Financial Data and Key Metrics Changes - The company reported a strong fourth quarter with revenue of $28.4 million, up 14% year-over-year, and total revenue for 2025 reached $102 million, an 11% increase from $92.2 million in 2024 [17][4] - Cybersecurity-as-a-Service (CCaaS) revenue was $8.1 million in the fourth quarter, up 70% year-over-year, and comprised 28% of total revenue for the quarter [17][4] - Annual recurring revenue (ARR) for CCaaS was $30.8 million as of December 2025, reflecting a 69% year-over-year increase [17][4] - Non-GAAP operating income for Q4 was $3.6 million, a 101% increase compared to $1.8 million in Q4 2024, and for the full year, it was $8.9 million compared to $0.6 million in 2024 [19][20] - The company ended 2025 with over $88 million in cash and no debt, providing strategic flexibility for growth initiatives [5][20] Business Line Data and Key Metrics Changes - Recurring revenue increased to 28% of total revenue in Q4 and represented 62% of total revenue for the full year, enhancing revenue visibility [5][17] - The CCaaS offering is the primary growth driver, with significant traction and a strong pipeline of new business opportunities [6][15] Market Data and Key Metrics Changes - The company is focused on expanding its partnerships with Communication Service Providers (CSPs) and telcos to enhance its market reach [6][7] - The partnership with Compax Venture allows for the introduction of cybersecurity services to MVNO customers, expanding the addressable market [6][7] Company Strategy and Development Direction - The company aims to be a cybersecurity-first organization, integrating cybersecurity and network intelligence to enhance its service offerings [5][6] - The strategy includes expanding the CCaaS model and introducing new products like Off-Net solutions to increase average revenue per user (ARPU) [8][11] - The company plans to evolve its offerings to provide comprehensive protection for consumers and SMBs, addressing underserved markets [10][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, expecting continued double-digit revenue growth in 2026, with total revenue projected between $113 million and $117 million [15][23] - The company anticipates strong demand for its cybersecurity services, driven by increasing awareness of cybersecurity threats [48][72] - Management acknowledged potential cost pressures from supply chain constraints but remains confident in maintaining a gross margin around 70% [21][23] Other Important Information - The company is actively investing in marketing and sales to strengthen its go-to-market capabilities and support new product launches [14][23] - Participation in major industry events like Mobile World Congress and RSA Conference is planned to showcase new products and drive customer engagement [14][15] Q&A Session Summary Question: What drove the strength in the CCaaS business this quarter? - Management noted strong adoption rates for security services launched with customers, contributing to increased ARR and revenue [26] Question: Can you elaborate on the MVNO opportunity? - Management highlighted that targeting MVNOs with cybersecurity offerings could differentiate their services and potentially unlock significant new revenue streams [30][32] Question: Is the wording around CCaaS ARR expectations more positive than a year ago? - Management confirmed strong demand for solutions and visibility into growth, indicating robust expectations for CCaaS ARR [36][38] Question: What is the book-to-bill ratio in the Smart business? - Management reported a book-to-bill ratio over one, indicating strong demand and a healthy backlog for 2026 [78][79] Question: How is the company addressing AI-driven fraud attempts? - Management emphasized leveraging network visibility to identify and protect against sophisticated fraud attempts, enhancing customer security [68][69]

Extensive peering and network path optimization via NewEdge Route Control enable a fast, seamless digital experience for business-critical AI applicationsSANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced NewEdge AI Fast Path, a set of capabilities that efficiently optimize network paths to critical AI destinations, including AI applications hosted in public, private, or neo-clouds. Available no ...

Gen Digital Inc. (NASDAQ:GEN) is one of the 12 Cheap Technology Stocks to Invest In According to Hedge Funds. On February 12, Gen Digital Inc. (NASDAQ:GEN) announced new products for its identity theft software, LifeLock, to expand identity protection that adapts to the complexity of Americans’ financial lives. Gen Digital Inc.'s (GEN) LifeLock Software Expands Identity Protection Plans For Americans Identity theft has become a major problem, and the growing risk poses a major threat to a person’s finan ...

