Replay available

Palo Alto Networks, Inc. (PANW) Q4 2025 Earnings Call

Palo Alto Networks, Inc. (NASDAQ: PANW) Q4 2025 earnings conference call, held 2025-08-18. Replay captured from the company's public earnings webcast.

Mon, August 18, 2025 at 4:30 PMendedReplay
Palo Alto Networks, Inc. (PANW) Q4 2025 Earnings Call

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Featured presenters

Nikesh Arora

Chairman and Chief Executive Officer

Deepak Galecha

Chief Financial Officer

Lee Claridge

Chief Product and Technology Officer

Rob Owens

Analyst, Piper Sandler

Brad Zelnick

Analyst, Deutsche Bank

Saket Kalia

Analyst, Barclays

Gabriella Borges

Analyst, Goldman Sachs

Matt Hedberg

Analyst, RBC Capital Markets

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.302 August 18th at 1.30 p.m. Pacific time. With me on today's call to discuss fourth quarter 00:00:05.302 -- 00:00:10.372 results are Nikesh Arora, our Chairman and Chief Executive Officer, and 00:00:10.372 -- 00:00:13.318 Deepak Galecha, our Chief Financial Officer. 00:00:13.318 -- 00:00:17.406 Following my prepared remarks, Lee Claridge, our Chief Product Officer, will join us 00:00:17.406 -- 00:00:22.419 for the question and answer portion. You can find the press release and other information 00:00:22.419 -- 00:00:27.242 to supplement today's discussion on our website at investors.paloaltonetworks.com. 00:00:28.186 -- 00:00:33.313 While there, please click on the link for quarterly results to find the Q425 supplemental 00:00:33.313 -- 00:00:36.978 information and Q425 earnings presentation. 00:00:36.978 -- 00:00:41.371 During the course of today's call, we will be making forward-looking statements and projections 00:00:41.371 -- 00:00:45.295 regarding the company's business operations and financial performance, as well as the 00:00:45.295 -- 00:00:47.958 company's proposed acquisition of CyberArk. 00:00:47.958 -- 00:00:52.562 These statements made today are subject to a number of risks and uncertainties that could 00:00:52.562 -- 00:00:56.467 cause our actual results to differ from these forward-looking statements. 00:00:56.467 -- 00:01:00.411 Please review our press release and recent SEC filings for a description of these risks 00:01:00.411 -- 00:01:05.316 and uncertainties. We assume no obligation to update any forward-looking statements made 00:01:05.316 -- 00:01:07.514 in the presentation today. 00:01:07.514 -- 00:01:12.604 This presentation contains non-GAAP financial measures and key metrics relating to 00:01:12.604 -- 00:01:...