Following the recent confirmation that hackers exploited a critical zero-day vulnerability in Samsung’s Android image processing library to install Landfall smartphone spyware during attacks, America's Cyber Defense Agency, and the U.S. national coordinator for critical infrastructure security and resilience, CISA, has urged all organizations to update as soon as possible. https://t.co/gGySrJNxZC ...

RT Bloomberg Live (@BloombergLive)To outpace modern attackers, companies must evolve faster than the threats they face.Cybersecurity leaders will share how they build prevention frameworks that adapt in real time. Be part of the discussion 12/8 at #BloombergTech Presents: Defending the Digital Economy with @Mastercard. #BTechCybersecurityRegister here: https://t.co/BuE47qGB7T ...

Core Insights - NSS Labs has partnered with ectacom GmbH to represent its cybersecurity services in the DACH region and Poland, enhancing its market presence in Central Europe [1][4] - The collaboration aims to provide enterprises, service providers, and security vendors with access to NSS Labs' real-world cybersecurity testing services, which are designed to strengthen defenses and ensure compliance [2][4] Company Overview - NSS Labs is recognized as a leading authority in independent cybersecurity product validation, offering research-backed insights and advanced testing platforms to empower informed cybersecurity decisions [5] - ectacom GmbH is a prominent German value-added distributor specializing in complex IT, OT, and IoT solutions, focusing on improving infrastructure efficiency and maintaining compliance for its partners [5] Service Offerings - NSS Labs will offer its managed security testing service, Minion, which simulates live attack scenarios to help organizations validate the effectiveness of their security products [3][6] - The Minion service is designed to assist CISOs, CIOs, and Chief Risk Officers in meeting regulatory compliance and enhancing supply chain assurance [3][6]

Australia’s spy chief has accused hackers working for China’s government of probing his nation’s communications and infrastructure networks https://t.co/Q7PKRmalMG ...

The UK government is slated to introduce a long-awaited new law on Wednesday to strengthen the country’s defenses against disruptive cyberattacks that have cost the British economy billions of pounds https://t.co/GIfnPJ5YT3 ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2025 were $2.0 million, representing a 5% increase sequentially and a 31% increase year over year, driven by contract expansion with the Department of Defense [11][15] - Gross profit margin for Q3 was 77%, down 58 basis points year over year, consistent with expected variability based on product and service mix [16] - Net loss for Q3 2025 was $2.1 million, or $0.10 per share, unchanged from the net loss of $2.1 million in Q3 2024 [17] Business Line Data and Key Metrics Changes - Consulting revenue was $1.5 million, up $0.1 million sequentially and $0.4 million year over year [15] - Shield revenues totaled $0.5 million, relatively flat sequentially but up approximately $0.1 million year over year, primarily reflecting work under the DoD contract [15] Market Data and Key Metrics Changes - The company shipped over 230 units of its Critical Infrastructure device as part of a contract with the Department of Defense, indicating strong demand for protecting critical infrastructure from cyber threats [9][10] - The partnership with Port Nexus is seeing strong demand for Shield Endpoint embedded within their MyFlare solution, particularly among school districts [10][41] Company Strategy and Development Direction - The launch of Shield Cloud on the AWS Marketplace is expected to drive long-term growth by expanding customer access to Shield Technology [7][8] - The company is preparing to launch Shield Cloud on Microsoft's Azure platform, further expanding its reach to potential customers [8] - The focus remains on disciplined spending while investing in product development and sales and marketing to accelerate customer base growth [16] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about closing new agreements in the government sector once the current government shutdown is resolved, while also seeing an expanding pipeline of non-government opportunities [12][14] - The company is confident in its ability to deliver stronger performance over time, supported by ongoing investments and improved customer engagement [19] Other Important Information - Cash and cash equivalents as of September 30, 2025, were $2.5 million, with short-term investments in U.S. treasuries of $2 million, and an additional $3 million received post-quarter end related to the DoD contract extension [17] Q&A Session Summary Question: Infrastructure work with the DoD and future opportunities - Management indicated that the initial project has opened doors for further discussions about deployment in other locations, with significant potential for additional contracts in both government and private sectors [23][24] Question: Experience on AWS and initial feedback - The company has received positive feedback from initial beta customers and is making updates to improve configuration and installation, with expectations for accelerated adoption [26][28] Question: Revenue opportunity with OT Defender - Management highlighted that OT Defender presents larger sales opportunities compared to other products, with significant market potential in underinvested cybersecurity areas [54][55] Question: Revenue opportunity with Port Nexus school safety offering - The solution is expected to become critical in schools, with strong interest from school administrators due to its simplicity and effectiveness in enhancing situational awareness during incidents [58][60] Question: Shield Cloud revenue opportunity - Management expressed optimism about the growth potential in the cloud market, emphasizing the need for effective execution of marketing and demand generation plans [63]

China’s cybersecurity agency accused the American government of orchestrating the theft about $13 billion worth of Bitcoin, representing China’s most recent attempt to attribute major cyberattacks to the US https://t.co/iLX4IywAYL ...

