Q1'25 Earnings Presentation Palo Alto network

Q1'25 Earnings Presentation Palo Alto network

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Q1'25 Earnings Presentation Palo Alto network

@financepresentations1 week ago

| © 2024 Palo Alto Networks, Inc. All rights reserved. © 2024 Palo Alto Networks, Inc. All rights r…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Safe Harbor
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This presentation contain…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Q1 FY’25: Off to a good start, top-line me…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Platformization conversations expanding - …

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Cumulative Platformizations
Continued mom…

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7 | © 2024 Palo Alto Networks, Inc. All rights reserved.
Q1’24 Q2’24 Q3’24 Q4’24 Q1’25
$3.23B $3…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Customer consolidated on our appliances
…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Strong NetSec momentum led by SASE
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Q1 …

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10 | © 2024 Palo Alto Networks, Inc. All rights reserved.
Strong Prisma Access Browser
traction…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Innovation milestones fuel $1B in Cortex A…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Early commercial traction Significant XSIA…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Strong innovation across Cloud Security
…

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14 | © 2024 Palo Alto Networks, Inc. All rights reserved.
Our Q1 performance bolsters our confide…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.

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16 | © 2024 Palo Alto Networks, Inc. All rights reserved.
Top-line metrics ahead of our guidance …

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Q1’25 Metrics
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Q1’25
Guidance (as of …

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Reflections from our first quarter of focu…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Q2 & Fiscal Year 2025 Guidance
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Q2 FY…

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20 | © 2024 Palo Alto Networks, Inc. All rights reserved.
Our two-for-one stock split
Announceme…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Modeling Points
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● Q2’25 and FY’25 non…

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Q&A

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Appendix

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24 l © 2024 Palo Alto Networks, Inc. All rights reserved. Proprietary and confidential information.…

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25 l © 2024 Palo Alto Networks, Inc. All rights reserved. Proprietary and confidential information.…

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| © 2024 Palo Alto Networks, Inc. All rights reserved.
Thank You
paloaltonetworks.com
© 2024 Pa…

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Q1'25 Earnings Presentation Palo Alto network

@financepresentations

This presentation discusses the Q1 Fiscal Year 2025 earnings results for Palo Alto Networks, emphasizing top-line growth in Annual Recurring Revenue (ARR) and platformization trends within the cybersecurity landscape. It provides insights into financial expectations, product development, and key operational metrics to inform stakeholders of the company's strategic direction moving forward.

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