Key Takeaways Fortinet is gaining traction with its unified SASE platform, integrating multiple security functions. The company is enhancing SASE with cloud-native tools to secure hybrid and multi-cloud workloads. Intensifying competition and a cautious outlook are weighing on investor sentiment toward FTNT.Fortinet (FTNT) is strengthening its enterprise cybersecurity position through a unified Secure Access Service Edge (SASE) strategy that combines next-generation firewall, SD-WAN, secure web gateway an ...

Key Takeaways ZS grew Zero Trust Everywhere to 210 customers in Q3, up 60% sequentially, with strong new logo wins. ZS closed a seven-figure deal for cloud workload protection with an existing financial services client. New Zero Trust tools launched on AWS include agentless gateways and AI-driven microsegmentation.Zscaler (ZS) is expanding its Zero Trust Exchange with Zero Trust Everywhere. This strategy highlights Zscaler’s ability to take Zero Trust security beyond users to include Zero Trust for Cloud ...

Core Insights - BIO-key International, Inc. has joined ISMS Forum, Spain's leading cybersecurity association, to enhance its commitment to cybersecurity resilience and robust security strategies in Spain [1][2] - The collaboration aims to drive innovation in identity and access management, Zero Trust security, and regulatory compliance [2] Company Overview - BIO-key is a leader in Identity and Access Management (IAM) and biometric authentication solutions, securing access for over 40 million users [4] - The company offers a range of authentication options, including phoneless, tokenless, and passwordless biometric solutions, through its PortalGuard IAM software [4] Industry Context - ISMS Forum promotes best practices, innovation, and knowledge-sharing to strengthen cybersecurity resilience across various industries in Spain [3] - The organization plays a key role in shaping the cybersecurity landscape through working groups, research initiatives, and conferences [3]

Key Takeaways NET signed its longest SASE contract and saw a 27% YoY rise in paying customers in Q1 2025. Cloudflare added 30 new $100K customers, raising the total to 3,527 by the end of Q1. Partnerships with TD SYNNEX and firms like Microsoft expand NET's Zero Trust platform reach.Cloudflare (NET) signed its longest secure access service edge (SASE) contract in the first quarter of 2025 and has been gaining traction constantly as enterprises modernize and simplify their network security and connectivity ...

Key Takeaways ZS expanded data security across web, email, SaaS, endpoints, and GenAI apps in Q3 FY25. A Fortune 50 auto firm grew its spend 50% after adopting six of ZS' eight data security modules. ZS won a seven-figure deal with a Fortune 100 food and beverage company.Zscaler (ZS) is seeing strong momentum in the Data Security Everywhere strategy, one of the company’s three main growth drivers. Historically, data security was most critical in data-heavy regulated industries like finance and healthcare. ...

Cisco Systems (CSCO) Update / Briefing June 11, 2025 11:00 AM ET Speaker0 Well, good morning, everybody, from San Diego. We want to welcome you all back to your streaming broadcast coming to you directly from the world of solutions here at Cisco Live twenty twenty five. So exciting. I'm Steve Moulter. On behalf of the entire Cisco TV team, we are really delighted to have you with us today. You know, from the moment this event kicked off, we have been experiencing the story of all of the unique, all of the d ...

Key Takeaways Zscaler hit $2.9B in ARR in Q3, maintaining 23% YoY growth for the third straight quarter. Z-Flex drove $65M in TCV bookings, boosting ARR from major clients by more than 40%. Zero Trust Everywhere saw 60% customer growth, now targeting 390 clients by FY26 end.Zscaler (ZS) ended third-quarter fiscal 2025 with $2.9 billion in annual recurring revenues (ARR), representing the third consecutive quarter of 23% year-over-year growth. The management stated that it remains confident in achieving it ...

Zscaler (ZS -0.98%) deploys "zero trust" systems that treat everyone on a network as a potential threat and require repeated proof to the contrary. But unlike older cybersecurity companies, which often install their services via on-site appliances, Zscaler only provides its tools as cloud-native services -- which are stickier, easier to scale, and can be remotely maintained and updated. It serves over 7,500 customers worldwide and secures more than 500 billion transactions daily. Zscaler, CyberArk, and Clou ...

Core Insights - The implementation of a zero trust architecture could potentially reduce global annual economic losses from cyber incidents by up to $465 billion, representing a reduction of up to 31% in overall cyber losses [1][8] - North America has experienced significantly more cyber incidents compared to Europe, with nearly four times the number of incidents, yet a higher percentage of European incidents (41%) could have been mitigated by zero trust compared to North America (31%) [2] - The rise in ransomware incidents, which increased by 126% in one year, has heightened the proportion of events that zero trust could have mitigated globally [3] Company Insights - Zscaler's Risk360 service provides organizations with a comprehensive cyber risk profile, enabling them to quantify business risk and potentially receive more favorable cyber insurance policies [5][6] - The Zscaler Zero Trust Exchange platform is designed to protect users, devices, and applications from cyberattacks, leveraging a large network of over 160 data centers globally [9] Industry Insights - The report emphasizes the importance of zero trust as a fundamental cybersecurity control that enhances cyber hygiene and reduces risk exposure by requiring continuous verification of users, applications, and devices [4] - Companies with over $1 billion in annual revenue are identified as standing to benefit the most from zero trust implementation, with 60% of attacks deemed mitigable [3]

Core Viewpoint - Market volatility driven by macro uncertainty necessitates a focus on stocks with strong long-term return potential, supported by top Wall Street analysts' recommendations [1][2] Group 1: Nvidia (NVDA) - Nvidia reported market-beating results for Q1 of fiscal 2026, maintaining confidence in AI infrastructure demand despite chip export restrictions [3][4] - JPMorgan analyst Harlan Sur reiterated a buy rating with a price target of $170, noting solid revenue despite a $4.5 billion write-down related to H20 inventory [4][6] - Excluding H20 shipments, data center revenue is projected to grow 16% quarter over quarter, driven by strong customer spending on AI projects [5][6] - Demand for Nvidia's Blackwell platform is strong, expected to exceed supply for several quarters, supported by mega data center deals [6][7] Group 2: Zscaler (ZS) - Zscaler's fiscal Q3 results surpassed expectations, driven by demand for its Zero Trust Exchange platform and AI security needs [8][9] - JPMorgan analyst Brian Essex reaffirmed a buy rating and raised the price target to $292, highlighting the company's raised full-year outlook for revenue and profitability [9][11] - The number of customers with over $1 million in annual recurring revenue increased by 23% year over year, positioning Zscaler to exceed $3 billion in ARR [11][12] - The acquisition of Red Canary is viewed positively, expected to enhance Zscaler's IP and threat intelligence capabilities [12] Group 3: Salesforce (CRM) - Salesforce reported better-than-expected revenue and earnings for Q1 of fiscal 2026 and raised its full-year forecast, alongside an $8 billion acquisition of Informatica [13][14] - TD Cowen analyst Derrick Wood reiterated a buy rating with a price target of $375, noting strong demand signals from the company's renewed focus on sales capacity growth [14][16] - AI adoption is accelerating, with Data Cloud and AI ARR rising over 120% year over year, indicating strong traction for the Agentforce offering [15][16] - Salesforce is increasing its workforce aggressively, signaling positive demand and growing sales pipelines [16][17]