PALO ALTO NETWORKS：新产品进入规模释放期持续加固平台化壁垒

中金公司2025-05-22

PANW 3QFY25 业绩高于我们预期公司公布3QFY25 业绩：收入同比/环比增长15.3%/1.4%至22.9 亿美元，高于我们预期0.1%和市场预期0.4%，主要由于客户安全需求具备韧性。其中，产品收入同比/环比增长15.8%/7.4%至4.5 亿美元（同比增速环比提升约8ppt，主要得益于公有云渗透率提升拉动客户软件防火墙部署速率）；订阅和支持收入同比增长15.2%至18.4 亿美元。...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250522100117a4878489&s=b><strong>中金公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>PANW 3QFY25 业绩高于我们预期公司公布3QFY25 业绩：收入同比/环比增长15.3%/1.4%至22.9 亿美元，高于我们预期0.1%和市场预期0.4%，主要由于客户安全需求具备韧性。其中，产品收入同比/环比增长15.8%/7.4%至4.5 亿美元（同比增速环比提升约8ppt，主要得益于公有云渗透率提升拉动客户软件防火墙部署速率）；订阅和支持收入同比增长15.2%至18.4 亿美元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250522100117a4878489&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348723411.USD","symbol_name":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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PALO ALTO NETWORKS：新产品进入规模释放期 持续加固平台化壁垒

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PALO ALTO NETWORKS：新产品进入规模释放期持续加固平台化壁垒