Core Insights - The article focuses on Zscaler, Inc. (NASDAQ: ZS) and its relevance in the context of the Global X Cybersecurity ETF (BUG) [1] Company Analysis - Zscaler is highlighted as a company of interest due to its growth potential and the value it delivers to stakeholders [1] - The analysis aims to project long-term investment opportunities associated with Zscaler [1] Industry Context - The article reflects a broader interest in the cybersecurity sector, particularly in relation to market trends and investment potential [1]

Group 1 - Datadog, Inc. (NASDAQ:DDOG) is recognized as a strong long-term investment in the tech sector, with robust growth driven by AI-native companies [1] - The company's growth is significantly influenced by its strategic focus on artificial intelligence and cybersecurity, with AI initiatives contributing to 10% of its underlying growth [2] - Datadog is actively pursuing growth opportunities in international markets, particularly in India and Brazil, while integrating new technologies to enhance its competitive edge [3] Group 2 - Datadog provides a cloud-based platform for observability and security, offering tools for infrastructure monitoring, application performance monitoring (APM), log management, real-user monitoring, and security [4]

Company Overview - Okta is a $16 billion company focused on identity security, providing solutions for both human and non-human identity verifications, including secure processes for agentic AI [2] - The company has developed Okta AI, which integrates into its workforce and customer identity clouds, enhancing security and productivity while improving user experience [6] Financial Performance - Okta's fiscal 2Q26 report showed a revenue of $728 million, exceeding estimates by $16 million and growing 13% from fiscal 2Q25 [7] - The company predicts revenue for fiscal 3Q26 to be between $728 million and $730 million, above the Wall Street expectation of $723.1 million [7] Market Potential - The cybersecurity market is valued at approximately $270 billion and is expected to grow at a 12% CAGR from 2025 to 2028, with cybersecurity spending projected to grow 50% faster than overall software spending [4] - Okta's expansion into Identity Governance (OIG) and Privileged Access Management (PAM) presents significant upsell opportunities, with OIG already being a >$100 million ACV business [8] Analyst Insights - Morgan Stanley analyst Keith Weiss rates Okta shares as Overweight (Buy) with a price target of $123, indicating a 34% upside potential over the next 12 months [9] - The consensus rating for Okta shares is a Moderate Buy, with 19 Buy, 11 Hold, and 2 Sell recommendations [9] Competitive Landscape - Zscaler, another key player in cybersecurity, has grown into a ~$44 billion company, handling over 500 billion daily transactions and preventing over 9 billion daily incidents [12] - Zscaler's recent acquisition of Red Canary enhances its capabilities in exposure management and agentic AI threat management [13] Zscaler Financials - Zscaler's fiscal 4Q25 revenue reached $719.2 million, growing 21% year-over-year and exceeding forecasts by over $12 million [14] - The company's annual recurring revenue (ARR) increased by 22% year-over-year to $3.02 billion [14] Analyst Ratings for Zscaler - Weiss rates Zscaler as Overweight (Buy) with a price target of $320, suggesting a 12% upside potential [15] - The consensus rating for Zscaler is Strong Buy, with 30 Buy and 5 Hold recommendations [16]

Core Insights - Bragg Gaming Group has secured a new financing agreement with the Bank of Montreal, providing credit facilities of up to US$6.0 million to support working capital and corporate needs [1][2][3] - The new credit facilities replace prior promissory note indebtedness, marking a strategic shift in the company's financial strategy [2][3] - The company aims to strengthen its financial foundation and accelerate shareholder value creation through this new partnership [7][10] Financial Details - The BMO Facilities are secured by a first-ranking security interest over all company assets and are repayable upon demand or after one year unless extended [3][4] - The expected borrowing costs for the BMO Facilities range from 6.9% to 7.9% for Prime-based loans and 5.9% to 6.9% for CORRA-based loans, with standby fees on unused portions between 0.75% and 1.75% per annum [5][6] - Management anticipates that the annualized borrowing costs will be less than half of the previous note debt [6] Strategic Focus - The company is prioritizing margin and cash generation over lower-margin revenue, with a target of achieving a 20% Adjusted EBITDA margin by the second half of 2025 [7] - Recent leadership additions in AI and innovation, along with partnerships with operators like Fanatics and Hard Rock Digital, are expected to drive growth opportunities [8] - The company has realized EUR 2 million in annualized synergies and is focused on sustainable, margin-accretive growth [7][9] Cybersecurity Update - Bragg Gaming Group has resolved a cybersecurity incident detected on August 16, 2025, with no indication of personal information being affected [11][12] - The company has assured customers regarding the security of its game titles and reported no negative impact on revenue or profitability from the incident [12][22] - Knowledge gained from the incident has been applied to enhance cybersecurity defenses [13]

