Commvault Systems (CVLT) Q4 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Michael Melnyk - Head, IRSanjay Mirchandani - President and Chief Executive OfficerJen DiRico - CFOParam Singh - Executive Director Conference Call Participants Eric Heath - Vice President - Equity Research AnalystAaron Rakers - Managing Director & Technology AnalystRudy Kessinger - Managing Director - Senior Equity Research AnalystJames Fish - MD & Senior Research AnalystHoward Ma - Director & Equity Research Ana ...

Award demonstrates Cycurion’s growth in public, transportation sector through comprehensive IT and cybersecurity services offeringMCLEAN, Va., April 29, 2025 (GLOBE NEWSWIRE) -- Cycurion (Nasdaq: CYCU) (“Cycurion” or the “Company”), a trusted leader in IT cybersecurity solutions and AI, announces it has been awarded a $6 million contract by a major municipal transportation agency. Under this contract, Cycurion will deliver a wide range of professional consulting services, including Audit and Cybersecurity S ...

Off-the-Shelf Products Investor Presentation April 28, 2025 Safe Harbor Guidelines & Legal Notes The information presented today contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, anticipated future financial and operating results and Silicom's outlook and prospects. Those statements are based on management's current beliefs, expectations and assumptions, which may be affected by subsequent business, po ...

Core Insights - The recent passing of a continuing resolution (CR) by Congress highlights evolving priorities and potential investment opportunities, particularly in defense spending [1][2] Defense Industry - Defense spending is a key area of focus, with an additional $9 billion secured for the Department of Defense (DoD) through the latest CR, emphasizing modernization and new technologies [2] - Lockheed Martin is identified as a leading defense stock, currently priced at $476.44, with a 12-month price forecast of $544.79, indicating a 14.35% upside potential [4] - Northrop Grumman, with a current price of $480.81, has a 12-month price forecast of $545.31, reflecting a 13.42% upside, supported by a record backlog exceeding $94 billion [8][9] - Axon Enterprise, a provider of technology solutions for law enforcement, has a current price of $596.91 and a 12-month price forecast of $626.45, showing a 4.95% upside [10] Company Performance - Lockheed Martin's stock is down over 15% from its October 2024 highs despite a record revenue year in 2024 and solid momentum in 2025 [4][5] - Northrop Grumman's revenue topped $41 billion in 2024, and the company was awarded over $50 billion in new contracts, contributing to long-term stability [8][9] - Axon Enterprise has seen a significant price increase of over 95% in the last 12 months, indicating strong growth potential despite being considered pricey by traditional valuation measures [11]

Core Insights - The 2025 Global Threat Landscape Report from FortiGuard Labs indicates a significant rise in Cybercrime-as-a-Service on the darknet, leading to a booming market for credentials, exploits, and access [1][2] Group 1: Cybercrime Trends - Automated scanning has reached record highs, with a 16.7% year-over-year increase in 2024, resulting in 36,000 scans per second globally [3] - Darknet marketplaces have become sophisticated, with a 39% increase in new vulnerabilities added to the National Vulnerability Database, totaling over 40,000 in 2024 [3] - AI is being leveraged by cybercriminals to enhance phishing attacks and evade security measures, with tools like FraudGPT and BlackmailerV3 becoming more prevalent [3] Group 2: Targeted Sectors - Critical sectors such as manufacturing (17%), business services (11%), and healthcare are experiencing a surge in tailored cyberattacks, with the United States being the most targeted country at 61% [3] - Cloud security risks are escalating, with 70% of incidents involving logins from unfamiliar geographies, emphasizing the need for identity monitoring [3] Group 3: Credential Theft - Over 100 billion compromised records were shared on underground forums in 2024, marking a 42% increase, largely due to the rise of "combo lists" containing stolen credentials [3] - Prominent cybercriminal groups like BestCombo and ValidMail are actively lowering the barrier to entry for cybercrime by packaging and validating stolen credentials [3] Group 4: Recommendations for Cybersecurity - The report provides actionable insights for CISOs, emphasizing the need for a proactive, intelligence-led defense strategy that incorporates AI and continuous threat exposure management [4][5] - Strategies include continuous attack surface management, real-world emulation of adversary behavior, and leveraging dark web intelligence to preemptively mitigate threats [8]

Commvault extends the power of its advanced Cleanroom Recovery technology to managed service providers focused on keeping enterprises resilient TINTON FALLS, N.J., April 28, 2025 /PRNewswire/ -- Commvault, a leading provider of cyber resilience and data protection solutions for the hybrid cloud, today announced highly differentiated capabilities with its Cleanroom Recovery offering that usher in a new era in end-to-end recovery following cyberattacks.Studies show that it takes enterprises 24 days, on averag ...

Expanded collaboration delivers a unified set of services, bringing together best-in-class offerings for incident response, cyber recovery and resilience TINTON FALLS, N.J., April 28, 2025 /PRNewswire/ -- Commvault, a leading provider of cyber resilience and data protection solutions for the hybrid cloud, today announced an expanded partnership with CrowdStrike, a global leader in cybersecurity. Together, the companies are delivering a trusted pathway to CrowdStrike's elite incident response services, suppo ...

Becomes only cyber resilience vendor meeting GovRAMP Authorization at a High Impact Level, FedRAMP High Authorization, and FIPS 140-3 validation for public sector customers "With Commvault, we've been able to fortify our cyber defenses and streamline our incident response processes. The continuous monitoring and advanced data security features have been instrumental in preventing disruptions to our operations, allowing us to focus on our core mission," Winder added. TINTON FALLS, N.J., April 28, 2025 /PRNew ...

News Summary: SAN FRANCISCO, April 28, 2025 /PRNewswire/ -- RSA CONFERENCE 2025 -- Cisco (NASDAQ: CSCO) today made several transformative innovation and partnership announcements that will help security professionals secure and harness the power of AI. An increasingly sophisticated threat landscape combined with an expanding talent shortage means the need has never been greater for machine scale security and response. According to Cisco's upcoming 2025 Cybersecurity Readiness Index, companies worldwide unde ...

Core Insights - Concentrix Corporation has launched CyberProtect, a managed service security solution aimed at modernizing detection and response to security threats for businesses [1][2] - CyberProtect integrates AI-driven security operations and is designed to provide a holistic threat and response service across both on-premises and cloud environments [2][3] - The solution is built on a flexible model that allows clients to access proven tools and skilled analysts, reducing the complexity and cost of in-house management [2][3] Company Overview - Concentrix Corporation is a global technology and services leader, recognized as a Fortune 500 company, that provides integrated solutions to over 2,000 clients across various industries [5] - The company focuses on delivering end-to-end solutions that help clients address their business challenges efficiently and effectively [5] - Concentrix emphasizes its deep industry expertise and advanced technology solutions to drive intelligent transformation for its clients [5]