Zscaler Inc (NASDAQ:ZS) is one of the best high-growth cybersecurity stocks to buy. On February 9, Cantor Fitzgerald reiterated an Overweight rating on Zscaler (NASDAQ:ZS), noting that its recent acquisition of SquareX could boost growth. ​Zscaler Inc. (ZS) Unveils AI Security Suite as Analysts Reaffirm Bullish Outlook Earlier on February 5, Zscaler unveiled a deal aimed at extending its Zero Trust security directly into browsers such as Chrome and Edge, removing the need for separate third-party browser ...

Key Takeaways ALLT shares rose 15.2% in three months, beating the sector and peers like CHKP, FTNT and PANW.Allot's SECaaS ARR climbed about 60% in Q3 2025, now 28% of revenues, boosting recurring mix.ALLT trades at 4.27X forward P/S, below sector and peers, even as competition remains intense.Allot Ltd. (ALLT) shares have gained 15.2% in the past three months, outperforming the Zacks Computer and Technology Sector’s appreciation of 0.5%. The stock has outperformed its peers, including Check Point Software ...

Disclaimer This presentation has been prepared by KT Corp.(the "Company") in accordance with K-IFRS. This presentation contains forward-looking statements, which are subject to risks, uncertainties, and assumptions. This presentation is being presented solely for your information and is subject to change without notice. No presentation or warranty, expressed or implied, is made and no reliance should be placed on the accuracy, actuality, fairness, or completeness of the information presented. The Company ha ...

Core Insights - Leidos is modernizing IT operations for the Compartmented Enterprise Services Office (CESO) within the Defense Information Systems Agency (DISA) to enhance information sharing across the Department of War and the intelligence community [1][2] Group 1: Contract Details - The contract awarded to Leidos is valued at $142 million, focusing on integrated engineering, software development, operations, and cybersecurity services to optimize CESO's secure web applications [2] - The modernization includes scalable, AI-driven capabilities aimed at streamlining operations, improving secure information access, and advancing Zero Trust compliance [2] Group 2: Strategic Importance - This effort is designed to enhance decision-making, user experience, and mission readiness, thereby strengthening the digital backbone that supports national defense and intelligence operations [3] - Leidos' role is critical in operating, sustaining, and defending the Department of War's most vital networks, supporting U.S. defense missions globally [3] Group 3: Company Overview - Leidos is a leader in industry and technology, serving government and commercial customers with innovative digital and mission solutions, reporting annual revenues of approximately $16.7 billion for the fiscal year ended January 3, 2025 [5]

Zscaler extends zero trust browser capabilities to secure any browser on any deviceSAN JOSE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced it has acquired SquareX, to further extend Zero Trust capabilities into the browser for the AI era. This acquisition will help redefine browser security, allowing organizations to embed lightweight extensions into any browser, providing increased security and eliminating the need for third-party browse ...

SANTA CLARA Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced that it will release financial results for its fourth quarter and fiscal year 2026 ended January 31, 2026, after the market closes on Wednesday, March 11, 2026. Management will host a live conference call that day at 2:00 pm PT / 5:00 pm ET to discuss the company’s financial results. A live webcast of the conference call and related materials can ...

Core Insights - Zscaler has introduced new AI security innovations aimed at enabling enterprises to securely build, deploy, and govern AI applications while maintaining visibility and control [1][4] Group 1: AI Security Challenges - Many enterprises lack a comprehensive view of their AI applications and services, which limits their understanding of AI exposure and associated risks [2] - Traditional security models are inadequate for the unique behaviors of AI traffic, which can lead to vulnerabilities; Zscaler's ThreatLabz report indicates that most enterprise AI systems could be compromised in just 16 minutes [2] Group 2: New Innovations and Solutions - Zscaler's AI Security Suite provides a detailed inventory and dependency map of AI assets, enabling organizations to adopt AI technologies more securely [3] - The suite addresses enterprise AI security challenges through three core use cases, focusing on visibility, governance, and secure access [4][5] Group 3: Governance and Compliance - Zscaler supports alignment with frameworks like the NIST AI Risk Management Framework and the EU AI Act, enhancing governance for global AI adoption [6] - The company is expanding its defense capabilities with new features such as a secure automation gateway and AI Deception to counter model-based attacks [6] Group 4: AI Asset Management and Security - AI Asset Management provides comprehensive visibility for CISOs and IT teams to detect shadow AI and prioritize risks [7] - Secure Access to AI enables safe use of sanctioned AI services with Zero Trust controls, while Secure AI Infrastructure protects AI development throughout its lifecycle [7]

