earnings
confidence high
sentiment positive
materiality 0.75
Palo Alto Networks Q2 revenue up 14% to $2.3B; non-GAAP EPS $0.81 vs $0.73; raises FY guidance
Palo Alto Networks Inc
2025-Q2 EPS
reported $0.87
vs consensus $0.79
▲ beat
(+10.8%)
- Revenue $2.3B (+14% YoY); NGS ARR $4.8B (+37%); RPO $13.0B (+21%).
- GAAP net income $0.3B ($0.38/diluted) vs $1.7B ($2.44) prior year which included $1.5B tax benefit.
- Non-GAAP net income $0.6B ($0.81/diluted) vs $0.5B ($0.73) prior year.
- Q3 guidance: NGS ARR $5.03-5.08B, revenue $2.26-2.29B, non-GAAP EPS $0.76-0.77.
- FY2025 guidance raised: non-GAAP operating margin 28.0-28.5%, EPS $3.18-3.24.