Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch.On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off.Since the announcement:The broader sector, tracked by the First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) , has slid to late-April 2025 lows and is now down for seven consecutive weeks — the longest losing strea ...

刚刚，Anthropic 发布代码安全工具 Claude Code Security，直接让安全股一夜蒸发百亿市值！网络安全龙头 CrowdStrike 的股价直接原地跌超 6.5%，市 场陷入极度恐慌：传统安全工具，从此全凉了？ 过年期间，AI 圈接连不断的地震还没停。昨天的 Gemini 3.1 Pro 刚刚亮相，紧接着就又来新炸弹了 —— 刚刚，Anthropic 发布了一个代码安全工具Claude Code Security，能高效扫描代码库漏洞并自动生成针对性补丁，远超传统工具。 听起来，是不是只是一条平平无奇的技术更新？结果，消息一出，美股网络安全板块立刻集体跳水。 CrowdStrike、Cloudflare、Okta 等安全股瞬间暴跌超 5%，总市值蒸发逾 100 亿美元，一夜就蒸发了百亿市值！ 仔细看，网络安全龙头 CrowdStrike 一度暴跌 6.5%，Cloudflare 重挫超 6%，SailPoint 大跌 6.8%，Okta 下挫 5.7%，Zscaler 跌 3.5%，Global X 网络安全 ETF 下跌 3.8%，年内累计跌幅扩大至 14% 一条 AI 功能更新，直接让 ...

Core Insights - The rise of non-human entities on the internet has created a significant demand for identity and access management solutions, leading to increased venture capital investment in startups addressing this issue [1] Company Overview - Venice, a 35-person Israeli-American startup, has emerged from stealth mode with $20 million in Series A funding, aiming to replace established players like CyberArk and Okta in the identity management space [2] - Founded over two years ago, Venice's approach includes tackling both cloud-based and on-premises environments, which positions it favorably for large enterprises with legacy systems [3] Leadership and Team - The company is led by Rotem Lurie, who has a strong background in technology and cybersecurity, including experience at Microsoft and Axis Security [4][5] - Venice's team is notably diverse, with nearly half of its workforce being women, which is uncommon in the tech industry [13][14] Product and Technology - Venice's platform consolidates multiple identity and access management tools into a single system, addressing the complexities of hybrid IT environments [9] - The company operates on a SaaS subscription model, focusing on reducing overhead costs associated with traditional enterprise security deployments [10] Market Position and Growth - Venice claims to be "completely replacing" legacy vendors at Fortune 500 and Fortune 1000 companies, significantly reducing implementation time from months to just a week and a half through AI-powered automation [11] - The identity and access management market is projected to exceed $24 billion in 2025, with a 13% increase from the previous year, indicating a strong demand for innovative solutions [12] Investment and Future Outlook - IVP, the lead investor in Venice's Series A, highlights the urgency created by AI agents as a driving factor for investment, emphasizing the need for modern identity management solutions [12] - The competitive landscape raises questions about whether the market can support multiple successful players or if it will consolidate around a few dominant companies [14]

New Vice President of Sales to accelerate software-driven growth across cyber services platform and insurance distribution channels Scottsdale, Ariz., Feb. 18, 2026 (GLOBE NEWSWIRE) -- CISO Global, Inc. (NASDAQ: CISO) (“CISO Global” or the “Company”), a provider of AI-powered cybersecurity software and compliance services, today announced the appointment of Michael Czerneda as Vice President of Sales. In this role, Czerneda will lead enterprise-wide sales initiatives as the Company accelerates its transiti ...

Fourth Quarter & FY2025 Financial Results February 12, 2026 Kip E. Meintzer Global Head of IR Roei Golan CFO ©2026 Check Point Software Technologies Ltd. 1 Forward Looking Statement This presentation may contain certain forward-looking statements. These forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this report include, but are not limited to: Our expectations regarding our products and solutions, expectations rela ...

