Fiscal Q1 2026 Earnings Call November 2025 Safe Harbor Forward-Looking Statements Unless otherwise noted, all numbers presented will be on an adjusted, non-GAAP basis. Reconciliation of GAAP to non-GAAP financial measures is in the appendix of this presentation. This presentation has been prepared by Zscaler, Inc. ("Zscaler") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the ...

Core Insights - Zhongcheng Hualong has launched the HL series of domestically produced high-end AI chips, specifically the HL100 AI chip, which features large capacity, high energy efficiency, full domestic production, and low total cost [1] - The company emphasizes the importance of adhering to national cybersecurity laws and strategies to strengthen the foundation of national security [1] - The founder and CEO of Zhongcheng Hualong highlights that chips are a strategic high ground in global technology and economic competition, closely related to national security [1] Company Developments - Zhongcheng Hualong aims to break through the boundaries of AI computing power in terms of efficiency and cost, promoting the large-scale application of affordable computing and artificial intelligence [2] - The company has established a complete industrial layout with over 30 integrated products across six series, deployed in various provinces and central government agencies [2] - Future plans include the development of three additional generations of HL series chips: HL200, HL200Pro, and HL400 AI chips, which will support FP8/FP4 natively and meet the performance standards of international mainstream AI chips [2]

Core Viewpoint - Allot Ltd. is experiencing strong demand for its products and an increase in Security-as-a-Service (SECaaS) revenues, which is generating optimism among investors despite high valuation concerns and potential limitations on near-term gains [3][5]. Group 1: Company Overview - Allot Ltd. provides network intelligence and security solutions globally, enhancing and protecting digital experiences for carriers, service providers, and institutions [1]. - The company operates in diverse regions, including Europe, Asia, Oceania, the Middle East, Africa, and the Americas, offering a wide range of security and management solutions [1]. Group 2: Stock Performance and Analyst Outlook - The consensus price target for Allot Ltd.'s stock has remained stable at $12.5 over the past year, indicating a steady outlook from analysts [2][5]. - Recently, Allot Ltd. saw an 8% surge in its stock price during the last trading session, driven by higher-than-average trading volume [4]. - Despite the positive stock movement, the trend in earnings estimate revisions suggests that the stock may not sustain its upward trajectory in the near term [4][5].

Core Points - The rise of AI models has led to increased concerns about cybersecurity, particularly regarding the potential misuse of these models by fraudsters [1] - Security vulnerabilities in nearly 40 AI models have been identified, affecting various well-known service frameworks and open-source products [1] - The implementation of a revised cybersecurity law on January 1st is seen as a precursor to mandatory safety measures for AI applications [3] Group 1: Cybersecurity Risks - AI models are susceptible to various security issues such as data poisoning, model theft, memory pollution, and trust betrayal, making them easy targets for attackers [1] - The evolution of attack techniques is expected to lead to an increase in unknown threats [1] - The technology for capturing intelligence and predicting attacks has significantly improved with AI, allowing for more comprehensive detection and protection [2] Group 2: Industry Responses - Companies like Shengbang Security are conducting AI technology research related to network space mapping and counter-mapping to enhance cybersecurity [1] - The establishment of a registration and review system for significant algorithm applications is recommended to protect personal rights and public interests [3] - Collaboration among industry associations, academic institutions, and other professional entities is essential for developing ethical governance of algorithms [3]

Core Insights - Cloudflare's stock rose by 9.5% in pre-market trading, reaching $243.7 following the announcement of strong Q3 2025 financial results [1] - The company reported a 31% year-over-year revenue increase, totaling $562 million [1] - Cloudflare's paid customer base grew by 33%, reaching 295,552, while the number of customers generating over $100,000 in annual revenue increased by 23% to 4,009 [1] - Following the better-than-expected Q3 results, Cloudflare provided a higher-than-expected guidance for Q4 and raised its fiscal year 2025 outlook above market expectations [1] Financial Performance - Revenue for Q3 2025 was $562 million, reflecting a 31% increase year-over-year [1] - The number of paid customers increased by 33% to 295,552 [1] - Customers with annual revenues exceeding $100,000 grew by 23% to 4,009 [1] Market Reaction - The stock price increased by 9.5% in pre-market trading, indicating positive investor sentiment following the earnings report [1] - The closing price before the announcement was $222.50, with a significant rise to $243.70 in pre-market [2]

RT toly 🇺🇸 (@aeyakovenko)wowyou're telling me that I can secure the network, make it faster for developers, AND earn yield on the most explosive growth asset of the century? ...

RT BNB Chain Developers (@BNBChainDevs)Some node operators using the Erigon client have recently faced slower syncing or higher resource use.BSC developers are actively optimizing performance and expanding client diversity to strengthen the network and support long-term scalability.What’s happening:Erigon remains a reliable and space-efficient client for BSC, but some areas need extra tuning. Some operators have experienced:• Syncing can be slower and some nodes may fall behind• Resource consumption can be ...

Core Insights - Google DeepMind has launched CodeMender, an AI-driven intelligent agent designed to automatically detect, fix, and strengthen software vulnerabilities, aiming to reduce the time developers spend on identifying and addressing security issues [1][4] - CodeMender combines automated vulnerability discovery with AI-based repair and validation, contributing 72 verified patches to open-source projects in the past six months, with some projects exceeding 4 million lines of code [1][2] Group 1 - Traditional vulnerability detection methods, such as static analysis and fuzzing, require significant manual verification and remediation, which CodeMender seeks to improve upon [1] - The system generates multiple repair candidates when a vulnerability is detected and validates these patches through automated testing to ensure they resolve the issue without introducing new errors [1][4] - Early repair cases include fixing a heap buffer overflow related to XML stack processing and addressing an object lifecycle management vulnerability [2] Group 2 - The community response to CodeMender has been largely positive, with comments highlighting the impressive nature of automated repairs and the importance of the verification layer for trust [3] - Discussions on platforms like Reddit indicate concerns about the future impact of such automation on cybersecurity, with users speculating on the potential for hackers to exploit similar models [4] - DeepMind emphasizes that all patches generated by CodeMender will undergo human review before formal integration, with reliability and transparency being core principles of the project [4]

Cybersecurity Threats & Tactics - Chinese actors are gaining access to US systems, stealing login credentials, and masquerading as legitimate employees to lay dormant within the network [1] - Automated scanning activity targeting millions of devices occurs daily [2] - The White House is working to assess exposure and mitigate damage from Chinese hacking [2] Impact & Remediation - One network rebuild cost more than $50,000 [3] - Removing an intruder from a network is more resource-intensive than preventing access [3] - Getting the basics right in critical infrastructure is crucial to avoid expending more resources on rooting out intruders [3] Challenges & Capabilities - Perfect knowledge of the extent of Chinese infiltration into US systems is lacking [2] - Scaling cybersecurity efforts remains a challenge [3]

RT Seed (@sesi_the_man)“The fact that you can't stop a determined and skilled attacker in this case should not stop us from trying to stop most of the behavior that could harm node operators individually or the network collectively.” ...