Key Takeaways PANW Q3 revenue rose 15.7% but faces headwinds from shorter contracts and cloud transition slowdowns. OKTA Q1 revenue climbed 12% with EPS up 32%, boosted by AI-led identity security demand. Consensus points to steady PANW growth but faster profit gains for OKTA in fiscal 2026.Palo Alto Networks (PANW) and Okta (OKTA) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While PANW focuses broadly on next-gen firewalls, cloud sec ...

Key Takeaways PANW added over 90 new platformized deals in Q3, reaching 1,250 among its top 5,000 accounts. Large wins include a $90M deal replacing legacy SIEM and a $46M switch by a financial services firm. Only 2% of PANW's 70,000 customers are fully platformized, showing significant future growth potential.Palo Alto Networks (PANW) is gaining strong traction with its platformization strategy, which involves getting customers to adopt multiple PANW products across network, cloud, and security operation ...

Cybersecurity vendors have become the modern utilities of the digital economy, yet the market still prizes discrete point-tool champions over broad, integrated platforms. Palo Alto Networks (NASDAQ: PANW ) is proving that a unified operating system for security can"AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications ...

Key Takeaways PANW launched Prisma AIRS to secure AI models across hybrid and multi-cloud deployments. The platform already has an eight-figure sales pipeline just weeks after its April 2025 debut. PANW plans to integrate Protect AI to expand Prisma AIRS into full-lifecycle AI model security.Palo Alto Networks (PANW) is doubling down on artificial intelligence (AI) model security at just the right time. With enterprises racing to adopt AI, the risks tied to unsecured models, like data leaks or tampering, ...

行业背景 - 网络安全行业因云采用、数字化转型和物联网设备普及而快速增长，网络攻击日益复杂化，需要更先进的终端、网络和云环境安全解决方案[2] - 高调数据泄露事件推动行业投资，全球网络安全市场预计2025-2030年CAGR达12.9%，利好Palo Alto Networks和BlackBerry等主要参与者[3] BlackBerry业务分析 - 公司从智能手机转型为专注于网络安全和物联网解决方案，核心产品包括统一终端管理(UEM)、SecuSUITE和AtHoc，政府机构、顶级银行和律所的需求推动UEM业务增长[5] - UEM需求增长源于终端管理复杂性增加及AI/机器学习整合，公司解决方案覆盖2.55亿辆汽车和18个G20国家政府，形成稳定收入来源[6] - 出售Cylance业务并削减1.5亿美元成本，2025财年调整后EBITDA达3930万美元，同比改善5400万美元，现金增加1.44亿美元主要来自运营现金流和Cylance交易首笔8000万美元付款[7][8] Palo Alto Networks业务分析 - 专注于AI驱动威胁检测、下一代防火墙和云安全，产品组合覆盖零信任和私有5G安全领域[11] - XSIAM平台ARR同比增长超200%，拥有270个客户（平均ARR超100万美元），30个月内实现近10亿美元TTM收入，SASE平台ARR增长36%且40%新客户为首次合作[12] - 收购AI安全公司Protect AI（7亿美元）加强AI安全能力，但大额交易导致收入波动风险，且平均合同期限略有下降[13][14][15] 财务与估值比较 - 过去一个月股价表现：BlackBerry涨12.5%，Palo Alto Networks涨6.7%[17] - 远期市销率：BlackBerry为4.69倍，显著低于Palo Alto Networks的12.86倍[18] - 盈利预测：BlackBerry未来60天无调整，Palo Alto Networks获小幅上调（当前财年+1.55%）[22][23] 投资结论 - BlackBerry凭借政府合作、成本优化和较低估值更具吸引力，而Palo Alto Networks在AI云安全领域增长更快但面临竞争和合同期限压力[25]

A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 10.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It t ...

Key Takeaways PANW rose 7.8% in 3 months, underperforming CYBR, CRWD, and ZS, which saw stronger double-digit gains. Revenue and NGS ARR growth are slowing, with fiscal 2025 NGS ARR projected to rise 31-32% vs. 45% earlier. PANW is driving growth via AI, platform deals, and a key NVIDIA 5G security partnership.Palo Alto Networks, Inc. (PANW) shares have gained 7.8% in the past three months, underperforming the Zacks Security industry’s growth of 14.1%. The stock has also underperformed its industry peers ...

公司业务表现 - 安全访问服务边缘(SASE)业务是公司增长最快的业务 第三财季年度经常性收入(ARR)同比增长36% 是整体市场增速的两倍以上 [1] - Prisma Access Browser贡献了Prisma Access席位销售的三分之一 自收购Talon以来已售出300万许可证席位 较去年增长超10倍 [2] - 公司目前拥有约6000家SASE客户 同比增长22% 其中第三财季新增客户中40%为全新客户 [3] 产品战略 - Prisma Access Browser旨在保护浏览器环境 提供实时可见性和原生控制 保护敏感数据 [4] - 随着人工智能推动更多应用和数据上云 浏览器可能成为新的工作界面 Prisma Access Browser将成为公司SASE战略重要组成部分 [4] 竞争格局 - Zscaler通过ZIA和ZPA平台提供云原生安全访问 客户正用其零信任架构替代传统VPN [5] - Fortinet的FortiSASE平台推动快速增长 2025年第一季度统一SASE账单同比增长18% 占业务的25% [6] - Fortinet提供主权SASE解决方案 满足大型企业和服务提供商对数据本地化控制的需求 [6] 财务表现 - 公司股价年初至今上涨8.9% 低于安全行业20.2%的涨幅 [7] - 公司远期市销率为12.69倍 低于行业平均的14.52倍 [11] - 2025财年和2026财年盈利预期分别同比增长15.14%和11.19% 过去30天预期被上调 [14] 盈利预期趋势 - 当前季度(2025年7月)每股收益预期为0.88美元 与7天前持平 较30天前的0.86美元有所上调 [15] - 2025财年每股收益预期为3.27美元 与7天前持平 较30天前的3.22美元有所上调 [15] - 2026财年每股收益预期为3.64美元 与7天前持平 较30天前的3.61美元有所上调 [15]

Key Takeaways Palo Alto Networks' Cortex XSIAM posted 200% ARR growth in fiscal Q3 2025 with 270 customers. XSIAM's AI-driven, cloud-native platform offers scalable threat detection versus legacy SIEM tools. XSIAM bookings over the trailing 12 months are nearing $1B, signaling growing enterprise adoption.Palo Alto Networks (PANW) has revolutionized the Security Information and Event Management (SIEM) space since the launch of Extended Security Intelligence & Automation Management (XSIAM) in 2022. XSIAM ca ...

Key Takeaways CYBR is expanding in identity security with AI-driven innovations. Recent buyouts of Venafi and Zilla Security boost CYBR's machine identity and governance capabilities. PANW sees slowing revenue growth and shorter contracts, whereas CYBR posts stronger earnings momentum.Palo Alto Networks (PANW) and CyberArk Software (CYBR) are both U.S.-based cybersecurity companies that specialize in protecting enterprises from evolving digital threats. While Palo Alto focuses broadly on next-gen firewall ...