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X @TechCrunch
TechCrunch· 2025-10-02 12:01
Founder Bryan Onel says too many companies are doing the bare minimum to meet their security compliance obligations, and raised $33 million to help his customers get both compliant and secure. https://t.co/hfCmoeejdd ...
X @Sui
Sui· 2025-09-29 14:14
Security Infrastructure - Mole relies on the security infrastructure framework on Sui [1] - Mole is striving to provide various safety margins and implementing secure measures in all aspects [1] Development Strategy - Mole aims to move on the security expansion road with Sui [1]
X @Ivan on Tech 🍳📈💰
Ivan on Tech 🍳📈💰· 2025-09-27 07:27
Safety Concerns - Sweden is portrayed as unsafe, with a woman being forced into her home and robbed while taking out the trash [1] - The incident is linked to "multicultural consequences," implying a negative impact on safety [1]
X @Polkadot
Polkadot· 2025-09-24 14:37
RT Velocity Labs ⚡️ (@v_labs)In DeFi, security isn't just a feature; it's everything.The program provides subsidized code audits and security reviews to help safeguard your protocol from day one.We connect you with the resources you need so you can focus on shipping, not just surviving. https://t.co/AHtsVprTBt ...
X @Starknet
Starknet 🐺🐱· 2025-09-24 03:09
Industry Perspective - The industry suggests that people may underestimate the importance of decentralization and security until a critical need arises [1]
X @Binance
Binance· 2025-09-22 00:00
Customize your defenseBuild a 2FA strategy that fits your security needs.Read more 👇https://t.co/YtfOP7O8BG ...
X @BNB Chain
BNB Chain· 2025-09-18 16:22
RT BNB Chain Developers (@BNBChainDevs)Welcome @GoPlusSecurity to the BNB Chain Kickstart Program! 🫡BNB Builders can now access security solutions & exclusive perks to build safer 👇https://t.co/KOPhZC3462 ...
Sangoma Technologies (SANG) - 2025 Q4 - Earnings Call Transcript
2025-09-17 22:32
Financial Data and Key Metrics Changes - Sangoma Technologies Corporation reported Q4 revenues of $59.4 million, an increase of $1.3 million or 2% sequentially from Q3, driven primarily by strong prem-based product sales [5][23] - Adjusted EBITDA for Q4 was $11.4 million, representing 19% of revenue, which is an increase from 17% in Q3, marking the highest margin delivered over the past eight quarters [24] - Free cash flow for Q4 was $4.8 million, or $0.14 per diluted share, while for the full fiscal year, free cash flow reached $32.9 million, or $0.98 per diluted share, consistent with the previous year [22][23] Business Line Data and Key Metrics Changes - The company has shifted its focus towards software-led recurring revenue services, which now represent over 90% of the revenue mix, up from 79% two years ago [6] - Core services, which include SaaS-led communication platforms, now account for approximately 75% of Sangoma's revenue, while adjacent services account for about 25% [14][25] - The prem-based product line saw an 18% sequential growth in Q4 over Q3, reflecting successful channel efforts targeting competitors like Avaya and Mitel [70] Market Data and Key Metrics Changes - The company is experiencing a 16% rise in pipeline demand from the healthcare sector, indicating strong market interest [8] - International revenue has been declining, primarily due to a focus on North America and a product mix heavily oriented towards hardware, which is less profitable compared to SaaS offerings [88][90] Company Strategy and Development Direction - Sangoma's strategy includes delivering organic growth by investing in people, products, and partners, while also pursuing inorganic opportunities that create strategic value [7][25] - The company plans to categorize its results into core services and adjacent services to provide greater transparency and focus on high-margin growth areas [7][14] - Strategic partnerships with companies like Amazon Web Services and VTech Hospitality are aimed at enhancing product offerings and expanding market reach [9][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, expecting sequential growth to begin in Q2 and continue through fiscal 2026 [10][25] - The management noted that while larger enterprise opportunities have longer sales cycles, the pipeline is becoming more balanced with shorter cycle deals contributing to future revenue [16][46] - The company is optimistic about reducing churn and improving customer retention through advanced AI-based tools and upselling strategies [55] Other Important Information - The sale of VoIP Supply, completed at the end of June, was a strategic move to streamline the portfolio and focus on higher-margin growth [6][24] - The company has a robust pipeline of potential M&A targets, particularly in high-growth areas like SD-WAN and security, with a disciplined approach to acquisitions [36][81] Q&A Session Summary Question: Incremental go-to-market investments focus - Management indicated that investments are being made in field coverage and marketing to enhance brand awareness and partner recruitment [29][30] Question: Changes in macro or competitive landscape - Management noted no significant competitive pressures but acknowledged longer sales and implementation cycles for larger deals [31][32] Question: VoIP Supply's product mix - It was clarified that over 90% of VoIP Supply's sales were third-party products, with less than 10% being Sangoma proprietary products [34] Question: M&A appetite and strategy - Management expressed a strong appetite for acquisitions, particularly in areas that enhance the company's portfolio and market position [35][36] Question: Visibility into second quarter growth - Growth is expected to come from both existing bookings and new deals with shorter sales cycles [45][46] Question: Customer churn management - Management reported that churn is under control and expected to decline further due to improved customer engagement strategies [55] Question: Revenue growth mix between expansion and new business - Management indicated that both expansion and new business will drive revenue growth, supported by targeted investment strategies [56] Question: International revenue decline reasons - The decline is attributed to a focus on North America and a product mix that has not prioritized high-margin SaaS offerings [88][90]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 09:00
RT Michaël van de Poppe (@CryptoMichNL)Today, we'll be talking about something important.It's your security.If you hold a portfolio in #Altcoins & $BTC, this podcast episode of @new_era_finance is a must watch.Security of your assets, with Harry, founder of @CircuitSecurity.Watch it here: https://t.co/D17IlxP9eP ...