Trend Secure AI Factory supports NVIDIA NeMo continuous model safety evaluation and improvement lifecycleDALLAS, June 11, 2025 /PRNewswire/ -- Trend Micro Incorporated (TYO: 4704; TSE: 4704), a global cybersecurity leader, today announced its adoption of the NVIDIA Agentic AI Safety blueprint, enhancing foundational security to help ensure customers' AI systems are protected across their full development and deployment lifecycle.To read more about how Trend enhances security across NVIDIA Enterprise AI fact ...

Core Insights - Akamai Technologies has announced a strategic partnership with Cloudinary to enhance its Video Manager solution with Cloudinary's AI-powered video technology [1][3] - The partnership aims to address the increasing demand for high-quality video experiences across various devices and channels [1][2] - Cloudinary has extensive experience in managing and delivering video content, powering over 1 billion videos for thousands of customers [2][5] Company Overview - Cloudinary is recognized for its image and video platform, serving over 10,000 customers, including notable brands like Adidas and Grubhub [5] - The company claims that its solutions can yield up to a 203% ROI for brands, enhancing user satisfaction and engagement [5] - Akamai is a leader in cybersecurity and cloud computing, providing a robust platform for performance and security [6][7] Partnership Details - Cloudinary has joined Akamai's Qualified Compute Partner Program as an Independent Software Vendor (ISV), facilitating easier access to its services for Akamai customers [1][3] - The partnership will allow Video Manager customers to leverage Cloudinary's technology to improve video management and delivery [1][3] - The Akamai Qualified Compute Partner Program aims to provide interoperable services that can be easily deployed across Akamai's global cloud infrastructure [3]

Industry Overview - The cybersecurity market is experiencing significant growth, projected to increase from $215 billion last year to $697 billion by 2035, reflecting an annualized growth rate of 11.3% over the next decade [2] - The typical data breach can cost companies approximately $4.9 million in damages, highlighting the critical importance of cybersecurity in today's digital landscape [1] Company Highlights - **Palo Alto Networks** specializes in firewall technology and has expanded into cloud security and AI integration, with analysts estimating a long-term earnings growth of 20% annually as security spending increases [5][6] - **CrowdStrike Holdings** is recognized for its endpoint security and has developed a comprehensive security platform, achieving $4.4 billion in annual recurring revenue, with a price-to-sales ratio of 28, indicating strong growth potential [8][9] - **Cloudflare** operates one of the largest content delivery networks and mitigates DDoS threats, boasting over 250,000 paying customers and positioning itself in edge computing for future technologies like autonomous vehicles [10][11] - **SentinelOne** utilizes AI for autonomous threat detection and competes directly with CrowdStrike, currently valued at a price-to-sales ratio of 6.7, suggesting potential long-term upside despite being smaller and not yet profitable [12][13] - **Microsoft** is a major player in the cybersecurity space, integrating security products into its Windows operating system and benefiting from its diverse exposure to AI, cloud computing, and enterprise software, making it a solid investment in the tech sector [14][15]

Group 1 - SentinelOne Inc. operates in the cybersecurity industry, generating nearly all its revenue from recurring subscriptions on its Singularity Platform [1] - The Singularity Platform offers AI-powered autonomous threat prevention, detection, and response services [1] - The company also provides a generative AI solution as part of its offerings [1]

Summary of Tenable Conference Call Company Overview - **Company**: Tenable - **Core Business**: Transitioned from vulnerability management (VM) to a broader exposure management platform, Tenable One, integrating various asset types and focusing on risk-based security [2][5][6] Key Points Industry Dynamics - **Market Position**: Tenable has expanded its total addressable market (TAM) significantly, now assessing assets in operational technology (OT), identity, cloud security, attack surface management, and web application security [5][6] - **Acquisitions**: Recent acquisitions include Vulcan and Apex, enhancing capabilities in integrating third-party assets and AI security [5][7][68] Financial Performance - **Q1 Performance**: Strong start to the year with all metrics beating guidance, but 2025 outlook lowered from 7%-9% to 6%-8% due to federal sector uncertainties and global trade scrutiny [8][9][10] - **Federal Sector Impact**: Approximately 15% of business tied to the federal sector, with reduced visibility affecting growth expectations [10][11][12] Growth Strategy - **Focus on Exposure Management**: Transitioning existing customers to Tenable One and consolidating multiple asset types onto one platform [6][41] - **AI Integration**: Leveraging AI for assessing generative AI usage within organizations, enhancing security measures [7][68] Competitive Landscape - **VM Market Concerns**: While growth in the VM market has moderated, Tenable continues to attract new customers, with 40%-50% being greenfield opportunities [28][30] - **Competitors**: Main competitors include Rapid7 and Qualys, with some presence from CrowdStrike and Microsoft. However, Tenable maintains strong win rates against these competitors [34][35][38] Customer Engagement - **Pipeline Development**: Strong demand for new integrations and features, with over 150 customers interested in demos post-Vulcan acquisition [49][50] - **Cloud Security Portfolio**: Tenable offers a full CNAP solution, competing effectively against Wizz and Palo Alto by leveraging its existing customer base [52][53] Financial Management - **Capital Allocation**: M&A remains a priority over share buybacks, with sufficient capital available for strategic investments [74][75] Leadership Structure - **Co-CEO Model**: Unique leadership structure with co-CEOs dividing responsibilities effectively, enhancing operational efficiency [78][82] Additional Insights - **Market Trends**: The shift towards exposure management reflects a broader industry trend of consolidating cybersecurity tools into comprehensive platforms [41][43] - **Customer Sentiment**: Concerns about pricing and vendor lock-in are influencing customer decisions, particularly in the cloud security space [56][59] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Tenable's position in the cybersecurity landscape and its plans for future growth.

