Core Insights - Palo Alto Networks (PANW) achieved a significant milestone in Q3 of fiscal 2025, with annual recurring revenues (ARR) for its next-generation security (NGS) solutions reaching $5.09 billion, marking a year-over-year growth of 34% [1][9] - The company reported a substantial increase in high-value customers, with 130 customers generating over $5 million in NGS ARR, a 41% increase year-over-year, and 44 customers exceeding $10 million, a growth of 63% [2] - AI-related ARR has surged to approximately $400 million, which is 2.5 times higher than the same quarter last year, driven by the success of the XSIAM platform [2] NGS Platform Performance - XSIAM, an AI-powered NGS platform, saw bookings approach $1 billion on a trailing 12-month basis, with around 270 customers and an average ARR per customer exceeding $1 million [3] - The ARR from XSIAM grew over 200% year-over-year in Q3, just 30 months after its general availability [3] Future Growth Projections - Management has set an ambitious target of $15 billion in ARR by fiscal 2030, with NGS ARR expected to contribute approximately 60-70% of the total targeted ARR for fiscal 2023 [4] Competitive Landscape - Competitors like CrowdStrike and SentinelOne are also experiencing growth, with CrowdStrike reporting $4.44 billion in ARR (22% year-over-year growth) and SentinelOne reaching $948 million (24% year-over-year growth) [5][6] Valuation and Earnings Estimates - PANW's shares have increased by 6.7% year-to-date, compared to the industry's growth of 19.4% [7] - The company trades at a forward price-to-sales ratio of 12.6, which is below the Zacks Security industry's ratio of 14.47 [11] - The Zacks Consensus Estimate for PANW's fiscal 2025 earnings indicates a year-over-year increase of approximately 15%, while fiscal 2026 estimates suggest an 11% increase [14]

Company Overview - Qualys shares have increased by approximately 8.4% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Fresh estimates for Qualys have trended upward, with the consensus estimate shifting by 8.18% [2] VGM Scores - Qualys has a Growth Score of A, a Momentum Score of C, and a Value Score of F, resulting in an aggregate VGM Score of C [3] Outlook - The upward trend in estimates suggests a promising outlook, leading to a Zacks Rank of 1 (Strong Buy) for Qualys, indicating expectations of above-average returns in the coming months [4] Industry Performance - Qualys is part of the Zacks Security industry, where Check Point Software has gained 4.6% over the past month [5] - Check Point reported revenues of $637.8 million for the last quarter, reflecting a year-over-year increase of 6.5% [5] - Check Point's expected earnings for the current quarter are $2.36 per share, indicating an 8.8% increase from the previous year [6]

Group 1: Earnings Performance - CrowdStrike Holdings reported quarterly earnings of $0.73 per share, exceeding the Zacks Consensus Estimate of $0.66 per share, but down from $0.93 per share a year ago, representing an earnings surprise of 10.61% [1] - The company posted revenues of $1.1 billion for the quarter ended April 2025, slightly missing the Zacks Consensus Estimate by 0.10%, compared to revenues of $921.04 million a year ago [2] - Over the last four quarters, CrowdStrike has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - CrowdStrike shares have increased approximately 40% since the beginning of the year, significantly outperforming the S&P 500's gain of 0.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.80 on revenues of $1.16 billion, and for the current fiscal year, it is $3.44 on revenues of $4.78 billion [7] Group 3: Industry Context - The Zacks Security industry is currently ranked in the top 7% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Core Insights - Vicon Industries, a subsidiary of Cemtrex Inc., has secured significant orders valued at approximately $0.8 million from correctional facilities in the UK, reinforcing its position in a highly regulated surveillance market [1][3][4] Company Overview - Cemtrex, Inc. operates in the Security and Industrial sectors, with Vicon Industries leading its Security segment by providing advanced video management software, high-performance security cameras, and integrated surveillance solutions [5] Market Position - The recent orders highlight Vicon's ability to meet stringent standards and rigorous procurement processes in the UK correctional market, showcasing its engineering capabilities and commitment to long-term customer partnerships [3][4] - Vicon's technology is recognized for its reliable performance and seamless integration, which are critical in protecting secure facilities [3][4] Product Deployment - The orders include advanced surveillance hardware and software tailored for multiple prisons and an immigration center, featuring outdoor dome and bullet cameras, Valerus enterprise video management licenses, and high-performance recording servers [2] - Deployment of these systems is scheduled to begin this quarter, with full delivery expected before the end of the fiscal year [4] Future Opportunities - The client has indicated potential for future orders related to ongoing infrastructure upgrades, suggesting a positive outlook for Vicon's continued engagement in the UK market [4]

Core Insights - Zscaler reported strong third-quarter fiscal 2025 results, with non-GAAP earnings of 84 cents per share, exceeding the Zacks Consensus Estimate by 12% and reflecting an 18.3% year-over-year increase driven by revenue growth and cost management [1][3] - The company's revenues for the third quarter reached $678 million, surpassing the Zacks Consensus Estimate by 1.8% and management's guidance, marking a 23% year-over-year growth [2][3] - Following the positive results, Zscaler raised its fiscal 2025 guidance, which is expected to positively impact its stock performance [3] Financial Performance - Zscaler's calculated billings increased by 25% year over year to $784.5 million, with the Americas contributing 54% of revenues, EMEA 30%, and Asia Pacific and Japan 16% [4] - The non-GAAP gross profit rose by 20.8% year over year to $544.15 million, while the non-GAAP gross margin contracted by 100 basis points to 80% [7] - Total non-GAAP operating expenses accounted for 58.6% of revenues, increasing by 21% year over year to $397.5 million, resulting in a non-GAAP operating income of $146.7 million [7] Customer Metrics - Zscaler added multiple large customers across its offerings, achieving a net 12-month trailing dollar-based retention rate of 114% [5] - The company had 642 customers with annualized recurring revenues (ARR) of $1 million or more, and 3,363 customers with ARR exceeding $100,000 at the end of the third quarter [6] Balance Sheet and Cash Flow - As of April 30, 2025, Zscaler had $1.99 billion in cash and short-term investments, down from $2.88 billion as of January 31, 2025 [8] - The company generated operating cash flow of $211.1 million and free cash flow of $119.5 million during the third quarter [8] Updated Guidance - Zscaler revised its fiscal 2025 revenue forecast to a range of $2.659-$2.661 billion, up from $2.640-$2.654 billion, indicating a growth of 22.18% from fiscal 2024 [9] - The company expects calculated billings to be in the range of $3.184-$3.189 billion, an increase from the previous guidance [9] - Non-GAAP earnings per share for fiscal 2025 are now projected between $3.18 and $3.19, compared to the previous guidance of $3.04-$3.09 [10]

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]