Empowering customers with comprehensive, integrated private 5G solutions BARCELONA, Spain, Feb. 26, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) today announced end-to-end private 5G security solutions and services in collaboration with leading Private 5G partners. Bringing together Palo Alto Networks® enterprise-grade 5G Security and Private 5G partner integrations and services allows organizations to easily deploy, manage, and secure networks throughout their entire 5G journey. The launch addres ...

公司财报 - Palo Alto Networks (PANW)股价在2月21日暴跌28%，这是对公司最新财报的反应[1] - 公司第二季度财报显示，营收同比增长19%，达到19.8亿美元，超出分析师预期1,000万美元；调整后的每股收益同比增长39%，达到1.46美元，超出预期0.16美元[1] - 公司的账单和营收增长在2024财年上半年显著放缓，这一放缓可以归因于宏观风险和激烈的竞争[3] - 公司预计全年账单增长仅为10%-11%，远低于此前的预期[4] - 预计全年营收增长仅为15%-16%，远低于分析师的预期[5] 公司战略调整 - 尽管公司的核心数字看起来健康，但随后调低了全年业绩预期，并对长期战略进行了重大调整[2] - 公司解释了放缓的原因，并表示将进行战略转变，以加强其生态系统的黏性，但这将在短期内影响其账单和营收增长[6] - 公司的CEO表示，公司的短期账单指引是“不是因为需求前景的变化，而是长期战略的有意调整”[10] 公司未来展望 - 公司预计到2030财年，其下一代安全服务将产生150亿美元的年度重复收入，同时预计超过90%的收入将是重复性的[8] - 公司预计从2023财年到2024财年，调整后的营运利润率将从24%增长至26.5%-27%，调整后的自由现金流利润率将保持在38%-39%，调整后的每股收益将增长23%-25%[9] - 公司的健康底线数字表明，它仍然具有充足的定价权，并且有能力通过调整自身的账单增长来锁定更多的客户[10] 投资展望 - 公司股价虽然出现下跌，但仍然是一家良好的长期投资标的，但可能会在今年保持不受青睐，直到其营收增长再次稳定[12]

Palo Alto Networks (PANW 5.33%) has been one of the best leaders in the cybersecurity sector, with the stock having been up about 116% in the past year alone.That is until Wednesday, Feb. 21, when the stock plunged over 28% in a single day following its second quarter earnings.Investors were spooked when Palo Alto lowered its prior guidance for the year. In its defense, management said the lower guide was due to a deliberate aggressive pricing strategy aimed at winning market share.But should investors real ...

Veteran investors know the time to step into good stocks is after an erroneous sell-off. That's why so many people are now eying Palo Alto Networks (PANW 5.33%) shares following Wednesday's post-earnings dip. The 28% tumble is a huge discount on a solid company's stock.This is one of those cases, however, where interested investors might want to keep their powder dry for at least a few more days. This plunge is different than the typical setback for most stocks. It could linger, and perhaps even worsen befo ...

公司财务表现 - Palo Alto Networks第二季度收入同比增长19%，达到20亿美元，但盈利能力不强，上季度仅实现5400万美元的营业收入[2] - 公司降低了2024财年的总账单指导，预计总账单范围为101亿-102亿美元，收入范围为79.5亿-80亿美元[3] - Palo Alto Networks现在的市值为900亿美元，虽然公司产生了近30亿美元的自由现金流，但由于大量的股票补偿和递延收入，其营业收入在过去12个月仅为6亿美元[5] 市场反应 - Palo Alto Networks本周股价下跌超过25%，因为公司降低了2024财年的收入和账单指导[1] - 分析师在财报发布后的几天内纷纷下调了该股评级，导致Palo Alto Networks股价在短短几个交易日内下跌了25%[4] 估值和投资建议 - 即使在当前折扣价位下，Palo Alto Networks股票仍然昂贵，投资者需要对公司持续增长有信心才能取得良好的表现[6]

SANTA CLARA, Calif., Feb. 23, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the following financial community events: Morgan Stanley Technology, Media & Telecom ConferenceTuesday, March 5, 202411:45 a.m. PST Additional information about upcoming investor event participation and a live audio webcast of each presentation will be accessible from the "Investors" section of the Palo Alto Networks ...

NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP is investigating potential claims against Palo Alto Networks (“Palo Alto” or the “Company”) (NASDAQ:PANW). The investigation concerns whether Palo Alto and/or certain of its officers have violated the federal securities laws and/or engaged in other unlawful business practices. [Click here to learn more about the investigation] On February 20, 2024, during after-market hours, Palo Alto announced its financial results for Q2 2024 and lowered its ...

Cortex XDR平台推出 - Palo Alto Networks 推出了Cortex XDR平台的免费套餐，帮助合格客户在现有合同到期前转向该平台[1] - 提供Quickstart专业服务和代理迁移[1] Cortex XDR解决方案特点 - Cortex XDR是一个结合了网络、端点和云数据的检测、调查和响应解决方案[2] - 利用行为分析来减轻网络攻击的影响[2] Palo Alto Network XDR解决方案优势 - 从传统网络安全解决方案转向Palo Alto Network的XDR解决方案的组织将受益于简化的架构、更高的安全性、互操作性、可扩展性、定制性以及通过XDR平台化加强的安全性[3]

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公司业绩 - 公司股价在一天内下跌了28%，创下自2012年首次公开募股以来最糟糕的交易日[2] - 公司降低了全年营收预期，将全年账单预期从107亿美元至108亿美元降至101亿美元至102亿美元，营收预期从81.5亿美元至82亿美元降至79.5亿美元至80亿美元[5] - 大部分更新后的账单预测与国防信息系统局的Thunderdome项目有关，该项目旨在实施零信任架构[6] 公司战略 - 公司继续推动平台化，希望客户使用公司的多个产品，以便为长期发展做好准备[7] - 公司预计，进入平台化交易的典型客户在一段时间内不会为技术付费，但随着这些项目在未来一年内逐渐推进，预计未来12至18个月的账单和营收增长将发生变化[8] 市场趋势 - 公司首席执行官指出，过去几个季度需求情况并未发生太大变化，但随着地缘政治压力加剧，国家开始越来越频繁地对国家基础设施发动攻击[8] - 公司注意到客户在网络安全方面面临支出疲劳，这是一个新的趋势[9]