Critical Infrastructure

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X @The Economist
The Economist· 2025-09-30 09:00
Security Threat - Confirmed Russian sabotage incidents against European critical infrastructure increased by 246% between 2023 and 2024 [1]
Cyber Firm Armis Aims for 2026 IPO
Bloomberg Technology· 2025-08-04 19:31
Growth & Demand - Company has added over 100 million users in less than 12 months since reaching 200 million milestone [2] - Massive growth and demand are being experienced [1][2] - Continued geopolitical tensions and attacks on critical infrastructure are contributing to increased demand in cyber security [2][3] Market Position & Strategy - Company protects 40% of the Fortune 10 companies [2] - Customers desire fewer platforms (5-10) instead of 70+ point solutions for critical environment protection [4][5] - Company is focusing on integrating acquired companies, but continues to consider build, buy, or partner strategies [7] - Company aims to add two more products this year to complete a seven-product platform [7] - Company is taking market share from competitors like Palo Alto Networks, Microsoft, and Tenable [10] Financial Goals & Future Plans - Company aims for $1 billion in ARR (Annual Recurring Revenue) as a milestone in the next three years [8][11] - IPO is a potential goal, possibly as soon as next year (2026), to maximize shareholder and employee value [8][11]
X @Mike Benz
Mike Benz· 2025-07-31 22:38
Censorship & Legal Framework - The report alleges the existence of a "Critical Infrastructure" hoax, suggesting it served as the legal basis for a censorship industrial complex [1] - The document referenced has been classified for 9 years, implying a deliberate effort to conceal information related to the "Critical Infrastructure" concept [1] Social Media & Information Control - The report highlights concerns about the potential misuse of the "Critical Infrastructure" designation to justify censorship [1]
X @Mike Benz
Mike Benz· 2025-07-31 20:27
Censorship & Legal Framework - The document alleges the existence of a classified index used to create the legal basis for a "Censorship Industrial Complex" [1] - The "Critical Infrastructure" hoax is mentioned as a key element in establishing the legal predicate for censorship [1] Key Claims - Mike Benz claims that a classified index has been classified for 9 years [1] - The document suggests a connection between the classified index and the establishment of a censorship framework [1]
X @Mike Benz
Mike Benz· 2025-07-31 20:23
So it turns out the biggest bombshell in the entire Russiagate hoax is a signed confession from George Soros’s Open Society 9 years ago that they structured the entire operation exactly the way I switched my whole life 9 years ago to yell into the wind that it was https://t.co/b4Eis5JbJVMike Benz (@MikeBenzCyber):HOLY FUCKING SHIT ***THIS*** IN THE GODDAMN CLASSIFIED INDEX THAT HAS BEEN CLASSIFIED FOR 9 GODDAMN YEARS **THIS** IS WHERE THEY COOKED UP THE 'CRITICAL INFRASTRUCTURE' HOAX THAT CREATED THE LEGAL ...
X @Mike Benz
Mike Benz· 2025-07-31 19:44
I'm going for a very long walk https://t.co/44sbqhR36wMike Benz (@MikeBenzCyber):HOLY FUCKING SHIT ***THIS*** IN THE GODDAMN CLASSIFIED INDEX THAT HAS BEEN CLASSIFIED FOR 9 GODDAMN YEARS **THIS** IS WHERE THEY COOKED UP THE 'CRITICAL INFRASTRUCTURE' HOAX THAT CREATED THE LEGAL PREDICATE COVER FOR THE ENTIRE CENSORSHIP INDUSTRIAL COMPLEX ‼️‼️‼️🚨🚨🚨 https://t.co/DC9Tkf55Vj ...
X @Mike Benz
Mike Benz· 2025-07-31 18:56
HOLY FUCKING SHIT ***THIS*** IN THE GODDAMN CLASSIFIED INDEX THAT HAS BEEN CLASSIFIED FOR 9 GODDAMN YEARS **THIS** IS WHERE THEY COOKED UP THE 'CRITICAL INFRASTRUCTURE' HOAX THAT CREATED THE LEGAL PREDICATE COVER FOR THE ENTIRE CENSORSHIP INDUSTRIAL COMPLEX ‼️‼️‼️🚨🚨🚨 https://t.co/DC9Tkf55Vj ...
CNBC Disruptor 50: Gecko Robotics CEO on using AI-powered robots to test critical infrastructure
CNBC Television· 2025-06-12 11:42
This week, we unveiled CNBC's 2025 disruptor 50 list. And at number 30 is Gekko Robotics. Julia Boorstin is here with more on that.Good morning Julia. >> Good morning to you Becky. Well Gekko Robotics uses its AI powered robots that can climb up wind turbines and into nuclear power plants to test critical infrastructure, including battleships, aircraft, gas refineries, and power plants.It analyzes the condition and readiness of those assets to get ahead on repairs and keep those assets operational. Gekko is ...
