Palo Alto Networks' AI-Driven Platform Had Big FY2025 -- Market Talk

Dow Jones

2025/08/20

1457 ET - Palo Alto Networks' AI-driven security platform, Cortex XSIAM, was a strong top line contributor during the company's fiscal 2025 that ended July 31, UBS analysts say in a research note. The platform added $250 million to $300 million of net new annualized recurring revenue, numbers that suggest the company's overall next-generation security division would have been flat to modestly down for the year had it not been for XSIAM. Looking to the fiscal year ahead, XSIAM will need to continue growing as a percentage mix of the company's net new annualized recurring revenue stream, the analysts say. Shares rise 3.9% to $183.01. (dean.seal@wsj.com)

(END) Dow Jones Newswires

August 19, 2025 14:58 ET (18:58 GMT)

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(dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 19, 2025 14:58 ET (18:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palo Alto Networks' AI-Driven Platform Had Big FY2025 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalo Alto Networks' AI-Driven Platform Had Big FY2025 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-20 02:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1457 ET - <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a>' AI-driven security platform, Cortex XSIAM, was a strong top line contributor during the company's fiscal 2025 that ended July 31, UBS analysts say in a research note. The platform added $250 million to $300 million of net new annualized recurring revenue, numbers that suggest the company's overall next-generation security division would have been flat to modestly down for the year had it not been for XSIAM. Looking to the fiscal year ahead, XSIAM will need to continue growing as a percentage mix of the company's net new annualized recurring revenue stream, the analysts say. Shares rise 3.9% to $183.01. (dean.seal@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 19, 2025 14:58 ET (18:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4097","symbol_name":"系统软件","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2560111648","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560111648","pubTimestamp":1755629880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1457 ET - Palo Alto Networks' AI-driven security platform, Cortex XSIAM, was a strong top line contributor during the company's fiscal 2025 that ended July 31, UBS analysts say in a research note. The platform added $250 million to $300 million of net new annualized recurring revenue, numbers that suggest the company's overall next-generation security division would have been flat to modestly down for the year had it not been for XSIAM. Looking to the fiscal year ahead, XSIAM will need to continue growing as a percentage mix of the company's net new annualized recurring revenue stream, the analysts say. Shares rise 3.9% to $183.01. 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The platform added $250 million to $300 million of net new annualized recurring revenue, numbers that suggest the company's overall next-generation security division would have been flat to modestly down for the year had it not been for XSIAM. Looking to the fiscal year ahead, XSIAM will need to continue growing as a percentage mix of the company's net new annualized recurring revenue stream, the analysts say. Shares rise 3.9% to $183.01. (dean.seal@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 19, 2025 14:58 ET (18:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}