Core Insights - Palo Alto Networks has launched the next generation of its NextWave Partner Program, focusing on "platformization" to enhance partner profitability in the AI-driven security landscape [1][2][4] Group 1: Program Overview - The NextWave Partner Program aims to shift partners away from the 'point-product' trap by promoting platform-centric security solutions that integrate security across networks, cloud, and SOC [2] - The program is designed based on direct feedback from the global partner community and emphasizes three transformative benefits [2] Group 2: Strategic Focus - The program rewards partners for delivering platformization rather than just transactional sales, empowering them to simplify security complexities for customers [4] - The initiative is expected to foster deeper strategic collaboration and trust between Palo Alto Networks and its partners, enhancing co-innovation and tailoring solutions to combat evolving cyber threats [5] Group 3: Partner Benefits - The program enhances partner margins through streamlined rebates focused on Next-Generation Firewalls (NGFW) and platformization, maximizing profitability [7] - It accelerates deal velocity with improved Configure, Price, Quote (CPQ) processes and automated deal registrations, reducing friction in closing deals [7] - A new Partner Development Fund (PDF) will reinvest earned rebates into partner-led demand generation, training, and solution development to drive differentiation [7] Group 4: Targeted Support - Managed Security Service Providers (MSSPs) will benefit from predictable, tiered pricing to develop high-margin managed services [7] - Distributors will receive enhanced capabilities and support for Managed Partner growth [7] - Global System Integrators (GSIs) will have a "Global Path" that rewards strategic consulting and multi-theater influence, with additional support coming later this year [7]

Core Insights - Radware has completed the acquisition of Pynt, enhancing its API security portfolio by adding pre-production API security testing capabilities, which allows for earlier identification and remediation of API security risks during the development lifecycle [1][3] - The acquisition is expected to provide continuous, risk-driven API security from development through production, aligning development velocity with real-world risk reduction [3][4] Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated web, application, and DDoS attacks, as well as API abuse [6] - The company aims to simplify API security for enterprise development, security, and DevSecOps teams by integrating Pynt's technology into its broader application security and API protection portfolio [4][6] Strategic Implications - The acquisition follows the recent launch of Radware's API Security Service, indicating a strategic move to enhance its offerings in the rapidly evolving API security landscape [3] - Key employees from Pynt, including its founders, have joined Radware, which may facilitate the integration of Pynt's technology and vision into Radware's existing framework [2][4]

Strong Financial Performance, Customer Adoption, and Platform Innovation Define a Transformational Year as AI-Powered Surveillance Platform Scales Nationwide Unified AI-Driven Security Platform Gains Momentum Across Multiple High-Risk Verticals PALO ALTO, CA, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Cloudastructure, Inc. (Nasdaq: CSAI) (“we,” “us,” “our,” “Cloudastructure” or the “Company”), a leader in AI-powered video surveillance and remote monitoring, today released its 2025 Year in Review, highlighting a tran ...

Industry Overview - Cybersecurity is a rapidly growing market driven by the digitization of organizations and the increasing scale of cyber threats, with demand expected to continue growing through 2026 as threats evolve and architectures shift to cloud and AI [1] - The global cybersecurity market is projected to grow from $218.98 billion in 2025 to $562.77 billion by 2032, reflecting a compound annual growth rate (CAGR) of 14.40% [2] - Key sectors for investment opportunities include finance, healthcare, and government, with significant potential in AI-driven security, managed security services, and zero-trust architectures, particularly in emerging markets like Asia Pacific and South America [2] Market Dynamics - The cybersecurity sector benefits from strong secular tailwinds, but faces challenges such as intense competition, rapid technological changes, regulatory complexity, and high talent costs [3] - As cyber threats increase across various environments, companies are compelled to invest more in cybersecurity, making it essential for business continuity and digital trust [1][3] Company Highlights - **Qualys Inc. (QLYS)**: A leading provider of information security solutions, with a focus on continuous product innovation in areas like Vulnerability Management, Detection, and Response. The company raised its full-year 2025 revenue guidance to $665.8 million to $667.8 million, reflecting a 10% year-over-year increase [5][6] - **Fortinet Inc. (FTNT)**: Provides network security appliances and Unified Threat Management solutions. The company is experiencing strong demand from large enterprise customers, although it faces challenges in sales execution and marketing efficiency. Its full-year revenue guidance is $6.72 billion to $6.78 billion [8][9] - **CrowdStrike (CRWD)**: Specializes in next-generation endpoint protection and threat intelligence. The company expects revenues for fiscal 2026 to be between $4.797 billion and $4.807 billion, with a strong sales pipeline and customer adoption of its Falcon platform [10][11] - **Palo Alto Networks (PANW)**: Offers network security solutions and is enhancing its platform strategy through the acquisition of CyberArk Software, expected to close in the second half of fiscal 2026. This acquisition aims to strengthen identity-aware security and is projected to be accretive to revenue growth and gross margin [14][15]

Core Insights - Radware has secured a multi-year, multimillion-dollar agreement with a leading global SaaS enterprise software company to provide its DDoS mitigation solution [1][2] Group 1: Agreement Details - The customer has deployed Radware's DefensePro DDoS mitigation solution to protect critical applications and infrastructure, addressing previous DDoS attacks that ranged from approximately 30 Gbps to over 600 Gbps [2] - The organization sought a "service provider-class" DDoS solution to overcome scalability limitations of its previous vendor, with Radware's architecture and automation capabilities being key differentiators [3] Group 2: Customer Needs and Challenges - The new customer had faced several large-scale DDoS attacks and required a solution with extremely low time to mitigation, while also experiencing revenue growth of tenfold over the past decade [4] - To support its expanding global customer base, the organization needed a DDoS solution that offers superior scalability, resilience, automation, and flexibility, which Radware successfully provided [4] Group 3: Industry Recognition - Radware has received numerous awards for its DDoS mitigation capabilities and is recognized as a market leader in DDoS protection by industry analysts based on customer reviews and satisfaction scores [4]

Core Viewpoint - CrowdStrike Holdings, Inc. is positioned as a leader in the cybersecurity industry, particularly in the AI-driven security market, with a strong focus on innovative cloud-delivered security solutions [1][5] Price Target Trends - The consensus price target for CrowdStrike has been increasing, with the average target rising from $494.12 a year ago to $594.29 last month, indicating a strong bullish outlook from analysts [2][4] - Analysts from Wedbush have set a price target of $600, reflecting positive sentiment and expectations for the stock's performance [2] - Three months ago, the average price target was $552.07, showing significant growth in analyst confidence regarding CrowdStrike's performance [3] Analyst Sentiment - KeyBanc and JPMorgan have also raised their price targets, citing anticipated long-term growth for CrowdStrike [3][5] - The increase in price targets is attributed to the company's robust fundamentals and increasing free cash flow margin, despite its premium valuation [4]

Core Insights - Sophos has integrated its solutions with Microsoft Defender for Business and Microsoft Defender for Endpoint, achieving Microsoft verified Small & Medium Business (SMB) solution status, which emphasizes the importance of partner collaboration in cybersecurity for SMBs [1][3] Group 1: Product Integration and Features - Sophos MDR for Microsoft environments is designed to detect, contain, and neutralize attacks within Microsoft 365 environments, utilizing telemetry from various Microsoft solutions and Sophos' proprietary threat intelligence [2] - The solution allows Sophos MDR analysts to execute response actions such as blocking user logins and terminating active sessions when an attack is detected, enhancing security outcomes for managed service providers [2] Group 2: Market Position and Strategy - The recognition as a Microsoft verified SMB solution reflects Sophos' commitment to democratizing cybersecurity and providing enterprise-grade protection to organizations of all sizes [3] - Sophos aims to meet the increasing demand for top-tier security solutions among small and medium-sized businesses, facilitating easier implementation and scaling of security services through its integrations with Microsoft 365 Business Premium [3] Group 3: Company Overview - Sophos defends 600,000 organizations globally with an AI-driven platform and expert-led services, combining machine learning, automation, and real-time threat intelligence [4] - The company offers a comprehensive portfolio of cybersecurity technologies, including managed detection and response (MDR), endpoint, network, email, and cloud security, alongside advisory services to help organizations proactively reduce risk [4]