BigBear.ai(BBAI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 21:32
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $34.8 million, up 5% year-on-year from $33.1 million in Q1 2024, primarily driven by additional revenue from the Department of Homeland Security and digital identity awards [22] - Gross profit increased by 6% from $7 million in Q1 2024 to $7.4 million in Q1 2025, with a gross margin of 21.3%, slightly up from 21.1% in the previous year [23] - Net loss for Q1 2025 was $62 million, an improvement from a net loss of $127.8 million in Q1 2024, mainly due to the absence of goodwill impairment charges that were $85 million in the prior year [25] - Adjusted EBITDA was negative $7 million for Q1 2025, compared to negative $1.6 million in Q1 2024, driven by increased R&D expenses and recurring SG&A due to government funding delays [26] - Backlog at the end of Q1 2025 was $385 million, up 30% from Q1 2024, indicating continued customer confidence [27] - Cash and cash equivalents at the end of Q1 2025 were $108 million, up from $81 million in Q1 2024, providing increased financial flexibility [27][28] Business Line Data and Key Metrics Changes - The company is focusing on core markets such as border security, defense, and manufacturing, with ongoing support for missions at the Department of Homeland Security and expanding AI infrastructure [15][16] - In manufacturing and supply chain, the company aims to modernize the American industrial base and streamline global supply chains [16] Market Data and Key Metrics Changes - The global security environment is driving renewed focus and investment in defense technology, creating opportunities for American AI innovation [10] - There is a shift in federal procurement practices with increased emphasis on efficiency and advanced commercial technologies [10] Company Strategy and Development Direction - The company is focused on mission expertise, international growth, business alliances, and relentless innovation in AI as core strategic priorities for 2025 [12][13][14] - The growth strategy includes strengthening core markets while selectively expanding into high-potential adjacencies [14] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the dynamic business and macroeconomic environment, which presents both opportunities and potential short-term risks, including delays in funding and award timing [20] - The company reaffirms its full-year guidance for 2025, indicating confidence in its strategic focus and market positioning [20] Other Important Information - The company is committed to providing more context and transparency in its communications with stakeholders [5] - The CEO emphasizes the importance of blending technological innovation with operational expertise to succeed in complex environments [6][9] Q&A Session Summary - No specific questions and answers were provided in the content, thus this section is not applicable.
BigBear.ai(BBAI) - 2025 Q1 - Earnings Call Transcript
2025-05-01 21:32
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $34.8 million, up 5% year-on-year from $33.1 million in Q1 2024, primarily driven by additional revenue from the Department of Homeland Security and digital identity awards [22] - Gross profit increased by 6% from $7 million in Q1 2024 to $7.4 million in Q1 2025, with a gross margin of 21.3%, slightly up from 21.1% in Q1 2024 [23] - Net loss for Q1 2025 was $62 million, compared to a net loss of $127.8 million in Q1 2024, with the primary drivers being non-cash items [25] - Adjusted EBITDA was negative $7 million for Q1 2025, compared to negative $1.6 million in Q1 2024, primarily due to increased R&D expenses and recurring SG&A [26] - Backlog at the end of Q1 2025 was $385 million, up 30% from Q1 2024, indicating continued customer confidence [27] - Cash and cash equivalents at the end of Q1 2025 were $108 million, up from $81 million in Q1 2024 [28] Business Line Data and Key Metrics Changes - In border security, the company continues to support missions at the Department of Homeland Security and is expanding AI infrastructure at major US and partner nation gateways [15] - In defense and intelligence, the company is orchestrating AI at the mission edge, delivering actionable insights directly to the point of need [15] - In manufacturing and supply chain, the company is positioned to help modernize the American industrial base and streamline global supply chains [16] Market Data and Key Metrics Changes - The global security environment is driving renewed focus and investment in defense technology, creating opportunities for American AI innovation [10] - There are fundamental transitions in global trade, creating demand for smarter, more resilient supply chains [10] - A shift in federal procurement practices is emphasizing efficiency and the adoption of advanced commercial technologies [10] Company Strategy and Development Direction - The company is focused on mission expertise, international growth, business alliances, and relentless innovation in AI [12][13][14] - The growth strategy for 2025 includes strengthening core markets while selectively expanding into high-potential adjacencies [14] - The company aims to build flexible, mission-driven solutions that can adapt and scale with technology innovation [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the dynamic business and macroeconomic environment, which creates opportunities but also potential short-term risks [20] - The company is confident in its strategy and has reaffirmed its full-year guidance for 2025 [20] - Management emphasizes the importance of a strong financial foundation and healthy backlog for long-term positioning [31] Other Important Information - The company is committed to providing more context and transparency in its communications with stakeholders [5] - The CEO's leadership philosophy is shaped by experiences in operational government organizations, emphasizing the fusion of technology and operational expertise [6][7] Q&A Session Summary - No specific questions or answers were documented in the provided content [33]