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Palo Alto Networks’ stock is falling. Here’s what was missing from earnings. - MarketWatch

1. Palo Alto Networks beat revenue expectations but fell short on earnings. 2. Remaining performance obligations for January quarter grew 21% but met forecasts. 3. Shares dropped 5% in after-hours trading following mixed quarterly results. 4. CFO credited 'platformization' strategy for Q2 growth amidst AI-driven demand. 5. Next quarter's revenue forecast is slightly above analyst expectations.

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FAQ

Why Neutral?

Mixed results with revenue beating expectations but earnings falling short; historical reactions show volatility post-earnings.

How important is it?

Earnings results and guidance are critical for stock performance, directly impacting investor sentiment.

Why Short Term?

Immediate investor sentiment likely impacted by last quarter's results; results will stabilize after market digests information.

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