Accessibility StatementSkip Navigation Extends Agentic AI Safety from infrastructure to application with agentless EDR and integrated guardrails to secure next-generation AI factories DALLAS, Oct. 28, 2025 /PRNewswire/ -- Trend Micro Incorporated (TYO: 4704; TSE: 4704), a global cybersecurity leader, today announced a new integration with NVIDIA BlueField, which embeds protection directly into the data center layer for more secure and scalable AI factories. This new offering enables organizations to depl ...

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].