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PANW · Palo Alto Networks Inc · Earnings Call Transcripts & Audio

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$397.31 +8.90 (+2.29%) At close · Sep 30
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$306.54B
Shares
818.00M
Volume · Sep 30 6.09M Avg daily vol (3M) 6.42M

Palo Alto Networks Inc Earnings Call Transcripts

Quarterly earnings calls for Palo Alto Networks Inc (PANW), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲25.3% $1.56B $20.00M '23 Q1 22-11-17 ▲25.7% $1.66B $84.20M '23 Q2 23-02-21 ▲24.1% $1.72B $107.80M '23 Q3 23-05-23 ▲26% $1.95B $227.70M '23 Q4 23-08-18 ▲20.1% $1.88B $194.20M '24 Q1 23-11-15 ▲19.3% $1.98B $1.75B '24 Q2 24-02-20 ▲15.3% $1.98B $278.80M '24 Q3 24-05-20 ▲12.1% $2.19B $358.10M '24 Q4 24-08-19 ▲13.9% $2.14B $351.00M '25 Q1 24-11-20 ▲14.3% $2.26B $267.00M '25 Q2 25-02-13 ▲15.3% $2.29B $262.00M '25 Q3 25-05-20 ▲15.9% $2.54B $254.00M '25 Q4 25-08-18 ▲15.7% $2.47B $334.00M '26 Q1 25-11-19 ▲14.9% $2.59B $432.00M '26 Q2 26-02-17 ▲31.1% $3.00B −$177.00M '26 Q3 26-06-02 LATEST ▲34.5% $3.41B −$282.00M '26 Q4 26-09-01
Conference
Investor event
2026-09-10
Palo Alto Networks Inc (PANW) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q4
2026-09-01
Palo Alto Networks Inc (PANW) Q4 2026 Earnings Call Transcript
Confident tone AI as Cybersecurity Tailwind Network Security and SASE Platformization Strategy
Revenue
$3.41B*
▲ 34.5% YoY
Gross margin
67.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-06-02
Palo Alto Networks Inc (PANW) Q3 2026 Earnings Call Transcript
Confident tone CyberArk and Kronos acquisitions integration Platformization momentum and NGS/RPO outperformance Data, sensors and platform flywheel
Revenue
$3.00B
▲ 31.1% YoY
Diluted EPS
$-0.22
▼ 159.5% YoY
Gross margin
67.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-02-17
Palo Alto Networks Inc (PANW) Q2 2026 Earnings Call Transcript
Confident tone Acquisitions (CyberArk and Chronosphere) Platformization strategy AI security and Prisma AIRS
Revenue
$2.59B
▲ 14.9% YoY
Diluted EPS
$0.61
▲ 60.5% YoY
Gross margin
73.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-11-19
Palo Alto Networks Inc (PANW) Q1 2026 Earnings Call Transcript
Confident tone Pending acquisitions (CyberArk, Chronosphere) SASE and software firewall growth Platformization and large deals
Revenue
$2.47B
▲ 15.7% YoY
Diluted EPS
$0.47
▼ 4.1% YoY
Gross margin
74.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-08-18
Palo Alto Networks Inc (PANW) Q4 2025 Earnings Call Transcript
Confident tone Platformization momentum Software firewalls, SASE and network security Enterprise browser and agentic AI
Revenue
$2.54B*
▲ 15.9% YoY
Gross margin
73.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-05-20
Palo Alto Networks Inc (PANW) Q3 2025 Earnings Call Transcript
Confident tone XSIAM / Cortex momentum Next-Generation Security (NGS) ARR growth Platformization strategy
Revenue
$2.29B
▲ 15.3% YoY
Diluted EPS
$0.37
▼ 5.1% YoY
Gross margin
73.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-02-13
Palo Alto Networks Inc (PANW) Q2 2025 Earnings Call Transcript
Confident tone Cloud transformation and network security Platformization strategy Profitability and margin guidance
Revenue
$2.26B
▲ 14.3% YoY
Diluted EPS
$0.38
▼ 84.4% YoY
Gross margin
73.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-11-20
Palo Alto Networks Inc (PANW) Q1 2025 Earnings Call Transcript
Confident tone Cortex and XSIAM (Security Operations) IBM QRadar acquisition and integration Next-Generation Security (NGS) ARR growth
Revenue
$2.14B
▲ 13.9% YoY
Diluted EPS
$0.49
▲ 75% YoY
Gross margin
74.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-08-19
Palo Alto Networks Inc (PANW) Q4 2024 Earnings Call Transcript