Core Viewpoint - Data Storage Corporation has completed the sale of its CloudFirst business, generating approximately $40 million in gross proceeds and $24 million in net proceeds, which will be used for strategic investments and acquisitions in technology sectors [1][2][3] Group 1: Transaction Details - The sale of CloudFirst was approved by shareholders on September 10, 2025, and closed on September 11, 2025 [1] - The transaction generated approximately $40 million in gross proceeds, with estimated net proceeds of $24 million after fees, taxes, and adjustments [1][2] Group 2: Future Plans - The company plans to use the proceeds to support targeted acquisitions and investments in digital infrastructure, including AI-enabled software, GPU technologies, and cybersecurity [2] - The company will continue operating its telecommunications subsidiary, Nexxis, Inc., while remaining open to opportunities that offer recurring revenue and long-term shareholder value [2][3] Group 3: Management Commentary - The CEO of Data Storage Corporation stated that the completion of the CloudFirst transaction positions the company to evaluate and execute targeted acquisitions with a disciplined approach [3] - The CloudFirst brand, leadership team, and service model will remain intact under Performive, with no expected changes to client relationships, staffing, or service delivery [3][5] Group 4: Company Focus - Data Storage Corporation focuses on investing in GPU Infrastructure-as-a-Service (IaaS), AI-driven software applications, cybersecurity, and voice/data telecommunications [4] - The company's goal is to build recurring revenue streams while maintaining operational discipline [4]

Why CISOs Say Congress Needs To Reauthorize A Vital Cybersecurity Law https://t.co/YwkCljSqmH https://t.co/Etv8xlpKuw ...

Core Viewpoint - Morgan & Morgan is representing customers in a mass legal action against The Hertz Corporation and its brands over a data breach that exposed personal information of thousands of customers [1][2]. Group 1: Incident Details - The data breach was disclosed by Hertz in April 2025 and originated from a cyberattack on a third-party vendor, Cleo Communications, occurring between October and December 2024 [1]. - The exposed information includes names, contact information, dates of birth, driver's license numbers, and credit card details, with some individuals also having their Social Security numbers and passport information compromised [2]. Group 2: Legal Action - The legal action is being handled as a mass arbitration, with plaintiffs alleging that Hertz failed to implement adequate data security measures and was slow to notify affected customers [3]. - Morgan & Morgan is seeking financial damages for customers and injunctions to compel Hertz and its vendors to improve their cybersecurity practices [3]. Group 3: Accountability and Impact - The legal action aims to hold companies accountable for failing to protect sensitive information, emphasizing the significant harm caused by the loss of control over personal data [4]. - The action is in its early stages, focusing on determining the full extent of damages and securing compensation for affected individuals [4]. Group 4: Firm Background - Morgan & Morgan has successfully litigated several similar data breach cases against major corporations, securing millions of dollars for impacted individuals [5]. - The firm has recovered over $25 billion for more than 700,000 clients across various practice areas, including national mass torts and class actions [6].

