Company Performance - Zscaler reported quarterly earnings of $0.84 per share, exceeding the Zacks Consensus Estimate of $0.75 per share, although down from $0.88 per share a year ago, representing an earnings surprise of 12% [1] - The company achieved revenues of $678.03 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.75% and up from $553.2 million year-over-year [2] - Over the last four quarters, Zscaler has consistently surpassed consensus EPS and revenue estimates [2] Stock Movement and Outlook - Zscaler shares have increased approximately 40.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.1% [3] - The future performance of Zscaler's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.75 on revenues of $707.18 million, while for the current fiscal year, the estimate is $3.06 on revenues of $2.65 billion [7] - The estimate revisions trend for Zscaler is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Security industry, to which Zscaler belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, CrowdStrike Holdings, is expected to report quarterly earnings soon, with estimates indicating a year-over-year decline in earnings but an increase in revenues [9][10]

TORONTO, May 29, 2025 (GLOBE NEWSWIRE) -- Xtract One Technologies Inc. (TSX: XTRA) (OTCQX: XTRAF) (FRA: 0PL) (“Xtract One” or the “Company”), a leading technology-driven threat detection and security solution that prioritizes the patron access experience by leveraging AI, today announced that it will release fiscal 2025 third quarter results after the close of trading on June 5, 2025. Peter Evans, Xtract One CEO and Director, and Karen Hersh, CFO and Corporate Secretary, will host a webcast and conference c ...

Company Performance - CrowdStrike Holdings (CRWD) closed at $468.83, reflecting a -0.72% change from the previous trading day, underperforming compared to the S&P 500's loss of 0.56% [1] - Over the past month, CRWD shares gained 9.57%, which is below the Computer and Technology sector's gain of 11.21% but above the S&P 500's gain of 7.37% [2] Upcoming Earnings - The company's earnings report is scheduled for June 3, 2025, with projected earnings per share (EPS) of $0.66, indicating a 29.03% decrease year-over-year [3] - Revenue is anticipated to be $1.1 billion, reflecting a 19.92% increase from the same quarter last year [3] Full Year Estimates - For the full year, analysts expect earnings of $3.44 per share and revenue of $4.78 billion, representing changes of -12.47% and +20.96% respectively from the previous year [4] Analyst Estimates and Stock Ratings - Recent changes in analyst estimates for CRWD are crucial as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's operations [5] - The Zacks Rank system, which evaluates these estimate changes, currently ranks CRWD at 4 (Sell) [7] Valuation Metrics - CRWD is currently trading at a Forward P/E ratio of 137.3, significantly higher than the industry's average Forward P/E of 70.75 [8] - The company has a PEG ratio of 6.39, compared to the Security industry's average PEG ratio of 3.16 [8] Industry Context - The Security industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 32, placing it in the top 13% of over 250 industries [9]

Core Insights - SentinelOne reported quarterly earnings of $0.02 per share, matching the Zacks Consensus Estimate, compared to break-even earnings per share a year ago [1] - The company posted revenues of $229.03 million for the quarter ended April 2025, exceeding the Zacks Consensus Estimate by 0.44% and up from $186.35 million year-over-year [2] - The stock has underperformed, losing about 9.6% since the beginning of the year, while the S&P 500 gained 0.7% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.03 on revenues of $245.47 million, and for the current fiscal year, it is $0.19 on revenues of $1.01 billion [7] - The estimate revisions trend for SentinelOne is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Security industry, to which SentinelOne belongs, is currently ranked in the top 13% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another competitor in the same industry, CrowdStrike Holdings, is expected to report quarterly earnings of $0.66 per share, reflecting a year-over-year decline of 29%, with revenues anticipated to be $1.1 billion, up 19.9% from the previous year [9][10]

Company Performance - Okta reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.77 per share, and up from $0.65 per share a year ago, representing an earnings surprise of 11.69% [1] - The company posted revenues of $688 million for the quarter ended April 2025, surpassing the Zacks Consensus Estimate by 1.22%, and an increase from $617 million year-over-year [2] - Okta has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Stock Movement and Outlook - Okta shares have increased approximately 57% since the beginning of the year, contrasting with a -1.3% decline in the S&P 500 [3] - The future performance of Okta's stock will largely depend on management's commentary during the earnings call and the earnings outlook [4][5] - Current consensus EPS estimate for the upcoming quarter is $0.79 on revenues of $706.57 million, and for the current fiscal year, it is $3.19 on revenues of $2.86 billion [7] Industry Context - The Security industry, to which Okta belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, Zscaler, is expected to report quarterly earnings of $0.75 per share, reflecting a year-over-year decline of 14.8%, with revenues projected at $666.11 million, up 20.4% from the previous year [9][10]

