Core Insights - AppOmni has launched the industry's first real-time agentic AI security for ServiceNow, named AppOmni AgentGuard, which aims to prevent prompt-injection attacks and monitor data loss prevention violations [1][2][3] Group 1: Product Features - AppOmni AgentGuard provides end-to-end protection for ServiceNow AI agents, including discovery, proactive posture, detection, and response [1] - The platform offers complete visibility into Now Assist AI agents, allowing teams to set automated posture guardrails and utilize real-time detection [2] - Key features include AI Agent Inventory for visibility, AI Agent Posture Policy for secure configuration, and Action Analysis & Alerting for monitoring abnormal behavior [4] Group 2: Market Context - ServiceNow is one of the largest SaaS platforms, utilized by 85% of Fortune 500 companies, highlighting the significance of AppOmni's security solutions [2] - The introduction of AI agents in critical business platforms like ServiceNow creates a complex attack surface that organizations need to address [3] Group 3: Research and Development - AppOmni Labs' research has identified real-world security risks, revealing how malicious actors can exploit default configurations to recruit ServiceNow AI agents for data exfiltration and privilege escalation [3]

Financial Data and Key Metrics Changes - For Q3 2025, gross revenue was $0.6 million, up from $0.2 million in the previous year, while net revenue was negative $0.1 million compared to positive $0.2 million last year due to revenue adjustments [18][19][20] - Operating expenses increased to $5.1 million from $3.8 million year-over-year, primarily due to increased headcount in sales and R&D [23] - Net loss for the quarter was $5.2 million, compared to a net loss of $3.4 million in the same period last year [23] - Remaining performance obligation (RPO) decreased to $3.6 million, down approximately $10.9 million from the prior quarter [24] - Adjusted EBITDA loss was $4.1 million for Q3, compared to a $2.9 million loss for the same period last year [24][25] Business Line Data and Key Metrics Changes - The company signed two large enterprise customers and two smaller customers in Q3, resulting in $200,000 in booked annual recurring revenue (BAR) [6][10] - The gross amount of BAR signed in Q3 2025 was $0.2 million, down from $1.15 million a year ago, attributed to longer sales cycles for enterprise deals [25][26] Market Data and Key Metrics Changes - The company is actively engaged with notable industry leaders across various sectors, representing over $20 million in BAR [10] - The market is increasingly valuing biometric solutions, with a growing demand for identity verification and security solutions [16] Company Strategy and Development Direction - The company aims to build a balanced portfolio of Fast 100 and FAT 100 companies, focusing on larger, established enterprise organizations [4][10] - The strategic focus includes enhancing partnerships and technology innovations, such as PrivacyKey and IDX, to drive enterprise adoption [13][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about future growth despite current challenges, emphasizing the importance of maintaining relationships with strategic customers [21][22] - The company anticipates a recovery in RPO and revenue as it closes deals in its pipeline [24][28] Other Important Information - The company has made significant product breakthroughs to unlock enterprise adoption, particularly for large enterprise accounts [13] - The demand for biometric solutions is expected to grow, with the company positioned as a leader in the market [16] Q&A Session Summary - No specific questions or answers were documented in the provided content, as the session was not detailed in the transcripts [30][31]

CrowdStrike (NASDAQ: CRWD ) is deepening its expertise in agentic AI security features, both leveraging AI agent orchestration across the Falcon Platform as well as creating a secure environment for enterprises to deploy agents. Through a number of acquisitions and technology advancements, CrowdStrike isMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a de ...