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Palo Alto Networks Named a Leader in Inaugural Gartner® Magic Quadrant™ for Hybrid Mesh Firewalls
Prnewswire· 2025-08-28 15:00
AI-Powered Strata Cloud Manager Recognized for Unified Protection and Simplified Operations for the New Era of Network SecuritySANTA CLARA, Calif., Aug. 28, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced it has been named a Leader in the inaugural 2025 Gartner® Magic Quadrant™ for Hybrid Mesh Firewalls. The Palo Alto Networks hybrid mesh firewall management solution, Strata™ Cloud Manager, unifies network security, eliminating the need to manage dif ...
CrowdStrike Q2 earnings top estimates, Wedbush highlights AI-driven platform growth
Proactiveinvestors NA· 2025-08-28 14:46
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
WISeKey’s WISeSat Subsidiary Expand its Ground Segment Network in Switzerland
Globenewswire· 2025-08-28 14:00
Core Viewpoint - WISeKey's subsidiary WISeSat AG has successfully installed its third ground station in Lausanne, Switzerland, enhancing its global ground infrastructure for secure satellite communication focused on IoT applications [3][5]. Group 1: Company Developments - The new ground station in Lausanne will serve as a control base for managing IoT satellites, positioning the region as a critical hub for satellite communication [5][6]. - This installation follows the deployment of WISeSat's European antenna in La Línea de la Concepción, Spain, contributing to a robust satellite connectivity backbone across Europe [4][6]. - The partnership with the Space Campus at the Ecole Polytechnique Fédérale de Lausanne aims to foster collaboration across academia, startups, industry, and government, driving innovation in satellite systems and space communications [6]. Group 2: Strategic Importance - The expansion of WISeSat's ground station network is aligned with Europe's strategic goals for digital and space independence, establishing a fully European-controlled satellite connectivity system [6]. - WISeSat provides reliable IoT connectivity solutions for various critical applications, including smart cities, agriculture, logistics, energy, and environmental monitoring [6][8]. - WISeKey has deployed over 1.6 billion microchips across various IoT sectors, playing a vital role in securing the Internet of Everything [8].
Zscaler: Expensive But Indispensable
Seeking Alpha· 2025-08-28 13:01
In recent months, more and more companies have been subjected to continuous cyberattacks, with ransomware attempts more than doubling. It is natural in a world built on artificial intelligence, cloud computing, and data centers that the attack surfaceHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European as ...
2025上海网络安全产业创新大会召开
Guo Ji Jin Rong Bao· 2025-08-28 12:10
8月28日,2025上海网络安全产业创新大会召开。 上海市经信委总工程师裘薇在致辞中指出,上海网络安全产业规模较"十四五"初已实现倍增。面向 未来,上海将重点推动"'安全+AI'双向融合",布局智能机器人、低空经济等新兴领域安全产业,并以 普陀网络安全产业示范园为核心,进一步提升发展能级,建设面向长三角乃至全国的网络安全产业承载 区。联动徐汇"模速空间"、浦东张江等载体,构建全市协同发展格局。持续打造头部网安企业标杆,面 向AI安全、车联网安全、软件供应链安全等新兴领域培育"小而精"网安主体;建设一批安全能力平台, 牵引产品迭代和服务升级。依托"工赋砺网""磐石行动"等品牌行动,提升重点领域安全防护能力,以合 规促发展。 普陀区副区长周如意表示,作为上海市唯一的市级网络安全产业示范区,普陀已形成"政策、平 台、技术、生态"四位一体发展格局。通过"1+9+X"专项政策包、共建"国家安全与应急管理研究院"等 举措,全区集聚网安企业近百家,2024年产业营收突破70亿元。未来普陀将深度融入沿沪宁产业创新带 国家战略,打造区域网络安全"引力场"。 在上海市经信委的指导下,上海市人工智能行业协会设立人工智能安全工作委员 ...
Radware Named an Overall Leader in KuppingerCole's 2025 Leadership Compass Report for Web Application and API Protection
Globenewswire· 2025-08-28 11:45
MAHWAH, N.J., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Radware® (NASDAQ: RDWR), a leading provider of cyber security and application delivery solutions, announced it has been named an Overall Leader in the 2025 KuppingerCole Leadership Compass Report for Web Application and API Protection. In addition, the company is recognized as a leader across the report’s Product, Innovation, and Market Leadership categories. Radware is distinguished in the report for its web application security, DDoS protection, API protecti ...
CrowdStrike(CRWD.US)Q3营收指引不及预期 拟收购Onum以强化安全业务
智通财经网· 2025-08-28 03:55
智通财经APP获悉,网络安全公司CrowdStrike(CRWD.US)公布截至7月31日的2026财年第二季度财报。 数据显示,该公司Q2营收同比增长21%至11.7亿美元,超过市场预期的11.5亿美元;调整后每股收益为 0.93美元,也高于市场预期的0.83美元。年度经常性收入(ARR)同比增长20%,达到46.6亿美元。 财报公布后,CrowdStrike盘后股价下跌3.88%。 CrowdStrike首席执行官兼创始人George Kurtz表示:"业务重新加速增长的时间比我们的预期提前了一 个季度,这使得CrowdStrike交出了一份卓越的第二季度成绩单。第二季度新增ARR达到创纪录的2.21亿 美元,Flex客户超过1000家,以及逾百次重复订购,这些都凸显出CrowdStrike在网络安全整合领域的领 导地位。" 该公司还宣布收购实时遥测管道管理公司Onum。此次交易预计将增强CrowdStrike的Falcon新一代安全 信息和事件管理(SIEM)产品,为代理安全和IT运营奠定基础。 展望未来,CrowdStrike预计2026财年第三季度营收将在12.1亿美元至12.2亿美元之间,低于市场 ...
