Core Insights - CISO Global anticipates software-related bookings to reach $10 million in 2025, doubling previous estimates, following a nationwide rollout of its CHECKLIGHT software under the CyberSimple brand through a partnership with Financial Independence Group (FIG) [1][8] - The partnership with FIG allows CHECKLIGHT to tap into a $2 billion addressable market for warranty-backed cybersecurity, leveraging FIG's network of 10,000 financial advisors and a client base of approximately 1.5 million individuals [2][8] - CISO Global has successfully transitioned to a high-margin SaaS cybersecurity model, reflecting strong demand for warranty-backed protection that combines financial value with threat prevention [2][8] Company Overview - CISO Global, Inc. is a leader in AI-powered cybersecurity software and compliance services, headquartered in Scottsdale, Arizona, providing comprehensive solutions to protect organizations from cyber threats [4] - The company focuses on delivering managed cybersecurity and compliance solutions to meet the needs of demanding businesses and government organizations [4] Partner Overview - Financial Independence Group (FIG) is a prominent financial services company that offers wealth management solutions and business acceleration tools to financial advisors across the United States [5] - Cyber Assurance Group Incorporated (CAGI) specializes in cyber risk insurance, utilizing advanced technology to assess and mitigate cyber threats, providing comprehensive solutions [6]

Core Viewpoint - 01 Communique Laboratory Inc. is proposing to change its name to 01 Quantum Inc. to better reflect its focus on enterprise-grade cybersecurity solutions for the quantum computing era [1][2][3] Company Summary - The name change has been unanimously approved by the board of directors and will be presented to shareholders for approval on September 17, 2025 [2] - The company will continue to trade under the ticker symbol ONE on the TSX Venture Exchange and OONEF on the OTCQB market [2] - The company has developed patented quantum-safe cryptography and is at an inflection point with its products now commercially ready [3] - The IronCAP™ platform is designed to protect data against emerging threats from quantum computing [3] Industry Summary - The global Post-Quantum Cryptography (PQC) market is projected to grow from USD 1.22 billion in 2024 to approximately USD 29.95 billion by 2034, with a compound annual growth rate of 37.72% from 2025 to 2034 [5] - The market growth is driven by increased R&D in quantum computing and rising concerns about data security [5] - Regulatory momentum is building, with agencies like NIST finalizing quantum-resistant standards and governments enacting legislation to mandate PQC adoption [6] - 01 Quantum is positioned to capitalize on this growth with its IronCAP™ and IronCAP X™ platforms already deployed in various security solutions [6]

Industry Overview - The cybersecurity industry is poised for robust growth in the second half of 2025 and beyond, driven by increasing complexity in digital systems, greater use of digitized resources, and rising costs associated with cybersecurity attacks [1][2] - The cost of cybercrime is projected to exceed $10.5 trillion in 2025, creating a significant incentive for businesses to invest in cybersecurity solutions [2] Company Highlights - Palo Alto Networks is recognized as the industry leader in terms of revenue and market capitalization, holding a 1.2% share of the fragmented market [5] - The company's strategy for 2025 focuses on platformization, which aims to unify its services into a more user-friendly system, contributing to its high-double-digit growth rate [5] - Analysts at Wedbush have ranked Palo Alto Networks as a top pick, citing its strong growth and profitability exceeding estimates [5][6] Analyst Sentiment - Analysts express a generally bullish outlook for Palo Alto Networks, with a Moderate Buy rating and a price target of $208.00, although some caution is noted in the data [6] - Zscaler is highlighted as another growth stock with solid performance, driven by its new Z-Flex program, which enhances client flexibility and service penetration [8] - CrowdStrike is also noted as a potential winner for the second half of the year, but its stock price has already advanced significantly, limiting further upside potential [11][12]

Core Insights - Allot Ltd. has expanded its cybersecurity partnership with Play, a leading operator in Poland, to include DNS Secure for fixed broadband customers, enhancing existing services for mobile customers [1][3] - The agreement, signed in April 2025, aims to provide comprehensive cybersecurity protection against various threats such as malware and phishing, utilizing a network-based approach [1][2] Company Overview - Allot Ltd. is a global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions, serving communication service providers and enterprises [1][4] - The company has a significant presence, with over 500 service providers and more than 1000 enterprises utilizing its solutions globally [4] Product Details - DNS Secure is designed for communication service providers (CSPs) to protect fixed broadband subscribers, offering features like content filtering and protection against cyber threats [2] - The solution can be deployed as a standalone service or integrated with other Allot solutions, such as NetworkSecure, to provide a unified user experience [2][3] Customer Satisfaction - Play's Director of Home Services expressed satisfaction with Allot's existing NetworkSecure solution for mobile customers, leading to the decision to extend these services to fixed broadband customers [3] - The partnership emphasizes a commitment to customer satisfaction and success, aiming to deliver a seamless cybersecurity experience across different service platforms [3]

