company PANW - SteadyBase

steadybase-$ company PANW

account_id none on file

legal_name Palo Alto Networks Inc

ticker PANW

cik 1327567

domain paloaltonetworks.com

linkedin_company_url https://www.linkedin.com/company/palo-alto-networks

entry_point_account_id none on file

name Palo Alto Networks Inc.

exchange Nasdaq

sector Technology

hq Santa Clara, CA, United States

irhttps://investors.paloaltonetworks.com/

sector index/company/sector/technology/

calls 10 filings 48 executives 9 family 0

why_nownone on file

calls

By the end of Q2, we have roughly halved the cost of our T&E servicing. We are now leveraging this program as a template across other business areas.

Feb 20, 2024 / receipt, needs a key / Deepak, CFO | earnings call 2024-02-20 | transcript a6cd89fa-a1aa-41c3-99c9-4fc245f37451 | chars 30907-31056 | segment 31

It's just a laser focus on the execution, making sure that we're watching every single dollar acting like an owner, incredible intense scrutiny on travel, because that was a concern of, would that come back with a vengeance? We focused a lot there, looking at leveraging scale when it comes to all the areas.

May 19, 2022 / receipt, needs a key / Deepak Mitter, CFO | earnings call 2022-05-19 | transcript 7d51f9ef-99e0-4f8d-97b3-ccf80920fda6 | chars 34166-34474 | segment 34

There are several factors driving our operating margins. We have revenue upside, lower travel and event expenses due to COVID, and some shift in spending out of Q3.

May 20, 2021 / receipt, needs a key / Deepak Golecha, CFO | earnings call 2021-05-20 | transcript 514ba3f9-8402-470e-96f1-dc5d9d4ca57a | chars 21770-21934 | segment 21

As the security awareness or heightened desire to have a more secure product goes up, it's better for us because the customer is more willing to be willing to be tolerant of a price point associated with power travel.

May 20, 2021 / receipt, needs a key / Nikesh, CEO | earnings call 2021-05-20 | transcript 514ba3f9-8402-470e-96f1-dc5d9d4ca57a | chars 56362-56579 | segment 55

While there continues to be beneficial impacts due to lower travel due to COVID, we do continue to hire resources to support our product expansion, which we expect to continue.

Feb 22, 2021 / receipt, needs a key / Luis Vizoso, CFO | earnings call 2021-02-22 | transcript 282073ca-c525-4957-97ef-133a9928488c | chars 7891-8067 | segment 7

The operating margin expansion is driven by operating expense leverage behind operational efficiencies, lower travel and event expenses due to COVID, which more than offset the incremental investment in headcounts.

Feb 22, 2021 / receipt, needs a key / Luis Suarez, CFO | earnings call 2021-02-22 | transcript 282073ca-c525-4957-97ef-133a9928488c | chars 29781-29995 | segment 30

The EPS expansion was driven by revenue growth and operating expense leverage due to efficiencies as we have seen across the industry from lower spend associated with travel and events around COVID.

Nov 16, 2020 / receipt, needs a key / Nikesh Arora, CEO | earnings call 2020-11-16 | transcript 77d0396c-5b9e-4f01-b4d7-17de8969e3d0 | chars 5412-5610 | segment 5

The operating margin expansion is driven by operating expense leverage as we benefit from lower travel and event expenses due to COVID, which more than offset the incremental investment in headcount.

Nov 16, 2020 / receipt, needs a key / Louise Pentland, CFO | earnings call 2020-11-16 | transcript 77d0396c-5b9e-4f01-b4d7-17de8969e3d0 | chars 29898-30097 | segment 29

In terms of the other part of your expense question, look, I think people haven't realized the expense categories that have shifted when nobody travels, you don't have any face-to-face conferences, you don't have people in the office, a lot of certain spending goes away.

May 21, 2020 / receipt, needs a key / Nikesh Arora, CEO | earnings call 2020-05-21 | transcript 9e66677c-f850-4d1c-b5bb-74a7bd7530ad | chars 35269-35540 | segment 35

We don't think it's going to be as extreme, but we do believe there will be a shift in the way we think about employees, we think about travel, we think about meetings, and that is going to create a different call structure.

May 21, 2020 / receipt, needs a key / Nikesh Arora, CEO | earnings call 2020-05-21 | transcript 9e66677c-f850-4d1c-b5bb-74a7bd7530ad | chars 36359-36583 | segment 36

filings

Personnel costs are the most significant component of operating expenses and consist of salaries, benefits, bonuses, share-based compensation, travel and entertainment, and with regard to sales and marketing expense, sales commissions.

filing / Sep 10, 2026 / receipt

Research and development expense increased for fiscal 2026 compared to fiscal 2025 primarily due to increased personnel costs, which increased by $429 million for fiscal 2026 compared to fiscal 2025, largely due to headcount growth, including from our acquisitions.

filing / Sep 10, 2026 / receipt

Sales and marketing expense increased for fiscal 2026 compared to fiscal 2025 primarily due to increased personnel costs, which increased by $584 million for fiscal 2026 compared to fiscal 2025, largely due to headcount growth, including from our acquisitions.

filing / Sep 10, 2026 / receipt

We expect sales and marketing expense to continue to increase in absolute dollars as we increase the size of our sales and marketing organizations to grow our customer base, increase touch points with end-customers, and expand our global presence, although our sales and marketing expense may fluctuate as a percentage of total revenue.

filing / Sep 10, 2026 / receipt

personnel costs, which grew $253 million for fiscal 2026 compared to fiscal 2025, primarily due to accelerated vesting of certain equity awards in connection with our acquisitions in fiscal year 2026, employee severance charges in connection with our CyberArk acquisition, and headcount growth, including from our acquisitions.

filing / Sep 10, 2026 / receipt

• expectations that we will continue to expand our global presence; • expectations regarding our revenues, including the seasonality and cyclicality from quarter to quarter; • expectations relating to our customer financing activities; • the sufficiency of our cash flow from operations with existing cash, cash equivalents, and investments to meet our cash needs for the foreseeable future; • our ability to suc

filing / Sep 10, 2026 / receipt

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