Core Insights - The grand opening of Quantum Computing Inc.'s quantum photonic chip foundry in Tempe, Arizona marks a significant milestone in the company's growth strategy and aims to meet the increasing global demand for thin-film lithium niobate (TFLN) photonic chips [1][2][5] Group 1: Facility and Operations - The foundry construction was completed in March 2025 and is now operational, fulfilling existing customer pre-orders and positioned to scale production capacity for datacom, telecom, advanced sensing, and quantum computing markets [3][4] - The facility is designed to provide U.S.-based manufacturing of high-performance photonic chips and to supply critical components for QCi's proprietary quantum computing machines [4] Group 2: Strategic Importance - The opening of the foundry is a cornerstone of QCi's multi-phase growth strategy, which includes scaling capacity, enhancing vertical integration, and expanding into emerging quantum computing markets [5] - The company anticipates modest initial revenue from the foundry this year, with expectations for revenue growth to accelerate starting in 2026 as more customers come online [5] Group 3: Community and Economic Impact - The foundry is expected to bring high-tech jobs and economic development to Tempe, reinforcing the city's reputation as a hub for innovation in quantum technologies and advanced manufacturing [2]

Group 1 - Markel Insurance has launched a new cyber insurance product that provides coverage of up to US$5 million for indirect losses resulting from acts of war [1][3][5] - The product addresses the growing concern of cyber risks, particularly for large organizations in critical sectors, as state-sponsored cyber threats are increasing in frequency and severity [2][6] - This new offering is designed as a wrap-around solution for corporate clients with existing cyber insurance policies, allowing them to cover gaps in war-related exclusions [4][6] Group 2 - The new product is part of Markel's response to the evolving needs of clients who require coverage for the indirect impacts of war on their cyber insurance [6][7] - Markel has allocated a fixed aggregate limit specifically for this product, indicating a commitment to addressing these emerging risks in the insurance market [5][7] - The initial limit of coverage is set at US$5 million per risk, with the potential for future expansion based on market demand [5][7]

Rapid7 (RPD) Q1 2025 Earnings Call May 12, 2025 04:30 PM ET Speaker0 Hello, and welcome to the Rapid7 First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Elizabeth Shiwak, Head of Investor Relations at Rapid7. You may begin. Speaker1 Thank you, operator, and good afternoon, everyone. We appreciate you joining us today to dis ...

Core Insights - CrowdStrike and Check Point Software Technologies are leading companies in the cybersecurity sector, focusing on cloud and endpoint security solutions [1][2] - The cybersecurity market is projected to grow at a CAGR of 12.63% from 2025 to 2030, driven by increasing cyber threats [2] CrowdStrike Overview - CrowdStrike's primary offering is the Falcon platform, recognized as the first multi-tenant, cloud-native security solution, securing various environments and endpoints [4] - The share of subscription-based sales in CrowdStrike's total revenues increased from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - Despite its strong platform, CrowdStrike faces challenges due to customer pessimism following a global IT outage in July 2024, leading to a Customer Commitment Package that has impacted profitability [6] - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 12.5% [7] Check Point Overview - Check Point offers software and hardware solutions for IT infrastructure security, focusing on network and gateway security [9] - The company is experiencing revenue growth from its cloud solutions and strong demand for its Quantum Force, Harmony Email, and Infinity platforms [10] - Check Point's subscription-based model generated $291 million in security subscription revenues in Q1 2025, reflecting a 10% year-over-year increase, with projected earnings of $9.91 per share for 2025, indicating an 8.2% growth [11] Stock Performance and Valuation - Over the past year, Check Point's stock has returned 45.6%, outperforming CrowdStrike's 28.7% gain [13] - Check Point trades at a forward sales multiple of 8.69X, significantly lower than the Zacks Security industry's 13.53X, while CrowdStrike's multiple is 20.14X, indicating Check Point's more attractive valuation [14] Conclusion - Check Point is gaining traction with its platforms, while CrowdStrike is dealing with reputational damage and profit margin pressures [16] - Check Point holds a Zacks Rank 3 (Hold), making it a stronger investment option compared to CrowdStrike, which has a Zacks Rank 4 (Sell) [16]