AvePoint FY Conference Summary Company Overview - **Company**: AvePoint (NasdaqGS:AVPT) - **Industry**: Cybersecurity and Data Management Key Points and Arguments Cyber Resilience and Demand Drivers - Cyber resilience remains a significant demand driver, especially post-Delta incident, with ongoing complexities due to AI advancements and cyber threats [5][6] - The nature of digital systems means they cannot be proven fully secure, highlighting the need for continuous improvement in cybersecurity measures [5] Competitive Landscape and Vendor Consolidation - AvePoint differentiates itself by offering a comprehensive suite of services beyond backup and ransomware recovery, including data archiving, governance, and lifecycle management [7][8] - Competitors like Cohesity and Rubrik are expanding into security, but AvePoint maintains a unique position by focusing on enterprise content management and governance [9] Importance of Data Quality for AI - Successful AI deployment relies on high-quality, relevant data, with a focus on continuous training and refinement [10][11] - AvePoint's solutions help organizations manage data hygiene, which is crucial for effective AI applications [11] Regulatory Compliance and Governance - New regulations like DORA and the EU Act are driving demand for governance solutions, with AvePoint providing tools to demonstrate compliance and maintain data lineage [20][21] - The company has helped clients save millions in fines by ensuring compliance with regulations such as ITAR [23] Market Penetration and Growth Opportunities - AvePoint currently holds about 20% of the Microsoft productivity cloud market in regulated industries, with significant growth potential in both regulated and non-regulated sectors [24][31] - The company is expanding its presence in the SMB segment, which now accounts for 40% of its revenue, and is seeing rapid growth in EMEA and APAC regions [25][29] Multi-Cloud Strategy - Less than 10% of AvePoint's business comes from non-Microsoft clouds (Google, AWS, Salesforce), indicating a substantial opportunity for growth in multi-cloud environments [33] - The company is enhancing its platform to support various cloud services, responding to customer demand for comprehensive data protection across different environments [36] Risk Posture and Command Center - The newly launched Risk Posture and Command Center provides organizations with insights into their data governance and compliance status, offering risk scores and policy recommendations [41][42] - This tool is particularly valuable for CISOs and CIOs, enabling proactive management of data security [43] Future Growth and Investment Strategy - AvePoint aims to reach $1 billion in annual recurring revenue (ARR) by 2029, with a projected compound annual growth rate (CAGR) of 25% [44] - The company plans to achieve this through organic growth, channel expansion, and potential acquisitions to enhance its market position [45] Marketing and Brand Awareness - Increased investments in digital marketing and account-based marketing are being made to enhance brand visibility and customer engagement [47] - The channel strategy is crucial for driving sales efficiency and expanding market reach [48] Additional Important Insights - AvePoint's holistic approach to data protection and governance positions it well in a fragmented competitive landscape [17][19] - The company emphasizes the importance of proactive remediation and policy adjustments based on real-time signals to enhance cybersecurity readiness [19][42]

Why CISOs Say Congress Needs To Reauthorize A Vital Cybersecurity Lawhttps://t.co/RZAoYdW4Xk https://t.co/zrD6LEKKlu ...

Cyber Security Threats & Vulnerabilities - A British engineering firm lost $25 million due to an AI-generated scam involving a deepfake CFO in January 2024 [1] - Digital illiteracy poses a significant threat to cyber security, making users the weakest link [3] - AI-powered cyber threats, such as deepfakes, are increasingly difficult to recognize for those lacking digital literacy [5] - Digital transformation initiatives, like Ecuador's agenda transformational, increase the potential for cyber security breaches [7] - Cyber security breaches are on the rise, exemplified by attacks on the Bank of Pincha, the municipality of Kito, and Santoi Sika [7][8] Proposed Solution: SIMCAP SDI - The industry suggests Ecuador develop a proactive, scalable national system (SIMCAP SDI) for training and certifying its digital security workforce [10][11] - SIMCAP SDI would be a career-long ladder ensuring sufficient digital literacy skills based on interaction with the digital system of the government [11] - The proposed structure includes five levels, from basic knowledge for all public sector employees to leadership responsible for national strategy [12][13] - Level one certification, updated annually, is critical as a basic security awareness requirement for all individuals [14] International Benchmarks & Strategic Assets - The United States Department of Defense (DoD) mandates cyber security certification for governments and contractors [14] - Countries like Singapore, Australia, the European Union, and Canada have implemented similar cyber security measures [15] - A SIMCAP-certified workforce is a national strategic asset, providing security, trust, and robust protection for critical infrastructure [16]