CrowdStrike第三季度营收指引低于预期
Zheng Quan Shi Bao Wang· 2025-08-28 00:19
Group 1 - The core viewpoint of the article highlights CrowdStrike's strong financial performance in the second quarter, with total revenue of $1.17 billion, representing a 21% year-over-year growth, exceeding analyst expectations of $1.15 billion [1] - The company achieved a record Annual Recurring Revenue (ARR) of $221.1 million for the quarter, bringing total ARR to $4.66 billion [1] - GAAP operating loss was $113 million, compared to an operating profit in the same period last year; however, non-GAAP operating profit reached a record $255 million [1] Group 2 - The GAAP net loss was $77.7 million, while non-GAAP net profit reached a record $237.4 million, translating to earnings per share of $0.93, which was above expectations [1] - For the third quarter, revenue guidance is set between $1.208 billion and $1.218 billion, which is below market expectations of $1.23 billion [1] - The full-year revenue forecast has been raised to between $4.75 billion and $4.806 billion [1]
CrowdStrike(CRWD) - 2026 Q2 - Earnings Call Transcript
2025-08-27 22:02
CrowdStrike (CRWD) Q2 2026 Earnings Call August 27, 2025 05:00 PM ET Company ParticipantsMaria Riley - VP - IRGeorge Kurtz - Founder & CEOBurt Podbere - CFOSaket Kalia - Managing DirectorBrian Essex - Executive DirectorGabriela Borges - MD - Software ResearchJoseph Gallo - SVPJeffrey Hopson - Equity Research AssociateJonathan Ruykhaver - Managing DirectorShaul Eyal - Managing Director - Equity ResearchIttai Kidron - Managing DirectorRoger Boyd - Executive DirectorAdam Borg - MD - Enterprise SoftwareAdam Tin ...
CrowdStrike(CRWD) - 2026 Q2 - Earnings Call Transcript
2025-08-27 22:00
Financial Data and Key Metrics Changes - Record Q2 net new ARR of $221 million, exceeding expectations and showcasing accelerating growth [5][34] - Ending ARR reached $4.66 billion, growing more than 20% year over year [5][34] - Total revenue grew 21% year over year, reaching $1.17 billion, exceeding guidance [6][36] - Record Q2 free cash flow of $284 million, representing 24% of revenue [5][34] - Non-GAAP operating income was a record $255 million, or 22% of revenue [5][38] Business Line Data and Key Metrics Changes - Cloud, next-gen identity, and next-gen SIEM platform solutions exceeded $1.56 billion in ending ARR, growing more than 40% year over year [6][34] - Next-gen SIEM had year-over-year growth of over 95%, with ending ARR exceeding $430 million [13][34] - Next-gen identity protection business exceeded $435 million in ending ARR, growing more than 21% year over year [21][34] Market Data and Key Metrics Changes - Total cloud ending ARR exceeded $700 million, growing more than 35% year over year [23][34] - Geographic revenue mix consisted of approximately 67% from the U.S. and 33% from international markets, with both U.S. and EMEA year-over-year growth accelerating compared to Q1 [36] Company Strategy and Development Direction - Focus on AI-driven market demand and customer-driven consolidation, leveraging the Falcon Flex licensing model for sustained growth [32][34] - Intent to acquire ONEM, a leading data pipeline platform, to enhance next-gen SIEM capabilities [14][19] - Emphasis on securing AI at every layer, from model creation to endpoint access, positioning CrowdStrike as a leader in AI security [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued net new ARR acceleration for the back half of FY 2026, expecting at least 40% year-over-year growth [32][34] - The company highlighted the importance of addressing customer concerns regarding AI security and the evolving threat landscape [9][10] - Management noted that the competitive landscape is shifting, with increased demand for integrated security solutions [80] Other Important Information - The company achieved a milestone of 800 customers with ending ARR exceeding $1 million [34] - The Falcon Flex model has seen over 1,000 customers, with more than 75% utilization across the customer base [25][34] - The company expects to exceed $5 billion in ending ARR by fiscal year-end, on the path to $10 billion by FY 2031 [36][34] Q&A Session Summary Question: About revenue guidance and partner rebate program - Management confirmed that ARR is the best leading indicator and highlighted the impact of partner rebate programs on sustaining high retention rates and accelerating net new ARR [45][47] Question: Insights on identity market targeting - Management emphasized early recognition of identity as a key security element and the success of their next-gen identity solutions [51][53] Question: Sustainability of net new ARR growth - Management expressed confidence in the sustainability of growth due to strong platform performance and customer consolidation [90][91] Question: ONEM acquisition and its competitive positioning - Management highlighted ONEM's capabilities in real-time analysis and its potential to disrupt legacy solutions [66][68] Question: Dynamics of EDR market and customer interest - Management reiterated the importance of EDR in the modern SOC and the company's leadership in that space [70][72] Question: Update on cloud security competitive environment - Management noted that the market is still in early stages, with significant interest in cloud workload protection [78][80] Question: Future of core business growth - Management acknowledged deceleration in core business growth but expressed optimism about potential accelerators [114]