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Government Policy & Regulation - Indian government rescinded the order to mandate pre-installation of the cybersecurity app Sanchar Saathi on smartphones following protests [1] - Apple reportedly will not comply with the Indian government's order to pre-install the state-owned cybersecurity app Sanchar Saathi [1] - Apple believes such directives would create privacy and security issues for its iOS ecosystem globally [1] Company Stance - Apple will inform the Indian government that it does not follow such instructions anywhere in the world [1] - Apple is not planning to resort to legal action or make a public statement [1]

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Datadog Announces Expanded Collaboration Agreement, Highlights New Capabilities with AWS Across AI, Observability and Security at AWS re:InventDatadog signs new Strategic Collaboration Agreement with AWS, building on 10+ years of joint innovation and outcomes for customersDecember 03, 2025 3:18 PM EST | Source: Datadog, Inc.Las Vegas, Nevada--(Newsfile Corp. - December 3, 2025) - Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today at AWS re:Invent a ...

Summary of Fastly's Conference Call Company Overview - **Company**: Fastly - **Industry**: Cybersecurity and Content Delivery Network (CDN) Key Points Management Changes and Leadership - Rich Wong joined Fastly as CFO in August 2023, bringing experience from previous roles in the CDN space [7][9] - Kip, the new CEO, has been instrumental in enhancing product offerings and operational execution [12][13] Product Development and Security Offerings - Fastly expanded its security product suite from one core product in early 2024 to five by 2025, including DDoS and bot mitigation products [12][13] - Security revenues grew by 30% year-on-year, indicating strong demand for their expanded security offerings [28] Market Dynamics and Traffic Growth - The CDN market has seen volatility, with some competitors exiting, leading to a more rational pricing environment [14][16] - Fastly experienced traffic headwinds in 2024 due to customers opting for multi-CDN strategies but has seen a rebound as customers recognize Fastly's superior performance [15][16] Customer Base and Revenue Growth - Top 10 customers now represent 32% of total business, down from nearly 40% 12-18 months ago, with non-top 10 customers growing at a rate of 17% year-on-year [24][25] - Fastly is focusing on cross-selling security products to existing customers, with about half of customers purchasing multiple products [27][28] Financial Performance - Gross margins improved to 62.8%, with a normalized figure of 61.8%, driven by network efficiency and pricing discipline [49][50] - The company anticipates continued gross margin improvement, projecting 61.5% for Q4 [53] Future Outlook - Fastly is optimistic about 2026, focusing on execution and leveraging its expanded product portfolio and management team to drive growth [56][57] - The company is also exploring opportunities in the compute and observability sectors, although these areas are still in early stages [44][45] Additional Insights - Fastly is adopting an open-source approach to content licensing through the Really Simple Licensing (RSL) initiative, contrasting with competitors' closed systems [47][48] - The company is investing in operational excellence and enhancing its go-to-market strategies, particularly in verticals like travel and fintech [35][37] This summary encapsulates the key insights from Fastly's conference call, highlighting the company's strategic direction, product developments, and financial performance.

Security Alert - Google Chrome 存在安全警报，需要立即更新 [1] - 约 30 亿（3 billion）用户受到此次安全问题的影响 [1]

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