CYCURION, INC. (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) AMENDMENT NO. 1 TO THE FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 As filed with the Securities and Exchange Commission on December 2, 2025 File No. 333-291819 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Delaware 7371 86-3720717 (I.R.S. Employer Identification Number) 1640 Boro Place, Suite 420C McLean, VA 22102 (Address, incl ...

Financial Data and Key Metrics Changes - Record Q3 net new ARR of $265 million, growing 73% year-over-year, exceeding expectations by over 10% [6][31] - Ending ARR reached $4.92 billion, accelerating to 23% growth year-over-year [6][31] - Record Q3 free cash flow of $296 million, representing 24% of revenue [7][31] - All-time record operating income of $265 million, or 21% of revenue, marking the second consecutive quarter of record operating income [7][31] - Total revenue grew 22% year-over-year to $1.23 billion, with subscription revenue growing 21% to $1.17 billion [35][31] Business Line Data and Key Metrics Changes - Broad-based ending ARR acceleration across cloud, next-gen identity, and next-gen SIEM, along with acceleration in the endpoint business [7][31] - Falcon Flex subscription model contributed over $1.35 billion in ending ARR, growing more than 200% year-over-year [7][33] - Falcon Shield had a record net new ARR quarter, growing nearly 50% sequentially [16][31] Market Data and Key Metrics Changes - Geographic revenue mix consisted of approximately 67% from the U.S. and 33% from international markets, with both U.S. and APAC revenue growth accelerating year-over-year [35][31] - The cloud security market is maturing, with customers realizing the need for active defense within their cloud environments [17][31] Company Strategy and Development Direction - CrowdStrike positions itself as the operating system for cybersecurity in the agentic era, emphasizing the need for a single platform to manage cybersecurity effectively [10][11] - The company is focused on consolidating its offerings through the Falcon platform, which integrates various security solutions to lower total cost of ownership for customers [33][31] - The acquisition of Onum and Pangea is aimed at enhancing the platform's capabilities and customer experience [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong demand environment driven by AI adoption and the need for robust cybersecurity solutions [29][31] - The company anticipates continued growth in net new ARR, projecting at least 50% year-over-year growth in the second half of FY26 [37][31] - Management highlighted the importance of cybersecurity as a necessity in the evolving digital landscape, reinforcing CrowdStrike's critical role [7][29] Other Important Information - The company reported a GAAP net loss of $34 million, which included costs associated with a prior incident and acquisition-related expenses [36][31] - Cash and cash equivalents stood at $4.80 billion, with record cash flow from operations of $397.5 million [36][31] Q&A Session Summary Question: Insights on emerging segments and seasonality of net new ARR - Management noted that emerging products like Next-Gen SIEM and Identity performed exceptionally well, with strong customer adoption [44] Question: Value captured in SIEM displacements - Management indicated that customers are seeking better outcomes and lower costs, allowing CrowdStrike to offer competitive pricing and grow wallet share [47] Question: Further push into observability - Management acknowledged the opportunity for consolidation in observability, leveraging existing technology and customer data [51] Question: Dynamics of Flex licensing and its impact on NRR - Management emphasized that Flex licensing is designed for continuous growth, making it easier for customers to buy more over time [56] Question: AI's impact on customer conversations - Management highlighted that CrowdStrike's AI capabilities differentiate it from competitors, enabling faster and more effective security solutions [61]

The cybersecurity company posted a loss of $34.0 million, or 14 cents a share, in the quarter ended Oct. 31, compared with a loss of $16.8 million, or 7 cents a share, a year earlier. ...

Cybersecurity company Okta forecast fourth-quarter revenue above Wall Street estimates on Tuesday, betting on growing demand for its identity and access management solutions. ...

RT Bloomberg Live (@BloombergLive)NEXT WEEK: Cyber threats move fast, and today's defenses need to move faster. @Citi’s Troy Braban joins @BBGIntelligence's Mandeep Singh to discuss building resilient systems. Live 12/8 at 5:15 PM ET!#BloombergTech #BTechCybersecurity🔒 https://t.co/RvMh5cUS4S https://t.co/Btrh5XRBfV ...

Is he correct there, David, that this machinery does not pose a national security risk. Now, unfortunately, there are major concerns across the US government, across the US intelligence community and law enforcement from the Congress, from the Senate Intelligence Committee, that actually this equipment poses certain major national security vulnerabilities, both with respect to hostile intelligence collection and with respect to the ability of China potentially to use these machines to sabotage the US power ...

Cybersecurity Focus - Cybersecurity leaders emphasize the critical role of visibility in identifying vulnerabilities [1] - Strengthening the digital value chain is crucial for preventing cyberattacks [1] Event Information - Bloomberg Tech Presents: Defending the Digital Economy event on December 8th [1] - The event aims to foster conversation around cybersecurity strategies [1]

FBI Warning: Is Your Android Part Of A Secret Botnet—Check NowAttacks on smart devices at home have “exploded” in the past year, turning your innocent looking tech into “exit points for other people’s traffic.”That’s the stark alert from GreyNoise, and follows a year in which the FBI and Google made headlines warning tens of millions of Android devices were infected with BADBOX 2.0 alone. https://t.co/DI2osEOyEE ...

TSA Warning—Do Not Use These Networks On Your SmartphoneAlmost all smartphone users are at risk, Google says, flagging messaging attacks and “unencrypted” networks that are “easily exploited” by hackers. This stark alert echoes a warning from America’s Transportation Security Administration (TSA). https://t.co/sog3V5llBk ...

Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]