On Asking for a Trend for Tuesday, July 15, Host Josh Lipton talks to Creative Strategies CEO and principal analyst Ben Bajarin about some of the biggest names in tech. They touch on the news that Nvidia and AMD are planning to resume selling their chips in China and discuss what could lie ahead for Apple. Arctic Wolf CEO and president Nick Schneider joins the program to discuss how his cybersecurity company is using AI to keep customers safe. He also weighs in on whether or not the $4 billion startup will ...

Core Insights - Telos Corporation's Xacta® platform has achieved FedRAMP High authorization, allowing it to operate securely for sensitive government operations [1][2][3] - This designation enhances Xacta's appeal to federal agencies and positions Telos as a leader in cybersecurity and compliance [3][4] - The FedRAMP High authorization is expected to drive growth in the secure SaaS market due to increasing demand for effective cyber risk management solutions [3] Company Overview - Telos Corporation provides cybersecurity, cloud security, and enterprise security solutions for various sectors, including government and regulated industries [6] - The company focuses on continuous security assurance for individuals, systems, and information [6] - Telos aims to empower organizations with tools to manage security risks effectively, especially in the face of sophisticated threats [2][3] Product Features - Xacta offers intelligent workflow, automated control selection, assessment, and continuous compliance monitoring [4] - The platform includes a comprehensive knowledge base of security requirements and test procedures, aligned with government and industry standards [4] - Telos is committed to integrating advanced technologies, including artificial intelligence, into the Xacta environment [4] Market Position - The FedRAMP High designation positions Xacta to support mission-critical operations for federal agencies, safeguarding sensitive information [3] - Earlier in the year, Xacta also received StateRAMP High authorization, establishing Telos as a trusted partner for state and local government agencies [5]

Core Insights - CyberArk Software (CYBR) shares are considered overvalued with a Value Score of F, trading at a premium compared to the Zacks Computer & Technology sector, with a 12-month Price/Sales (P/S) ratio of 12.81X versus the sector's 6.59X [2] Group 1: Company Performance - CyberArk has achieved a compound annual growth rate (CAGR) of 44% in the identity security space from 2020 to 2024, reaching an annual recurring revenue (ARR) of $1.17 billion in fiscal 2024 [3] - In Q1 FY25, CyberArk's subscription ARR grew by 65% year-over-year, driven by strong demand for identity security solutions [3][8] - For 2025, CyberArk expects revenues between $1.313 billion and $1.323 billion, with Zacks Consensus Estimates pegging revenues at $1.32 billion, reflecting a year-over-year growth of 31.88% [9] Group 2: Strategic Initiatives - CyberArk is enhancing its identity security platform through AI solutions, including CyberArk Secure AI Agents Solution and CORA AI, which will help secure a full spectrum of identities [4][5] - The partnership with Accenture aims to enhance CyberArk's identity security platform, potentially unlocking large-scale deployments [5] - Recent acquisitions of Zilla Security and Venafi have expanded CyberArk's expertise in identity governance and machine identity [6] Group 3: Market Position and Alliances - CyberArk has a customer base of over 10,000, including more than 50% of the Fortune 500 and 35% of the Global 2000 companies, driven by strategic partnerships with Microsoft, Amazon, and Google [10] - Integration with Microsoft Azure Active Directory, Amazon AWS, and Google Cloud has strengthened CyberArk's ability to secure cloud environments [11] - CyberArk's high gross margin and operational discipline are reflected in its 18% non-GAAP operating margin, indicating a successful premium SaaS business model [12] Group 4: Stock Performance - Year-to-date, CyberArk shares have outperformed the sector, gaining 13.2% compared to the Zacks Computer and Technology sector's growth of 7.4% [14] - The company's innovative cybersecurity portfolio and AI integration position it well to benefit from the strong total addressable market (TAM) in the identity security space [17] - CyberArk currently holds a Zacks Rank 1 (Strong Buy), indicating favorable conditions for investors [18]

