TD SYNNEX (SNX) Q2 2025 Earnings Call June 24, 2025 09:00 AM ET Company Participants David Jordan - SVP, CFO - Americas & IRPatrick Zammit - CEO & DirectorMarshall Witt - CFOAdam Tindle - Managing DirectorErik Woodring - Managing Director - Equity ResearchRuplu Bhattacharya - DirectorDavid Vogt - Managing DirectorDavid Paige - AVP - Equity ResearchJoseph Cardoso - Vice President, Equity ResearchVincent Colicchio - Managing Director Conference Call Participants None - AnalystAnanda Baruah - Stock Analyst Op ...

Core Viewpoint - CrowdStrike Holdings Inc. (CRWD) shares have experienced a consolidation phase after reaching an all-time high, with current trading around $485.06, reflecting a slight decline of 1.37% [1][3]. Group 1: Stock Performance and Market Context - CRWD stock is currently trading within a range of approximately $448 to $492, indicating a period of consolidation [1]. - Following the U.S. missile strikes on Iran, analysts are considering potential retaliatory cyberattacks from Iran, which could positively impact cybersecurity stocks like CRWD [3][4]. - Historical data shows that after significant cyberattacks, cybersecurity stocks tend to rise initially but may experience pullbacks as the immediate threat subsides [6][9]. Group 2: Cybersecurity Threat Landscape - Iran is identified as a significant cyber threat to U.S. infrastructure, with several advanced persistent threat (APT) groups under its control [5]. - Historical precedents indicate that stocks like CRWD have previously surged after major cyber incidents, such as the killing of Iranian General Qassem Soleimani and the SolarWinds breach [7][8]. Group 3: Company Fundamentals - CrowdStrike's fundamentals remain strong, with a year-over-year revenue growth of 33% and annual recurring revenue (ARR) exceeding $3.65 billion [11]. - The company's Falcon platform is expected to benefit from long-term structural tailwinds as cybersecurity becomes increasingly essential for both public and private sectors [10]. - Institutional buying is on the rise, with hedge fund ownership remaining elevated, suggesting that any pullback in CRWD stock could be viewed as a buying opportunity [12].

Order represents the first deployment of Actelis' advanced GigaLine solutions with major US telecom carrier, demonstrating growing market recognition of the Company's innovative ultra-low-power hybrid-fiber technology in the MDU market; Order lays the ground for potential significant expansion and followon orders FREMONT, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ:ASNS) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid deployment networking solutions for Io ...

June 24, 2025 8:00 AM EDT | Source: Gorilla Technology Group Inc. London, United Kingdom--(Newsfile Corp. - June 24, 2025) - Gorilla Technology Group Inc. (NASDAQ: GRRR) ("Gorilla" or the "Company"), a global solution provider in Security Intelligence, Network Intelligence, Business Intelligence and IoT technology, has entered into a definitive agreement to acquire CNS, as well as its communication and mobility subsidiary CANS, two of Thailand's most innovative technology solution providers. The transaction ...

Firmware over-the-air updates and remote cryptographic key management provide scalable solutions for addressing IoT security challengesCHANDLER, Ariz., June 24, 2025 (GLOBE NEWSWIRE) -- International cybersecurity regulations continue to adapt to meet the evolving threat landscape. One major focus is on outdated firmware in IoT devices, which can present significant security vulnerabilities. To address these challenges, Microchip Technology (Nasdaq: MCHP) is enhancing its TrustMANAGER platform to include se ...

Bloomberg’s Patrick Howell O'Neill discusses warnings from US officials of low-level cyberattacks by Iran after the airstrikes on the country's nuclear facilities. He joins Caroline Hyde on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ Get th ...

In 2018, Chinese researchers no longer traveled to compete in international hacking competitions. Anyone who wanted to do so had to get special permission from the Chinese government. The travel and competition restrictions placed on Chinese hackers were all about building what Jaime calls a cyber army.China really began in earnest to invest in the cyber population in its country. It invested in the tech. It invested in the talent and it became a very concerted focus for the regime.And you are just seeing a ...

expert David. We have seen the Iranian regime which obviously at least for now its missiles appear to be a little impotent. That's good news.But they are still a risk on the cyber side, are they not. That's absolutely correct. Iran has been building up their cyber capabilities for for a number of years and they are on par with other nation states. Uh they very much leverage their cyber capabilities very similarly to what we do here in the United States with cyber command, a direct extension of military forc ...

Let's get back to our Megan Castella down in DC with the latest. Megan, Scott, a few more details to bring you here on the ongoing situation in the Middle East. A source on the ground in Doha has confirmed to CNBC that they hear explosions in the sky over Doha. Again, that's according to a witness on the ground there to CNBC confirming that there have been explosions.All caution, we do not know if those are from incoming missiles or from outbound air defense systems. It could be either one, but confirming t ...

Sanaz Yashar, Zafran Security CEO, joins 'Money Movers' to discuss the conflict in the Middle East and the likelihood of cybersecurity attacks on the U.S. ...