Core Viewpoint - Palo Alto Networks, Inc. (PANW) has faced a 4.3% decline in share price since reporting its Q3 fiscal 2025 results, despite exceeding earnings expectations. The stock remains volatile due to geopolitical issues and tariff uncertainties, although it has seen a 2.3% increase year-to-date [1][2]. Financial Performance - PANW's financial results for fiscal 2025 show a projected revenue of $9.18 billion, reflecting a year-over-year growth of 14.3% [13]. The Zacks Consensus Estimate for the current quarter is $2.50 billion, with a year-over-year growth estimate of 14.19% [14]. Competitive Landscape - PANW is experiencing increased competition from other cybersecurity firms like CrowdStrike and Zscaler, which impacts its market position and operational costs [7][8]. The shift in large deals from multi-year to annual payments is shortening sales cycles and affecting revenue stability [6]. Industry Trends - The global cybersecurity market is expected to grow from $193.73 billion in 2024 to $562.72 billion by 2032, indicating a significant opportunity for PANW as demand for advanced cybersecurity solutions rises [10]. The company's focus on AI, automation, and cloud security positions it favorably within this expanding market [11]. Strategic Initiatives - PANW's transition to a platform-based model has led to securing over 90 new platformization deals in Q3 fiscal 2025, with a nearly 70% year-over-year increase in customers utilizing multiple platformizations [12][13]. This strategy enhances financial stability and customer retention. Valuation Insights - PANW is currently trading at a lower price-to-sales (P/S) ratio of 12.05X compared to the Zacks Security industry's average of 13.8X, suggesting potential upside for investors [15]. This valuation is also lower than its competitors, Zscaler and CrowdStrike, which have P/S multiples of 12.75X and 21.66X, respectively [15]. Conclusion - Despite facing financial and competitive challenges, PANW is well-positioned for future growth due to strong demand and a favorable valuation, making it a stock worth holding at present [17].

Datadog for Government Achieves FedRAMP(R) High 'In Process' Status to Support Mission-Critical Federal WorkloadsAchieving FedRAMP High authorization will enable federal agencies to more effectively monitor, secure and optimize their critical applications and infrastructureMay 21, 2025 4:05 PM EDT | Source: Datadog, Inc.New York, New York--(Newsfile Corp. - May 21, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it is advancing ...

Radware (RDWR) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Welcome to the Radware Conference Call discussing First Quarter twenty twenty five Results. Thank you all for holding. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded on 05/07/2025. I would now like to turn the call over to Yiska Erez, Director, Investor Relations at Radware. Please go ahead. Speaker1 Thank ...

Core Insights - Radware has launched new cloud security service centers in Chennai and Mumbai, India, and Nairobi, Kenya, expanding its global network to over 50 centers with a mitigation capacity of up to 15 Tbps [1][2] Group 1: Company Developments - The new service centers will enhance Radware's ability to mitigate attacks close to their origin, improving application response times and reducing mitigation response times against various attacks [2] - Radware's ongoing investments in its security network are crucial for its cloud security growth strategy, emphasizing the importance of cloud innovation in providing industry-leading cyber protection [4] - The company has received multiple awards for its DDoS mitigation and application protection solutions, being recognized as a market leader by various industry analysts [4] Group 2: Industry Trends - According to Radware's 2025 Global Threat Analysis Report, web DDoS attacks surged by 550% globally, while web application and API attacks increased by 41% from 2023 to 2024, indicating a significant rise in cyber threats [3] - The increasing frequency, magnitude, and sophistication of cyber threats highlight the growing need for advanced security solutions in the industry [4] Group 3: Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [5] - Enterprises and carriers worldwide rely on Radware's solutions to address evolving cybersecurity challenges while reducing costs [5]

Expands relationship with U.S. Fortune 500 fintech across full cloud DDoS and application security suiteMAHWAH, N.J., May 01, 2025 (GLOBE NEWSWIRE) -- Radware® (NASDAQ: RDWR), a global leader in application security and delivery solutions for multi-cloud environments, today announced it recorded a major customer win, securing its largest cloud security services agreement to date. The multi-year, multimillion dollar agreement is part of a renewal and expanded relationship with a global, Fortune 500 financial ...

At Tenable, Doerr will lead the company's global product organization, overseeing strategy, innovation and execution across its growing cybersecurity portfolio. His appointment comes at a pivotal moment, as Tenable prepares to launch a significantly expanded version of its Tenable One platform—designed to deliver the most comprehensive exposure management capabilities in the industry. It also coincides with Tenable's demonstrated momentum in cloud security. COLUMBIA, Md., April 29, 2025 (GLOBE NEWSWIRE) -- ...

Core Points - Fortinet has been awarded the 2025 Google Cloud Infrastructure Modernization Partner of the Year Award for Networking, marking its fifth recognition as a Google Cloud Technology Partner of the Year [1][2] - The award underscores Fortinet's strong application and infrastructure security solutions and its deep integration with Google Cloud services through the Fortinet Security Fabric powered by FortiOS [2][6] - Fortinet's solutions enable businesses to scale, optimize performance, and defend against evolving threats in complex cloud environments [2][3] Company Overview - Fortinet is a leader in cybersecurity, focusing on the convergence of networking and security, with a mission to secure people, devices, and data globally [7] - The company offers a comprehensive portfolio of over 50 enterprise-grade products, trusted by more than half a million customers [7] - Fortinet's training institute is one of the largest in the industry, dedicated to enhancing cybersecurity training and career opportunities [7] Product and Service Highlights - Fortinet's FortiGate VM serves as a virtual next-generation firewall (NGFW), enforcing consistent security policies across various cloud environments [2][4] - The company provides a cloud security platform that includes application security and cloud-native application protection platform (CNAPP) solutions, offering integrated code-to-security with 360-degree defense-in-depth protection [3] - Fortinet's Unified SASE simplifies operations and enables secure remote and on-prem access, protecting networks, applications, and data [4] Licensing and Customer Flexibility - Fortinet's FortiFlex licensing program allows Google Cloud customers to optimize their deployments and investments, enabling scalability and rollover of unused credits [5] - The program also assists customers with Google Cloud Committed Use Discount agreements in meeting their spending obligations [5]