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Stephanie Link: PANW beats expectations with strong revenue and next gen security growth

Stephanie Link: PANW beats expectations with strong revenue and next gen security growth
PANW beats expectations with strong growth

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that PANW delivered better-than-expected results across EPS, total revenue, and net new annual recurring revenue.

Link points to a 59% increase in next generation security ARR and product/subscription revenue, with a 28% gain excluding the contributions from CyberArk and Cronoshere. She also mentions that merger and acquisition synergies are just beginning and notes 110 net new platformizations. The guidance is up, though management continues to take a conservative approach.

Link has previously tracked quarterly growth in other tech firms, highlighting Snowflake's 34% increase in product revenue and a new $6 billion commitment from Amazon. In May, she reported strong market gains driven by $761 billion in artificial intelligence capex. Her recent commentary continues to focus on how technology investments are fueling sector performance.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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