Core Insights - NVIDIA has launched the Llama Nemotron family of models, which are designed to provide advanced AI reasoning capabilities for developers and enterprises [1][4] - The new models enhance multistep math, coding, reasoning, and complex decision-making through extensive post-training, improving accuracy by up to 20% and optimizing inference speed by 5x compared to other leading models [2][3] Model Features - The Llama Nemotron model family is available in three sizes: Nano, Super, and Ultra, each tailored for different deployment needs, with the Nano model optimized for PCs and edge devices, the Super model for single GPU throughput, and the Ultra model for multi-GPU servers [5] - The models are built on high-quality curated synthetic data and additional datasets co-created by NVIDIA, ensuring flexibility for enterprises to develop custom reasoning models [6] Industry Collaboration - Major industry players such as Microsoft, SAP, and Accenture are collaborating with NVIDIA to integrate Llama Nemotron models into their platforms, enhancing AI capabilities across various applications [4][7][8][10] - Microsoft is incorporating these models into Azure AI Foundry, while SAP is using them to improve its Business AI solutions and AI copilot, Joule [7][8] Deployment and Accessibility - The Llama Nemotron models and NIM microservices are available as hosted APIs, with free access for NVIDIA Developer Program members for development, testing, and research [12] - Enterprises can run these models in production using NVIDIA AI Enterprise on accelerated data center and cloud infrastructure, with additional tools and software to facilitate advanced reasoning in collaborative AI systems [16]

After a failed attempt last year, Google’s parent company, Alphabet (GOOGL) , is set to acquire cloud cybersecurity startup Wiz for $32 billion in an all-cash deal. If successful, this would mark Alphabet’s largest acquisition ever, signaling its aggressive push into the cloud cybersecurity space.The move will not only influence the GOOGL stock but also have a broader impact on the stock market and ETFs exposed to cloud computing, cybersecurity, and mega-cap tech stocks. Investors looking to capitalize on t ...

CrowdStrike (CRWD -4.85%) shares tumbled after the company issued weak profitability guidance for fiscal year 2026 and saw spending from existing customers continue to decelerate. Shares of the cybersecurity company are up less than 6% over the past year as of this writing.The company's stock saw a big pullback last summer after a well-publicized outage, but the stock had nicely recovered until this recent sell-off.Let's take a closer look at CrowdStrike's most recent results and guidance to see whether thi ...

Core Insights - Recent updates regarding CrowdStrike (NASDAQ:CRWD) have been discussed, highlighting the company's performance and market position [1] Company Updates - The stock prices referenced were from the trading day of March 4, 2025, indicating a specific timeframe for the analysis [1]

Here's our initial take on CrowdStrike's (CRWD 1.94%) fiscal 2025 fourth-quarter results.Key MetricsMetricQ4 FY24Q4 FY25Changevs. ExpectationsRevenue$854.3 million$1.06 billion+25%BeatEarnings per share (adjusted)$0.95$1.03+8.42%BeatNet new ARR$281.9 million$224.3 million+8%n/aFree cash flow$283 million$239.8 million-15%n/aStrong Growth, but It's Decelerating While Sales Expense RisesCrowdStrike reported its second quarter of operating results since the short-term operating outage it experienced in July 202 ...

Core Insights - CrowdStrike reported a strong fiscal Q4 2025 performance with earnings per share (EPS) of $1.03, exceeding analysts' expectations of $0.86, and revenue of $1.059 billion, surpassing the forecast of $1.03 billion [2][3] - Despite the robust revenue growth, the company faced a GAAP net loss of $92.3 million, attributed to operational challenges and the impact of a July 19 outage incident [7] Financial Performance - Total revenue for Q4 2025 reached $1.059 billion, marking a 25.2% increase from $845.3 million in Q4 2024 [6] - Annual recurring revenue (ARR) grew by 23% to $4.24 billion [6] - Non-GAAP EPS improved by 8.4% from $0.95 in the previous year [3][6] - Free cash flow for Q4 was $239.8 million, down 15.3% from $283.0 million year-over-year [3] Business Overview - CrowdStrike specializes in cloud-native cybersecurity solutions, particularly endpoint protection through its Falcon platform, which utilizes AI for threat detection [4] - The company is focusing on enhancing its cloud and SaaS security offerings while pushing towards AI-driven solutions [5] Strategic Initiatives - The adoption of CrowdStrike's Next-Gen Security Information and Event Management (SIEM) and Cloud Security modules has been strong, contributing to its growth [8] - The company is making strategic acquisitions, such as Adaptive Shield, to bolster its offerings [8] Future Outlook - Management provided revenue guidance for fiscal 2026 in the range of $4.7435 billion to $4.8055 billion, indicating cautious optimism [9] - Non-GAAP EPS for fiscal 2026 is projected to be between $3.33 and $3.45, down from $3.93 in the previous year [10] - The company aims to achieve $10 billion in ARR by fiscal year 2031, supported by momentum in cloud-native solutions and customer adoption [11]

