PANW · Palo Alto Networks Inc · Webcasts, Transcripts & Audio
$322.24
-0.42 (-0.13%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q4 2026 earnings call transcript
Market Cap
$263.59B
Shares
818.00M
Volume · Nov 13
5.31M
Avg daily vol (3M)
6.08M
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Palo Alto Networks Inc Webcasts
Earnings calls, investor updates, investor days and conferences for Palo Alto Networks Inc (PANW), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
Add these events to your calendar (.ics)
Earnings call
FY27 · Q1
2026-11-18
Palo Alto Networks Inc (PANW) Q1 2027 Earnings Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-09-10
Palo Alto Networks Inc (PANW) September 10, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Audio
Transcript
Slides
8-K10-Q
Showing 1–29 of 29 webcasts
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