CrowdStrike Conference Call Summary Company Overview - **Company**: CrowdStrike (NasdaqGS:CRWD) - **Event**: 2025 Conference on December 03, 2025 Key Highlights Financial Performance - **Annual Recurring Revenue (ARR)**: Achieved 73% year-over-year growth, indicating strong demand across product lines [3][12] - **Free Cash Flow**: Recorded a record high, showcasing effective cash management [3][12] - **Gross Margin**: Subscription gross margin stood at 81%, reflecting operational efficiency [3][12] - **Net New ARR**: Best quarter since calendar Q4 2023, indicating robust customer acquisition [4] Acquisitions - **Recent Acquisitions**: Two companies were acquired, contributing a net new revenue of $2.8 million, which was clarified to avoid misinterpretation [6][7] - **Onum Acquisition**: Positioned as a game changer for next-gen SIEM, enhancing capabilities in data pipelining and observability [35][36] Product and Platform Strategy - **Falcon Flex**: $135 billion of ARR is now flowing through Flex contracts, which allows customers to commit to a broader range of services while enjoying flexibility [17][19] - **Next-Gen SIEM**: Close to 100% growth, with significant customer wins indicating a shift from legacy systems [24][25] - **AI Integration**: Emphasis on AI's role in security operations, with a focus on developing autonomous SOC capabilities [38][45] Market Dynamics - **Legacy Replacement Cycle**: Customers are increasingly frustrated with traditional SIEM solutions, driving demand for next-gen alternatives [24][25] - **Greenfield Opportunities**: Potential to penetrate the SIEM market at lower tiers, targeting smaller companies that require visibility into their security posture [28][29] Competitive Landscape - **AWS Partnership**: Announcement of Falcon Next-Gen SIEM as the default SIEM for AWS Security Hub, expected to open new customer opportunities [30][32] - **F5 Collaboration**: Integration with F5 appliances to enhance security offerings, attracting new customers [33][34] AI and Security - **AI Threat Landscape**: Increased concern among customers regarding AI-driven attacks, leading to elevated security budgets [39][40] - **Falcon Shield**: Significant growth in demand for Falcon Shield, which secures AI applications and SaaS environments [42][44] - **Charlotte AI**: Positive feedback on Charlotte's capabilities in improving security operations, with significant time savings in investigations [45][49] M&A Strategy - **Disciplined Approach**: CrowdStrike maintains a high bar for acquisitions, focusing on technology and team integration rather than just revenue growth [53][54] Future Outlook - **Fiscal 2027 Target**: CrowdStrike aims for 20% net new ARR growth, supported by a strong pipeline and market opportunities driven by AI [56][57] Additional Insights - **Customer Engagement**: Customers are increasingly looking for integrated solutions that reduce complexity and cost, driving the demand for CrowdStrike's platform [25][28] - **Data Control**: Owning and controlling the data fabric is seen as a competitive advantage in the evolving security landscape [37] This summary encapsulates the key points discussed during the CrowdStrike conference call, highlighting the company's strong financial performance, strategic initiatives, and market positioning.

Core Insights - Hack The Box (HTB) has launched HTB AI Range, the world's first controlled AI cyber range designed to test and benchmark the safety, limits, and capabilities of autonomous AI security agents [1] - The HTB AI Range simulates live, high-stakes cyber battlegrounds tailored for enterprise readiness, allowing for side-by-side evaluation of AI agents and human operators [1] - The testing process involves rigorous evaluation where every model and human is tested, refined, and retested [1]

Core Insights - Darktrace has appointed Suman Raju as Chief Financial Officer (CFO) and Hein Hellemons as Chief Revenue Officer (CRO) to strengthen its executive team and support its growth strategy [1][2][3] Group 1: Executive Appointments - Suman Raju will oversee Darktrace's financial strategy and execution, ensuring alignment of resources and investments with long-term financial goals [1] - Hein Hellemons will lead global Sales and Solutions Engineering, enhancing customer engagement across key markets [1] - Both executives will report to Jill Popelka, the CEO of Darktrace [1] Group 2: Background of New Executives - Raju has extensive experience in scaling B2B enterprise SaaS companies and has previously served as CFO at Ivalua, Crownpeak Technologies, and SAP Ariba [3][4] - Hellemons has a strong background in leading go-to-market teams at cybersecurity and technology firms, including KnowBe4, VMware, AWS, and Microsoft [4][5] Group 3: Company Overview - Darktrace is a leader in AI for cybersecurity, founded in 2013, and protects organizations from unknown threats using proprietary AI technology [6] - The Darktrace ActiveAI Security Platform™ offers proactive cyber resilience, providing visibility into security posture and autonomous threat response [6] - The company has filed over 200 patent applications and employs over 2,300 staff, serving nearly 10,000 customers globally [6]

