Core Viewpoint - Cybersecurity providers are expected to remain resilient amid market volatility caused by tariffs, as cybercriminal activities continue unabated. Investors are encouraged to consider four leading cybersecurity stocks this month [1]. Group 1: Palo Alto Networks - Palo Alto Networks is transitioning from a next-generation firewall provider to a comprehensive cybersecurity platform, implementing a "platformization" strategy to consolidate customers onto three main platforms [3]. - The strategy has resulted in 1,150 of its top 5,000 customers adopting one of its platforms, with a target of 2,500 to 3,500 by fiscal year 2030. Growth is also seen in its Cortex threat detection and response solution and Prisma Cloud [4]. - Although the platformization strategy temporarily slowed growth, it is expected to yield long-term benefits for investors [5]. Group 2: CrowdStrike - CrowdStrike is positioned to benefit from companies consolidating their cybersecurity needs onto a single platform, being a leader in endpoint security [6]. - The company offers a comprehensive suite of cybersecurity solutions, with 67% of customers deploying five or more modules and 21% using eight or more [8]. - With the impact of a previous IT outage behind it, CrowdStrike is expected to see growth accelerate, making it an attractive investment opportunity [9]. Group 3: Zscaler - Zscaler is a leader in zero-trust security, emphasizing continuous verification of users and devices for secure access [10]. - The company has successfully upsold its zero-trust systems and reported a 40% increase in annual contract value for its data security products, with overall revenue growing 23% year over year [12]. - Zscaler's strong net dollar retention rate of 115% indicates robust growth within its existing customer base, positioning it well for future success [12]. Group 4: SentinelOne - SentinelOne is a rapidly growing endpoint cybersecurity company with a low forward price-to-sales multiple of 6.6, despite achieving 29% revenue growth last quarter [13]. - The partnership with Lenovo, the world's largest enterprise PC vendor, to ship computers with SentinelOne's Singularity Platform is a significant opportunity [14]. - The company is also successfully upselling its Purple AI, which enhances security operations through hyper-automation, indicating a promising future [15][16].

Palo Alto Networks, Inc. (PANW) is scheduled to report its third-quarter fiscal 2025 results on May 20.Palo Alto Networks projects its fiscal third-quarter revenues in the range of $2.26-$2.29 billion, which suggests a year-over-year increase of 14-15%. The Zacks Consensus Estimate is pegged at $2.27 billion, which implies growth of 14.6% from the year-ago reported figure.After a two-for-one stock split of PANW stocks on Nov. 20, 2024, the consensus mark for PANW’s fiscal third-quarter non-GAAP earnings has ...

Newmark Arranges Largest1 New Office Lease2 in Silicon Valley Since 20233SAN JOSE, Calif., May 16, 2025 /PRNewswire/ -- Newmark announces that the company represented Zscaler in a new 301,163-square-foot sublease at 4301 and 4401 Great America Parkway in Santa Clara, California. This significant transaction establishes Zscaler's new Silicon Valley global headquarters, to support the company's rapid growth and its position as the leader in zero trust cybersecurity. Zscaler provides AI-powered solutions that ...

Cloudflare (NET) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Phil Winslow - Vice President of Strategic Finance, Treasury, & Investor RelationsMatthew Prince - Co-Founder & CEOThomas Seifert - CFOMatthew Hedberg - Managing Director, Software ResearchJoel Fishbein - Managing DirectorMark Murphy - Executive DirectorShaul Eyal - Managing Director - Equity ResearchAdam Borg - Managing Director - Equity Research Conference Call Participants Andrew Nowinski - AnalystKeith Weiss - Equity An ...

Cloudflare (NET) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Aaron, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Cloudflare Q1 twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. And after the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your ...

Akamai (AKAM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Hello, and welcome to the Akamai Technologies First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Mark Stoutenburg, Head of Investor Relations. Please go ahead. Speaker1 Good afternoon, everyone, and thank you for joining Akamai's first quarter twenty twenty five earnings call. Speaking today will ...

As of March 31, 2025 © 2025 Cloudflare, Inc. Safe Harbor This presentation has been prepared by Cloudflare, Inc. ("Cloudflareˮ) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise, or representation by the presenter or Cloudflare or any officer, director, employee, agent, or advisor of Cloudflare. This presentation does not purport to be all-inclusive or to contain all of the information you may desire ...

Earnings Results to be Released on Thursday, May 29, After the Close of the MarketSAN JOSE, Calif., May 08, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, will release third quarter fiscal year 2025 earnings after the market closes on Thursday, May 29, 2025. The company will host an investor conference call that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Date:Thursday, May 29, 2025Time:1:30 p.m. PTWebcast:https://ir.zscaler.comDial-in:T ...

RESTON, Va., May 5, 2025 /PRNewswire/ -- Leidos (NYSE:LDOS) will modernize and operate information technology systems for the Defense Threat Reduction Agency (DTRA) enterprise that will help the agency deter, prevent and prevail against emerging threats around the world.  As part of this IT transformation, Leidos will support DTRA's advance toward a Zero Trust cybersecurity posture.Through a recently awarded $205 million contract, Leidos will use artificial intelligence technologies to accelerate DTRA's pro ...

Core Viewpoint - Akamai Technologies and P3M Works have formed a strategic partnership to provide zero trust identity, credential, and access management (ICAM) solutions specifically for UK government and defense supply chains, addressing the need for enhanced security in third-party access and supply chain operations [1][2][3] Group 1: Partnership Details - The collaboration combines Akamai's zero trust security capabilities, already implemented in U.S. Department of Defense networks, with P3M's expertise in UK government requirements [1][2] - The focus will be on Akamai's Zero Trust Federated ICAM solutions, which facilitate secure collaboration with vendors and contractors while minimizing exposure to cyber threats [2][3] - The joint offering will be available to UK government agencies and their supply chain partners starting in Q3 2025 [4] Group 2: Security Features - Key features include federated identity management, zero trust policy enforcement, continuous authentication, and comprehensive auditing of third-party activities [7] - The solutions will utilize a policy engine for dynamic, context-aware access decisions based on identity, device health, and behavioral analytics [3] - The approach aims to mitigate supply chain vulnerabilities and insider threats through continuous verification of access requests, even in challenging environments [3] Group 3: Company Backgrounds - Akamai is recognized for its cybersecurity and cloud computing solutions, providing defense-in-depth to safeguard enterprise data and applications globally [9] - P3M Works specializes in cyber resilience consultancy for public sector and defense organizations, focusing on protecting national security against evolving cyber threats [6][8]