•
Jan 31, 2021

Palo Alto Networks Q2 2021 Earnings Report

Reported strong second quarter with revenue growth driven by strong execution.

Key Takeaways

Palo Alto Networks announced financial results for its fiscal second quarter 2021, ended January 31, 2021. Total revenue for the fiscal second quarter 2021 grew 25% year over year to $1.0 billion.

Fiscal second quarter revenue grew 25% year over year to $1.0 billion

Fiscal second quarter billings grew 22% year over year to $1.2 billion

Deferred revenue grew 30% year over year to $4.2 billion

The company is raising guidance and expects total revenue in the range of $4.15 billion to $4.20 billion

Total Revenue
$1.02B
Previous year: $817M
+24.5%
EPS
$0.52
Previous year: $0.4
+30.0%
Gross Profit
$709M
Cash and Equivalents
$2.11B
Previous year: $2B
+5.7%
Total Assets
$9.49B
Previous year: $7.18B
+32.1%

Palo Alto Networks

Palo Alto Networks

Palo Alto Networks Revenue by Segment

Forward Guidance

Palo Alto Networks provides guidance based on current market conditions and expectations. For the fiscal third quarter 2021, the company expects: Total revenue in the range of $1.05 billion to $1.06 billion, representing year-over-year growth of between 21% and 22%.

Positive Outlook

  • Total billings in the range of $1.22 billion to $1.24 billion, representing year-over-year growth of between 20% and 22%.
  • Total revenue in the range of $1.05 billion to $1.06 billion, representing year-over-year growth of between 21% and 22%.
  • Diluted non-GAAP net income per share in the range of $1.27 to $1.29, which incorporates net expenses related to the proposed acquisition of Bridgecrew, using 100 million to 102 million shares.
  • Total billings in the range of $5.13 billion to $5.18 billion, representing year-over-year growth of between 19% and 20%.
  • Total revenue in the range of $4.15 billion to $4.20 billion, representing year-over-year growth of between 22% and 23%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income