Palo Alto Networks Inc Q4 2025 Earnings Call Transcript - Thomson StreetEvents

Palo Alto Networks Inc Q4 2025 Earnings Call Transcript

Palo Alto Networks Inc Q4 2025 Earnings Call Transcript - Thomson StreetEvents
Palo Alto Networks Inc Q4 2025 Earnings Call Transcript
Published Aug 18, 2025
17 pages (12145 words) — Published Aug 18, 2025
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Abstract:

Edited Transcript of PANW.OQ earnings conference call or presentation 18-Aug-25 8:30pm GMT

  
Brief Excerpt:

...-- August 18 at 1:30 PM Pacific time. With me on today's call to discuss fourth quarter results are Nikesh Arora, our Chairman and Chief Executive Officer, and Dipak Golechha, our Chief Financial Officer. Following our prepared remarks, Lee Claridge, our Chief Product Officer, will join us for the question and answer portion. You can find the press release and other information to supplement today's discussion on our website at investors.paloaltonetworks.com. While there, please click on the link for quarterly results to find the Q4 2025 supplemental information and Q4 2025 earnings presentation. During the course of today's call, we will be making forward-looking statements and projections regarding the company's business operations and financial performance, as well as the company's proposed acquisition of CyberArk. These statements made today are subject to a number of risks and uncertainties that could cause our actual results to differ from these forward-looking statements. Please...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Palo Alto Networks Inc
Ticker
PANW.OQ
Time
8:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Rob Owens - Piper Jaffray Inc - Analyst : Thank you, Hamza, and good afternoon. Thanks for taking my question. I was hoping to get a more strategic view on security consolidation both from your perspective, where we're at now, as well as any anecdotes you can share from customers. As you well know, security is one of the most fragmented IT markets of scale, with Palo Alto Networks as the independent leader, but still only kind of a mid-single-digit share relative to spend right now. Well, platformization, your SecOps strategy was clearly aimed at playing to this convergence. Can you speak to the rise of agentic right now and how it's catalyzing this market need? Thanks.

Table Of Contents

Palo Alto Networks Inc Q1 2026 Earnings Call Summary – 2025-11-19 – US$ 54.00 – Edited Brief of PANW.OQ earnings conference call or presentation 19-Nov-25 9:30pm GMT

Palo Alto Networks Inc Q1 2026 Earnings Call Transcript – 2025-11-19 – US$ 54.00 – Edited Transcript of PANW.OQ earnings conference call or presentation 19-Nov-25 9:30pm GMT

Palo Alto Networks Inc at Citi TMT Conference Summary – 2025-09-04 – US$ 54.00 – Edited Brief of PANW.OQ presentation 4-Sep-25 4:00pm GMT

Palo Alto Networks Inc at Citi TMT Conference Transcript – 2025-09-04 – US$ 54.00 – Edited Transcript of PANW.OQ presentation 4-Sep-25 4:00pm GMT

Palo Alto Networks Inc Q4 2025 Earnings Call Summary – 2025-08-18 – US$ 54.00 – Edited Brief of PANW.OQ earnings conference call or presentation 18-Aug-25 8:30pm GMT

Palo Alto Networks Inc To Acquire CyberArk Summary – 2025-07-30 – US$ 54.00 – Edited Brief of PANW.OQ M&A conference call or presentation 30-Jul-25 1:30pm GMT

Palo Alto Networks Inc To Acquire CyberArk Transcript – 2025-07-30 – US$ 54.00 – Edited Transcript of PANW.OQ M&A conference call or presentation 30-Jul-25 1:30pm GMT

Palo Alto Networks Inc at Bank of America Global Technology Conference Summary – 2025-06-03 – US$ 54.00 – Edited Brief of PANW.OQ presentation 3-Jun-25 3:40pm GMT

Palo Alto Networks Inc at Bank of America Global Technology Conference Transcript – 2025-06-03 – US$ 54.00 – Edited Transcript of PANW.OQ presentation 3-Jun-25 3:40pm GMT

Palo Alto Networks Inc Q3 2025 Earnings Call Summary – 2025-05-20 – US$ 54.00 – Edited Brief of PANW.OQ earnings conference call or presentation 20-May-25 8:30pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Palo Alto Networks Inc Q4 2025 Earnings Call Transcript" Aug 18, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2025-Palo-Alto-Networks-Inc-Earnings-Call-T16451830>
  
APA:
Thomson StreetEvents. (2025). Palo Alto Networks Inc Q4 2025 Earnings Call Transcript Aug 18, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2025-Palo-Alto-Networks-Inc-Earnings-Call-T16451830>
  
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