财务数据和关键指标变化 - 总收入为21.9亿美元,同比增长12%,超出了指引范围的上限 [68] - 产品收入下降5%,而服务收入增长18%,其中订阅收入增长23%,支持收入增长10% [68] - RPO(剩余履约义务)增长20%至127亿美元 [70] - 经营利润率提升320个基点,达到近39%的自由现金流率,产生超过30亿美元的自由现金流 [20] 各条业务线数据和关键指标变化 - 下一代安全(NGS)ARR增长43%,超过42亿美元,占全年收入的一半以上 [19][20] - 防火墙平台订阅收入增长17%,软件防火墙和SASE业务增长40% [32][33][34] - Prisma Cloud成为最大的纯网络安全云业务,ARR超过7亿美元 [44] - Cortex业务ARR超过9亿美元,XSIAM实现5亿美元订单,客户数4倍增长 [49][50][51] 各个市场数据和关键指标变化 - 美洲地区收入增长11%,EMEA增长14%,JAPAC增长15% [70] - 新客户中超过三分之一是SASE新客户 [34] 公司战略和发展方向及行业竞争 - 公司推进平台化战略,在Q4新增90个平台化客户,总数超过1000个 [21][22] - 平台化客户的平均ARR同比增长10%以上 [23] - 公司推出AI安全产品组合,AI ARR超过2亿美元 [60][61][62] - 公司在网络安全、云安全和安全运营中心领域保持领导地位,获得行业分析师的多项认可 [59] 管理层对经营环境和未来前景的评论 - 网络安全需求持续增长,公司在平台化、AI安全等领域保持创新领先 [10][11][15][17][18] - 公司有信心实现2030年150亿美元NGS ARR的目标 [25] - 公司将以NGS ARR和RPO作为新的关键指标,更好地反映业务发展 [84][92][93] 其他重要信息 - 公司完成IBM QRadar SaaS资产收购,将为公司带来数千万美元收入 [91] - 公司采取分阶段更新发布内容的方式,避免了最近行业出现的大规模中断事件 [56] 问答环节重要的提问和回答 问题1 **Saket Kalia 提问** 平台化策略中,新客户和竞争对手客户的占比情况如何 [96][97] **Nikesh Arora 回答** 新客户占三分之一,其余为现有客户通过平台化扩大采购 [99][100][101] 问题2 **Hamza Fodderwala 提问** AI安全产品的发展前景如何 [107][108] **Nikesh Arora 回答** AI安全产品包括AI运营和AI应用安全,已有1000多客户感兴趣,未来将持续创新迭代 [109][110][111][112] 问题3 **Brian Essex 提问** 行业中断事件对公司销售的影响如何 [115][116][117][118][119] **Nikesh Arora 回答** 事件引起客户重新评估XDR和XSIAM等产品,有利于公司Cortex业务发展 [119][120]

Monday, August 19th, 2024Market indexes began the day in a good mood. Throughout the course of the trading session, nothing came along to trip it up, either. All four major indexes closed the day at or near session highs.The Dow gained +236 points, +0.58%, the S&P 500 was +54 points, +0.97%. The Nasdaq won the day as it has continued to lead over the past year and a half, +245 points, +1.39%, while the small-cap Russell 2000 was +25, +1.19%, in today’s session.July Leading Economic Indicators No Longer Show ...

After Palo Alto Networks reported an earnings beat on Monday, CEO Nikesh Arora told CNBC's Jim Cramer about his company's "platformization" strategy, saying it's important for the cybersecurity outfit's long-term success."It doesn't matter whose platform you buy, you can't go back. You can't go back to point solutions and start stitching them. It's like, it's like a one-way street — once you come this way, there's no going back," Arora said. "So, our incentive is, when we have the technological advantage, t ...

For the quarter ended July 2024, Palo Alto Networks (PANW) reported revenue of $2.19 billion, up 12.1% over the same period last year. EPS came in at $1.51, compared to $1.44 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $2.16 billion, representing a surprise of +1.29%. The company delivered an EPS surprise of +7.09%, with the consensus EPS estimate being $1.41.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Palo Alto Networks (PANW) came out with quarterly earnings of $1.51 per share, beating the Zacks Consensus Estimate of $1.41 per share. This compares to earnings of $1.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.09%. A quarter ago, it was expected that this security software maker would post earnings of $1.25 per share when it actually produced earnings of $1.32, delivering a surprise of 5.60%.Over the last four quart ...

Key TakeawaysPalo Alto Networks reported stronger-than-expected earnings for the fiscal fourth quarter.Quarterly revenue grew from the year-ago period and slightly beat analysts' projections, while profit also topped analysts' estimates.Palo Alto Networks CEO Nikesh Arora highlighted the company's "strong execution" of its platformization strategy. Palo Alto Networks (PANW) reported better-than-expected earnings for the fourth quarter of fiscal 2024, as CEO Nikesh Arora highlighted the company's "strong exe ...

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, ...

财务业绩 - 2024财年第四季度收入同比增长12%至22亿美元，全年收入同比增长16%至80亿美元[2] - 公司2024财年第四季度总收入为21.895亿美元，同比增长12.1%[33] - 公司2024财年全年总收入为80.275亿美元，同比增长16.4%[33] - 公司2024财年第四季度非GAAP净利润为5.222亿美元，同比增长8.2%[38] - 公司2024财年全年非GAAP净利润为19.481亿美元，同比增长35.3%[38] - 公司2024财年第四季度非GAAP每股摊薄收益为1.51美元，同比增长4.9%[40] - 公司2024财年全年非GAAP每股摊薄收益为5.67美元，同比增长27.7%[40] - 公司2024财年第四季度GAAP每股摊薄收益为1.01美元，同比增长57.8%[40] - 公司2024财年全年GAAP每股摊薄收益为7.28美元，同比增长469.5%[40] - 公司2024年7月31日现金及现金等价物余额为15.352亿美元[44] - 公司2024年7月31日总资产为199.909亿美元[44] 业务发展 - Next-Generation Security ARR同比增长43%至42亿美元[3] - 剩余履约义务同比增长20%至127亿美元[3] - 公司将继续专注于通过创新和执行来扩大Next-Generation Security业务[7] - 公司成功实现了盈利增长,全年非GAAP营业利润率提升超过300个基点,现金流表现出色[8] - 公司完成了IBM QRadar SaaS资产的收购,该收购预计将对财务指引产生影响[13,16] 财务指引 - 预计2025财年第一季度收入增长12%-13%[9] - 预计2025财年收入增长13%-14%，非GAAP营业利润率27.5%-28.0%[10] 股东回报 - 董事会批准增加5亿美元股票回购计划，剩余回购额度达10亿美元[12]

Fiscal fourth quarter revenue grew 12% year over year to $2.2 billion. Fiscal year 2024 revenue grew 16% year over year to $8.0 billion.Next-Generation Security ARR grew 43% year over year to $4.2 billion.Remaining performance obligation grew 20% year over year to $12.7 billion.SANTA CLARA, Calif., Aug. 19, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal fourth quarter and fiscal year ended July 31, 2024.Total revenue ...

Sundry Photography Introduction Heading into its Q4 FY2024 report, Palo Alto Networks (NASDAQ:PANW) stock has exhibited strong momentum, driven by expansion in its trading multiples: Data by YCharts However, with Palo Alto Networks projected to deliver only +11% y/y top-line growth and a -2% y/y decline in normalized EPS for Q4 FY2024, PANW's forward P/E multiple of 55.4x appears to be out of whack with the financial realities of this cybersecurity giant. Palo Alto Networks Q4 FY2024 Estimates (Seekin ...