New York, New York--(Newsfile Corp. - July 9, 2025) -  Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced its inclusion on the S&P 500 Index, effective prior to the opening of trading today. The S&P 500 is widely regarded as the best single gauge of large-cap U.S. equities, tracking the stock performance of 500 leading US companies. Datadog's addition comes as it continues to innovate across its product portfolio in AI, observability, security, log manageme ...

Core Insights - Fortinet's FortiGate platform is central to its secure networking strategy, driving hardware adoption and facilitating expansion into other solutions [1][10] - The launch of the FortiGate 700G series enhances performance and energy efficiency, appealing to mid-sized businesses and distributed enterprises [3][10] - Fortinet's product revenues grew 12% year-over-year in Q1 2025, with FortiGate hardware being the primary growth driver [4] Product and Market Performance - FortiGate firewalls are often the first product for customers, leading to increased integration of Fortinet's other offerings [2][10] - In Q1 2025, FortiGate hardware outpaced overall product growth, expanding in the mid-teens [4] - The company estimates product revenues for 2025 to reach $2.14 billion, indicating a 12.3% year-over-year growth [4] Competitive Landscape - Fortinet faces stiff competition from Palo Alto Networks and Check Point Software, both of which are experiencing strong adoption of their firewall capabilities [5] - Palo Alto Networks reported a 20% year-over-year growth in Software Firewall ARR, driven by public cloud deployments [6] - Check Point Software saw a 14% year-over-year rise in product and license revenues, with expectations of continued momentum through 2026 [7] Stock Performance and Valuation - Fortinet's shares have risen 11.1% year-to-date, underperforming the Zacks Security industry's growth of 23.4% [8] - The stock is currently trading at a Price/Book ratio of 40.17X, compared to the industry's 24.88X, indicating a lower valuation score [12] - The Zacks Consensus Estimate for Q2 2025 earnings is 59 cents per share, reflecting a 3.51% year-over-year growth [15]

CDW (CDW) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Ladies and gentlemen, the CDW First Quarter twenty twenty five Earnings Call will begin shortly with your host, Steve O'Brien. We appreciate your patience as we prepare your session today. During the call, we encourage participants to raise any questions they may have. As a reminder, to raise a question will be star followed by one. We will begin shortly. Good morning all and thank you for joining us for the CEW First Quarter twenty twenty fi ...