Palo Alto Networks Inc
PANW.NE
$23.67 1.33%
Exchange: NEO | Sector: Technology | Industry: Software Infrastructure
Q2 2025
Published: Feb 14, 2025

Earnings Highlights

  • Revenue of $2.26B up 14.3% year-over-year
  • EPS of $0.38 decreased by 85% from previous year
  • Gross margin of 73.5%
  • Net income of 267.30M
  • "Transcript data not available in the provided materials." - N/A
PANW.NE
Company PANW.NE

Executive Summary

Palo Alto Networks reported a solid QQ2 2025 with revenue of $2.2574 billion, up 14.3% year-over-year and 5.6% quarter-over-quarter, reflecting continued demand for its enterprise cybersecurity platform. Gross margin stood at approximately 73.5%, and operating margin was 10.65%, with net income of $267.3 million and diluted EPS of $0.38. The results demonstrate durable top-line growth driven by a strong subscription mix and expanding cloud/security offerings, but profitability metrics indicate ongoing investment in R&D and go-to-market capacity that compress near-term margins as the company fuels product development and scale.

Key Performance Indicators

Revenue
Increasing
2.26B
QoQ: 5.55% | YoY: 14.29%
Gross Profit
Increasing
1.66B
73.46% margin
QoQ: 4.64% | YoY: 12.34%
Operating Income
Increasing
240.40M
QoQ: -16.09% | YoY: 4.34%
Net Income
Decreasing
267.30M
QoQ: -23.78% | YoY: -84.70%
EPS
Decreasing
0.41
QoQ: -23.36% | YoY: -85.01%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 2,474.00 0.47 +13.0% View
Q3 2025 2,289.00 0.37 +15.3% View
Q2 2025 2,257.40 0.38 +14.3% View
Q1 2025 2,138.80 0.50 +13.9% View
Q4 2024 2,189.50 0.51 +12.1% View