PANW Q2 2025 Upcoming Earnings: Cybersecurity Growth & Guidance

Palo Alto Networks (PANW:NASDAQ) enters the next earnings cycle amid robust Q1 FY2025 performance and strong sector momentum. With Q1 FY2025 figures for the quarter ended October 31, 2024, setting the stage, market participants now await the upcoming Q2 FY2025 results scheduled for February 13, 2025. This article examines the latest quarterly performance, revenue segmentation, sector trends, and near-term guidance for PANW.

It also closely examines capital efficiency, market positioning relative to key competitors, and options market data. Investors and market researchers seeking PANW cybersecurity stock analysis will find the following review helpful in evaluating the company’s outlook.

Q1 FY2025 Financial Highlights

Palo Alto Networks reported solid results for Q1 FY2025, posting a total revenue of $2.14 billion with a year-over-year increase of +14%. The revenue stream is split between two primary categories:

• Product Revenue: Generated $353.8 million, with a modest growth of +3.7% YoY. This revenue is primarily driven by firewall hardware and software license sales.
• Subscription and Support Revenue reached $1.785 billion, growing by +16% yearly. This segment, which includes recurring subscription fees and support…