Palo Alto's 4th quarter sales grew +521% more than Cisco's

Palo Alto's quarterly sales continue to grow sequentially each and every quarter...

Tallahassee, Florida:   Thu, 9/10/15 - 5:05pm    View comments
 

During Cisco's Q4'FY15 earnings conference call, Cisco CEO Chuck Robbins deadpanned:

"I am very bullish about where we are with our security portfolio. I think the team has done a tremendous job."
 

4th Quarter Sales

Cisco vs. Palo Alto Networks - view without frames

Source: U.S. Securities and Exchange Commission
 

As revealed above, year-over-year Cisco grew 4th quarter sales by a mere +$17 million.

Palo Alto grew 4th quarter sales by +$105.648 million, that's +$88.648 million more than Cisco.

In fact, that's a whopping +521% better increase in growth than Cisco.
 

Annual Sales

Cisco vs. Palo Alto Networks - view without frames

Source: U.S. Securities and Exchange Commission
 

And as shown above, year-over-year Cisco grew annual sales by +$181 million.

Meanwhile, Palo Alto grew annual sales by +$329.873 million.

That's +$148.873 million (+82.25%) more than Cisco.
 

Quarterly Sales

Cisco vs. Palo Alto Networks - view without frames

Source: U.S. Securities and Exchange Commission
 

Palo Alto's quarterly sales continue to grow sequentially each and every quarter (the lone exception being Q2'FY12).
 

What's your take?

1. Why do Gartner and Cisco appear to contradict each other?
2. Bank of America terminated HP, so now Cisco's suing HP to collect $58 million
3. Dual Cisco CCIE fired as a customer by iPexpert
4. Should we trust former Cisco board director Carly Fiorina as President of the United States?
5. Cisco product reporting is outdated
6. Cisco ranked #3 for valid Ashley Madison adultery website accounts among largest tech companies
7. Are Business Insider and Network World banning comments by Brad Reese?
8. Increase in Cisco's Q4'FY15 data center sales took -40% dive year-over-year
9. RIP: Cisco Product Quick Reference Guides (CPQRG)
10. Did Cisco CCIE Storage #18460 splurge $500,000 of gold partner money on exotic webcam dancers?
11. Cisco alumni startups are doing incredible things, not Cisco
12. So what should a cloud version of Cisco's telecom services do?
13. Who's next at Cisco?
14. Palo Alto's 3rd quarter sales grew +63.67% more than Cisco's
15. $4.140 billion (87%) of Cisco's stock repurchases supported John Chambers' dilutive management compensation practices
16. Cisco paid up to $5.535 million to the Clintons
17. Cisco's FY15 9-month router sales plummet to new low
18. Candy Hall of Famer: "Brad Reese, this one's for you"
19. Skype for Business vs. Cisco enterprise UC collaboration
20. View the archive of Bloggers speak out on BradReese.Com