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Apr 30, 2025
Palo Alto Networks Q3 2025 Earnings Report
Palo Alto Networks reported its Q3 2025 results with solid revenue growth and milestone achievements in Next-Gen Security ARR.
Key Takeaways
Palo Alto Networks delivered strong Q3 2025 results with $2.3B in revenue and $0.3B in net income, while achieving a major milestone of over $5B in Next-Gen Security ARR.
Revenue by Segment
Forward Guidance
Palo Alto Networks provided a strong outlook for Q4 and FY25, expecting continued growth in Next-Gen Security ARR and overall revenue.
Positive Outlook
- Q4 revenue expected between $2.49B and $2.51B
- Next-Gen Security ARR guided to $5.52B–$5.57B
- Remaining performance obligation forecasted to reach $15.2B–$15.3B
- Non-GAAP EPS expected to be $0.87–$0.89
- Full-year non-GAAP operating margin expected at 28.2%–28.5%
Challenges Ahead
- GAAP metrics not forecasted due to uncertainty in reconciling items
- Q3 GAAP EPS declined year-over-year from $0.39 to $0.37
- GAAP net income slightly lower than prior year
- Guidance excludes impacts from legal or tax items
- Macroeconomic and geopolitical risks remain potential headwinds
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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