Valuation and Market Position - Palo Alto Networks, Inc. (PANW) is currently trading at a discounted valuation with a forward 12-month price-to-earnings (P/E) ratio of 52.56, significantly lower than the Zacks Security industry average of 102.75 [1] - Compared to competitors like CrowdStrike (CRWD), CyberArk (CYBR), and Zscaler (ZS), which have P/E multiples of 117.61, 86.89, and 82.05 respectively, PANW's valuation appears attractive [2] - The forward 12-month price-to-sales (P/S) ratio for PANW is 12.01, below the industry average of 14.01, indicating a reasonable valuation [2] Industry Trends and Growth Potential - The global cybersecurity market is projected to grow from $193.73 billion in 2024 to $562.72 billion by 2032, highlighting a significant addressable market for PANW [6] - Rising demand for advanced cybersecurity solutions is expected to benefit PANW, as enterprises prioritize multi-layered security platforms [6] - PANW's strategic partnership with NVIDIA to develop AI-powered private 5G security solutions enhances its capabilities in a rapidly growing market segment [7] Financial Performance and Growth Concerns - PANW's revenue grew 15.7% year-over-year in Q3, but this represents a slowdown compared to previous growth rates in the mid-20s percentage range [10] - The Zacks Consensus Estimate indicates that revenue growth for fiscal years 2025 and 2026 is expected to remain in the mid-teen percentage range [11] - There has been a deceleration in Next-Generation Security (NGS) annual recurring revenue (ARR) growth, projected to slow to 31-32% in fiscal 2025 from over 45% in previous years [14] Strategic Initiatives and Revenue Model - PANW's transition to a platform-based model has been beneficial, securing over 90 net new platform deals in Q3 of fiscal 2025 [9] - The company has seen nearly 70% year-over-year growth in customers utilizing multiple platformizations, contributing significantly to revenue [9] - However, the shift from multi-year to annual payments for $1 million-plus deals is causing a shortening of the sales cycle, impacting top-line stability [16] Stock Performance and Technical Indicators - Year-to-date, PANW shares have risen 4.8%, underperforming the industry's growth of 17.1% and peers like CyberArk, CrowdStrike, and Zscaler [17] - PANW shares have dipped below their 50-day moving average, indicating a bearish technical signal and potential continued downward pressure in the short term [20] Conclusion and Recommendation - Despite the slowing revenue and NGS ARR growth rates, PANW remains a leader in cybersecurity with a strong long-term growth trajectory and continued innovation [23] - The discounted valuation offers some downside protection, making PANW an attractive long-term hold for investors seeking exposure to cybersecurity growth at a fair price [24]

Core Insights - Fortinet has been recognized as a Leader in both the 2025 Gartner Magic Quadrant for SASE Platforms and the 2024 Magic Quadrant for SD-WAN, validating its long-term vision of converging networking and security [1][3][7] - The company emphasizes its unified, AI-powered platform that integrates secure SD-WAN, universal ZTNA, and AI-driven threat protection, aiming for simplicity and faster ROI [2][4] Company Strategy - Fortinet's strategy focuses on a unified platform for secure digital acceleration, which has led to its recognition in multiple Gartner reports, including being positioned highest for Ability to Execute in SD-WAN [3][6] - The company aims to replace legacy architectures with high-performance branch experiences, enabling rapid deployment and reduced operational overhead [5][6] Market Position - The SASE market is projected to exceed $28.5 billion by 2028, and Fortinet is investing in its global SASE infrastructure to capitalize on this growth [6] - Fortinet has been acknowledged in 11 Gartner Magic Quadrant reports across various cybersecurity domains, reinforcing its position as a leader in the industry [7][6] Product Features - Fortinet Unified SASE is built on FortiOS, providing consistent security and user experience across different environments through a single-vendor platform [4] - The platform includes over 160 points-of-presence (PoPs) and offers simplified licensing tiers, enhancing customer experience and operational efficiency [4][5]

About Cycurion MCLEAN, Va., July 15, 2025 (GLOBE NEWSWIRE) -- Cycurion, Inc. (NASDAQ: CYCU) ("Cycurion"), a leading cybersecurity and digital infrastructure company, today announced the formation of a wholly owned subsidiary, Cycurion Crypto, as part of its strategic initiative to position the Cycurion within the expanding digital asset ecosystem while strengthening its balance sheet and accelerating its growth strategy. Cycurion will allocate $10 million pending board approval from the proceeds from future ...