Summary of CyberArk Conference Call Company Overview - **Company**: CyberArk - **Industry**: Identity Security and Cybersecurity Key Points and Arguments Corporate Strategy and Development - CyberArk's strategy focuses on expanding its identity security platform, driven by the need to address identity as a significant attack vector [5][6][7] - The company has made strategic acquisitions, including Venafi and Zillow, to enhance its capabilities in certificate lifecycle management and identity governance [5][6][9][17] - CyberArk aims to integrate these acquisitions into a broader identity security solution, leveraging existing partnerships and sales channels [9][10][54] Market Position and Competitive Landscape - CyberArk is positioned to capitalize on the growing demand for modern identity governance and administration (IGA) solutions, particularly among mid-market and large enterprises [17][18][28] - The company emphasizes a "consolidation of trust," where customers prefer fewer strategic vendors to manage their cybersecurity needs [30][31] - CyberArk differentiates itself through its privileged access management (PAM) solutions and modern controls, which are seen as essential in a competitive landscape that includes major players like Microsoft [34][35][36] Product Development and Innovation - CyberArk is developing its agentic AI strategy, focusing on securing AI agents that operate in both machine and human roles, with plans for a solution launch by year-end [25][26][27] - The company is committed to enhancing its product offerings, including zero standing privilege technology, which minimizes the attack surface by granting access only upon request [41][42][43] Growth Opportunities - There is a significant cross-sell opportunity with existing customers, as approximately 9,500 CyberArk logos do not currently utilize the Venafi solution [54] - CyberArk sees potential for new customer acquisition through its expanded product portfolio, particularly in machine identity and secrets management [54][57] Challenges and Risks - The primary concern for CyberArk is the need to stay ahead of sophisticated cyber adversaries, including nation-state attackers and organized cybercrime [51][52] - Continuous execution and development of a robust platform are critical to maintaining growth and relevance in the rapidly evolving cybersecurity landscape [53] Additional Important Content - The discussion highlighted the importance of modern applications and the need for agile solutions that can adapt to changing security requirements [15][16] - CyberArk's focus on training and enabling its sales force is crucial for effectively selling its expanded product suite [53][54] - The competitive environment for certificate lifecycle management is shifting, with traditional methods becoming less viable, creating opportunities for CyberArk's solutions [35][36][37]

Core Insights - Palo Alto Networks (PANW) has transformed the Security Information and Event Management (SIEM) sector with the introduction of Extended Security Intelligence & Automation Management (XSIAM) in 2022, which is considered the successor to traditional SIEM technology [1][2] Company Overview - XSIAM is an advanced SIEM solution featuring AI-driven analytics, automation, enhanced threat detection and response, and streamlined alert prioritization [2] - Cortex XSIAM operates on a cloud-native platform, contrasting with traditional SIEM systems that are on-premises and utilize siloed data [3] - Traditional SIEM relies on signature and correlation rules, while XSIAM employs AI and machine learning techniques for risk detection and mitigation [3] Financial Performance - Cortex XSIAM's annual recurring revenues surged by 200% year-over-year in fiscal Q3 2025, with over 270 customers and an average annual recurring revenue of $1 million per customer [4][10] - The trailing 12-month bookings for XSIAM are approaching $1 billion, indicating strong enterprise adoption [4][10] - For fiscal 2025, Palo Alto Networks anticipates revenues between $9.17 billion and $9.19 billion, reflecting a year-over-year growth of 14.4% [5] Competitive Landscape - Competitors like CrowdStrike and IBM are also enhancing their SIEM offerings, with CrowdStrike's Next-Gen SIEM reporting over 100% ARR growth year-over-year [6][8] - IBM's QRadar SIEM Suite is cloud-native and integrates advanced features, positioning it as a competitor in the evolving SIEM market [7][8] Market Outlook - The traditional SIEM market is becoming outdated, prompting companies like Palo Alto Networks, CrowdStrike, and IBM to upgrade their solutions [8] - The total addressable market for XSIAM and Next-Gen SIEM is substantial, allowing for the growth of multiple players in the sector [8] Valuation and Estimates - Palo Alto Networks shares have increased by 7.9% year-to-date, compared to a 19.9% growth in the Zacks Security industry [9] - The company trades at a forward price-to-sales ratio of 12.72X, which is lower than the industry average of 14.52X [11] - Earnings estimates for fiscal 2025 and 2026 imply growth rates of 15.14% and 11.1%, respectively, with recent upward revisions for fiscal 2025 earnings [12]

