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]

Vancouver, British Columbia--(Newsfile Corp. - October 27, 2025) - Plurilock Security Inc. (TSXV: PLUR) (OTCQB: PLCKF) ("Plurilock" or the "Company"), a global cybersecurity systems integrator, announces that members of its executive team, Board of Directors, and other insiders, along with certain employees, have recently purchased a total of approximately 531,000 common shares of the Company on the open market. Of this total, insiders acquired roughly 344,000 shares, while employees purchased approximatel ...

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]

Allot Ltd. (NASDAQ:ALLT) is one of the hot tech stocks to buy according to Wall Street analysts. On October 20, TD Cowen initiated coverage of Allot Ltd. with a Buy rating and $13 price target.  TD Cowen believes that the company is well-positioned to sustain double-digit profitable growth in the coming years, primarily due to strong tailwinds in the cybersecurity market. TD Cowen Initiates Allot Ltd. (ALLT) with Buy Rating, $13 PT on Cybersecurity Market Tailwinds A major factor in this growth is Allot’ ...

Secure Your WordPress Website Now — 8.7 Million Attacks In 48 HoursWhile most cybersecurity headlines these days tend to emphasize, quite rightly, critical updates for Windows users as attacks get underway, or emergency updates for the Chrome web browser, even hacking attempts against PayPal and LastPass users, the humble website is often overlooked. https://t.co/aAsf2cfQbh ...