Core Insights - Conduit Pharmaceuticals has secured a composition of matter patent for its lead asset, AZD1656, from the Korean Intellectual Property Office, enhancing its global intellectual property position and facilitating clinical development and strategic partnerships [1][2] - The patent approval follows similar grants in the U.S., Japan, and Australia, indicating a robust international patent strategy that supports Conduit's growth in the Asia-Pacific pharmaceutical market [1][2] - The company aims to leverage its innovative approach to compound development, utilizing artificial intelligence and cybernetics, to create long-term value through global partnerships and licensing deals [2] Company Overview - Conduit Pharmaceuticals is a clinical-stage life science company focused on developing Phase 2-ready assets through an integrated platform-driven approach [2] - The leadership team, including Dr. Andrew Regan and Dr. Freda Lewis-Hall, emphasizes a departure from traditional pharmaceutical business models by seeking exits through third-party licensing after successful clinical trials [2]

DLH (DLHC) Q2 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Chris Witty - Managing Director - Investor RelationsZachary Parker - President & CEOKathryn Johnbull - CFO Conference Call Participants Joe Gomes - Senior Generalist Analyst Operator Good morning, and welcome to the DLH Fiscal twenty twenty five Second Quarter Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is ...

N-Able (NABL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Griffin Gyr - Investor Relations ManagerJohn Pagliuca - CEO, President & DirectorTim O’Brien - EVP & CFOBrian Essex - Executive DirectorJason Ader - Co-Group Head - Technology, Media & CommunicationsJoe Vandrick - Associate Director - Equity Research Conference Call Participants Mike Cikos - Senior AnalystMatt Hedberg - Managing Director & Software Research AnalystKeith Bachman - Senior Research Analyst Operator everyone. Than ...

N-Able (NABL) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 everyone. Thank you for your patience. The Enable First Quarter twenty twenty five Earnings Call will begin shortly. During the presentation, you will have the opportunity to ask a question by pressing star followed by one on your telephone keypad. Thank you. Good morning, everyone, and welcome to the Enable First Quarter twenty twenty five Earnings Call. My name is Angela, and I'll be coordinating your call today. I will now hand you ove ...

Fourth Quarter 2025 Earnings May 8, 2025 Disclaimers Forward-looking statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements often contain words such as "aim," "anticipate," "believe," "could," "estimate," "expect," "forecast," "intend," "may," "objectives," "opportunity," "plan," "position," "predict," "project," "should," "seek," "target," "will," "would" and other similar words or expres ...

Core Insights - Actelis Networks, Inc. has received a new order to support railway modernization and digitization initiatives in Northern Ireland, deploying advanced networking technology trackside to enhance communications along railway lines [1][2] Group 1: Company Overview - Actelis is a market leader in cyber-hardened, rapid deployment networking solutions for IoT and broadband applications, focusing on sectors such as government, military, and transportation [5] - The company offers hybrid fiber-copper networking solutions that provide fiber-grade performance with cost-efficiency, enhancing network security through its "Cyber Aware Networking" initiative [5] Group 2: Order Details - The order was placed through the Kenton Group, a long-time partner of Actelis, and aims to enable next-generation digital rail operations by delivering secure, high-performance connectivity for critical IoT applications [2][3] - The deployment will leverage existing infrastructure to minimize costs and time, supporting automated signaling systems, real-time asset monitoring, advanced security surveillance, and intelligent train control [2] Group 3: Industry Impact - This order signifies Actelis' expanding presence in the rail transportation sector in the UK and Ireland, addressing the need for robust digital infrastructure to support complex automated control systems and enhanced security applications [3][4] - Actelis' solutions are designed to operate reliably in extreme conditions, facilitating real-time data transmission for operational technology networks and security systems [3][4]