Core Viewpoint - The article discusses the recent performance of the U.S. stock market, highlighting the impact of tariffs, inflation, and economic fundamentals on major indices, while focusing on specific companies like Costco and Foot Locker as potential investment opportunities and risks [2][3][21]. Market Overview - The U.S. stock market experienced volatility, with major indices showing monthly declines due to multiple negative factors, including tariff policies and inflation concerns. The S&P 500 index fell nearly 1% last week and 1.4% in February, while the Nasdaq Composite dropped 4%, marking its largest monthly decline since April 2024. The Dow Jones Industrial Average rose about 1% last week but still recorded a 1.6% monthly drop [2][3]. Economic Indicators - The upcoming non-farm payroll report is highly anticipated, with expectations of 156,000 new jobs and an unemployment rate holding steady at 4.0%. Additionally, several Federal Reserve officials, including Chairman Powell, are expected to speak this week [5]. Company Focus: Costco - Costco is set to release its Q2 earnings report for fiscal year 2024 on March 6, with the stock price expected to experience significant volatility, projected at 4.4% based on options market data [8][10]. - Analysts have generally optimistic views on Costco's performance, with 15 upward revisions to earnings expectations and only 5 downward adjustments prior to the earnings release [10]. - The market anticipates Costco's earnings per share (EPS) to reach $4.08, a 4.1% increase from $3.92 in the same period last year, with revenue expected to grow by 9.9% to $63 billion, driven by strong grocery sales and high membership renewal rates [13]. Company Focus: Foot Locker - Foot Locker is facing significant challenges, with analysts predicting an EPS of $0.72 and a revenue decline of 2.5% to $2.32 billion due to high inflation and reduced discretionary income affecting consumer demand [21]. - The company is expected to lower its earnings outlook for the upcoming quarter, as traditional retail models struggle against the shift towards online shopping and direct-to-consumer sales [22]. - Foot Locker's stock closed at $17.32, marking a 52-week low, with a year-to-date decline of 20.4%. The company has a financial stability score of 1.5 out of 5, indicating significant operational and financial challenges [22][23].

Core Points - Microsoft Outlook experienced a significant outage affecting thousands of users, leading to over 35,000 complaints reported on Downdetector [1][4] - The Microsoft 365 account acknowledged the issue, identified a potential cause, and reverted the suspected code to mitigate the impact [2][4] - Following the fix, Microsoft reported that the majority of affected services were recovering, with ongoing monitoring by developers [2][4] Industry Context - The incident is part of a broader trend of tech outages, with several companies, including Slack, experiencing similar issues in recent months [2] - A historical context is provided by referencing a major Microsoft-related outage in June 2024, which had severe implications for various sectors, including aviation and healthcare [3]

CrowdStrike (CRWD) Update / Briefing September 18, 2024 07:00 AM ET Speaker0 We would like to remind you that during today's presentations, we will be making forward looking statements. These statements reflect our views and expectations only as of today. While we believe these forward looking statements are reasonable, the outcomes are subject to risks and uncertainties, so actual results could differ materially from our expectations. Please see the risk factors section of our most recent 10 q filed with t ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Citi's 2024 Global TMT Conference September 4, 2024 12:30 PM ET Company Participants Burt Podbere - CFO Conference Call Participants Fatima Boolani - Citigroup Fatima Boolani I'm Fatima Boolani. I jointly run the software research team here, and I have the absolute pleasure of hosting Burt Podbere, the CFO of CrowdStrike. Burt, you are the prettiest girl at this dance so I'm going to say it out. And look, I want to start the conversation off -- from the standpoint of ...