Core Insights - The 2025 CFO Priorities Annual Survey indicates that tariffs and trade barriers have become a significant concern for CFOs, with 66% anticipating negative impacts on their organizations, a notable shift from previous years [1][5][6] - Profitability remains the top priority for CFOs at 34%, followed closely by cybersecurity and economic uncertainty, both at 27% [5][6] - The survey highlights a decisive shift in CFOs' focus towards technology adoption, particularly AI and cybersecurity, as they seek to enhance operational efficiency and resilience [3][6] Profitability and Strategic Priorities - Profitability is the primary concern for CFOs, holding steady at 34%, while cybersecurity and economic uncertainty are tied at 27% [5] - On board agendas, profitability dominates at 63%, with technology transformation at 38% and competitive advantage at 37%, indicating a shift from previous focuses on digitalization and staff retention [5] - Two-thirds of CFOs expect negative impacts from tariffs, a significant increase from the previous year's focus on inflation [5] Tariffs Create New Complexity - Only 29% of CFOs report having the necessary skills and processes to comply with new tariff regulations, while 43% are still developing internal solutions [5] - The rising complexity due to tariffs is reshaping financial strategies and priorities among CFOs [6] Headcount Growth Returns - Nearly half of CFOs (45%) plan to increase finance headcount in the next quarter, marking a 19% rise from 2024, with 65% expecting growth over the next 12-24 months [5] - The expanding role of finance and increased focus on risk management are driving this hiring momentum [5] AI Acceleration and the Shift to Execution - AI has transitioned from exploration to execution, with 96% of organizations now engaging with AI, and 42% using it operationally [5] - There is a significant increase in the number of CFOs seeking external support for AI implementation, rising from 17% in 2024 to 59% [5] Cybersecurity: Rising Engagement Amid Growing Threats - Nearly three-quarters of CFOs (73%) are now involved in cyber strategy, with half deeply engaged in both strategy and response [12] - Confidence in cyber prevention and mitigation has declined to 43%, reflecting a shift in focus from prevention to response readiness due to unpredictable cyber threats [12]

2025 Third Quarter Financial Results Roei Golan CFO October 28, 2025 Kip E. Meintzer Global Head of IR ©2025 Check Point Software Technologies Ltd. 1 Nadav Zafrir CEO Forward Looking Statement Q3-25 Revenues & EPS This presentation may contain certain forward-looking statements. These forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this report include, but are not limited to: Non-GAAP** Our expectations regarding ou ...

Core Insights - CyberCatch Holdings, Inc. has announced a partnership with a strategic reseller to enhance sales to U.S. government agencies, particularly in critical infrastructure sectors [1][4]. Company Overview - CyberCatch provides an AI-enabled Software-as-a-Service (SaaS) solution focused on continuous compliance and cyber risk mitigation, addressing security vulnerabilities that lead to cyberattacks [6]. Partnership Details - The identity of the reseller partner is currently undisclosed, but it is noted to have long-term contracts with various U.S. government agencies [2]. - The reseller has an existing multi-year contract with a large U.S. government agency to supply IT and cybersecurity solutions, which will now include CyberCatch's offerings [3]. Strategic Goals - The partnership aims to accelerate sales through existing contracts, with expectations of closing several sales that will generate significant annual recurring revenues [4]. - This collaboration is part of a broader strategy to partner with world-class sales distributors to exploit emerging opportunities in select vertical markets [5].

Core Insights - JPMorgan Chase plans to allocate approximately $1.5 trillion over the next decade as part of its Security and Resiliency Initiative, which includes up to $10 billion in direct equity investments to enhance national security in the US [1][2] - The initiative aims to support US-based firms across 27 identified sub-areas, focusing on capital deployment and financing strategies [2] - A new class of industrial AI startups is emerging to rebuild the nation's productive capacity in key sectors such as manufacturing, materials, and mobility [2] Investment Focus - Startups like Skild AI, Charge Robotics, and Cartken are working to reduce costs for onshore production through automation in physical work and logistics [3] - Earth AI and Periodic Labs are leveraging AI to accelerate materials discovery and ensure domestic access to critical minerals and battery inputs [3] - Material development platforms are gaining investor interest as AI and quantum computing unlock new capabilities, marking them as a hot emerging market in manufacturing [3] Security and Infrastructure - As AI becomes integral to critical systems, the attack surface for cyber threats expands significantly [3] - Emerging startups are integrating AI-native security, quantum-safe encryption, and infrastructure hardening to enhance the security of the intelligent economy [3] - Companies like TXOne Networks and Xage Security focus on protecting industrial and energy assets using zero-trust architectures, while TrustLogix and Concentric AI safeguard sensitive enterprise data [3] M&A Activity - TrustLogix is identified as a potential acquisition target among AI security startups, as larger cyber players are actively pursuing M&A opportunities to integrate AI security features [3] - Quantum Xchange provides secure data transmission with quantum-resistant encryption, and HiddenLayer protects AI models from various attacks [3] Overall Objective - The collective aim of these emerging technologies is to establish a secure AI infrastructure that encompasses digital, data, and physical domains, ensuring that as intelligence scales, trust scales with it [3] - Investment in this layer is not solely about cybersecurity; it is also about safeguarding the "nervous system" of the digital economy [3]

