Key Takeaways CRWD's Next-Gen SIEM saw record net new ARR as customers shift from costly, slow legacy SIEM tools.A major European bank adopted Falcon SIEM, Onum and Charlotte AI in a large eight-figure replacement deal.Expanded AWS access lets millions use Falcon SIEM through Security Hub, widening CRWD's customer pipeline.CrowdStrike ((CRWD) is seeing strong momentum in its Next-Generation (Next-Gen) Security Information and Event Management (SIEM) as part of its mission to protect enterprises against evol ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) delivered 100% detection and 100% protection with no false positives in the 2025 MITRE ATT&CK® Enterprise Evaluations – the most technically demanding in the program's history. Through MITRE's first-ever cloud adversary emulation with attacks that moved across identity, endpoint, and cloud, the unified Falcon® platform demonstrated the architectural advantage required to stop modern cross-domain threats. "These were the most challen. ...

2025 Achievements Lay Foundation for Accelerated 2026 Expansion NEW YORK, Dec. 10, 2025 (GLOBE NEWSWIRE) -- IQSTEL Inc. (NASDAQ: IQST) ("IQSTEL"), a leading provider of innovative telecommunications and technology solutions, today announced highlights from its 2025 performance in a year‑end executive interview, underscoring achievements that have positioned the company for accelerated growth in 2026. The leadership team detailed how disciplined execution, liability management, and strategic investments in t ...

A U.S. continuation application to broaden and harden claims around the core Analog Guard mechanism - the timing-synchronized, analog-key-modulated dynamic carrier mixed with the message signal. ROSHARON, TX / ACCESS Newswire / December 10, 2025 / Signal Advance, Inc. (OTCID: SIGL) today highlighted its ®Analog Guard physics-based post-quantum encryption platform following a fast-track U.S. patent allowance, solidifying the company at the forefront of defenses against emerging quantum-era and AI-enabled cyb ...

Core Insights - Mimecast is expanding its presence in the Asia-Pacific (APAC) region with a new ASEAN regional headquarters and a data center to enhance cybersecurity offerings [1][3] - The APAC region represents 25% of the global cybersecurity market and is the fastest-growing market for AI, driven by digital transformation and advanced cyber threats [2] - Nicky Choo has been appointed as Vice President and General Manager for APAC, tasked with leading regional strategy and operations [4][5] Company Expansion - The establishment of a regional headquarters and data center in Singapore is a strategic move to strengthen Mimecast's local presence and innovation capabilities [1][3] - The new data center will utilize AWS's secure cloud infrastructure, ensuring compliance with local data residency requirements, including Singapore's Personal Data Protection Act [8] Leadership and Strategy - Nicky Choo brings extensive experience in cybersecurity and enterprise technology, having previously held senior roles at Devo, Pegasystems, and IBM [4] - Under Choo's leadership, Mimecast aims to address the increasing AI-driven cyber threats faced by organizations in APAC [5] Technological Advancements - Mimecast is developing AI-powered solutions to mitigate human risk and enhance threat detection, including the Mimecast Insider Risk Management tool [7] - The company is also focusing on building an AI Lab in India, which employs 150 engineers dedicated to creating an innovative, AI-driven platform [9] Market Context - The cybersecurity landscape is evolving, with Shadow AI emerging as a significant risk, as 86% of security leaders express concern over data leaks through generative AI tools [6]

Core Insights - CGI has signed a contract with NATO Communications and Information Agency (NCIA) to deliver the HERMES project, which aims to enhance NATO's command and control capabilities through secure mobile communication solutions [1][2] - The HERMES project integrates CGI's managed services with secunet's Secure Inter-Network Architecture (SINA) technology, providing a scalable IT solution for NATO executives [1][4] - The project emphasizes the importance of reliability and interoperability in a security-critical environment, allowing NATO leaders to access classified information securely while mobile [2][4][5] Company Overview - CGI is one of the largest independent IT and business consulting services firms globally, founded in 1976, with a reported revenue of CA$15.91 billion for fiscal 2025 [6] - The company employs 94,000 consultants and professionals worldwide, offering a comprehensive portfolio of IT and business consulting services [6] - Secunet, a partner in the HERMES project, is Germany's leading cybersecurity company, specializing in areas with unique security requirements and generating revenue of around 406 million euros in 2024 [9][10]

