Palo Alto Networks Q4 FY2025 Results

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Palo Alto Networks (PANW) — Fiscal Q4 2025 Results

Palo Alto Networks reported strong fiscal Q4 2025 results on August 18, 2025, with revenue rising 16% year-over-year to $2.5 billion. While GAAP net income fell 29% to $254 million due to higher expenses, the company delivered solid growth on an adjusted basis — non-GAAP net income rose 29% to $673 million and EPS increased to $0.95 from $0.75. Subscription-based business momentum remained strong, with Next-Gen Security ARR up 32% to $5.6 billion and backlog (RPO) expanding 24% to $15.8 billion. These results highlight Palo Alto’s continued shift toward platform-driven security offerings and recurring revenue strength despite margin pressure.

Quarter ended: July 31, 2025  |  Results declared: Aug 18, 2025, 4:05 p.m. ET (~Aug 19, 2025, 1:35 a.m. IST)

Key Highlights

  • Revenue: $2.5B, +16% YoY
  • GAAP net income: $253.8M (vs. $357.7M in Q4 FY24)
  • Non-GAAP net income: $673.0M (vs. $522.2M in Q4 FY24)
  • Non-GAAP EPS (diluted): $0.95 (vs. $0.75)
  • Next-Gen Security ARR: $5.6B, +32% YoY
  • RPO (backlog): $15.8B, +24% YoY

YoY Comparison — Q4 FY2025 vs Q4 FY2024

Metric Q4 FY2025 Q4 FY2024 YoY Change
Revenue $2.5B $2.2B +16% (reported)
GAAP Net Income $253.8M $357.7M −29.0% (calc.)
GAAP EPS (Diluted) $0.36 $0.51 −29.4% (calc.)
Non-GAAP Net Income $673.0M $522.2M +28.9% (calc.)
Non-GAAP EPS (Diluted) $0.95 $0.75 +26.7% (calc.)
Next-Gen Security ARR $5.6B n/a +32% YoY
RPO (Backlog) $15.8B n/a +24% YoY

Notes: YoY % marked “calc.” are computed from figures in the company’s press release; rounding can cause minor differences versus management-quoted percentages.

Source

Company press release: Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results (Aug 18, 2025).

Disclaimer: This post is for informational purposes only and does not constitute investment advice.

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