Palo Alto Networks, Inc. (PANW)

Sector: Technology|Industry: Software - Infrastructure|Market Cap: $128.98B|Employees: 15.3K


Palo Alto Networks is a global cybersecurity provider that offers a comprehensive suite of security platforms and services to protect enterprise users, networks, and clouds. The company's core business model is centered around its AI-powered next-generation firewalls and cloud-delivered security services, which are sold as products and subscriptions. Palo Alto Networks holds a leading market position due to its innovative technology and strong customer base.

  1. Filings

Filing Highlights

Financial Performance

Total revenue reached $8.0275 billion, up 16.5% YoY, driven by increased adoption of the company's portfolio. This indicates a solid demand for their products and services.

Subscription and support revenue grew to $6.4 billion, representing 80% of total revenue, a 20.9% YoY increase. This highlights the company's success in building a recurring revenue stream.

Operating income increased to $683.9 million, compared to $387.3 million in the previous year. This indicates improved profitability and operational efficiency.

Growth & Strategy

Management Execution

Risk Factors

Competitive Position

Operational Efficiency

Innovation & Technology

Capital Allocation

ESG Initiatives

Market Environment