secwatch.observer — SEC 8-K summary ====================================== Issuer: Palo Alto Networks Inc (PANW) CIK: 0001327567 Form: 8-K Filed at: 2025-05-20T23:59:59+00:00 Accession: 0001327567-25-000015 Event type: earnings Sentiment: positive Materiality: 0.80 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Palo Alto Networks Q3: revenue $2.3B (+15%), non-GAAP EPS $0.80, NGS ARR $5.1B ------------------------------------------------------------------------------ - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1327567/000132756725000015/0001327567-25-000015-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1327567/000132756725000015/panw-20250520.htm HTML page: https://secwatch.observer/filing/0001327567-25-000015 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer