Palo Alto Networks Sales Rise 16 Percent

Palo Alto Networks(NASDAQ:PANW) reported fourth-quarter 2025 earnings on August 18, 2025, with revenue rising 16% year-over-year to $2.54 billion. Platformization deals reached new highs, next-generation security annual recurring revenue (ARR) climbed 32% year-over-year to $5.58 billion, and operating margins exceeded 30% for the first time. This summary provides detailed insights on the company’s transition to software firewalls, sustained free cash flow margin expansion, and the strategic CyberArk acquisition.Product revenue increased 19% year-over-year, with 56% of product revenue in the quarter sourced from software-based form factors, reflecting a significant shift away from hardware. Over the trailing twelve months, software accounted for more than 40% of total product revenue, with software firewalls and secure access service edge (SASE) driving demand, especially among large enterprise and cloud customers.The rapid adoption of cloud-native software firewalls positions the company as a leader as enterprises migrate to hybrid and multi-cloud environments, increasing customer lifetime value and scalability compared to legacy hardware appliances.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool