Core Insights - Gilat Satellite Networks Ltd. is set to report its third-quarter 2025 results on November 12, with an earnings per share (EPS) estimate of 13 cents, reflecting a 7.14% decline from the previous year. Revenue is expected to reach $112 million, indicating a 50% increase year-over-year [1]. Financial Performance - Gilat has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 6.25%. The company's shares have increased by 87.8% over the past six months, compared to the Satellite and Communication industry's growth of 153.2% [2]. Key Trends - The company is focusing on leveraging the Stellar Blu acquisition to enhance its ESA technology, investing in R&D and sales to meet defense demands, and progressing towards a cloud-native, software-defined NextGen platform, which is expected to positively impact its Q3 performance [3]. Defense Sector Engagement - Rising geopolitical tensions are driving increased defense spending, positioning Gilat Defense to meet the demand for secure satellite communications. The company is actively engaging customers across North America, Europe, and the Asia-Pacific, and is expanding its global presence through synergies with DataPath and Wavestream [4]. Recent Contracts - In September, Gilat DataPath received over $7 million in orders from a prime contractor for Transportable SATCOM Terminals for the U.S. Army, with deliveries expected by the end of 2025. Additionally, a multimillion-dollar contract was secured from Israel's Ministry of Defense for advanced SATCOM tools, also to be delivered by the end of 2025 [5]. Commercial Segment Growth - The commercial segment is experiencing strong momentum with significant bookings and the adoption of Gilat's next-generation satellite communication platform. The SkyEdge IV virtualization is enabling operators to transition to cloud-native environments, enhancing scalability and margins [6]. Stellar Blu Acquisition Impact - The Stellar Blu acquisition is expected to have positively influenced Gilat's revenue, contributing $36 million in Q2 and projected to reach $120–$150 million in 2025 due to new orders from leading IFC market players [7]. Pipeline Activity - The Gilat Peru division is seeing healthy pipeline activity, with $85 million in orders from Pronatel for upgrading broadband infrastructure in remote areas, contributing to the company's recurring revenue backlog [11]. AI Integration - Gilat announced the AI transformation of its Network Management System (NMS) through the integration of the Model Context Protocol, enabling secure communication with AI agents and enhancing operational capabilities [15].

Core Insights - HPE and Ericsson have established a joint validation lab to address challenges faced by telecommunications service providers in deploying multi-vendor infrastructure stacks [1] - The collaboration focuses on validating a cloud-native, AI-enabled, dual-mode 5G core solution to meet the demand for high-performing, scalable, and efficient networks [1] - This initiative aims to manage the complexity associated with the introduction of advanced telecommunications technologies [1]

Core Insights - Nokia has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Communication Service Provider 5G Core Network Infrastructure Solutions for the fifth consecutive year, being positioned furthest in Completeness of Vision [1][9] - The recognition reflects Nokia's technology leadership and the trust placed in the company by customers and partners, emphasizing a security-first, automation-enabled, and AI-ready core [2][5] - Nokia's Core Networks portfolio is fully cloud-native, allowing operators to run their 2G, 3G, 4G, 5G, and IMS cores in cloud-native network functions, facilitating quick and secure service rollouts [3] Market Position - As of Q2 2025, Nokia had the most 5G Standalone Core operator customers, totaling 125, and the highest number of live deployments at 54 [4] - Omdia ranked Nokia's Core portfolio 1 for competitiveness in its "Market Landscape: Core Vendors - 2025" report, highlighting strengths in cloud-native capabilities, automation, and breadth of core portfolio [5] - Nokia commands 33% of the global commercial 5G Standalone footprint, attributed to its multi-cloud strategy [5]

Core Insights - Corero Network Security has announced the deployment of its SmartWall ONE™ solution's orchestration plane in Akamai Compute, enhancing customer flexibility and agility in DDoS protection management [1][2] - The new capability allows customers to operate the full control plane in the cloud, eliminating the need for on-premises infrastructure and significantly reducing deployment time from weeks to hours [2][3] - This development strengthens Corero's strategic partnership with Akamai, facilitating a more streamlined go-to-market approach and supporting enterprise cloud strategies [4] Deployment Benefits - The orchestration in Akamai Compute provides immediate cloud-native advantages, including elastic resource allocation, built-in high availability, and geographic redundancy [3] - Customers can utilize cloud infrastructure temporarily during software upgrades or internal transitions, ensuring operational continuity without added complexity [3] - The architecture supports multi-tenant management with strong control plane separation, offering secure and scalable deployment options [4] Company Overview - Corero Network Security specializes in DDoS protection solutions, focusing on automatic detection and protection with network visibility, analytics, and reporting tools [5] - The company is headquartered in London and operates centers in Marlborough, Massachusetts, USA, and Edinburgh, UK, listed on the London Stock Exchange's AIM market and the US OTCQX Market [5]

Core Insights - Allot Ltd. has successfully deployed its Network Protection and Deep Network Intelligence solutions for Rakuten Mobile as part of their transition to a cloud-native platform, Rakuten Symphony [1][3] - The collaboration between Allot and Rakuten Mobile has been highlighted as a smooth migration process, showcasing Allot's capabilities in network protection and management [2][3] Group 1: Deployment and Technology - Allot's solutions are now fully containerized and operational within the commercial Rakuten network, marking a significant step in the migration from a Network Functions Virtualization (NFV) architecture [1][3] - The Allot Smart NetProtect solution utilizes machine learning and artificial intelligence to detect and mitigate network anomalies and attacks, ensuring service quality and protecting the network's reputation [3] Group 2: Partnership and Support - Rakuten Mobile expressed appreciation for Allot's efforts in facilitating a seamless migration, emphasizing the importance of Allot's comprehensive solutions in supporting their cloud-native platform [2] - Allot's role as a close technology partner during the migration process has been acknowledged, demonstrating its capability to support top-tier communications service providers [3] Group 3: Company Overview - Allot Ltd. is recognized as a leading provider of innovative cybersecurity solutions and network intelligence, serving over 500 service providers and more than 1000 enterprises globally [4] - The company's solutions enhance value for customers through network-native cybersecurity services, analytics, and traffic management [4]

Core Insights - CrowdStrike reported a strong fiscal Q4 2025 performance with earnings per share (EPS) of $1.03, exceeding analysts' expectations of $0.86, and revenue of $1.059 billion, surpassing the forecast of $1.03 billion [2][3] - Despite the robust revenue growth, the company faced a GAAP net loss of $92.3 million, attributed to operational challenges and the impact of a July 19 outage incident [7] Financial Performance - Total revenue for Q4 2025 reached $1.059 billion, marking a 25.2% increase from $845.3 million in Q4 2024 [6] - Annual recurring revenue (ARR) grew by 23% to $4.24 billion [6] - Non-GAAP EPS improved by 8.4% from $0.95 in the previous year [3][6] - Free cash flow for Q4 was $239.8 million, down 15.3% from $283.0 million year-over-year [3] Business Overview - CrowdStrike specializes in cloud-native cybersecurity solutions, particularly endpoint protection through its Falcon platform, which utilizes AI for threat detection [4] - The company is focusing on enhancing its cloud and SaaS security offerings while pushing towards AI-driven solutions [5] Strategic Initiatives - The adoption of CrowdStrike's Next-Gen Security Information and Event Management (SIEM) and Cloud Security modules has been strong, contributing to its growth [8] - The company is making strategic acquisitions, such as Adaptive Shield, to bolster its offerings [8] Future Outlook - Management provided revenue guidance for fiscal 2026 in the range of $4.7435 billion to $4.8055 billion, indicating cautious optimism [9] - Non-GAAP EPS for fiscal 2026 is projected to be between $3.33 and $3.45, down from $3.93 in the previous year [10] - The company aims to achieve $10 billion in ARR by fiscal year 2031, supported by momentum in cloud-native solutions and customer adoption [11]