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]