Collaboration integrates firewalling, segmentation, and policy enforcement directly into NVIDIA BlueField-accelerated infrastructure for higher performance, stronger isolation, and simpler operationsSUNNYVALE, Calif. and SANTA CLARA, Calif., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Fortinet® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced an integrated solution featuring FortiGate VM, Fortinet’s virtual cloud firewall, running directly on the NVI ...

Core Insights - Trend Micro has announced a new integration with NVIDIA BlueField to enhance cybersecurity for AI factories, embedding protection directly into the data center layer for improved security and scalability [1][2]. Group 1: Product Integration and Features - The integration allows organizations to deploy AI faster while reducing risks across multi-tenant AI clouds, ensuring compliance with stringent regulations [1]. - Trend Vision One Endpoint Security is deployed on NVIDIA BlueField to monitor host and network information, correlating it with Trend's threat intelligence for detecting suspicious behavior [2]. - The solution is validated on NVIDIA RTX PRO Servers, providing enterprise-class security tailored for AI factories [2]. Group 2: Government and Compliance - Trend Micro's solutions will also support AI factories in federal agencies and high-assurance organizations, aligning with NVIDIA's AI Factory for Government reference design [3]. - This design offers comprehensive guidance for deploying AI workloads while meeting compliance needs in regulated industries [3]. Group 3: Security and Risk Management - The combined offering aims to set a new market standard for performance in AI deployments, focusing on zero-trust enforcement and AI-native threat detection [4]. - The integration with NVIDIA NeMo Guardrails enhances application layer security, allowing teams to define and enforce guardrails against risks like prompt injection and data leakage [4][5]. - The platform automates policy updates and incident response, detecting advanced threats while ensuring compliance with regulations like GDPR, HIPAA, and CCPA [5][6]. Group 4: Company Overview - Trend Micro is recognized as a global leader in cybersecurity, protecting organizations and individuals across various environments, including cloud and enterprise settings [7]. - The company employs 7,000 staff across 70 countries, focusing on simplifying and securing the connected world through continuous innovation and threat research [7].

Core Insights - Cloudflare (NET) is set to report its third-quarter 2025 results on October 30, 2025, with anticipated revenues between $543.5 million and $544.5 million, reflecting a year-over-year growth of 26.5% [1][10] - The company expects non-GAAP earnings of 23 cents per share for the third quarter, indicating a 15% increase from the same quarter last year [2][10] - Cloudflare's performance is likely to be influenced by the shift towards zero-trust cybersecurity solutions, an increase in high-value contracts, and growth in AI-related services [3][6][10] Revenue Drivers - The anticipated revenue growth is supported by Cloudflare's aggressive global expansion, with approximately 50% of its 2024 revenues generated outside the United States [4] - A diversified customer base has contributed positively, with 265,929 paying customers at the end of the second quarter, marking a 27% year-over-year increase [5] - The rise in high-value clients, particularly those contributing over $100,000 in annual revenues, is expected to continue benefiting the company's top line [5] Challenges - Cloudflare faces challenges in closing large deals due to geopolitical and macroeconomic factors, which may negatively impact revenue recognition [7] - Customer caution in IT spending and vendor onboarding, influenced by recent U.S. policy measures, is also a concern for the company's growth [7] Earnings Outlook - The current model does not predict a definitive earnings beat for Cloudflare, as it holds a Zacks Rank 3 and an Earnings ESP of 0.00% [8]

Group 1 - Zscaler's share price has increased nearly 40% this year, indicating strong market performance [1] - The market perceives Zscaler as a fast-growing niche vendor rather than a platform leader in the zero-trust space [1] Group 2 - The company is positioned at a strategic crossroads within the zero-trust framework, suggesting potential for further growth and influence in the industry [1]

Core Viewpoint - Zscaler's stock has surged by 51% in 2025, defying broader market pessimism, driven by strong financial performance and an optimistic outlook for future growth [1][3]. Financial Performance - Zscaler reported $678 million in revenue for the third quarter of fiscal 2025, marking a 23% increase year-over-year and exceeding management's guidance of $665 million to $667 million [9]. - The company raised its full-year revenue guidance for fiscal 2025 to $2.66 billion, up from a previous estimate of $2.647 billion [10]. - On a non-GAAP basis, Zscaler achieved a net income of $136.7 million, reflecting a year-over-year increase of 20.7% [11]. Market Position and Growth Potential - Zscaler's Zero Trust Exchange platform is rapidly expanding, with 210 customers adopting the "zero trust everywhere" approach, a 60% increase from the previous year [8]. - The company views its addressable market as worth $96 billion, indicating significant growth potential [14]. - Zscaler's remaining performance obligation (RPO) increased by 30% to $5 billion, suggesting an acceleration in future revenue growth [14]. Analyst Sentiment - The majority of analysts covering Zscaler stock have assigned it a buy rating, with none recommending a sell [12]. - The average price target for Zscaler stock is $285.98, indicating a potential upside of 3.7% over the next 12 to 18 months, with a high target of $323 suggesting a 17.1% increase [13].