Key Takeaways ServiceNow's reported interest in Armis received a negative reaction from investors, who may be concerned about the potential cost of the deal. Often, shares of a company making a big acquisition fall when news of the transaction breaks. In this case, the slide adds to a rough year for ServiceNow shares. Armis is owned by tech-oriented private equity and venture capitalist firm Insight Partners, which bought it in 2020 for $1.1 billion. At the time, Insight Managing Director Jeff Horing said I ...

Key Takeaways FTNT delivered Q3 revenue growth of 14% to $1.72B, with record GAAP and non-GAAP operating margins.Fortinet's FortiSASE billings surge over 100% YoY, while unified SASE and SecOps billings rose sharply.FTNT faces pressure as service revenue growth slowed for a ninth straight quarter.Fortinet (FTNT) has emerged as a formidable player in the cybersecurity landscape, yet its current valuation metrics suggest investors should approach the stock with measured caution. The company's Price-to-Book ra ...

Core Insights - Cloudflare (NET) has developed a robust product portfolio with over 55 revenue-generating products, enhancing its annual contract value and net retention rate [1][11] - The company serves approximately 80% of leading AI firms globally, leveraging its low-latency edge network to gain a competitive edge [2][11] - Cloudflare's security solutions, including Magic Transit and Zero Trust, are gaining traction, particularly in response to increased AI scraping and bot activity [3] Product and Market Position - Cloudflare's diverse offerings in cloud-based security, content delivery networks (CDN), and developer solutions allow it to provide comprehensive end-to-end solutions for enterprises [6] - The company is rapidly scaling its cloud-native strategy, positioning itself favorably against competitors like Akamai Technologies and Zscaler [7][8] - Cloudflare's bundled security tools facilitate easier adoption and higher net retention rates, differentiating it from pure cybersecurity competitors [9] Strategic Collaborations - Cloudflare is partnering with industry leaders such as Oracle, Alphabet, Coinbase, Visa, Mastercard, and American Express to enhance its service offerings [4] - Collaborations with Oracle focus on hybrid and multi-cloud workloads, while partnerships with Alphabet aim at developing post-quantum cryptography standards [4] Growth Potential - The combination of AI, security, multi-cloud networking, and enterprise-scale solutions creates a strong growth engine for Cloudflare, with a projected revenue growth of 28% year-over-year for 2025 [5] - The Zacks Consensus Estimate for Cloudflare's 2025 earnings indicates a year-over-year growth of 21.3%, with recent upward revisions [15] Financial Performance - Cloudflare's stock has surged 76.6% over the past year, significantly outperforming the Zacks Internet – Software industry's growth of 0.9% [10] - The company currently trades at a forward price-to-sales ratio of 26.37X, which is substantially higher than the industry average of 4.82X [13]

Key Takeaways CRWD outperforms PANW with stronger revenue growth and expanding adoption of its Falcon platform.CRWD's Falcon Flex ARR hit $1.35B in Q3 FY26, more than tripling year over year.PANW sees slowing growth as shorter contracts and platform transitions weigh on top-line momentum. Palo Alto Networks (PANW) and CrowdStrike (CRWD) are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. While Palo Alto Networks focuses broadly on ne ...

Visionary and transformative leader to drive Tenable’s next phase of AI and platform innovationCOLUMBIA, Md., Dec. 15, 2025 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced it has appointed Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel. Korsunsky’s arrival marks a significant milestone for Tenable, accelerating the company’s exposure management vision to secure the modern attack surface. As the strategic leader ...

Core Insights - CrowdStrike has launched Falcon® AI Detection and Response (AIDR), a platform designed to secure the AI interaction layer, which is identified as the fastest-growing attack surface in the AI era [1][2] - Falcon AIDR is the first unified platform in the industry that provides comprehensive security for all layers of enterprise AI, including data, models, agents, identities, infrastructure, and interactions [1][3] Security Challenges - Prompt injection is highlighted as a significant security issue, where adversaries embed hidden instructions into Generative AI tools, potentially compromising AI systems [2] - The AI interaction layer is now considered the new attack surface, with prompts being likened to malware, necessitating real-time protection [2] Falcon AIDR Capabilities - Falcon AIDR offers unified visibility, governance, and enforcement across AI development and workforce usage, ensuring comprehensive protection [3] - The platform includes features such as blocking prompt injection attacks, stopping risky AI use in real time, and protecting sensitive data from unauthorized access [5] Strategic Importance - The introduction of Falcon AIDR is positioned as a critical advancement in securing AI systems, enabling organizations to innovate securely while mitigating risks associated with AI deployment [5][6]

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, all the major asset classes posted positive returns except fixed income assets outside the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% return for the Russell Midcap Growth Index. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Montreal, Quebec--(Newsfile Corp. - December 15, 2025) - Quantum eMotion Corp. (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0) ("QeM"), a Canadian provider of quantum-safe cybersecurity technologies, announces its integration into Kirq, a quantum communication testbed developed by Numana. The collaboration supports QeM's ongoing research, testing, and validation of quantum-safe cybersecurity technologies within a collaborative testing environment.The Kirq testbed provides an infrastructure for participating organiz ...

Core Insights - The demand for Israeli technology innovation remains strong in 2023, highlighted by a significant increase in acquisitions and IPOs [1] Group 1: Acquisitions - Alphabet's acquisition of Israeli cybersecurity company Wiz for $32 billion marks a notable transaction in the tech sector [1] Group 2: IPOs - The surge in IPOs indicates a robust interest in Israeli tech companies, reflecting confidence in the sector's growth potential [1]

ServiceNow is in advanced discussions to acquire Armis, a privately held cybersecurity startup, in a deal potentially valued at up to $7bn, as reported by Bloomberg News. This transaction, if finalised, would represent a significant expansion of ServiceNow's cybersecurity capabilities. Sources close to the negotiations indicate that a formal announcement could be imminent, though there remains a possibility that talks could falter or another bidder could enter the fray. Armis, founded in 2016 and headqu ...