Core Insights - Zscaler (ZS) achieved $2.9 billion in annual recurring revenues (ARR) for Q3 fiscal 2025, marking a 23% year-over-year growth for the third consecutive quarter, with a target of reaching $3 billion ARR by the end of Q4 fiscal 2025 [1][10] Group 1: Growth Drivers - The Z-Flex purchasing program, launched in Q3, simplified procurement and generated $65 million in total contract value (TCV) bookings, with significant ARR increases from major clients [2] - Zscaler's strategic focus on three pillars—Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations—contributes nearly $1 billion in ARR [3] Group 2: Customer Expansion - The Zero Trust Everywhere initiative saw a 60% increase in enterprise customers, growing from 130 to over 210, with a goal to reach over 390 by the end of fiscal 2026 [4] - Zscaler has 642 customers generating over $1 million in ARR and 3,363 customers with ARR exceeding $100,000, indicating strong retention and expansion within existing accounts [5] Group 3: Competitive Landscape - Competitors like CyberArk and SentinelOne are also experiencing growth, with CyberArk reporting $1.215 billion in ARR (50% year-over-year increase) and SentinelOne reaching $948 million in ARR (24% year-over-year increase) [6][7] Group 4: Stock Performance and Valuation - Zscaler's shares have increased by 66.3% year-to-date, outperforming the Zacks Security industry's growth of 22% [8] - The forward price-to-sales ratio for Zscaler is 15.21, slightly above the industry average of 14.77 [15]

Group 1 - Guardz Cyber Ltd. has completed a $56 million Series B funding round aimed at enhancing resilience for small and medium-sized enterprises (SMEs) against increasing cyber threats [2] - The funding round was led by ClearSky, with participation from Phoenix Financial and existing investors, bringing the total funding raised by the company to $84 million [2] - Since its inception in January 2023, Guardz has shifted its business model to collaborate with Managed Service Providers (MSPs) instead of selling directly to SMEs, providing a comprehensive suite of cybersecurity tools [2][3] Group 2 - The Guardz unified cybersecurity platform focuses on human and AI-driven managed detection and response services tailored for MSPs, integrating proactive protection for cloud, data, identity, and endpoint devices [3] - The platform combines AI-driven threat detection with expert-led tracking, continuously monitoring user behavior in systems like Google Workspace and Microsoft 365 to identify potential account takeover activities [3][4] - Guardz claims its security platform offers protection capabilities comparable to those used by large organizations, automating many tedious tasks such as threat detection and reporting [4] Group 3 - Guardz aims to address the cybersecurity needs of SMEs, which are often targeted due to their lack of resources and expertise, especially as automated attacks become more prevalent [3][4] - The company has partnered with hundreds of MSPs globally, helping thousands of SMEs enhance their security posture [4] - The recent funding will be used to expand marketing efforts, advance AI-driven automation and risk prevention systems, and develop new compliance and insurance capabilities [4] Group 4 - ClearSky's managing partner, Alex Weiss, highlighted that Guardz is addressing a critical and long-ignored market, emphasizing the company's unique advantages in AI-native strategies and seamless integration within the MSP ecosystem [5]

Core Insights - Quantum eMotion Corp. CEO Francis Bellido will participate in the IEEE International Conference on Communications (ICC 2025) as a featured expert [1][2] - The panel discussion will focus on advancements in Post-Quantum Cryptography (PQC), Quantum Key Distribution (QKD), Quantum Random Number Generation (QRNG), and hybrid quantum-safe communication approaches [2][3] - Dr. Bellido will emphasize the significance of quantum entropy for secure key generation and the advantages of QRNG over classical methods [3] Company Overview - Quantum eMotion aims to meet the increasing demand for affordable hardware and software security for connected devices [4] - The company has developed a patented Quantum Random Number Generator, positioning itself as a leader in classical and quantum cybersecurity solutions [4] - Target markets include Financial Services, Healthcare, Blockchain Applications, Cloud-Based IT Security, Classified Government Technologies, and Quantum Cryptography [5]