Core Insights - Gorilla Technology Group Inc. (GRRR) is scheduled to report its third-quarter 2025 results on November 18, 2025, with adjusted earnings estimated at 26 cents per share and revenues of $26 million [1][7] - The company has seen one upward revision in earnings estimates over the past 60 days, indicating positive sentiment [1] Financial Performance - For the first quarter of 2025, GRRR reported adjusted earnings of 23 cents, exceeding the consensus estimate by 1 cent, but reported a loss of 20 cents in the second quarter, missing the estimate of 13 cents [2] - The first half of 2025 generated revenues of $39.3 million, reflecting an 89.9% year-over-year increase [2] - The full-year 2025 earnings estimate stands at 23 cents per share, representing a 103.8% year-over-year improvement, while revenues are projected at $100.08 million, a 34% increase from the previous year [3] Earnings Predictions - The current Earnings ESP for GRRR is 0.00%, and it holds a Zacks Rank of 3 (Hold), suggesting that the model does not predict an earnings beat this time [4] - The combination of a positive Earnings ESP and a higher Zacks Rank typically increases the likelihood of an earnings beat, which is not applicable in this case [4] Factors Influencing Q3 Results - The anticipated Q3 performance is expected to be shaped by steady demand, global agreements, and AI-driven security offerings [7] - The company has likely expanded its operations in Q3, supported by global demand for its security-focused solutions and recent international agreements [8] - Strong sales across regions such as MENA, Asia, South America, and the U.K. are expected to have contributed to overall performance, alongside aggressive cost controls and product innovation [9] Backlog and Debt Management - Management has indicated a qualified backlog of approximately $93 million for 2025, with significant portions expected to materialize in the second half of the year [10] - The company is also anticipated to have made progress in its debt-reduction efforts during Q3, further strengthening its balance sheet [9]

Core Insights - Rapid7, Inc. reported a third quarter 2025 Annual Recurring Revenue (ARR) of $838 million, reflecting a 2% year-over-year increase, driven by the success of its AI-driven Command Platform [2][4] - The company appointed Rafe Brown as Chief Financial Officer, effective December 1, 2025, succeeding Tim Adams, who announced his retirement [2][3] - Rapid7's total revenue for Q3 2025 was $218 million, also up 2% year-over-year, with product subscriptions revenue contributing $210 million [4][5] Financial Performance - ARR increased to $838 million from $823 million in Q3 2024, marking a 2% growth [3][4] - The number of customers remained stable at 11,618, with ARR per customer rising to $72.1 from $70.8, a 2% increase [3][4] - Total revenue for Q3 2025 was $218 million, compared to $215 million in Q3 2024, reflecting a 2% increase [4][5] - Product subscriptions revenue was $210 million, up from $206 million, while professional services revenue decreased by 14% to $7.8 million [4][5] - GAAP gross profit was $153 million, with a gross margin of 70%, while non-GAAP gross profit was $160 million, with a gross margin of 73% [4][5] Operational Highlights - The company reported a GAAP operating income of $5.9 million and a non-GAAP operating income of $37 million for Q3 2025 [4][5] - Net cash provided by operating activities was $38 million, with free cash flow of $30 million [4][5] - Rapid7's GAAP net income for Q3 2025 was $9.8 million, translating to a net income per share of $0.15 [5][6] Strategic Initiatives - Rapid7 announced an expanded partnership with Microsoft to enhance modern detection and response capabilities [7] - The company introduced new AI-generated risk intelligence features in its Command Platform to improve remediation processes [7] - Rapid7 was recognized in the Gartner Magic Quadrant for Security Information and Event Management (SIEM) for the seventh consecutive year [7] Guidance - For Q4 2025, Rapid7 anticipates ARR to remain approximately flat compared to Q3 2025, with revenue projected between $214 million and $216 million [8] - Non-GAAP income from operations is expected to range from $25 million to $30 million, with non-GAAP net income per share projected between $0.37 and $0.44 [8]

Core Insights - Rapid7, Inc. has announced an expanded partnership with Microsoft to enhance threat detection and response capabilities within Microsoft environments [1][3] - The new Managed Detection and Response (MDR) for Microsoft solution integrates a dedicated service with Microsoft Defender, providing comprehensive coverage across various domains [1][2] Partnership Details - The collaboration aims to help organizations maximize their Microsoft security investments and address complex operational challenges [1][4] - The integrated approach offers 24x7 managed detection and response, combining AI-driven insights with human expertise for improved security outcomes [2][3] Technology and Innovation - The partnership leverages Microsoft's advanced telemetry and analytics alongside Rapid7's human-led threat expertise and AI-driven operations for faster and more precise threat detection [3][4] - The new service is expected to be introduced in early 2026, featuring integrated detection and response capabilities [4] Company Mission and Impact - Rapid7 is committed to creating a safer digital world by simplifying cybersecurity and making it more accessible [6] - The company serves over 11,000 global customers, helping them manage cloud risk and enhance threat detection and response [6]