Core Insights - Arqit Quantum Inc. is focused on quantum-safe encryption technology, essential for protecting data from future quantum computing threats [1] Financial Performance - For the earnings report on December 9, 2025, Arqit reported an EPS of -$0.92, matching estimates, with revenue of $470,000, also in line with expectations [1][5] - Anticipated revenue for fiscal year 2026 is projected to be approximately $1.2 million, driven by seven contracts, including multi-year agreements with telecom operators and various organizations [2][5] Valuation Metrics - The company has a negative P/E ratio of approximately -15.64, indicating a lack of profitability [3] - The price-to-sales ratio is extremely high at about 1,320, suggesting a significant premium paid by investors for each dollar of sales [3] - The enterprise value to sales ratio stands at roughly 1,250, reflecting a high valuation relative to sales [3] Financial Health - The enterprise value to operating cash flow ratio is negative at approximately -17.85, indicating financial challenges [4] - The debt-to-equity ratio is low at 0.052, suggesting minimal debt compared to equity [4] - The current ratio is 2.45, indicating that Arqit has more than twice the current assets needed to cover its current liabilities, a positive sign of liquidity [4]

Core Viewpoint - The article discusses the insights and analyses of an independent investor with expertise in the Indian and US equity markets, emphasizing the importance of quantitative research in various financial sectors [1]. Group 1: Investor Profile - The investor holds a CFA Charter and a PhD in Finance from the University of Durham, U.K. [1] - The investor is an Honorary Associate Professor in Finance and Corporate Governance at Brunel University London [1]. - The investor runs a YouTube and Podcast channel titled "The Stock Doctor," where weekly discussions on the US and Indian markets take place [1]. Group 2: Research Focus - The investor actively engages in quantitative research in areas such as US equities, Behavioral Finance, Corporate Governance, Activist Hedge Funds, Cryptocurrencies, and M&A [1]. - The investor has published research in top-ranked peer-reviewed journals, indicating a strong academic and professional background [1].

We came across a bullish thesis on Fortinet, Inc. on StockOpine’s Newsletter’s Substack by StockOpine. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.'s share was trading at $82.94 as of December 2nd. FTNT’s trailing and forward P/E were 33.67  and 28.01  respectively according to Yahoo Finance. Fortinet, Inc. provides cybersecurity and convergence of networking and security solutions worldwide. FTNT delivered a strong Q3, surpassing expectations across revenue, earnings, and ...

Financial Performance - Palo Alto Networks reported a revenue growth of 15% year over year, reaching $9.22 billion for fiscal 2025 [3] - The Annual Recurring Revenue (ARR) for Next Generation Security grew 32% year over year to $5.58 billion, while the total Platform Offering (PO) increased by 24% year over year to $15.8 billion [3] - Network Security ARR reached $3.9 billion, marking a 35% year over year increase, driven by strong adoption of software firewalls and SASE solutions [4] Business Line Performance - The Cortex segment saw a significant expansion in its XSIAM customer base, which more than doubled year over year, indicating strong adoption of Next Generation Security capabilities [5] - The Security Operating Platform also experienced broad-based momentum, with NGS ARR reaching $1.7 billion, an approximately 25% year over year increase [4] Market Trends - The cybersecurity landscape is undergoing a transformation due to the rise of generative and agentic AI, prompting the company to evolve its product offerings to protect customers using AI tools [6] - The company announced its intent to acquire CyberArk, aiming to reshape the identity security category and enhance its multi-platform strategy [7][8] Strategic Direction - The company is committed to innovation across all security platforms, focusing on the integration of AI into its offerings [4][6] - The acquisition of CyberArk is expected to establish a leading platform for end-to-end AI security, positioning the company as a key player in the evolving cybersecurity landscape [8] Management Commentary - Management emphasized the importance of their dedicated workforce of over 16,000 employees in driving innovation and delivering cutting-edge technologies [9] - The management expressed confidence in the company's ability to protect customers from increasing cyber threats through their innovative solutions [9] Other Important Information - The company spent $567 million on share buybacks in 2024, raising concerns about the impact of such financial engineering on executive compensation metrics [19] - Shareholder proposals regarding adjusting financial performance metrics to exclude share repurchase impacts and declassifying the board were discussed, with the board recommending against these proposals [20][28] Q&A Summary Question: Concerns about executive compensation linked to share buybacks - Shareholders urged the board to adopt a policy that adjusts financial performance metrics to exclude the impact of share repurchases when determining executive compensation [20] Question: Issues with classified board structure - A shareholder criticized the board's practice of making director appointments outside the annual meeting cycle, arguing it undermines shareholder oversight and accountability [24]