Check Point Software Technologies (NasdaqGS:CHKP) Q4 2025 Earnings call February 12, 2026 08:30 AM ET Company ParticipantsKip Meintzer - Global Head of Investor RelationsNadav Zafrir - CEORoei Golan - CFOShaul Eyal - Managing Director of Equity ResearchConference Call ParticipantsAdam Tindle - AnalystBrad Zelnick - Equity Research AnalystBrian Essex - Equity Research AnalystJoseph Gallo - Equity Research AnalystJoshua Tilton - Equity Research AnalystJunaid Siddiqui - Equity Research AnalystKeith Bachman - E ...

Company Leadership Changes - Andrew McKenna has been promoted to the roles of Chief Operating Officer and Chief Financial Officer at ZeroFox, overseeing finance, operations, and corporate strategy to drive execution and long-term growth [1][2] - McKenna joined ZeroFox in 2024 and has significantly contributed to the company's financial stability and growth trajectory, including the successful divestment of IDX [2] Company Strategy and Innovation - ZeroFox emphasizes the need for alignment between strategy and execution to achieve growth, with McKenna expressing eagerness to enhance core priorities and empower teams [3] - The company is recognized for its relentless innovation and sustained growth in the external cybersecurity landscape, positioning itself as a leader in protecting organizations from threats beyond traditional perimeters [3] Competitive Advantage - ZeroFox differentiates itself through a combination of AI-driven technology, comprehensive threat intelligence, and expert-led response capabilities, addressing risks such as phishing and brand abuse [4] - The platform is designed for mature enterprises seeking a best-in-class security posture, providing rapid exposure and remediation of external threats while fostering long-term resilience [4] Company Overview - ZeroFox is a trusted solution for defending organizations against daily cyber threats, unifying various cybersecurity services into one platform [5] - The company has over a decade of SaaS expertise and serves thousands of customers across multiple sectors, including finance, media, and government, delivering actionable intelligence to reduce risk and enhance response [5]

Core Insights - Signing Day Sports, Inc. has appointed Eyal Rozen as Chief Operating Officer of One Blockchain LLC, effective January 2026, to enhance operational execution and business development initiatives as the company prepares for a business combination with BlockchAIn Inc. [1][3] Company Overview - Signing Day Sports is focused on helping student-athletes achieve their goals of playing college sports through a recruitment app that allows athletes to build profiles with video-verified measurables and academic information [8] - BlockchAIn LLC is a developer and operator of digital infrastructure, concentrating on high-performance computing (HPC) and artificial intelligence (AI) hosting, with plans for data center expansions in 2026 and 2027 [6] Business Combination Details - Signing Day Sports entered into a Business Combination Agreement with BlockchAIn Digital Infrastructure, Inc. on May 27, 2025, with the transaction expected to close in March 2026, pending shareholder and NYSE American listing approvals [2][10] - Upon closing, Eyal Rozen will serve as Chief Operating Officer of BlockchAIn Inc., leading operational execution and supporting the strategy to scale HPC and AI infrastructure [3][5] Financial Performance - BlockchAIn LLC's existing 40 MW data center facility in South Carolina generated approximately $22.9 million in revenue and $5.7 million in net income in 2024 [6]

Group 1 - Microsoft's February security updates address vulnerabilities exploited by hackers for one-click attacks, enhancing overall cybersecurity measures [1][2] - Notable vulnerabilities include CVE-2026-21510, which allows bypassing of Microsoft's SmartScreen security feature, and CVE-2026-21513, which enables malware installation by circumventing Windows security features [3][7] Group 2 - The World Economic Forum's Cyber Risk in 2026 outlook highlights artificial intelligence as a critical factor influencing cybersecurity strategies, with 94% of executives recognizing AI as a significant force for both defense and offense [8] - The collaboration between PYMNTS Intelligence and Spreedly emphasizes the emergence of fraud orchestration as a necessary response to evolving payment fraud tactics, moving away from isolated defenses to a coordinated approach [9] Group 3 - The Financial Crimes Enforcement Network (FinCEN) reported a decline in ransomware incidents and payments in 2024, following the disruption of two major ransomware groups, with incidents dropping from 1,512 in 2023 to 1,476 in 2024 and payments decreasing from $1.1 billion to $734 million [10][11]

