PANW

Palo Alto kicked off a week that will a see a number of high-profile earnings reported. Its results were not a good way to kick off a week. By now, most investors will know that the company missed its revenue expectations by about 3.5%. The miss was primarily centered on an absolute decline of about…

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As is often the case on a day after earnings reports, I have to try to prioritize my writing. There is much to comment about with regards to Mongo (MDB), Cloudera (CLDR), Slack (WORK) Yesterday brought another crop of earnings reports-most notably DocuSign, but others as well including Guidewire and Smartsheets. All of that said,…

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In the last few days since Thanksgiving there has been a mini-earnings season. IT vendors that have reported include Salesforce, Nutanix, Splunk, Palo Alto, Veeva, Box, VMware, Plan, Yext and Zuora. I can’t really write in any great depth on all of these names in a timely fashion. I have written about Nutanix and its…

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PANW-Yesterday, Palo Alto sold $1.5 billion of convertible debentures. The money wasn’t quite free-it certainly cost a bit more than many other recent IT offerings with a coupon rate of 0.75% coupled with a premium of just 27%. As these issues have gone thus far this year, the coupon is higher and the premium is…

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NOTE: Advanced unedited copy of an article that will soon  appear on SA Summary Earlier this month Palo Alto reported earnings for its 3rd fiscal quarter. The earnings clearly were above prior estimates; the forward guidance for the current quarter-not so much. The company’s view of its competitors has become more than a bit complacent…

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Zuora Zuora shares rose almost 20% of Friday in the wake of strong earnings. Lots of small cap tech was rising on Friday, so perhaps some kind of frothiness might have been anticipated. But 20% is a lot of froth. Zuora is a name I recently reviewed on SA in the aftermath of its IPO. I found the…

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The security space has been one of the more difficult areas in which to invest thus far in 2017. It seems clear that the percentage growth rate in spending on IT security has diminished. While PANW’s quarter was encouraging relative to prior expectations, the company’s sales performance has declined significantly over the course of the…

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