Free · no account · quoted from the filing

What changed in PANW's 10-Q

Source: 10-Q filed 2026-06-03 · compared against 10-Q 2026-02-18. Every passage below is quoted verbatim from the filing itself.

Profitability

This filing
Net income (loss) $ ( 177 ) $ 262

Acquisition

This filing
Goodwill $ 21,902 $ 4,567

Revenue

This filing
Total revenue $ 3,002 $ 2,289

Expenses

This filing
Total operating expenses $ 2,211 $ 1,451

Remaining Performance Obligations

This filing
Remaining performance obligations were $ 18.4 billion
What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.