Core Viewpoint - Palo Alto Networks (PANW) is experiencing a significant decline in stock price, down 21% year-to-date and 24% over the past year, but its recent acquisitions in AI security may provide a turnaround opportunity [1] Financial Performance - Revenue for Q2 FY2026 grew 15% year-over-year to $2.59 billion, with adjusted EPS of $1.03 beating expectations [1] - Next-generation security Annual Recurring Revenue (ARR) increased by 33% to $6.33 billion [1] - Full-year profit guidance was cut due to acquisition costs, leading to a drop in share price by 5-7% in after-hours trading [1] Market Sentiment - Reddit sentiment shifted from bearish (35-38) to bullish (62) following strategic announcements, indicating a change in investor perception [1] - Analysts have set a price target of $216.83 for PANW, significantly higher than the current price of $148.70 [1] Strategic Acquisitions - Palo Alto Networks acquired CyberArk for $25 billion and Koi Security for $400 million, enhancing its AI security capabilities [1] - The acquisition of CyberArk adds identity security to its platform, while Koi Security focuses on AI endpoint protection [1] Competitive Landscape - The cybersecurity market is expanding, with network-layer DDoS attacks rising by 168% in 2025, creating opportunities for companies like Palo Alto Networks [1] - Analysts believe that companies that can integrate identity, endpoint, and network security will dominate the enterprise security market in the coming decade [1]

Core Insights - CyberCatch Holdings, Inc. has published the Health Industry Cyber Safety Guide for 2025, addressing the significant cyber risks faced by approximately 600,000 healthcare organizations in the U.S. [1][2] - The average cost of a data breach in the health industry for 2025 is reported to be USD $7.42 million, the highest among all sectors [2]. - CyberCatch aims to enhance cyber safety in healthcare through its AI-enabled platform, which focuses on continuous compliance and cyber risk mitigation [4]. Industry Overview - The health industry is experiencing a cyberattack epidemic, with nearly 2 successful cyberattacks and data breaches occurring every day [7]. - In 2025, data breaches have impacted over 52.3 million individuals, marking a 35% increase from the previous year [7]. - The guide provides a detailed analysis of the reasons behind the success of cybercriminals and outlines necessary risk mitigation strategies [7]. Company Solutions - CyberCatch offers a proprietary Software-as-a-Service (SaaS) solution that addresses the root causes of cyberattacks by identifying and fixing security control deficiencies [4]. - The platform conducts continuous testing of security controls from multiple dimensions to ensure compliance and safety from cyber threats [4]. - The company anticipates forming key partnerships to distribute its solutions within the large healthcare marketplace [2].

Core Insights - Navan has been selected by Darktrace to upgrade its global travel program, emphasizing the importance of in-person collaboration as Darktrace expands [1][2] Group 1: Partnership Details - Darktrace aims to consolidate its travel operations, reduce administrative burdens, and enhance the booking experience for its workforce [2] - The partnership will leverage Navan's AI-powered platform to provide a unified solution for travel and payments, automating flight and hotel payments through virtual cards [3] Group 2: Expected Benefits - Darktrace targets annual savings exceeding £1 million by eliminating offline fees and accessing more competitive pricing [7] - The partnership aims for over 95% user adoption, significantly increasing from previous rates of 35%, by providing access to extensive rail content and inventory [7] - Operational efficiency will be improved through automated reconciliation, allowing finance teams to gain accurate visibility into spending trends and forecasting [7] Group 3: Company Positioning - The collaboration reinforces Navan's position in the enterprise market, showcasing its user-centric approach as a preferred solution for multinational organizations [4]

And here now to discuss AI's impact on the sector, maybe on society, humanity, uh is Tor Ween. He is the CEO of Sentinel 1 along with our very own Sema Modi. Welcome to you both.Sema, >> Kelly, thank you. Tor, it's good to have you on at a time where the market is trying to understand the role of large language models in cyber security. I know you've had a chance to review Anthropic's latest security tool which can identify and patch software vulnerabilities.What's your take and reaction. Yeah, I mean I thi ...

The 33-year-old founder of By Monday morning, the over 7,000-word post was the talk of the market. And when trading opened, the selling started. The S&P 500 Index quickly went from green to red and ended down more than 1% on the day. A gauge of financial shares had its worst session since April. A major software exchange-traded fund tumbled more than 4%. The report also named a number of specific companies, including ServiceNow Inc., DoorDash Inc. and American Express Co., and those shares sank. By the end ...

Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff - 24/7 Wall St.[S&P 5006,890.40 -0.01%][Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff### Quick ReadCrowdStrike (CRWD) and Cloudflare (NET) dropped nearly 10% after Anthropic released Claude Code Security for vulnerability detection.CrowdStrike posted record $2 ...

Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch.On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off.Since the announcement:The broader sector, tracked by the First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) , has slid to late-April 2025 lows and is now down for seven consecutive weeks — the longest losing strea ...