सो विथ आवर नेक्स्ट स्पीकर लेट्स सो हाई इंटू द स्काई विथ द इमिनेंट एिएशन डेवलपमेंट्स। प्लीज वेलकम मिस राधिका भंडारी। राधिका भंडारी इज़ अ डायनामिक एिएशन प्रोफेशनल एंड एकेडमिक लीडर करेंटली सर्विंग एस द डीन ऑफ़ एिएशन एट इंडस यूनिवर्सिटी एंड डायरेक्टर ऑफ वेस्टर्न इंडिया इंस्टट्यूट ऑफ़ एरोनॉटिक्स प्राइवेट लिमिटेड। इंडियास ओनली वुमेन लेड एयरक्राफ्ट मेंटेनेंस इंजीनियरिंग इंस्टीट्यूट विथ अ बैकग्राउंड इन मेटोलर्जिकल इंजीनियरिंग एंड अ पोस्ट ग्रेजुएट डिग्री इन मैनेजमेंट फ्रॉम बोबेक बिज़नेस स्कूल यूके शी इज़ डीपली कमिटेड टू ...

ballroom dancing made me better at leading cyber security teams. You see, in dance, we have this idea that leaders create space and then followers fill that space. And this idea changed the way I thought about leadership.I stopped thinking about myself as the choreographer responsible for planning every move and instead I thought about how I could create space for my team to inject that initial energy and then get the heck out of the way so that they could carry the team through with their own style. And th ...

Core Insights - CrowdStrike reported Q3 EPS of 96 cents, exceeding the estimate of 94 cents, and Q3 revenue of $1.23 billion, surpassing the estimate of $1.21 billion [1] - For Q4, the company expects adjusted EPS between 109 to 111 cents, above the estimate of 108 cents, and revenue guidance of $1.29 to $1.3 billion, in line with the estimate of $1.29 billion [1][2] - Full-year revenue outlook is now projected between $4.8 billion to $4.81 billion, an increase from the previous range of $4.75 billion to $4.81 billion [2] Financial Performance - Net new Annual Recurring Revenue (ARR) grew by 23%, accelerating from 20% in the previous quarter [3] - Overall, the financial results were solid, with both revenue and ARR beating expectations [4] Market Position and Competitive Advantage - CrowdStrike is viewed as well-positioned in the cybersecurity market, especially with increasing concerns about AI's impact on software [5][6] - The company differentiates itself through its unique cloud-native architecture, high retention rates, and low churn, which enhances its ability to upsell modules [9] - Primary competitors include Palo Alto and Microsoft, with the competitive landscape expected to evolve as security and observability converge [8] AI Integration and Future Growth - CrowdStrike is leveraging AI to enhance its capabilities, particularly in addressing emerging threats that adversaries may also utilize AI to exploit [11] - The company is seen as a potential beneficiary of the AI revolution, with expectations that its growth potential is underestimated [10] Risks and Challenges - Competition remains a concern, particularly with the focus on consolidation among vendors [12] - Past outages have raised awareness of the interconnected nature of cybersecurity systems, although CrowdStrike is believed to have learned from these experiences [14]

Financial markets are another target of opportunity. IBM scored an early advantage this year when HSBC said it used the tech company's heron quantum processor to make a 34% improvement in predicting how likely a bond will trade at [music] a given price. I >> think there's a lot of excitement in the market space as well, right.Especially because um optimization is certainly in another area which we know is a classically difficult problem and um from the point of view of actually using a quantum computer to a ...

Core Insights - Allot Ltd. reported a significant year-over-year growth in SECaaS Annual Recurring Revenue (ARR) of 60% and raised its full-year revenue guidance to between $100 million and $103 million [2][3][9]. Financial Performance - Total revenues for Q3 2025 reached $26.4 million, marking a 14% increase from $23.2 million in Q3 2024 [3][9]. - GAAP gross profit was $18.9 million with a gross margin of 71.4%, up from $16.4 million and a gross margin of 70.4% in the same quarter of the previous year [3][9]. - Non-GAAP gross profit was $19.1 million with a gross margin of 72.2%, compared to $16.7 million and a gross margin of 71.7% in Q3 2024 [3][9]. - GAAP operating income was $2.2 million, a turnaround from an operating loss of $0.2 million in Q3 2024 [4][9]. - Non-GAAP operating income increased to $3.7 million from $1.1 million in Q3 2024 [4][9]. - Net income on a GAAP basis was $2.8 million, or $0.07 per diluted share, compared to a net loss of $0.2 million, or a loss of $0.01 per basic share, in Q3 2024 [4][5][9]. - Non-GAAP net income was $4.6 million, or $0.1 per diluted share, compared to $1.3 million, or $0.03 per diluted share, in Q3 2024 [5][9]. Cash Flow and Financial Position - Operating cash flow for the quarter was $4.0 million [5][9]. - As of September 30, 2025, total cash and cash equivalents amounted to $81 million, an increase of $22 million from $59 million at the end of 2024 [5][9]. - The company reported no debt as of the end of Q3 2025 [5][9]. Strategic Focus - The company is advancing its cyber-security first strategy and is seeing strong performance from its cyber security and network intelligence solutions [2][3]. - Allot's SECaaS solutions are deployed globally, serving over 500 service providers and more than 1,000 enterprises [7][9].