Core Insights - Rapid AI adoption is creating a significant security gap, necessitating organizations to implement AI security platforms based on Zero Trust principles [1][2][12] AI Adoption Trends - AI usage is expanding across all business functions, with Finance & Insurance accounting for 23% of AI/ML traffic, while Technology and Education sectors saw year-over-year transaction growth of 202% and 184% respectively [4][12] - The number of applications driving AI/ML transactions quadrupled to over 3,400, indicating a rapid increase in complexity and reduced centralized visibility [12] Security Vulnerabilities - 100% of enterprise AI systems tested were found vulnerable to breaches, with critical vulnerabilities identified in an average of 16 minutes, and 90% of systems compromised in under 90 minutes [5][12] - AI/ML activity surged by 91% year-over-year, leading to a total of 18,033 terabytes of data transferred to AI applications, which poses a significant target for cybercriminals [7][9][12] Data Exposure Risks - Unmanaged embedded AI features in enterprise applications are creating critical data exposure risks, as these features often operate without oversight [8][12] - ChatGPT alone was associated with 410 million Data Loss Prevention (DLP) policy violations, highlighting the urgent need for AI governance [10][12] Recommendations for Security - Organizations are advised to adopt an intelligent Zero Trust architecture to mitigate risks associated with AI-driven cyber threats [3][11] - Continuous verification and least-privileged access should be enforced to eliminate attack surfaces, while all traffic, including encrypted data, must be inspected to stop threats in real time [13][11]

Financial Data and Key Metrics Changes - Gross revenue for the third quarter totaled $2.6 billion, representing a roughly 10% decline year-over-year and a 7% decline on a revenue ex-billable basis [20][21] - Adjusted EBITDA for the third quarter was $285 million, translating to an Adjusted EBITDA margin of 10.9% [23] - Net income for the third quarter was $200 million, a 7% increase year-over-year, while adjusted net income was $215 million, an increase of about 9% from the prior year [24] Business Line Data and Key Metrics Changes - The national security portfolio declined about 1% year-over-year, but grew about 4% when adjusting for the impact of the government shutdown [21] - The Civil business experienced a significant decline of about 28% year-over-year, with expectations for stability moving forward [21][51] - Net bookings for the third quarter totaled $888 million, resulting in a quarterly book-to-bill ratio of 0.3x [21] Market Data and Key Metrics Changes - Funded backlog fell 10% year-over-year, but ended the calendar year with a record year-end backlog of over $38 billion, up about 2% from the prior year [22] - The qualified pipeline for fiscal year 2027 stands at nearly $53 billion, which is 12% higher than the fiscal year 2026 pipeline at the same point last year [22][29] Company Strategy and Development Direction - The company is focusing on three priorities: reducing costs, accelerating the transition to outcome-based contracting and product sales, and concentrating investments on growth vectors like cyber, national security, partnerships, and AI [7][12] - A new partnership with Andreessen Horowitz aims to co-create unique commercial technology for national security and public safety, with Booz Allen committing to deploy up to $400 million in a16z's late-stage venture fund [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's operational and strategic trajectory, anticipating continued change in a dynamic environment [16] - The demand for national security technology and expertise remains robust, with optimism about the Civil business beginning to reignite [30] Other Important Information - The company is transitioning to fixed-price and outcome-based models, which are expected to create cost savings for the government and support margin expansion over the medium to long term [10] - The company recognized a $7 million pre-tax gain from the divestiture of DARPA's SETA work, which is excluded from non-GAAP adjusted income [24] Q&A Session Summary Question: End market expectations for FY27 - Management indicated that defense and intelligence are expected to grow, while Civil is anticipated to remain flat, with potential for recovery in the future [34][36] Question: Cost reduction plan - The cost reduction actions were completed during the quarter, with some impact expected in Q4, but the full effect will be felt next fiscal year [44][46] Question: Funded backlog and growth in fiscal 2027 - Management noted that awards are starting to accelerate, with strong funding activity observed in December and January, positioning the company for growth [75][76] Question: Competition from new players - The competitive landscape has evolved, with new commercial competitors emerging, but the company is leveraging unique relationships with tech firms to create opportunities [77][78] Question: Changes in selling to the government - The company has become more agile in its approach, focusing on commercial partnerships and outcome-based solutions to drive growth [54][56]

Core Insights - 80% of IT leaders reported increased expectations from senior leadership over the past year, yet only 38% believe their current systems can meet the new demands of AI [1][4] - A significant communication gap exists between senior leaders and I&O teams, with 63% of I&O leaders feeling disconnected from strategic IT discussions [2][4] IT Infrastructure and AI Demands - Only 18% of I&O leaders are confident in their team's ability to meet performance, resilience, and security expectations in the AI era [1] - 65% of I&O leaders believe IT infrastructure is more critical to organizational operations than ever before, but priorities still focus on long-standing challenges like security and performance of remote access technologies [2] Leadership Expectations and Challenges - 83% of I&O leaders feel that expectations on them have intensified, with 61% noting their CEO's frustration over the lack of transparency in IT infrastructure [4] - I&O leaders perceive a misalignment in KPI prioritization, with a majority believing that C-suite expectations regarding performance, resilience, and security are unrealistic given current systems [4] Recommendations for I&O Leaders - Translate infrastructure decisions into business outcomes to better align with C-suite expectations [5] - Engage more actively in strategic planning to design future-ready infrastructure [5] - Advocate for architectural simplicity to avoid reactive fixes and improve overall IT effectiveness [5] - Create ongoing visibility for senior leaders through transparent reporting [8] - Position I&O as a facilitator of safe and rapid AI adoption to build trust with C-level executives [8]