Core Viewpoint - Rapid7, a cybersecurity solutions provider, has demonstrated strong financial performance despite a recent decline in stock price, indicating resilience in a competitive industry [1][2][5]. Financial Performance - The company reported quarterly earnings of $0.44 per share, exceeding the Zacks Consensus Estimate of $0.40 per share, resulting in an earnings surprise of 8.80% [2][5]. - This earnings figure represents a slight decrease from $0.48 per share reported in the same quarter last year [2]. - Rapid7's revenue for the quarter ending December 2025 was $217.39 million, surpassing the Zacks Consensus Estimate by 1.14% and showing a slight increase from $216.26 million in the same period the previous year [3][5]. - The company has consistently exceeded consensus revenue estimates over the past four quarters, indicating steady growth [3]. Stock Performance - Rapid7's stock is currently priced at $8.04, reflecting a significant decrease of 22.67% from previous levels [4][5]. - The stock price has fluctuated between a low of $7.70 and a high of $8.43 during the trading day [4]. - Over the past year, the stock has experienced considerable volatility, reaching a high of $37.75 and a low of $7.70 [4]. - The company's market capitalization is approximately $526.1 million, with a trading volume of 1,566,131 shares for the day [4].

Core Insights - First Horizon has appointed Leilani Farol as the new Chief Information Security Officer (CISO), emphasizing the importance of cybersecurity in the company's strategy [1] - Farol brings over 25 years of experience in information security and risk management, having previously held significant roles at Fidelity Investments, Bank of America, and JPMorgan Chase [1] - The company aims to enhance its cybersecurity measures, including threat detection, data governance, and third-party risk management, to protect client data and privacy [1] Company Overview - First Horizon Corp. has $83.9 billion in assets as of December 31, 2025, and operates primarily in the southern U.S. [1] - The company offers a wide range of financial services, including commercial banking, wealth management, and mortgage banking [1] - First Horizon has received recognition as one of the best employers and a top reputable bank in the U.S. [1]

Group 1 - Cyber threats have increased in both number and sophistication, leading to a rise in data breaches that require urgent attention [1] - The demand for products and services from cybersecurity firms is expected to grow significantly as a result of these threats [1] Group 2 - The article emphasizes the importance of conducting thorough research before making investment decisions in the cybersecurity sector [3]

Core Viewpoint - Sekur Private Data is focused on achieving cash flow neutrality while addressing increasing cyber threats and privacy concerns in the digital landscape [1] Group 1: Market Opportunities - The company identifies significant market opportunities in the cybersecurity and privacy communications sector, driven by rising digital vulnerabilities [1] Group 2: Product Advancements - Sekur is advancing its product offerings to enhance security measures for individuals, businesses, and government entities [1] Group 3: Strategic Initiatives - The company is implementing strategic initiatives aimed at reaching its goal of cash flow neutrality [1]

Company Enhances Organizational Agility to Meet Evolving Cybersecurity DemandsMCLEAN, Va., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Cycurion, Inc. (Nasdaq: CYCU) (“Cycurion” or the “Company”), a trusted leader in IT cybersecurity solutions, today announced a strategic business reorganization that will streamline operations, enhance organizational agility, and position the Company for long-term growth. This operational realignment aims to better position the Company’s resources with its core mission of delivering s ...

Industry Overview - Cybersecurity is gaining significant attention as companies transition to cloud operations and the demand for cybersecurity solutions is driven by the AI revolution and sophisticated attacks [1][2] - Spending on cybersecurity is increasing due to new security challenges and the widespread adoption of cloud computing and remote work, bolstering investor sentiment in the sector [2] - The WSJ Pro Cyber Index, which tracks the performance of the 20 largest cybersecurity companies, rose by 27% in 2025, with a peak increase of 54%, outperforming the broader equity market [3] Future Outlook - Cyber demand is expected to remain strong in 2026, aligning with broader IT budgets as organizations consolidate vendors to enhance ROI, favoring larger platform vendors [4] - Analysts anticipate more AI-related acquisitions in 2026 as companies invest in generative AI tools to improve threat detection and response times [4][5] Company Highlights Tenable Holdings, Inc. (NASDAQ:TENB) - Tenable reported a 5-year sales growth of 20.48% and has 32 hedge fund holders [9] - In Q4 2025, revenue increased by 11% year-over-year to $260.5 million, with full-year revenue also up 11% to $999.4 million [10] - The company added 502 new enterprise platform customers and announced a $150 million share repurchase program [12] Rapid7 Inc. (NASDAQ:RPD) - Rapid7 achieved a 5-year sales growth of 20.89% and has 34 hedge fund holders [14] - The company reported Q4 2025 earnings per share of $0.44, exceeding expectations, with revenue of $217.39 million [14] - For 2026, Rapid7 expects Q1 revenue of $207–209 million and full-year revenue of $835–843 million, with a focus on operational efficiency and platform consolidation [16]