Core Insights - The cybersecurity sector is gaining investor interest due to increasing digital threats and the prioritization of security infrastructure by enterprises [1] - Fortinet and CrowdStrike are two leading companies in this space, with Fortinet focusing on network security and CrowdStrike on endpoint protection [1][2] Company Performance Fortinet (FTNT) - Fortinet reported a 14% year-over-year growth in second-quarter billings for 2025 and achieved a record non-GAAP operating margin of 34% in the first quarter, up 570 basis points year-over-year [4] - The company raised its full-year billings outlook, attributing this to innovation and a customer-first strategy, supported by a comprehensive product portfolio [4] - Fortinet announced significant AI innovations in April 2025, enhancing its Security Fabric platform with AI-driven capabilities to improve threat protection and automate security operations [5] - Despite strong performance, Fortinet faces challenges in high-growth segments, particularly in transitioning to cloud-native architectures and unified security platforms [6] CrowdStrike (CRWD) - CrowdStrike experienced a record second-quarter fiscal 2026, reporting $221 million in net new ARR and total revenues of $1.17 billion, reflecting a 21% year-over-year growth [7] - The company surpassed 1,000 Falcon Flex customers, indicating strong demand for its flexible consumption model [7] - CrowdStrike's module adoption rates reached 48% for six or more modules, showcasing customer consolidation of security functions onto its Falcon platform [8] - The company announced strategic partnerships with major tech firms like AWS and NVIDIA to enhance its AI capabilities and cloud-native security leadership [10] - CrowdStrike's strong guidance anticipates over 22% ending ARR growth for fiscal 2026, with at least 40% year-over-year net new ARR growth expected in the latter half of the fiscal year [11] Valuation and Market Position - Both companies have premium valuations, with Fortinet trading at a forward sales multiple of 8.68X and CrowdStrike at 22.33X, reflecting their growth prospects [12] - CrowdStrike's stock has outperformed Fortinet, with a year-to-date gain of 42.9% compared to Fortinet's 12.1% decline [16] - The combination of CrowdStrike's accelerating ARR growth, expanding platform adoption, and strategic AI partnerships positions it favorably in the cybersecurity market [16] Conclusion - CrowdStrike's AI-native platform and strategic partnerships indicate a superior position in the evolving security landscape, making it a more attractive investment compared to Fortinet [18]

Core Insights - The report indicates that 83% of organizations adopting Zero Trust have successfully reduced security incidents, highlighting its effectiveness in enhancing cybersecurity [2][4] - Despite the rise in cyber threats, only 30% of organizations are utilizing AI-driven authentication tools, indicating a significant opportunity for improvement in security practices [2][4] - The Zero Trust model is increasingly recognized as essential for organizations to navigate the evolving threat landscape, particularly with the rise of AI-driven attacks [2][3] Adoption and Implementation - 66% of organizations cite legacy systems as the biggest challenge to Zero Trust adoption, emphasizing the need for modernization [7] - 72% of enterprises indicate that new threats are the primary driver for continuously improving their Zero Trust policies and practices [7] - The report suggests that Zero Trust is an ongoing journey requiring cultural change, continuous monitoring, and strong partnerships [4] Strategic Partnerships and Tools - Most enterprises rely on Microsoft Entra ID and Microsoft 365 as the backbone of their IT environments, which can enhance the integration of Zero Trust solutions [4] - Organizations are encouraged to take a phased approach to Zero Trust, starting with identity management and leveraging trusted partners for integration and optimization [4][3] - More than 50% of organizations have discovered unexpected value in Zero Trust's ability to improve user experience alongside security [7]