Core Insights - Check Point Software Technologies is collaborating with Microsoft to enhance AI security for Microsoft Copilot Studio, enabling enterprises to build and deploy generative-AI agents with integrated protection and compliance [1][5] Group 1: Collaboration and Integration - The partnership integrates Check Point's AI Guardrails, Data Loss Prevention (DLP), and Threat Prevention technologies into Copilot Studio, providing continuous protection during agent runtime [2][4] - This collaboration aims to address emerging risks associated with AI agents, such as prompt injection, data leakage, and compliance drift, by extending security measures beyond traditional controls [3][5] Group 2: Security Features and Capabilities - Key capabilities include continuous runtime protection to prevent prompt injection and data leakage, integrated DLP and Threat Prevention engines, and a unified security bundle designed for large-scale deployments [8] - The solution allows organizations to leverage the full potential of Copilot Studio while ensuring compliance and maintaining visibility over AI workflows [8] Group 3: Industry Context and Leadership - The rapid adoption of AI agents presents both opportunities for innovation and challenges in maintaining data integrity and security [4] - Check Point's leadership in securing AI-powered enterprises is reinforced through this collaboration, marking a significant step in protecting the entire AI lifecycle from development to execution [5][7]

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **Security, Resilience, and Defense** sectors as critical areas for investment in 2026, reflecting a pivot from previous strategies [2][3][4]. Core Insights and Arguments 1. **Adaptation Funding Gap**: The adaptation funding gap is estimated to be between **$194 billion and $366 billion per year**, highlighting the financial challenges faced by multiple stakeholders due to climate events [3][4]. 2. **Investment Opportunities**: - **Defense Capability Domains**: Future investment opportunities are identified in areas such as **drones, electronic warfare, AI, and mobility** [4]. - **Digital Economy**: Emerging investment domains include **cybersecurity, electronic warfare, and space** [4]. - **Critical Minerals**: Essential for energy transition, critical minerals like **lithium, nickel, cobalt, manganese, and graphite** are highlighted as key components for future investments [4][28]. 3. **Energy Transition**: - Global investment in energy transition surpassed **$2.08 trillion** in 2024, marking an **11% increase year-on-year** and doubling the investment from 2020 [12]. - **Electrified Transport** received the largest investment at **$757 billion**, with a **20% increase** in EV spending [12]. - **Renewable Energy** investments reached **$728 billion**, with **$500 billion** allocated to solar energy alone [12]. 4. **Water and Food Security**: - Water security is deemed essential for long-term resilience, impacting national security and economic stability [9]. - Food systems must adapt to climate shocks, emphasizing the importance of **soil health, biodiversity, and water management** [9]. 5. **Climate Adaptation**: - The need for resilient infrastructure is emphasized, including retrofitting and innovations in cooling and flood simulation technologies [11][20]. - Climate adaptation is a top priority for green bond issuances, with **China** leading in green bond issuance at **$85 billion** in 2023 [25]. Additional Important Insights - **Geopolitical Challenges**: The demand for critical minerals is increasing due to decarbonization efforts, leading to geopolitical tensions, particularly between the U.S. and China regarding tariffs and export controls [28]. - **Cybersecurity**: The need for cybersecurity solutions is growing, with companies providing technology for **cyber resilience and defense** being identified as key players in the market [29]. - **Regulatory Developments**: Recent regulatory actions in various countries, including the UK and Japan, indicate a shift towards prioritizing cybersecurity and defense as critical national infrastructure [33][54]. This summary encapsulates the critical themes and insights from the conference call, focusing on the evolving landscape of investment opportunities in security, resilience, and defense sectors.

Cybersecurity Landscape - The cybersecurity industry faces adversaries that strike in milliseconds, requiring immediate reactions [1] - The volume of weekly security events reaches trillions, necessitating scalable defense mechanisms [1] - AI is crucial for defending at scale against machine-speed attacks [4] CrowdStrike & NVIDIA Collaboration - CrowdStrike is developing next-generation cybersecurity AI using NVIDIA technology [2] - NVIDIA accelerates CrowdStrike's AI to extend intelligence to data centers, factories, and critical infrastructure [2] - CrowdStrike utilizes NVIDIA CUDA X libraries, Nemo Agent toolkit, and Neotron to activate real-time AI security agents [2] AI Agent Capabilities - NVIDIA Nemo data designer captures expertise from top threat hunters to create AI-ready threat data [3] - Neotron models train AI agents on the CrowdStrike Falcon platform for analyst-level reasoning and decision-making [3] - Charlotte AI agent enables real-time threat neutralization and reduces manual analysis time [3]

Financial Performance - B2 Cloud Storage revenue grew by 29% year-over-year in Q2 2025[11, 19, 33], accelerating from 23% growth in Q1 2025[11] - Total company revenue reached $36.3 million in Q2 2025, representing a 16% year-over-year increase[42] - The company's adjusted EBITDA margin doubled year-over-year[33, 61], reaching 18% in 1H 2025[44] - The company is targeting 30%+ B2 growth in Q4 2025[34, 35, 40] Customer Growth and Value - The number of customers with ARR (Annual Recurring Revenue) above $50,000 increased by 30% year-over-year[19, 20] - AI customers' data stored grew by 40x year-over-year[28] - The AI customer count increased by 70% year-over-year[28] - 3 of the top 10 customers are AI companies[28] Financial Strategy - The company secured a new $20 million line of credit[32, 33] - A stock buyback program of up to $10 million was approved[32, 33, 49, 50] - The company aims to reduce equity dilution by 15% to 25%[34]

It's a multi-million dollar heist uh rattling crypto investors this week. A hacker stole over hund00 million from a DeFi a decentralized finance uh platform called Balancer. And joining us now, cyber security expert Chris Krebs. He served as the inaugural director of the US Department of Homeland Security, cyber security and infrastructure security agency.He also uh ran US cyber policy for Microsoft. So Chris, can you let's just get back to to what what what is balancer. It was I guess it used ether or some ...