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Company / Finance

Palo Alto Networks, Inc.

PANW · NASDAQ

Palo Alto Networks reported FY2025 revenue of $9.2 billion and fiscal Q2 2026 revenue of $2.6 billion. The thesis depends on platformization, subscription durability, operating leverage, deferred revenue and cash conversion.

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NASDAQPANWCoverage BootstrapPalo Alto Networks, Inc.
Latest ReportMay 19, 2026Palo Alto Networks: cybersecurity platformization has to keep converting billings into cashView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Palo Alto Networks: cybersecurity platformization has to keep converting billings into cash

Palo Alto Networks reported FY2025 revenue of $9.2 billion and fiscal Q2 2026 revenue of $2.6 billion. The thesis depends on platformization, subscription durability, operating leverage, deferred revenue and cash conversion.

May 19, 2026Research reportSlides available
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Palo Alto Networks, Inc.Alto Networks: cybersecurity platformization has to keep convertMay 19, 2026
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Palo Alto Networks: cybersecurity platformization has to keep converting billings into cashPalo Alto Networks reported FY2025 revenue of $9.2 billion and fiscal Q2 2026 revenue of $2.6 billion. The thesis depends on platformization, subscription durability, operating leverage, deferred revenue and cash conversion.NASDAQMay 19, 2026Research reportReadSlides