Cybersecurity

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X @Decrypt
Decrypt· 2025-08-07 16:10
Cybersecurity firm CTM360 flagged a sophisticated ClickTok scam campaign targeting TikTok users with fake shops to steal their crypto.Read more: https://t.co/LjhKc674Ye ...
Fortinet: Is The Fall In FTNT Stock Warranted?
Forbes· 2025-08-07 11:47
Core Viewpoint - Fortinet's stock experienced a significant decline of 17% in after-hours trading despite an earnings report that exceeded analyst expectations, attributed to lower-than-expected third-quarter revenue guidance, raising questions about its current valuation and potential as a buying opportunity [2][3] Group 1: Financial Performance - Fortinet's revenue for the latest quarter rose 14% to $1.63 billion from $1.43 billion a year earlier, significantly outperforming the S&P 500's 4.2% increase [8] - The company has achieved an average revenue growth rate of 19.9% over the last three years, compared to 5.2% for the S&P 500 [8] - Fortinet's operating income over the last four quarters was $1.9 billion, with an operating margin of 31.5%, compared to 18.4% for the S&P 500 [15] - The net income for Fortinet reached $1.9 billion, indicating a net income margin of 30.6%, significantly higher than the S&P 500's 12.2% [15] Group 2: Valuation Metrics - Fortinet's price-to-sales (P/S) ratio stands at 9.6, while the S&P 500's is 3.0, indicating a premium valuation [8] - The price-to-free cash flow (P/FCF) ratio for Fortinet is 28.5 compared to 20.5 for the S&P 500 [8] - Fortinet's price-to-earnings (P/E) ratio is 31.3, in contrast to the S&P 500's 22.5 [8] Group 3: Financial Stability - Fortinet's balance sheet is described as very robust, with total assets of $10.6 billion, including cash and cash equivalents of $4.6 billion, resulting in a cash-to-assets ratio of 45.9% compared to 6.7% for the S&P 500 [15] - The company's debt stood at $995 million, leading to a low debt-to-equity ratio of 1.7% compared to 23.6% for the S&P 500 [15] Group 4: Market Resilience - FTNT stock has shown more resilience compared to the S&P 500 during recent downturns, with a peak-to-trough drop of 38.3% from July 2023 to November 2023, compared to a 25.4% decline for the S&P 500 [16] - The stock fully rebounded to its pre-crisis peak by October 2024 and has since risen to a peak of $114.57 in February 2025 [16] Group 5: Investment Outlook - The recent decline in Fortinet's stock is viewed as a compelling opportunity for long-term investors, despite concerns over slowing revenue growth [13] - The company's strong fundamentals and operational performance suggest potential for significant gains over a three- to five-year investment horizon [13]
SK Telecom (SKM) - 2025 Q2 - Earnings Call Presentation
2025-08-06 05:00
SK telecom Investor Briefing Earnings for Q2 2025 2025.8.6. Disclaimer This presentation contains forward-looking statements with respect to the financial condition, results of operations, and business of SK Telecom (the "Company", or "SKT") and its subsidiaries, and plans and objectives of the management of the Company. The forward-looking statements are influenced by unknown risks, uncertainties, and other factors that may impact the actual performance and results of the Company. The Company does not make ...
A10 Networks(ATEN) - 2025 Q2 - Earnings Call Transcript
2025-08-05 21:30
A10 Networks (ATEN) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Speaker0Good day, everyone, and welcome to the A10 Networks Second Quarter twenty twenty five Financial Results. At this time, all participants are in a listen only mode. If you have any questions or comments during the presentation, you may press star one on your phone to enter the question queue at any time. And we'll open the floor for your questions and comments after the presentation. It is now my pleasure to turn the floor over to y ...
Kyndryl (KD) - 2026 Q1 - Earnings Call Transcript
2025-08-05 13:30
Kyndryl (KD) Q1 2026 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Kindrel Fiscal First Quarter twenty twenty six Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone.Please be advised that today's conference is being recorded. I would now like to hand the con ...
X @Decrypt
Decrypt· 2025-08-05 00:16
North Korean Hackers Are Using Fake Job Offers to Breach Cloud Systems, Steal Billions in Crypto► https://t.co/AXrJFQ0YWN https://t.co/AXrJFQ0YWN ...
Gen Digital to Report Q1 Earnings: What's in Store for the Stock?
ZACKS· 2025-08-04 15:21
Key Takeaways GEN projects Q1 revenues of $1.18-$1.21B, implying 22.4% Y/Y growth on cybersecurity demand.Norton 360 and Genie Scam Protection are likely to fuel upgrades and expand customer count.High interest rates and weak global IT spending may weigh on broader enterprise demand.Gen Digital Inc. (GEN) is scheduled to report first-quarter fiscal 2026 results on Aug. 7, after market close.GEN expects non-GAAP revenues in the band of $1.18-$1.21 billion for the quarter. The Zacks Consensus Estimate for rev ...
X @BBC News (World)
BBC News (World)· 2025-08-03 23:18
Hackers, secret cables and security fears: The explosive fight over the UK's new Chinese embassy https://t.co/2c0hdkdX8w ...
What Happened to BlackBerry (BB) Stock This Year?
The Motley Fool· 2025-08-03 10:20
Core Viewpoint - BlackBerry is struggling to find its footing after transitioning from a smartphone manufacturer to a provider of IoT and cybersecurity software, facing challenges in saturated markets [1][2]. Group 1: Company Overview - BlackBerry was once a leader in the smartphone market but lost its position to competitors like Apple and Android [1]. - The company has shifted focus to IoT and cybersecurity software but continues to face difficulties in expanding its market presence [1]. Group 2: Growth Drivers - BlackBerry's growth has been primarily driven by two acquisitions: QNX, an embedded operating system for vehicles, and Cylance, a cybersecurity company [4][6]. - The QNX segment saw a 10% year-over-year revenue increase in fiscal 2025, contributing 44% to BlackBerry's total revenue [5]. - The company launched BlackBerry IVY, a cloud-based connected-vehicle platform, co-developed with Amazon Web Services [4]. Group 3: Financial Performance - In fiscal 2025, revenue from the secured communications segment, which includes cybersecurity services, decreased by 4% year-over-year but still represented 51% of total revenue [7]. - Licensing revenue plummeted by 90% in fiscal 2025, accounting for only 5% of total revenue due to the sale of most of its patent portfolio [8]. Group 4: Future Outlook - BlackBerry anticipates revenue between $508 million and $538 million for fiscal 2026, indicating a potential 2% decline at the midpoint [9]. - The company expects a 10% to 14% decrease in secured communications revenue due to the sale of Cylance's assets, while QNX is projected to grow by 10% [9]. - Analysts predict a revenue increase of 9% and an 18% rise in adjusted EBITDA for fiscal 2027 as QNX and SecuSmart attract new customers [10]. Group 5: Valuation and Investment Considerations - BlackBerry's enterprise value stands at $2.2 billion, trading at four times this year's sales and 27 times forward adjusted EBITDA [11]. - If the company meets analysts' expectations, shares could rise by 16% over the next 12 months, but any setbacks in its main segments could lead to a decline in stock value [12].