Core Insights - BIO-key International, Inc. has joined ISMS Forum, Spain's leading cybersecurity association, to enhance its commitment to cybersecurity resilience and robust security strategies in Spain [1][2] - The collaboration aims to drive innovation in identity and access management, Zero Trust security, and regulatory compliance [2] Company Overview - BIO-key is a leader in Identity and Access Management (IAM) and biometric authentication solutions, securing access for over 40 million users [4] - The company offers a range of authentication options, including phoneless, tokenless, and passwordless biometric solutions, through its PortalGuard IAM software [4] Industry Context - ISMS Forum promotes best practices, innovation, and knowledge-sharing to strengthen cybersecurity resilience across various industries in Spain [3] - The organization plays a key role in shaping the cybersecurity landscape through working groups, research initiatives, and conferences [3]

Core Insights - Zscaler's stock has increased by 18.2% in the past month, outperforming the Zacks Security industry's return of 14.8%, leading investors to consider whether to hold or take profits [1] Group 1: Performance and Demand - The demand for Zscaler's cybersecurity solutions is strong, driven by increasing threats such as nation-state cyber warfare and ransomware attacks [1] - Zscaler achieved a 12-month trailing dollar-based retention rate of 115% in Q2 fiscal 2025, supported by larger bundle sales and robust upsells [2] - Remaining Performance Obligations increased by 28% year over year, indicating strong future revenue commitments [2] Group 2: Government Sector Expansion - Zscaler is enhancing its GovCloud solutions to comply with government security standards, expanding its presence among government agencies [3] - The company added one cabinet-level agency client in Q4, bringing its total to 13 out of 15 U.S. cabinet-level agencies, indicating growth potential in the public sector [4] Group 3: AI Integration and Partnerships - Zscaler is implementing generative AI in its offerings, collaborating with NVIDIA and CrowdStrike to enhance its cybersecurity solutions [5][6] - The integration of NVIDIA's AI technologies strengthens Zscaler's Zero Trust Security model, improving its capabilities in threat intelligence and real-time insights [6] Group 4: Financials and Investments - Zscaler's revenue for fiscal 2025 is projected to increase by 22.2% year over year, reflecting strong demand for its products [8] - Non-GAAP sales and marketing expenses rose by 12.9% year over year to $237.5 million, accounting for 36.7% of Q2 fiscal 2025 revenues, indicating aggressive market strategies [10] - R&D expenses surged by 34.7% year over year to $105 million, representing 16.2% of total revenues, highlighting the company's commitment to innovation [11] Group 5: Valuation Concerns - Zscaler's premium valuation is evident with a Forward 12-month P/S ratio of 11.56X, significantly higher than the sector average of 5.71X, raising concerns about overvaluation [12] Group 6: Investment Recommendation - Despite the premium valuation, Zscaler's AI innovations and strong position in the Zero Trust security space suggest it is a stock worth retaining, currently holding a Zacks Rank 3 (Hold) [15]

SANTA CLARA, Calif., May 2, 2025 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal third quarter 2025, ended April 30, 2025, after U.S. markets close on Tuesday, May 20, 2025. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.A live video webcast will be accessible from the "Investors" section of the Palo Alto Networks websi ...

Cloudflare Inc. (NET) has gained 7.3% in the past month, outperforming the Zacks Internet – Software industry’s growth of 0.8%. This upward swing in the past month has raised questions for investors: Should they hold NET stock right now?Cloudflare One Month Performance ChartImage Source: Zacks Investment ResearchAI and Security Drive Cloudflare’s GrowthWith Cloudflare doubling down on AI and expanding its Zero Trust security offerings, the company is well-positioned for strong long-term growth potential. NE ...