心观点 - 文章未明确提及与公司或行业相关的核心观点 [1][2] 根据相关目录分别进行总结 - 无相关内容可总结 [1][2]

SANTA CLARA, Calif., Nov. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal first quarter 2025, ended October 31, 2024, after U.S. markets close on Wednesday, November 20, 2024. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.A live video webcast will be accessible from the "Investors" section of the Palo Alto Netw ...

The cybersecurity industry is still in the midst of navigating a choppy 2024 after what has been an eventful year for a sensitive industry.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also auth ...