PANW News - Candlesense

Palo Alto Networks to Present at Upcoming Investor Event

SANTA CLARA, Calif., Aug. 22, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the...

Investor

4 days ago

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Palo Alto Networks reports earnings beat, says founder Nir Zuk retiring from company

Palo Alto Networks surpassed Wall Street's fiscal fourth-quarter estimates and issued upbeat guidance.

Will the strong quarterly performance translate into sustained revenue growth and margin expansion in the coming fiscal year? What does the earnings beat and upbeat guidance imply for the valuation multiples relative to peer cybersecurity firms? How will Nir Zuk's retirement affect Palo Alto Networks' strategic direction and execution?

Earnings

7 days ago

Palo Alto Networks Announces Retirement of Nir Zuk, Founder and CTO

Taps founding team member and longtime product chief Lee Klarich as CTO and Board Member to succeed Zuk SANTA CLARA, Calif., Aug. 18, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the gl...

Will this transition impact Palo Alto Networks' competitive positioning and future revenue growth forecasts? What is the market's likely reaction to the departure of the founder CTO and the appointment of Lee Klarich as the new CTO and board member? How will the leadership change affect Palo Alto Networks' product development timeline and innovation pipeline?

Management

7 days ago

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Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results

Fiscal fourth quarter revenue grew 16% year over year to $2.5 billion. Fiscal year 2025 revenue grew 15% year over year to $9.2 billion. Next-Generation Security ARR grew 32% year over year to $5.6...

How does the 32% YoY growth in Next-Generation Security ARR position PANW against its peers in the cybersecurity sector? What guidance did Palo Alto Networks provide for FY2026 and how does it compare to consensus estimates? How will the 16% YoY revenue growth in Q4 affect PANW's valuation and price target?

Earnings

7 days ago

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Palo Alto Networks Delivers Enterprise Wide Quantum Security Readiness for All Customers

New multi-cloud network security capabilities announced for its leading software firewalls SANTA CLARA, Calif., Aug. 14, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersec...

How might this announcement affect the valuation multiples (P/E, EV/EBITDA) used by the market in valuing PANW? Are there any potential supply‑chain constraints or production bottlenecks for the hardware components of the new solutions? Will the new solutions generate additional recurring subscription revenue, and what is the expected contribution to ARR (Annual Recurring Revenue) growth?

Product launch

12 days ago

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Palo Alto CEO Nikesh Arora confronts Wall Street skeptics after company’s biggest bet yet

Palo Alto Networks' market cap has increased sixfold since Nikesh Arora joined as CEO in 2018, but not all investors are sold on his latest deal.

What are the key risks and integration challenges associated with the deal? How will the market's perception of the deal affect PANW's stock price volatility? What is the expected impact on the company's cash flow and debt levels?

M&a

21 days ago