earnings
confidence high
sentiment positive
materiality 0.80
Palo Alto Networks Q3: revenue $2.3B (+15%), non-GAAP EPS $0.80, NGS ARR $5.1B
Palo Alto Networks Inc
2025-Q3 EPS
reported $1.24
vs consensus $0.90
▲ beat
(+37.5%)
- Revenue $2.3B (+15% YoY); GAAP EPS $0.37, non-GAAP EPS $0.80 vs $0.66 prior year.
- Next-Generation Security ARR grew 34% YoY to $5.1B, crossing $5B milestone.
- Remaining performance obligation $13.5B (+19% YoY).
- Q4 guidance: revenue $2.49-2.51B, non-GAAP EPS $0.87-0.89.
- FY2025 guidance: NGS ARR $5.52-5.57B (+31-32%), non-GAAP EPS $3.26-3.28.