Hey, that's right, Mel. Crowd Strike and Palo Alto Networks also moving lower after Anthropic disclosed what it says is the first documented case of an AI orchestrated cyber attack. It's a major headwind for these cyber security names as companies realized that they're not just fighting hackers.They are now up against AI that works around the clock. So what we learned today was that in September, a Chinese statebacked group jailbroke Anthropic's claude model and then used its agent capabilities to automate ...

We believe this is the first documented case of a large-scale AI cyberattack executed without substantial human intervention. It has significant implications for cybersecurity in the age of AI agents.Read more: https://t.co/VxqERnPQRJ ...

Exclusive: China’s state-sponsored hackers used Anthropic’s AI model to automate break-ins of major corporations and foreign governments https://t.co/MpEYzUIitj ...

US-Israel Defense Partnership Act (HR1229 & S554) Implications - The bill mandates US taxpayers to allocate an additional $355 million per year to Israel, potentially enabling Israel to leverage US technology [1] - The Act aims to foster defense collaboration with Israel in emerging technologies, including AI, cybersecurity, robotics, quantum computing, and automation [1] Financial Allocations - $50 million per year is allocated to establish a Defense Innovation Unit office in Israel [2] - $150 million per year is allocated to the United States-Israel Program on Countering Unmanned Systems [5] - $80 million per year is allocated to extend and modify United States-Israel anti-tunnel cooperation [5] - $75 million per year is allocated for unspecified purposes [7] Strategic and Technological Cooperation - The US Department of Defense is directed to discuss Israel's potential inclusion into the national technology and industrial base [3] - The Act includes an assessment of integrated air and missile defense cooperation among the US, Israel, and other regional partners [4] - Focus on lessons learned from countering Iranian airstrikes against Israel on April 13, 2024, and October 1, 2024 [5]

Following the recent confirmation that hackers exploited a critical zero-day vulnerability in Samsung’s Android image processing library to install Landfall smartphone spyware during attacks, America's Cyber Defense Agency, and the U.S. national coordinator for critical infrastructure security and resilience, CISA, has urged all organizations to update as soon as possible. https://t.co/gGySrJNxZC ...

RT Bloomberg Live (@BloombergLive)To outpace modern attackers, companies must evolve faster than the threats they face.Cybersecurity leaders will share how they build prevention frameworks that adapt in real time. Be part of the discussion 12/8 at #BloombergTech Presents: Defending the Digital Economy with @Mastercard. #BTechCybersecurityRegister here: https://t.co/BuE47qGB7T ...

Core Insights - NSS Labs has partnered with ectacom GmbH to represent its cybersecurity services in the DACH region and Poland, enhancing its market presence in Central Europe [1][4] - The collaboration aims to provide enterprises, service providers, and security vendors with access to NSS Labs' real-world cybersecurity testing services, which are designed to strengthen defenses and ensure compliance [2][4] Company Overview - NSS Labs is recognized as a leading authority in independent cybersecurity product validation, offering research-backed insights and advanced testing platforms to empower informed cybersecurity decisions [5] - ectacom GmbH is a prominent German value-added distributor specializing in complex IT, OT, and IoT solutions, focusing on improving infrastructure efficiency and maintaining compliance for its partners [5] Service Offerings - NSS Labs will offer its managed security testing service, Minion, which simulates live attack scenarios to help organizations validate the effectiveness of their security products [3][6] - The Minion service is designed to assist CISOs, CIOs, and Chief Risk Officers in meeting regulatory compliance and enhancing supply chain assurance [3][6]

Australia’s spy chief has accused hackers working for China’s government of probing his nation’s communications and infrastructure networks https://t.co/Q7PKRmalMG ...

Cyber Security Legislation - The UK government is set to introduce a new law to bolster defenses against disruptive cyberattacks [1] - These cyberattacks have cost the British economy billions of pounds (currency unspecified) [1]

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 were $2.0 million, representing a 5% increase sequentially and a 31% increase year over year, driven by contract expansion with the Department of Defense [11][15] - Gross profit margin for Q3 was 77%, down 58 basis points year over year, consistent with expected variability based on product and service mix [16] - Net loss for Q3 2025 was $2.1 million, or $0.10 per share, unchanged from the net loss of $2.1 million in Q3 2024 [17] Business Line Data and Key Metrics Changes - Consulting revenue was $1.5 million, up $0.1 million sequentially and $0.4 million year over year [15] - Shield revenues totaled $0.5 million, relatively flat sequentially but up approximately $0.1 million year over year, primarily reflecting work under the DoD contract [15] Market Data and Key Metrics Changes - The company shipped over 230 units of its Critical Infrastructure device as part of a contract with the Department of Defense, indicating strong demand for protecting critical infrastructure from cyber threats [9][10] - The partnership with Port Nexus is seeing strong demand for Shield Endpoint embedded within their MyFlare solution, particularly among school districts [10][41] Company Strategy and Development Direction - The launch of Shield Cloud on the AWS Marketplace is expected to drive long-term growth by expanding customer access to Shield Technology [7][8] - The company is preparing to launch Shield Cloud on Microsoft's Azure platform, further expanding its reach to potential customers [8] - The focus remains on disciplined spending while investing in product development and sales and marketing to accelerate customer base growth [16] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about closing new agreements in the government sector once the current government shutdown is resolved, while also seeing an expanding pipeline of non-government opportunities [12][14] - The company is confident in its ability to deliver stronger performance over time, supported by ongoing investments and improved customer engagement [19] Other Important Information - Cash and cash equivalents as of September 30, 2025, were $2.5 million, with short-term investments in U.S. treasuries of $2 million, and an additional $3 million received post-quarter end related to the DoD contract extension [17] Q&A Session Summary Question: Infrastructure work with the DoD and future opportunities - Management indicated that the initial project has opened doors for further discussions about deployment in other locations, with significant potential for additional contracts in both government and private sectors [23][24] Question: Experience on AWS and initial feedback - The company has received positive feedback from initial beta customers and is making updates to improve configuration and installation, with expectations for accelerated adoption [26][28] Question: Revenue opportunity with OT Defender - Management highlighted that OT Defender presents larger sales opportunities compared to other products, with significant market potential in underinvested cybersecurity areas [54][55] Question: Revenue opportunity with Port Nexus school safety offering - The solution is expected to become critical in schools, with strong interest from school administrators due to its simplicity and effectiveness in enhancing situational awareness during incidents [58][60] Question: Shield Cloud revenue opportunity - Management expressed optimism about the growth potential in the cloud market, emphasizing the need for effective execution of marketing and demand generation plans [63]