earnings
confidence high
sentiment positive
materiality 0.80
Palo Alto Networks Q4 revenue $1.6B (+27% YoY); first GAAP profitable quarter in 4 years; 3-for-1 stock split
Palo Alto Networks Inc
2022-FY EPS reported
-$2.71
revenue$5,501,500,000
- Q4 GAAP net income $3.3M ($0.03/share) vs loss $119.3M a year ago; non-GAAP EPS $2.39 vs $1.60.
- Full-year revenue $5.5B (+29% YoY); billings $7.5B (+37%); RPO $8.2B (+40%).
- Board approved 3-for-1 stock split; record date Sep 6, split-adjusted trading starts Sep 14.
- Additional $915M share repurchase authorized (total ~$1B remaining), expires Dec 31, 2023.
- Q1 FY2023 guidance: revenue $1.535-1.555B, non-GAAP EPS $2.03-2.06; FY2023: revenue $6.85-6.90B, non-GAAP EPS $9.40-9.50.