PANW

June 19, 2018 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 and triumnphalist. The company’s sequential growth guidance somehow…

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Nov. 27, 2017 Summary Palo Alto reported its results for its 1st fiscal quarter about a week ago. Many observers felt the results were strong and the shares appreicated by about 6% in the wake of the earnings release. More detailed analysis suggests that bookings were not an upside and the growth in deferred revenues…

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Sep. 7, 2017 Summary Palo Alto reported the results of its fiscal year end late last week. The results were a strong beat, and the shares reacted accordingly, appreciating by about 10%. GAAP margins showed little improvement and gross margins fell noticeably because of new product introductions. Third-party market analysts believe that the differentiation in…

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Jun. 8, 2017 Summary About a week ago, Palo Alto reported the results of its fiscal Q3. Many sub-headline metrics continued to deteriorate in a very noticeable fashion. The shares have advanced by nearly 20% since the earnings release and the appearance of the CEO on Mad Money. Looked at carefully and holistically, the results…

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Mar. 4, 2017 Summary Earlier this week, Palo Alto reported the results of its fiscal Q2. The results fell modestly short of expectations in terms of revenues, further short of expectations in terms of booking while achieving previous earnings expectations. Guidance was reduced somewhat, but bookings guidance was marked down to growth in the single…

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Nov. 23, 2016 Summary Palo Alto reported the results of its fiscal Q1 on Monday afternoon-they were not a tasty prelude to a Thanksgiving meal. The share price reaction for what is considered to be a revenue miss (0.5%) and a guidance miss for revenues for the balance of the year (1%) seems to excessive.…

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August 31, 2016 Summary Palo Alto reported a strong finish to its fiscal year, beating financial expectations on a broad base of metrics. Some investors believed the company’s forecast particularly for its quarter was disappointing and below expectations. Other investors were more concerned about the company’s full-year forecast for 12-13% growth in product revenues. The…

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Summary Palo Alto released its earnings for Q3-2017 yesterday and it was perceived by many as a disappointment. The shares are down by 13% today and by 27% since the start of the year. Simply ignored in the wreckage is the 61% growth in bookings, 95% growth in cash flow and the 50% growth in…

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Mar. 2, 2016 Summary Network security continues to be a priority investment for most companies in 2016 and beyond. The space is probably growing 3X faster than overall IT and that should continue for the foreseeable future. While there are many vendors in the space, the two standouts are clearly Fortinet and Palo Alto. Both…

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