Core Insights - Booz Allen Hamilton reported disappointing fiscal second-quarter results, with adjusted EPS of $1.49, missing the analyst consensus estimate of $1.51, and quarterly sales of $2.89 billion, down 8.1% year-on-year, also missing the expected $2.99 billion [1] Financial Performance - Fiscal 2026 revenue is now expected to be between $11.3 billion and $11.5 billion, a reduction from the previous forecast of $12.00 billion to $12.50 billion, compared to the analyst consensus estimate of $12.11 billion [2] - The adjusted EPS outlook has been revised to a range of $5.45 to $5.65, down from the prior outlook of $6.20 to $6.55, against the consensus estimate of $6.31 [2] Market Commentary - The company's second-quarter results reflect a bifurcated market, with strong demand for its technologies in cybersecurity, artificial intelligence, and warfighting, leading to new contract wins [3] - Following the earnings announcement, Booz Allen Hamilton shares fell 3.6% to $88.13 [3] Analyst Ratings - JP Morgan analyst Seth Seifman maintained an Underweight rating on Booz Allen Hamilton and lowered the price target from $122 to $90 [5] - Goldman Sachs analyst Noah Poponak maintained a Sell rating and reduced the price target from $93 to $80 [5]

Core Insights - Booz Allen Hamilton reported disappointing fiscal second-quarter results, with adjusted EPS of $1.49, missing the analyst consensus estimate of $1.51, and quarterly sales of $2.89 billion, down 8.1% year-on-year, also missing the expected $2.99 billion [1] Financial Performance - The company revised its fiscal 2026 revenue expectations to $11.3 billion-$11.5 billion, down from a prior forecast of $12.00 billion-$12.50 billion, compared to the analyst consensus estimate of $12.11 billion [2] - Adjusted EPS outlook was also lowered to $5.45-$5.65 from a previous outlook of $6.20-$6.55, against the $6.31 analyst consensus estimate [2] Market Reaction - Following the earnings announcement, Booz Allen Hamilton shares fell 3.6% to $88.13 [3] - Analysts adjusted their price targets for Booz Allen Hamilton, with JP Morgan lowering its target from $122 to $90 and Goldman Sachs from $93 to $80 [5] Management Commentary - The Chairman and CEO, Horacio Rozanski, indicated that the second-quarter results reflect a bifurcated market, but the company is successfully securing new contracts due to strong demand in cybersecurity, artificial intelligence, and warfighting technologies [3]

Company Overview - Sekur Private Data Ltd. is a Swiss-hosted cybersecurity and privacy communications provider, offering tools to protect against unauthorized access and cyber threats [4] - The company provides solutions such as SekurMail, SekurMessenger, and SekurVPN, adhering to Swiss privacy standards [4] - Sekur's products are marketed through its website, approved distributors, and telecommunications companies globally, serving governments, businesses, and consumers [4] Event Announcement - Sekur's CEO, Alain Ghiai, will present live at the AI & Technology Conference hosted by VirtualInvestorConferences.com on October 28th, 2025 [1] - The presentation will be interactive, allowing investors to ask questions in real-time, with an archived webcast available for those unable to attend live [2] Investor Engagement - Virtual Investor Conferences (VIC) is a leading platform for publicly traded companies to present directly to investors, enhancing investor access and engagement [5][6] - VIC replicates the components of an on-site investor conference, offering companies the ability to connect with investors and schedule one-on-one meetings [6]

Core Insights - Plurilock Security Inc. has seen significant insider and employee purchases of approximately 531,000 common shares, indicating strong confidence in the company's future [1][2][3] Group 1: Insider Purchases - Insiders acquired roughly 344,000 shares, while employees purchased approximately 187,000 shares, reflecting a collective belief in the company's long-term strategy [1][2] - The purchases were made in compliance with applicable securities laws and the company's insider trading policy [3] Group 2: Company Strategy and Growth - The company is focused on expanding its Critical Services business and pursuing new federal and commercial opportunities, aiming for profitability [2] - CEO Ian L. Paterson emphasized the leadership team's commitment to creating shareholder value and positioning the company for sustained growth and margin expansion [3] Group 3: Company Overview - Plurilock is an AI-native cybersecurity company that addresses complex cyber challenges in critical environments, trusted by Five-Eyes governments and Global 2000 enterprises [4] - The Critical Services division is designed to deliver operational resilience through expertise, proprietary intellectual property, and AI-driven methodologies [4]

Core Insights - Nepsis Inc. has fully exited its position in CyberArk Software, selling 34,236 shares for an estimated $13.93 million in Q3 2025, reducing its exposure to zero [1][2][9] Company Overview - CyberArk Software has a market capitalization of $25.59 billion and reported a revenue of $1.20 billion for the trailing twelve months (TTM) [4] - The company has a net income of -$165.37 million for the TTM [4] - As of October 23, 2025, CyberArk's share price was $507.04, reflecting a 75.5% increase over the past year [3][4] Business Model - CyberArk specializes in privileged access management, identity and access management, endpoint security, and cloud entitlement solutions, focusing on software-based and SaaS offerings [5][6] - The company serves a diverse customer base across various sectors, including financial services, healthcare, technology, and government [5][6] Financial Performance - CyberArk's share price has tripled over the last two years, currently trading at 21 times sales, indicating a high valuation [9][10] - The management aims to grow free cash flow to $600 million by 2028, which would imply a valuation of 43 times future free cash flow [10] Market Context - The cybersecurity sector is experiencing significant demand, with 93% of businesses reporting security-related breaches in the past year, highlighting the essential nature of CyberArk's offerings [11] - CyberArk has achieved a 44% annual growth rate in its annual recurring revenue over the last five years, suggesting potential for continued growth [12]

Group 1 - Allot Ltd. is recognized as a promising tech stock by Wall Street analysts, with TD Cowen initiating coverage with a Buy rating and a price target of $13, citing strong growth potential in the cybersecurity market [1][2] - The company is strategically focused on the small business sector, which presents a significant total addressable market (TAM) opportunity of $10 billion [2] - Allot Ltd. develops, sells, and markets network intelligence and security solutions across various regions including Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa [3]