Core Viewpoint - SentinelOne is positioned for stable growth in fiscal 2026, with expected revenue of $228 million for the first quarter, reflecting a 22% year-over-year increase, despite some near-term challenges related to the retirement of a legacy product [5][12][19]. Financial Performance - Fiscal 2025 ended strongly for SentinelOne, with Q4 revenue rising 29% year-over-year to $225.5 million, surpassing expectations [1][2]. - The company achieved a net new Annual Recurring Revenue (ARR) of $60 million, bringing total ARR to $920 million, a 27% increase year-over-year [2]. - Gross margin for Q4 was robust, and operating margin exceeded guidance by over 400 basis points due to effective cost management [2][13]. Earnings Estimates - The Zacks Consensus Estimate for Q1 fiscal 2026 EPS remains at 2 cents per share, with revenue expectations set at $228 million, indicating a 22.4% year-over-year growth [5][12]. - For fiscal 2026, revenue growth is projected at 22.7%, with a significant 280% year-over-year improvement in the bottom line anticipated [6][7]. Market Position and Strategy - SentinelOne is leveraging AI-driven solutions, with over 300 deals signed in the last quarter, indicating strong market traction [11][20]. - More than 40% of large enterprise customers are now utilizing three or more modules of the Singularity platform, showcasing effective cross-selling and customer engagement [11][20]. Valuation and Stock Performance - The company's stock has underperformed compared to industry peers, with a 2.8% decline over the past three months, while the broader industry saw an 8.3% increase [14][15]. - Currently, SentinelOne trades at a forward 12-month price-to-sales (P/S) ratio of 6.04X, slightly above the sector average of 6.12X, but below its three-year average [18]. Long-term Outlook - Despite short-term headwinds, the long-term investment case for SentinelOne remains strong, driven by sustained platform adoption, AI differentiation, and improving margins [21][22]. - The company is on track to exceed $1 billion in revenues and ARR this fiscal year, supported by innovation and operational discipline [21][22].

Group 1 - Wireless Ronin Technologies Inc. (CREX) is currently outperforming its peers in the Computer and Technology sector, with a year-to-date return of approximately 18% compared to an average loss of 2.6% for the sector [4] - The Zacks Rank for Wireless Ronin Technologies Inc. is 1 (Strong Buy), indicating strong potential for future performance based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for CREX's full-year earnings has increased by 46% in the past quarter, reflecting improved analyst sentiment and a stronger earnings outlook [4] Group 2 - Wireless Ronin Technologies Inc. is part of the Internet - Software industry, which consists of 167 companies and currently ranks 50 in the Zacks Industry Rank [6] - The Internet - Software industry has seen a year-to-date gain of about 5.3%, indicating that CREX is performing better than its industry peers [6] - In comparison, another stock in the Computer and Technology sector, CyberArk (CYBR), has a year-to-date return of 12.2% and has also received a Zacks Rank of 1 (Strong Buy) [5][7]

