secwatch.observer — SEC 8-K summary
======================================

Issuer:     Palo Alto Networks Inc (PANW)
CIK:        0001327567
Form:       8-K
Filed at:   2025-02-13T23:59:59+00:00
Accession:  0001327567-25-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Palo Alto Networks Q2 revenue up 14% to $2.3B; non-GAAP EPS $0.81 vs $0.73; raises FY guidance
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1327567/000132756725000006/0001327567-25-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1327567/000132756725000006/panw-20250213.htm
  HTML page:      https://secwatch.observer/filing/0001327567-25-000006

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer