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CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
MarketBeat· 2025-07-11 16:35
CrowdStrike Holdings Inc. NASDAQ: CRWD is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024. The total addressable market (TAM) for cybersecurity solutions is expected to exceed $500 billion by 2030. This means many companies are looking for their share of the pie. Cloudflare Inc. NYSE: NET is one of those names. In fact ...
Ericsson, LMT Partner for Cloud-Native Core Network Transformation
ZACKS· 2025-07-04 14:45
Core Insights - Ericsson has been selected by Latvia's largest communication service provider, Latvijas Mobilais Telefons (LMT), to modernize its core network infrastructure and support the nationwide deployment of 5G Standalone (5G SA) services [1][8] - The partnership between Ericsson and LMT is long-standing, focusing on innovative initiatives and network development projects, marking the initial deployment of Ericsson's Unified Data Management (UDM) solution within the Telia Group [2][8] - The upgrade to a cloud-native architecture will enhance LMT's agility, scalability, and innovation in delivering advanced digital services [1][3] Company Developments - The deal involves a comprehensive overhaul of LMT's subscriber domain infrastructure, transitioning to a cloud-based, service-oriented architecture [3] - Key components of the transformation include the deployment of Ericsson's Network Functions Virtualization Infrastructure, allowing LMT to run both virtualized and cloud-native network functions [4] - The agreement also includes replacing LMT's legacy Home Location Register (HLR) and Home Subscriber Server (HSS) with Ericsson's UDM platform, crucial for supporting Latvia's expanding digital economy [5] Market Position and Strategy - Ericsson is positioned to grow by capitalizing on strong 5G demand, aiming to lead in mobile networks and develop a robust enterprise business [6] - The company has made strategic acquisitions, including Vonage and Cradlepoint, to expand into wireless, 5G, and security sectors [6] - Recent innovations include the launch of Ericsson On-Demand, a SaaS model for 5G core network services developed in collaboration with Google Cloud, enhancing operational efficiency for communications service providers [7] Challenges and Competition - Despite growth opportunities, Ericsson faces pressures from geopolitical and economic challenges, including declining revenues in China due to market share issues and competition from Huawei and Nokia [8][9] - Supply-chain issues and reduced spending by telecom operators in various regions are contributing to revenue declines [9] Financial Performance - Ericsson currently holds a Zacks Rank 2 (Buy) and has gained 37.3% over the past year, outperforming the Zacks Wireless Equipment industry's growth of 33.3% [10]
Gorilla Technology Taps $105M to Support Bid Bonds & Growth Plans
ZACKS· 2025-07-01 14:36
Key Takeaways Gorilla Technology Group Inc. (GRRR) recently announced a $105 million direct offering of common stock. This includes a $100 million investment from a new institutional investor and additional funds from an existing shareholder. The company will sell 6 million shares (or equivalent warrants) at $17.50 per share. The deal is expected to close around July 2, 2025. This is a major capital raise for GRRR. The participation of a new fundamental institutional investor signals strong external confide ...
Tenable Named a Major Player in Inaugural IDC MarketScape for Worldwide Cloud-Native Application Protection Platforms
Globenewswire· 2025-06-30 13:00
COLUMBIA, Md., June 30, 2025 (GLOBE NEWSWIRE) -- Tenable®, the exposure management company, today announced it has been named a Major Player in the debut IDC MarketScape: Worldwide Cloud-Native Application Protection Platform (CNAPP) 2025 Vendor Assessment (doc # US53549925, June 2025). Tenable's position as a Major Player in the IDC MarketScape is based on a comprehensive evaluation of its capabilities and strategies. The assessment criteria include structured discussions, interviews with market leaders, a ...
PTC Unveils Arena SCI for Resilient Product Development
ZACKS· 2025-06-27 15:06
Key Takeaways PTC unveiled Arena SCI, embedding AI-driven risk tools into its cloud-native PLM and QMS systems. SCI flags supply risks in real time and offers alternative parts, improving early-stage design decisions. PTC's acquisitions boost innovation but raise its debt-to-capital ratio to 0.29, above the 0.19 industry norm.PTC Inc. (PTC) recently introduced a transformative advancement for its Arena PLM (Product Lifecycle Management) and QMS (Quality Management System) solutions — the Arena Supply Chai ...
Equifax's Cloud Not A Moat, Analyst Says In Downgrade Slashing Estimates
Benzinga· 2025-06-23 18:09
Bank of America Securities (BofA) on Monday downgraded Equifax, Inc. EFX underwhelmed by the company’s investor day that happened last week.The company has outlined its long-term financial framework, projecting an 8%-12% revenue growth rate, with 7%-10% of that being organic and mergers and acquisitions (M&A) contributing roughly 1%-2%.The company also anticipates cash EPS growth of 12%-16% and an annual shareholder return of 13%-18%.Also Read: Equifax Doubles Down On Growth Plan Despite Mortgage Market Woe ...
Qualys Solutions Recognized for Exceptional Performance at SC Awards Europe 2025; Wins in Two Categories
Prnewswire· 2025-06-17 13:00
Qualys TotalCloud wins Best Cloud Security Solution; Qualys VMDR awarded Best Vulnerability Management Solution for third consecutive year FOSTER CITY, Calif., June 17, 2025 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security, and compliance solutions, announced wins in two categories at the 2025 SC Awards Europe. Qualys TotalCloud received the top accolade in the Best Cloud Security Solution category, and for the third consecutive year, Qualys Vulnerabilit ...
O2 Czech Republic deploys Nokia 5G Standalone Core to deliver advanced network services
Globenewswire· 2025-06-12 09:00
Press ReleaseO2 Czech Republic deploys Nokia 5G Standalone Core to deliver advanced network services Nokia 5G Standalone Core to drive greater services and reliability for O2 Czech Republic subscribers, in addition to new revenue streams for the operator.O2 Czech Republic is the first operator in the country to deploy 5G SA. 12 June 2025Espoo, Finland – O2 Czech Republic has deployed Nokia 5G Standalone (SA) Core software in a move that will enable the country’s biggest operator to offer advanced 5G service ...
Optiva Agentic AI BSS, Powered by Google's Gemini Models, Wins MVNOs World AI & Analytics Excellence Award
Globenewswire· 2025-06-05 11:30
AI-driven BSS recognized for empowering MVNEs and MVNOs to launch and configure eSIM enablement and advanced product catalogs at speedTORONTO, June 05, 2025 (GLOBE NEWSWIRE) -- Optiva Inc. (TSX: OPT), a leader in powering the telecom industry with cloud-native billing, charging and revenue management software on private and public clouds, is honored to receive the MVNOs World award for AI & Analytics Excellence. Optiva BSS Platform, featuring integrated AI-agents, was recognized for providing digital-first ...
Pure Storage Gears Up to Report Q1 Earnings: Here's What to Expect
ZACKS· 2025-05-26 15:41
Pure Storage, Inc. (PSTG) is scheduled to report first-quarter fiscal 2026 results on May 28.The Zacks Consensus Estimate for earnings in the to-be-reported quarter is pegged at 25 cents, indicating a decline of 21.9% from the year-ago reported quarter. The consensus estimate for total revenues is pegged at $771.2 million, implying 11.2% year-over-year growth.PSTG delivered a trailing four-quarter earnings surprise of 21.17%, on average, beating estimates on each occasion. In the last reported quarter, the ...