Company Overview - VCI Global Limited is a diversified global holding company focusing on AI & Robotics, Fintech, Cybersecurity, Renewable Energy, and Capital Market Consultancy [6] - The company has a strong presence in Asia, Europe, and the United States, committed to driving technological innovation and sustainable growth across multiple industries [6] Leadership Appointment - Mr. Alex S K Chua has been appointed as Executive Director of VCI Global and CEO of the Singapore office, effective July 7, 2025 [1][2] - This appointment aims to strengthen the leadership team and accelerate the company's growth strategy in Singapore and Southeast Asia [2] Mr. Chua's Background - Mr. Chua has over 30 years of international finance and management experience, having held significant leadership roles in key global markets such as London, Beijing, Ho Chi Minh City, and Singapore [3] - He is currently an Independent Non-Executive Director on the boards of three SGX-listed companies and has founded a boutique business consulting firm, Lighthouse Business Consulting Pte. Ltd. [3] Professional Credentials - Mr. Chua holds multiple professional qualifications, including Fellow Chartered Certified Accountant (FCCA), Certified Internal Auditor (CIA), and a Master of Business Administration (MBA) [4] - He is also attending an AI and Business Technologies Programme at Nanyang Technological University, Singapore [4] Strategic Importance - The leadership change is seen as critical for driving growth and enhancing the company's footprint in Singapore and Southeast Asia [5]

Editor's note: Seeking Alpha is proud to welcome Merc Research as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.Equity research analyst based in San Francisco. Mainly focused on tech and consumer companies that I have variant points of view on. Always looking to explore interesting business models through a practical, no-nonsense approach.Analyst’s Dis ...

Core Insights - Zscaler (ZS) reported a 23% year-over-year revenue increase to $678 million for Q3 of fiscal 2025, but experienced a slight decline in non-GAAP gross margins to 80.3%, down from 81.4% a year ago, reflecting a 110-basis point contraction [1][11] Revenue and Growth - The company achieved a revenue growth of 24% and a free cash flow margin of 28% year-to-date, resulting in a combined score of 52%, known as the Rule of 52, marking the 21st consecutive quarter of exceeding the Rule of 40 benchmark [5][11] Margin Dynamics - The decline in gross margins is attributed to the rollout of new products aimed at quickly gaining market share rather than focusing on high margins initially. Management plans to improve margins once these products reach scale [2][6] - Zscaler's gross margin is projected to be 80% for Q4 of fiscal 2025, indicating a sequential decline of 30 basis points [6] Product Development - Recent introductions of fast-growing modules under categories like Zero Trust Everywhere and Data Security Everywhere are attracting large deals and expanding annual recurring revenue (ARR), although they are not yet margin-optimized [3][4] - The Z-Flex program, which offers flexible purchasing options, has contributed over $65 million in total contract value in Q3, but often bundles lower-margin modules, complicating near-term margin stability [4] Competitive Landscape - Competitors like CrowdStrike and Okta are also evolving their platforms to meet enterprise security demands, with CrowdStrike enhancing its identity security platform using AI solutions, and Okta focusing on identity and access management with AI for real-time detection of identity attacks [7][8] Valuation and Estimates - Zscaler's shares have increased by 74.4% year-to-date, outperforming the Security industry's growth of 22.1% [9] - The company trades at a forward price-to-sales ratio of 15.32X, higher than the industry average of 14.67X [12] - Earnings estimates for fiscal 2025 imply a year-over-year decline of 0.31%, while fiscal 2026 estimates suggest a growth of 12.01%, with upward revisions in the past 60 and 30 days respectively [15]

NASDAQ:NSSC Protecting America's Homes, Schools and Businesses! September 2018 Corporate Presentation Forward Looking Statements This presentation may contain forward-looking statements that involve numerous risks and uncertainties. Actual results, performance or achievements could differ materially from those anticipated in such forward-looking statements as a result of certain factors, including those set forth in the Company's filings with the Securities and Exchange Commission. 2 Company Overview Leader ...

Company Overview Protecting America's Businesses, Homes and Schools September 2020 1 Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance. These forward-looking statements include, without limitation, statements relating to growth drivers of the Company's business such as sch ...

August 2024 (NSSC:NASDAQ) Disclaimer Special Note on Forward-Looking Statements This presentation contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated product performance. These forward-looking statements include, without limitation, statements relating to growth drivers of Napco Security Technologies, Inc.'s (the "Company") business such as school securi ...

⚡ INSIGHT: In June 2025, cybersecurity researchers at Cybernews uncovered a record 16 billion passwords, including for Apple, Facebook, and Google, have been leaked in the largest data breach ever. https://t.co/GaKR5zx3kl ...

Core Viewpoint - Wedbush Securities' recent channel survey indicates strong market demand for CrowdStrike's cybersecurity products, with growth momentum expected to continue through 2026 [1][2] Group 1: Market Demand and Growth - The demand for CrowdStrike's cybersecurity products is described as "very strong," with a significant increase in transaction volume observed in recent quarters [1] - The target stock price for CrowdStrike has been raised from $525 to $575, maintaining an "outperform" rating [1] - The growth is attributed to the broad application of the platform, with positive developments in cloud services, identity management, and Logscale [1] Group 2: AI and Product Development - Despite the focus on AI commercialization, there is an emergence of more modular add-on products within CrowdStrike's core areas, indicating that this trend is still in its early stages [1] - Revenue related to CrowdStrike's AI products has significantly increased compared to the previous year, with expectations for continued acceleration due to the Falcon platform's capabilities and high user engagement [1] Group 3: Competitive Position - CrowdStrike maintains an irreplaceable leading position in the cybersecurity field, with expectations for accelerated growth in net new annual recurring revenue by the second half of 2026 [2] - The company is positioned at the forefront of securing the AI revolution in the coming years [2]

Group 1 - Quantum eMotion Corp. has amended its stock option plan to increase the maximum number of common shares reserved for issuance from 15,000,000 to 24,750,000, which was approved by the Board and ratified by shareholders [1] - The amendment aims to clarify certain terms of the stock option plan and ensure compliance with TSX Venture Exchange policies [1] - The company is focused on developing quantum-secure technologies, particularly in the field of cybersecurity [2] Group 2 - Quantum eMotion targets high-value sectors including Financial Services, Healthcare, Blockchain Applications, Cloud-Based IT Security Infrastructure, Classified Government Networks, and Secure Device Keying [3] - The company utilizes a patented Quantum Random Number Generator to enhance security for connected devices, leveraging the unpredictability of quantum mechanics [2]

🚨 Wedbush's Dan Ives: "We're just beginning this golden age for tech"@DivesTech says tech stocks could jump 10-15% in 2H 2025 thanks to the AI boom.He sees a 3-year bull run led by software, semis, and cybersecurity. https://t.co/UKAeXuMSh9 ...