Palo Alto Networks beats by $0.06, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY26 EPS above consensus, revs above consensus (176.17 -0.92)
- Reports Q4 (Jul) earnings of $0.95 per share, excluding non-recurring items, $0.06 better than the FactSet Consensus of $0.89; revenues rose 15.8% year/year to $2.54 bln vs the $2.5 bln FactSet Consensus.
- Next-Generation Security ARR grew 32% yr/yr to $5.60 bln vs $5.52-5.57 bln prior guidance.
- RPO grew 24% yr/yr to $15.8 bln vs $15.2-15.3 bln prior guidance.
- Co issues upside guidance for Q1 (Oct), sees EPS of $0.88-0.90, excluding non-recurring items, vs. $0.85 FactSet Consensus; sees Q1 revs of $2.45-2.47 bln vs. $2.43 bln FactSet Consensus.
- Co guides to Q1 Next-Generation Security ARR of $5.82-5.84 bn (+29%).
- Co guides to Q1 RPO of $15.4-15.5 bln (+23%).
- Co issues upside guidance for FY26, sees EPS of $3.75-3.85, excluding non-recurring items, vs. $3.67 FactSet Consensus; sees FY26 revs of $10.475-10.525 bln vs. $10.42 bln FactSet Consensus.
- Co guides to FY26 Next-Generation Security ARR of $7.00-7.10 bn (+26-27%).
Co guides to FY26 RPO of $18.6-18.7 bln (+17-18%).
- Co guides to FY26 Next-Generation Security ARR of $7.00-7.10 bn (+26-27%).