Financial Data and Key Metrics Changes - In Q3 2025, the company reported revenues of $122 million, a slight increase of approximately 1% year-on-year compared to $121 million in the prior year, and a sequential growth of 2% from Q2 [10] - Adjusted EBITDA grew by 9% year-on-year, indicating healthy margin expansion, while the company posted a net loss of $77 million primarily due to an $80 million non-cash impairment [11] - The company reaffirmed its full-year 2025 guidance, expecting broadly flat revenues compared to the prior year and an increase in adjusted EBITDA to over $85 million [9] Business Line Data and Key Metrics Changes - The company is focusing on four key areas: revamped go-to-market strategy, product innovation, operational efficiency, and audience engagement strategies [8][9] - The consolidation of intelligence and advisory brands under the Omdia banner is already yielding results in client clarity and cross-selling opportunities [11][12] - The launch of the Informa TechTarget portal has increased intent data signals by over 40% and improved performance in ROI reporting [12] Market Data and Key Metrics Changes - The B2B technology market is valued at approximately $5 trillion, with forecasts indicating it could double by 2034 [6] - The company estimates its addressable market at around $20 billion, with only 2.5% market share currently penetrated, indicating significant growth potential [7] Company Strategy and Development Direction - The company aims to leverage its scale and breadth to become an indispensable partner in the technology industry, focusing on AI, cybersecurity, and channel markets [6][8] - The strategy includes enhancing product offerings through AI-driven solutions and improving operational efficiencies to unlock cost savings [9][14] - The company is actively working on providing conversational AI interfaces to enhance customer engagement and data accessibility [15][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying strength of the combined platform and the effectiveness of strategic initiatives, noting a positive trajectory in revenue growth [10][18] - The company is optimistic about capitalizing on opportunities in the evolving technology landscape, particularly in AI and digital transformation [14][18] - Management highlighted the importance of building strong relationships with clients, which are foundational to the company's success [19] Other Important Information - The editorial teams have won 47 awards for their B2B journalism, emphasizing the value of trusted information in the market [12][13] - The company is seeing a two- to three-times higher membership conversion rate from AI-driven traffic compared to traditional search [17] Q&A Session Summary Question: What are you seeing regarding traffic driven by AI LLMs? - The company has seen increased traffic from answer engines, with a conversion rate to members two to three times higher than from traditional search [21][22] Question: How would you characterize the revenue trends year to date? - Management indicated that Q2 and Q3 revenues are back to a normalized run rate, with Q4 expected to show a 15% sequential increase due to event-based revenue from Canalys [23][24] Question: Can you comment on the pipeline for potential acquisitions? - Currently, the focus is on aligning and integrating existing assets, with serious consideration for acquisitions expected in the second half of next year [30]

Core Insights - CrowdStrike has been named the Overall Leader in the 2025 KuppingerCole Leadership Compass for Identity Threat Detection and Response (ITDR), achieving the highest ranking in innovation among all evaluated vendors [1][2] - The company’s Falcon platform provides a unified solution for securing all identities—human, non-human, and AI agents—across the entire hybrid identity lifecycle [1][2] AI-Powered Protection - CrowdStrike's AI-driven approach includes a classification framework that differentiates between human and non-human identities, utilizing behavioral and attribute-based models [3] - The Falcon platform offers visibility into identity environments, including Active Directory, Entra ID, Okta, Ping, and AWS IAM Identity Center, as well as SaaS applications through Falcon Shield [3] Unified Privileged Access Management - Falcon Privileged Access extends ITDR into cloud Privileged Access Management (PAM) with Just-in-Time access controls, designed to eliminate standing privileges in Entra ID and Active Directory environments [4] - This unified approach reduces complexity and protection gaps that arise from using multiple tools [4] Platform Consolidation - The Falcon Next-Gen Identity Security platform is designed for security teams looking to consolidate ITDR with endpoint and cloud defense under a single platform [5] - It addresses the modern attack landscape where adversaries exploit both human and non-human identities, including AI agents, thereby expanding the attack surface [5][6] Comprehensive Security Features - The platform integrates initial access prevention, modern PAM, ITDR, and agentic identity protection, featuring phishing-resistant multi-factor authentication (MFA) and enhanced privileged access [6][7] - CrowdStrike aims to close gaps created by fragmented legacy solutions, ensuring comprehensive security across all identity types [7]

Core Insights - Akamai Technologies Inc. reported better-than-expected third-quarter results, leading to a 10% increase in share price during intra-day trading [1] - The company raised its full-year outlook, indicating strong growth potential [3] Financial Performance - Adjusted earnings per share for the third quarter were $1.86, exceeding analyst estimates of $1.64 [1] - Revenue for the quarter reached $1.055 billion, surpassing expectations of $1.04 billion, representing a 5% year-over-year increase or 4% on a constant-currency basis [1] - For 2025, Akamai raised its revenue outlook to between $4.178 billion and $4.198 billion, and adjusted EPS guidance to $6.93–$7.13, both exceeding consensus projections [3] Business Segments - The security business drove growth with revenue up 10% year-over-year to $568 million [2] - Cloud Infrastructure Services revenue surged 39% to $81 million [2] - Content delivery revenue fell 4% to $306 million [2] Future Guidance - The company forecasts fourth-quarter revenue between $1.065 billion and $1.085 billion, with adjusted earnings per share expected in the range of $1.65–$1.85, both at or above market expectations [2]