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Palo Alto Networks | 10-Q: Q1 2025 Earnings Report

Palo Alto Networks | 10-Q: Q1 2025 Earnings Report

Palo Alto Networks | 10-Q：2025财年一季报
美股SEC公告 ·  2024/11/21 12:38

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Palo Alto Networks reported strong financial results for Q1 FY2025, with total revenue increasing 13.9% year-over-year to $2.14 billion. Net income surged 81% to $350.7 million, while operating income grew to $286.5 million with a 13.4% operating margin. Subscription and support revenue, which accounted for 83.5% of total revenue, rose 16.1% to $1.79 billion.The company demonstrated robust operational performance with cash flow from operations of $1.51 billion. Product revenue increased 3.7% to $353.8 million, while Next-Generation Security ARR reached $4.5 billion. The company maintained strong gross margins at 74.1% despite increased investments in cloud infrastructure and research development.During the quarter, Palo Alto Networks completed the acquisition of IBM's QRadar assets for $1.1 billion to accelerate its Cortex business growth. The company also continued its strategic focus on platformization and AI-driven security solutions, launching new capabilities including Prisma Access Browser and enhanced OT Security features. The company's share repurchase program had $1.0 billion remaining as of October 31, 2024.
Palo Alto Networks reported strong financial results for Q1 FY2025, with total revenue increasing 13.9% year-over-year to $2.14 billion. Net income surged 81% to $350.7 million, while operating income grew to $286.5 million with a 13.4% operating margin. Subscription and support revenue, which accounted for 83.5% of total revenue, rose 16.1% to $1.79 billion.The company demonstrated robust operational performance with cash flow from operations of $1.51 billion. Product revenue increased 3.7% to $353.8 million, while Next-Generation Security ARR reached $4.5 billion. The company maintained strong gross margins at 74.1% despite increased investments in cloud infrastructure and research development.During the quarter, Palo Alto Networks completed the acquisition of IBM's QRadar assets for $1.1 billion to accelerate its Cortex business growth. The company also continued its strategic focus on platformization and AI-driven security solutions, launching new capabilities including Prisma Access Browser and enhanced OT Security features. The company's share repurchase program had $1.0 billion remaining as of October 31, 2024.
Palo Alto Networks报告了2025财年第一季度的强劲财务业绩，总营业收入同比增长13.9%，达到21.4亿美金。净利润激增81%，达到35070万美元，营业收入增长至28650万美元，营业利润率为13.4%。订阅和支持业务的营业收入占总营业收入的83.5%，增长了16.1%，达到17.9亿美金。公司展现出强劲的运营表现，运营现金流达到15.1亿美金。产品营业收入增长3.7%，达到35380万美元，下一代安防-半导体年经常性收入达到45亿美金。尽管在云基础建设和研发方面增加了投资，公司依然保持了74.1%的强劲毛利率。在本季度，Palo Alto Networks完成了对IBM ...展开全部
Palo Alto Networks报告了2025财年第一季度的强劲财务业绩，总营业收入同比增长13.9%，达到21.4亿美金。净利润激增81%，达到35070万美元，营业收入增长至28650万美元，营业利润率为13.4%。订阅和支持业务的营业收入占总营业收入的83.5%，增长了16.1%，达到17.9亿美金。公司展现出强劲的运营表现，运营现金流达到15.1亿美金。产品营业收入增长3.7%，达到35380万美元，下一代安防-半导体年经常性收入达到45亿美金。尽管在云基础建设和研发方面增加了投资，公司依然保持了74.1%的强劲毛利率。在本季度，Palo Alto Networks完成了对IBM QRadar资产的收购，金额为11亿美金，以加速其Cortex业务的增长。公司还继续专注于平台化和人工智能驱动的安防-半导体解决方案，推出了包括Prisma Access浏览器和增强的Ot Security功能在内的新功能。截止到2024年10月31日，公司股票回购计划剩余10亿美金。

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