Palo Alto Networks: FY25 Q3 earnings call, May 20, 2025

No Kalshi or Polymarket word markets were listed for Palo Alto Networks’s May 20, 2025 earnings call (FY25 Q3). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

33 matches for “XSIAM”; 5 quoted, at least 25 words apart.

Nikesh Aroracompanyprepared

…majority of our incremental growth this year is derived from our AI-powered XSIAM, SASE, and software firewalls. These offerings with large TAMs should help underpin…

Nikesh Aroracompanyprepared

…platformized on Cortex was up nearly 3 times, reflecting strong momentum with XSIAM. The overall growth in largest customers also reinforces our success. We had…

Nikesh Aroracompanyprepared

…worth over $90 million in Q3. This customer platformized on Cortex for XSIAM, replacing a legacy incumbent SIEM provider. Our differentiated value was centered in…

Nikesh Aroracompanyprepared

…a $46 million transaction with us. The customer recognized the value of XSIAM and consolidated four products with us, including the displacement of their well-established…

Nikesh Aroracompanyprepared

…my earlier comments, I'm particularly excited about the momentum we're seeing with XSIAM, which saw accelerating growth in Q3. XSIAM is not only our fastest-growing…

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