Core Viewpoint - Okta is expected to report strong fiscal first-quarter 2026 results, with anticipated non-GAAP earnings of 76-77 cents per share and revenues between $678-$680 million, reflecting a 10% year-over-year growth [1][2]. Group 1: Earnings and Revenue Expectations - The Zacks Consensus Estimate for earnings has remained steady at 77 cents per share, indicating an 18.46% year-over-year growth [2]. - The consensus for revenues is pegged at $679.73 million, representing a 10.17% increase from the previous year [2]. Group 2: Customer Growth and Product Portfolio - Okta's expanding product portfolio, particularly in security and identity governance, is expected to drive client acquisition and top-line growth, with 19,650 customers and $4.215 billion in remaining performance obligations reported at the end of fiscal Q4 2025 [3]. - The number of customers with over $100 thousand in Annual Contract Value increased by 7% year-over-year to 4,800 [3]. Group 3: New Product Momentum - Continued momentum from new products such as Okta Identity Governance and Privileged Access is expected to contribute positively to the upcoming quarter, with over 20% of fiscal Q4 bookings coming from these offerings [4]. - Okta Identity Governance has rapidly gained traction, with over 1,300 customers contributing more than $100 million in annual contract value within two years of its launch [5]. Group 4: Partner Ecosystem - Okta benefits from a robust partner ecosystem, including major players like Amazon Web Services, Google, and Salesforce, which enhances its security capabilities [6][7]. - More than 70% of deals in fiscal Q4 2025 were influenced by partners, with Okta surpassing $1 billion in total contract value through its partnership with AWS [7]. Group 5: Stock Performance - Okta shares have outperformed the Zacks Computer & Technology sector, surging 54.9% year-to-date, while the sector has declined by 2% [8]. Group 6: Competitive Landscape - Despite strong product momentum, Okta faces stiff competition from CyberArk and Microsoft, both of which are expanding their presence in the identity and access management space [14]. - Microsoft's Entra identity offering serves over 900 million monthly active users, highlighting the competitive pressure in the market [15].

Core Viewpoint - Wall Street anticipates a year-over-year decline in Zscaler's earnings despite higher revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Zscaler is expected to report earnings of $0.75 per share, reflecting a year-over-year decrease of 14.8%, while revenues are projected to be $666.11 million, an increase of 20.4% from the previous year [3]. - The earnings report is scheduled for May 29, 2025, and could influence stock movement based on whether results exceed or fall short of expectations [2]. Estimate Revisions - The consensus EPS estimate has been revised down by 53.85% over the last 30 days, indicating a bearish sentiment among analysts regarding Zscaler's earnings prospects [4][10]. - Zscaler's Earnings ESP stands at -15.68%, suggesting that the Most Accurate Estimate is lower than the consensus estimate, complicating predictions of an earnings beat [11]. Historical Performance - Zscaler has consistently beaten consensus EPS estimates in the past four quarters, with a notable surprise of +13.04% in the last reported quarter [12][13]. Industry Comparison - Okta, another player in the security industry, is expected to report earnings of $0.77 per share, indicating a year-over-year increase of 18.5%, with revenues projected at $679.73 million, up 10.2% from the previous year [17]. - Okta's consensus EPS estimate has been revised down by 0.3% recently, resulting in an Earnings ESP of -0.93%, combined with a Zacks Rank of 4 (Sell), making predictions of an earnings beat challenging [18].

Core Insights - Palo Alto Networks (PANW) reported third-quarter fiscal 2025 non-GAAP earnings of 80 cents per share, exceeding the Zacks Consensus Estimate by 3.9% and reflecting a year-over-year improvement of 21.2% [1] - The company's revenues for the third quarter reached $2.29 billion, surpassing the Zacks Consensus Estimate by 0.57% and increasing from $1.98 billion in the same quarter last year [1][2] Financial Performance - Product revenues increased by 15.8% year over year to $452.7 million, making up 19.8% of total revenues, while Subscription and Support revenues grew by 15.2% to $1.84 billion, representing 80.2% of total revenues [3] - Non-GAAP gross profit rose to $1.74 billion, a 13% increase year over year, with a non-GAAP gross margin of 76.0%, down 60 basis points [5] - Non-GAAP operating income increased by 23.5% to $627.1 million, with an operating margin of 27.4%, up 180 basis points compared to the previous year [5] Deferred Revenues and Future Guidance - Deferred revenues at the end of the fiscal second quarter were $5.76 billion, and Remaining Performance Obligation increased to $13.5 billion, up 19% year over year [4] - For fiscal 2025, PANW raised its revenue guidance to between $9.17 billion and $9.19 billion, compared to the previous range of $9.14 billion to $9.19 billion [6] - The company projects non-GAAP earnings per share for fiscal 2025 in the range of $3.26 to $3.28, with an expected operating margin of 28.2% to 28.5% [7] Fourth Quarter Projections - For the fourth quarter of fiscal 2025, PANW anticipates revenues between $2.49 billion and $2.51 billion, indicating year-over-year growth of 14-15% [8] - Non-GAAP earnings are projected to be in the range of 87 to 89 cents per share, reflecting a year-over-year improvement of 17.14% [9]