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Palo Alto Networks logoPalo Alto Networks PANW

The company said total revenue for its fiscal second quarter 2025, which ended on January 31, 2025, rose 14% year over year to $2.3 billion, compared with total revenue of $2.0 billion a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said total revenue for its fiscal second quarter 2025, which ended on January 31, 2025, rose 14% year over year to $2.3 billion, compared with total revenue of $2.0 billion a year earlier.

  2. Palo Alto Networks said GAAP net income for its fiscal second quarter 2025 was $0.3 billion, or $0.38 per diluted share. It said the year-earlier GAAP net income of $1.7 billion, or $2.44 per diluted share, included a net tax benefit of $1.5 billion from a release of its valuation allowance.

  3. The company said Next-Generation Security ARR for its fiscal second quarter 2025 grew 37% year over year to $4.8 billion. It added that remaining performance obligation grew 21% year over year to $13.0 billion.

  4. The company said it expects total revenue for fiscal year 2025 of $9.14 billion to $9.19 billion, representing growth of 14% over the prior year, non-GAAP operating margin of 28.0% to 28.5%, and diluted non-GAAP net income per share of $3.18 to $3.24.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Total revenue for Q2 reaches $2.3 billion, up 14% year over year

The company said total revenue for its fiscal second quarter 2025, which ended on January 31, 2025, rose 14% year over year to $2.3 billion, compared with total revenue of $2.0 billion a year earlier.

Source · Based on the filing body and exhibits

GAAP net income reaches $0.3 billion; prior-year period included $1.5 billion net tax benefit

Palo Alto Networks said GAAP net income for its fiscal second quarter 2025 was $0.3 billion, or $0.38 per diluted share. It said the year-earlier GAAP net income of $1.7 billion, or $2.44 per diluted share, included a net tax benefit of $1.5 billion from a release of its valuation allowance.

Source · Based on the filing body and exhibits

Next-Generation Security ARR at $4.8 billion; remaining performance obligation at $13.0 billion

The company said Next-Generation Security ARR for its fiscal second quarter 2025 grew 37% year over year to $4.8 billion. It added that remaining performance obligation grew 21% year over year to $13.0 billion.

Source · Based on the filing body and exhibits

Fiscal year 2025 outlook: total revenue of $9.14 billion to $9.19 billion

The company said it expects total revenue for fiscal year 2025 of $9.14 billion to $9.19 billion, representing growth of 14% over the prior year, non-GAAP operating margin of 28.0% to 28.5%, and diluted non-GAAP net income per share of $3.18 to $3.24.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.