Confident tone Billing Mix and Financing Profitability and Cash Flow Next-Generation Security (NGS) Growth
Revenue
$2.19B*
▲ 12.1% YoY
Gross margin
73.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-05-20
Palo Alto Networks Inc (PANW) Q3 2024 Earnings Call Transcript
Confident tone Platformization strategy XSIAM and security operations AI security products and monetization
Revenue
$1.98B
▲ 15.3% YoY
Diluted EPS
$0.39
▲ 151.6% YoY
Gross margin
74.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-02-20
Palo Alto Networks Inc (PANW) Q2 2024 Earnings Call Transcript
Positive tone Platformization strategy and consolidation SASE and Network Security XSIAM / Cortex / SIEM displacement
Revenue
$1.98B
▲ 19.3% YoY
Diluted EPS
$2.44
▲ 1852% YoY
Gross margin
74.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-11-15
Palo Alto Networks Inc (PANW) Q1 2024 Earnings Call Transcript
Revenue
$1.88B
▲ 20.1% YoY
Diluted EPS
$0.28
▲ 833.3% YoY
Gross margin
74.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-08-18
Palo Alto Networks Inc (PANW) Q4 2023 Earnings Call Transcript
Revenue
$1.95B*
▲ 26% YoY
Gross margin
74.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-05-23
Palo Alto Networks Inc (PANW) Q3 2023 Earnings Call Transcript
Revenue
$1.72B
▲ 24.1% YoY
Diluted EPS
$0.16
Gross margin
72.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-02-21
Palo Alto Networks Inc (PANW) Q2 2023 Earnings Call Transcript
Revenue
$1.66B
▲ 25.7% YoY
Diluted EPS
$0.13
Gross margin
71.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-11-17
Palo Alto Networks Inc (PANW) Q1 2023 Earnings Call Transcript
Revenue
$1.56B
▲ 25.3% YoY
Diluted EPS
$0.03
Gross margin
70.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-08-22
Palo Alto Networks Inc (PANW) Q4 2022 Earnings Call Transcript
Revenue
$1.55B*
▲ 27.2% YoY
Gross margin
68.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-05-19
Palo Alto Networks Inc (PANW) Q3 2022 Earnings Call Transcript
Revenue
$1.39B
▲ 29.1% YoY
Diluted EPS
$-0.13
Gross margin
68.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-02-22
Palo Alto Networks Inc (PANW) Q2 2022 Earnings Call Transcript
Revenue
$1.32B
▲ 29.5% YoY
Diluted EPS
$-0.16
Gross margin
69.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-11-18
Palo Alto Networks Inc (PANW) Q1 2022 Earnings Call Transcript
Revenue
$1.25B
▲ 31.9% YoY
Diluted EPS
$-0.18
Gross margin
69.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-08-23
Palo Alto Networks Inc (PANW) Q4 2021 Earnings Call Transcript
Revenue
$1.22B*
▲ 28.3% YoY
Gross margin
70.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-05-20
Palo Alto Networks Inc (PANW) Q3 2021 Earnings Call Transcript
Revenue
$1.07B
▲ 23.5% YoY
Diluted EPS
$-0.25
Gross margin
69.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-02-22
Palo Alto Networks Inc (PANW) Q2 2021 Earnings Call Transcript
Revenue
$1.02B
▲ 24.5% YoY
Gross margin
69.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-11-16
Palo Alto Networks Inc (PANW) Q1 2021 Earnings Call Transcript
Revenue
$946.00M
▲ 22.6% YoY
Gross margin
70.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-08-24
Palo Alto Networks Inc (PANW) Q4 2020 Earnings Call Transcript
Revenue
$950.40M
▲ 17.9% YoY
Gross margin
69.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-05-21
Palo Alto Networks Inc (PANW) Q3 2020 Earnings Call Transcript
Revenue
$869.40M
▲ 19.7% YoY
Gross margin
70.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-02-24
Palo Alto Networks Inc (PANW) Q2 2020 Earnings Call Transcript
Revenue
$816.70M
▲ 14.8% YoY
Gross margin
71.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts CIK 1327567 CUSIP 697435105 13F (30d) 60 filings 34 filers Visit website Investor relations