All the crypto exchanges that have been hacked for user data will force the governments hand.Social media platforms and crypto exchanges have no responsibility to protect users.Cold storage is great until there is human error.Banks will remain in power and absorb. ...

Core Insights - Rubrik (RBRK) shares have increased by 19.6% year-to-date, underperforming the broader Zacks Computer and Technology sector's 22.8% return due to challenging macroeconomic conditions and intense competition in the cybersecurity market [1] - The company has outperformed the Zacks Internet - Software sector, which rose by 18.2%, driven by a growing client base and increased demand for data security solutions [2] Company Performance - In Q2 of fiscal 2026, Rubrik's subscription ARR exceeded $1.25 billion, marking a 36% year-over-year growth, with net new subscription ARR of $71 million [2] - The number of customers with over $100K in subscription ARR increased by 27% year-over-year, reaching 2,505 customers as of July 31, 2025 [5] - Cloud ARR grew by 57%, reaching $1.1 billion, driven by the adoption of the Rubrik Security Cloud platform [5] Product and Service Expansion - In July 2025, Rubrik expanded its cloud data protection portfolio, introducing support for Amazon DynamoDB and a cyber resilience solution for Amazon RDS for PostgreSQL [6][7] - In September 2025, Rubrik announced a broader integration with CrowdStrike, enhancing unified identity security through real-time detection and rollback of harmful identity changes [8] - The launch of Rubrik Okta Recovery in September 2025 provides automated, immutable backups for Okta Identity Provider environments, extending identity protection capabilities [10] - The integration of AMD EPYC processors enhances computing efficiency and scalability across Rubrik's platform [11] - The acquisition of Predibase in Q2 of fiscal 2026 aims to accelerate the use of agentic AI, improving accuracy and automating data governance [12] Financial Outlook - For Q3 fiscal 2026, Rubrik expects a non-GAAP loss between 18 cents and 16 cents per share, with revenues projected between $319 million and $321 million, indicating a year-over-year revenue increase of 35.57% [13] - The Zacks Consensus Estimate for Q3 revenues is currently at $320.18 million [13] Valuation and Market Position - Rubrik's stock is currently trading at a premium, with a forward 12-month Price/Sales ratio of 10.65, higher than the broader sector's 6.90 [14] - The expanding clientele and strong cyber recovery solutions enhance Rubrik's competitive position in the cybersecurity market [16] Investment Rating - Rubrik stock carries a Zacks Rank 2 (Buy) and a Growth Score of A, indicating a strong investment opportunity [18]

AI Adoption and Impact - Networks aggressively leans into AI to gain a competitive edge in a crowded industry, viewing it as essential for growth and innovation [1] - AI is expected to create jobs by increasing developer efficiency and meeting unmet demand, rather than simply cutting costs [1] - AI usage is progressing from augmentation (refining existing processes) to automation (supplementing or replacing tasks), with examples including customer service and deal desk automation [1][2][3][4] - Networks monitors AI usage to ensure responsible and efficient application, addressing concerns about wasteful spending [32] Building vs Buying AI Solutions - Networks prioritizes building AI solutions in-house, leveraging APIs and cloud code, rather than solely relying on off-the-shelf products or outsourcing AI development [8][9][10] - The company believes that internal AI development is critical for long-term innovation and differentiation [8] - A key challenge with AI is ensuring alignment and proper scoping, as even mediocre developers can move 10x faster, potentially leading to misdirected efforts [11][12][13][14][15] Cybersecurity Implications of AI - AI introduces a new threat vector and expands the attack surface for cyber security, requiring CISOs to reassess security strategies [35][37] - AI-powered voice spoofing poses a significant risk, potentially enabling attackers to impersonate executives and extract sensitive information [40][42] - The sophistication and volume of attacks have increased due to generative AI, making phishing emails more convincing and requiring greater vigilance [57][58][59] - AI models can inadvertently expose sensitive data by granting users access to information they have permissions for but shouldn't necessarily see [63] Talent and Skills in the Age of AI - AI is expected to amplify the capabilities of good developers, making them even more valuable, while potentially exacerbating the shortcomings of average developers [19][20][21] - The company emphasizes the importance of thorough planning, customer understanding, and well-defined specifications before implementing AI-driven development [14][15]

Core Insights - Varonis Systems, Inc. has launched AI identity protection for Salesforce Agentforce, enhancing visibility and control over data accessed by AI agents [1][2] - The new features allow organizations to assess and manage AI agent risks while ensuring the security of sensitive data [1][2] Product Features - The capabilities include automatic discovery and cataloging of AI agents, providing a unified view of data sensitivity, permissions, and activity [9] - Varonis enables organizations to enforce least privilege access by analyzing prompts and responses for sensitive data exposure and policy violations [9] Market Position - Varonis is recognized as a leader in data security, focusing on protecting data across various environments including SaaS, IaaS, and hybrid cloud [6][7] - The company offers a range of security solutions such as data security posture management, data classification, and identity protection [7]

Decentralized Identity (DID) - idOS network is building the future of decentralized identity [1] - User data stays private, secure, and under user control [1] - No central servers are involved [1] - No data selling occurs [1] - Full user permission is granted [1] User Empowerment - Users own, control, and share data only when they choose [1]

Decentralized Identity (DeID) - idOS Network is building the future of decentralized identity [1] - Data privacy, security, and user control are central to idOS [1] - The idOS way emphasizes no central servers, no data selling, and full user permission [1]

Core Principles - idOS 构建去中心化身份的未来，数据隐私、安全且用户完全掌控 [1] - idOS 采用无中心服务器架构 [1] - idOS 承诺不进行数据销售 [1] - idOS 强调完全用户授权 [1] Key Features - idOS 网络的核心价值在于数据的私密性、安全性和用户控制权 [1] - idOS 的运作方式是去中心化的 [1]

Decentralized Identity (DID) - idOS network is building the future of decentralized identity [1] - User data stays private, secure, and under user control [1] - No central servers are involved [1] - No data selling occurs [1] - Full user permission is granted [1] User Empowerment - Users own, control, and share data only when they choose [1]

Decentralized Identity (DID) - idOS network is building the future of decentralized identity [1] - User data stays private, secure, and under user control [1] - No central servers are involved [1] - No data selling occurs [1] - Full user permission is granted [1] User Empowerment - Users own, control, and share data only when they choose [1]

Core Insights - Varonis Systems, Inc. will report its third quarter 2025 financial results on October 28, 2025, after the U.S. financial markets close [1] - A conference call to discuss the financial results will be held on the same day at 4:30 p.m. ET [1] Company Overview - Varonis is a leader in data security, focusing on protecting data through a cloud-native Data Security Platform that utilizes AI-powered automation [3] - The company provides a range of security solutions including data security posture management, data classification, data access governance, and more [4] Conference Call Details - To access the conference call, domestic participants can dial 877-425-9470, while international participants can call 201-389-0878, using conference ID 13756447 [2] - A replay of the call will be available until November 4, 2025, with specific numbers for domestic and international access [2]