MIAMI and SAN FRANCISCO, March 25, 2026 (GLOBE NEWSWIRE) -- RSA CONFERENCE 2026 – -- Varonis Systems, Inc. (Nasdaq: VRNS) is proud to announce that CEO and co-founder Yaki Faitelson will present the keynote, “Robots vs. Robots: Stories from the Frontlines of the Agentic Revolution” on Wednesday, March 25, at 11:05 am PT on the Moscone West stage. Yaki will share real stories from the front lines that reveal three major ways AI is reshaping enterprise security and will dive into techniques and frameworks to ...

Core Viewpoint - SentinelOne CEO Tomer Weingarten claims that Microsoft has more vulnerabilities than any other company, which supports the investment thesis for standalone cybersecurity vendors [1] Group 1: Microsoft Vulnerabilities - Microsoft is characterized as having the largest attack surface due to its scale and ubiquity, making it a significant risk factor for enterprises [1] - The CEO argues that relying solely on Microsoft for security compromises the independent layer of protection necessary for effective cybersecurity [1] Group 2: Standalone Cybersecurity Vendors - The demand for standalone cybersecurity vendors is increasing as enterprises seek independent security solutions that are not tied to their operating system provider [1] - Weingarten's argument applies not only to Microsoft but also to other major players like Palo Alto Networks and CrowdStrike, emphasizing the need for diverse security measures [1] Group 3: SentinelOne Performance - SentinelOne reported a record $1.06 billion in Annual Recurring Revenue (ARR) and a 7% non-GAAP operating margin in Q3 FY2026, marking a 1,200 basis point improvement year-over-year [1] - The company's revenue grew by 22.9% to $258.91 million, while its stock trades significantly below the analyst consensus target of $19.99, currently around $13.78 [1]

Core Insights - Greenvale Capital increased its stake in Varonis by purchasing 1.28 million shares, raising its total holding to 1.73 million shares valued at $99.14 million as of September 30 [2][3] - Varonis represents 7.8% of Greenvale Capital's reportable Assets Under Management (AUM) [3] - Varonis' stock price is currently $33.34, reflecting a 26% decline over the past year, underperforming the S&P 500, which is up about 16% in the same period [3] Company Overview - Varonis specializes in data security and analytics, focusing on enterprise-scale solutions to protect sensitive information and manage data access [6] - The company reported a total revenue of $608.68 million and a net income loss of $114.54 million, with a market capitalization of $3.93 billion [4] Financial Performance - Varonis achieved an 18% year-over-year growth in annual recurring revenue (ARR), reaching $718.6 million in the third quarter, with SaaS accounting for approximately 76% of total ARR [10] - The company generated $122.7 million in operating cash flow year-to-date, an increase from $90.9 million the previous year, and reported $111.6 million in free cash flow [11] - Varonis has authorized a $150 million share repurchase program, indicating confidence in its financial position [11] Market Position and Strategy - The company is transitioning to a SaaS model, which has led to wider operating losses but improved cash generation [10] - Varonis is positioned at the intersection of enterprise security, cloud migration, and AI-driven data governance, suggesting a different risk profile compared to traditional investments [11] - The decline in stock price may reflect investor impatience with short-term margins and legacy on-premises segment renewals, but the long-term outlook remains positive due to its recurring revenue model and strong liquidity [12]

Core Insights - SailPoint, Inc. (SAIL) has experienced significant volatility since its return to public markets earlier this year, indicating a challenging environment for the company [1] - A prevailing investment theme is the heightened focus on security within enterprise investments, suggesting that demand for security solutions is expected to grow [1] Company Summary - SailPoint's recent public market re-entry has been turbulent, reflecting broader market challenges [1] - The emphasis on security in enterprise investments highlights a critical area for growth and potential investment opportunities for SailPoint [1]

time to value is value and so the way whiz works is very fast meaning you connect this to your environment and it's an enterprise security product so those things are expected to take months and months and months for deployments and things until you see value but in whiz literally you get value in like 15 minutes so I think the combination of having very short time to value being very easy to deploy and solving a very big problem at the right time like solving cloud security and we started at you know the b ...

Core Viewpoint - Telos Corporation has released its third quarter financial results for 2025, highlighting its position as a leading provider of cybersecurity, cloud, and enterprise security solutions for highly security-conscious organizations [1]. Financial Results - The financial results for the third quarter of 2025 are available on Telos' investor relations website [1]. - A live webcast to discuss these financial results is scheduled for November 10, 2025, at 9:30 a.m. ET [2]. Company Overview - Telos Corporation specializes in continuous security assurance for individuals, systems, and information, serving commercial enterprises, regulated industries, and government customers globally [3]. - The company's offerings include IT risk management, information security, cloud security solutions, identity and access management, secure mobility, organizational messaging, and network management and defense [3].

It's great to see you. You've been saying some really provocative things. I'm going to go right to it.Let's do it. Uh I heard you in relation to to uh Prisma access. You made this you made this prediction.You said this is a tough prediction and we'll see if I have egg in my face, but I think browsers become real. They will be banned in enterprises. You're starting with the egg in the face question.Well, why not. It was one of the boldest predictions I've heard. I have a I have a lot of respect for, you know ...

Core Insights - Cisco Systems' security business is experiencing strong demand, particularly for Cisco Secure Access, Hypershield, and XDR, with mid-single-digit order growth in Q4 fiscal 2025 [1][2][10] - Security revenues reached $1.95 billion, reflecting a 9% year-over-year increase, driven by offerings from Splunk and SASE [2][10] - Cisco's collaboration with NVIDIA enhances its leadership in security by integrating Nexus switches with Spectrum-X architecture [3] Security Business Performance - Cisco's security revenues were $1.95 billion, up 9% year-over-year, with significant contributions from Splunk and SASE [2][10] - The company added 750 new customers in the reported quarter, with Splunk synergies contributing to a 14% year-over-year growth in new logos [1][10] - Excluding sluggish U.S. federal order growth, security order growth in the rest of the world increased by double digits in Q4 [2] Future Outlook - Cisco expects Q1 fiscal 2026 revenues between $14.65 billion and $14.85 billion, indicating a 6.7% growth from the previous year [4][10] - The Zacks Consensus Estimate for Q1 fiscal 2026 is set at $14.77 billion [4] - Earnings per share for Q1 fiscal 2026 are projected between 97 cents and 99 cents, suggesting a 7.7% year-over-year growth [14] Competitive Landscape - Cisco faces increasing competition from Broadcom and Okta in the enterprise security sector [5] - Broadcom's security offerings accounted for 44% of its revenues in Q2 fiscal 2025, with new tools aimed at improving security and operational efficiency [6] - Okta's AI-powered capabilities are gaining traction, enhancing its product offerings in identity security [7] Stock Performance and Valuation - Cisco shares have appreciated 16.7% year-to-date, outperforming the broader Zacks Computer and Technology sector's return of 12.9% [8] - Cisco's forward 12-month price/sales ratio is 4.59X, compared to the industry average of 4.31X, indicating potential overvaluation [12]