Key Takeaways One-Month Price Return Performance Image Source: Zacks Investment Research This underperformance raises the question: Should investors cut their losses and exit, or is it worth holding CRWD stock? CrowdStrike's Premium Valuation: A Key Concern CRWD's lofty valuation make it vulnerable to further correction. CrowdStrike is currently trading at a high price-to-sales (P/S) multiple, far above the Zacks Security industry. CrowdStrike's forward 12-month P/S ratio sits at 21.38X, significantly highe ...

360集团创始人周鸿祎在第十三届互联网安全大会发表演讲。(主办方供图) 中新网北京8月6日电 (记者 夏宾)第十三届互联网安全大会6日在北京国家会议中心开幕，360集团创始 人周鸿祎发表演讲称，AI时代迫切需要安全智能体。安全智能体以安全大模型作为核心"大脑"，辅 以"手和脚"的实操功能，可精准复刻人类高级安全专家的能力，实现安全能力从量变到质变的重大突 破，为应对"超级黑客"提供关键解法。 周鸿祎指出，AI技术的深度渗透正重构网络安全攻防格局，企业仍面临两大痛点。一方面，安全运营 专家极度短缺且培养周期长、难度大，传统大模型虽能处理部分基础任务，却难以应对复杂流程化的日 常运营工作，导致防护能力落地受阻。 面对上述重构格局，周鸿祎强调，安全智能体正在成为破局关键。从本质上讲，安全智能体就是安全运 营专家的数字替身，它以安全大模型为"脑"，赋予工具调用、流程执行等"手脚"能力，完整复刻高级专 家的分析、决策与实操能力。 他进一步称，对政企单位而言，部署安全智能体可快速弥补人才短板。只要有算力，就能拥有数十个虚 拟安全专家，高效应对日常运营。更重要的是，它能适应"机器对机器、模型对模型"的新型对抗，重新 掌握防 ...

New services enhance identity management, secure file storage and recovery, and communication, advancing the Fortinet Security Fabric and global cloud network vision SUNNYVALE, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- News Summary FortiIdentity: A long-established Fortinet identity and access management (IAM) solution, now delivered from FortiCloud, offers enterprises a full-featured, cloud-native approach to secure identity management. It provides secure single sign-on (SSO), multifactor authentication (M ...

周鸿祎在ISC.AI 2025 "Agent不存在谁活下来活不下来，Agent都在进化，任何产品领先的时间，你知道是多久吗？我认为一 个月都不到。今天刚吹了一个新概念，两周以后大家都纷纷赶上。"周鸿祎在ISC.AI 2025大会上，分析 当前Agent发展的核心竞争力。 然而，多智能体协作也面临一些难点。管理协调方面，需要确保各个智能体之间的任务分配合理、协作 顺畅，避免出现冲突和混乱；通信成本也是一个问题，智能体之间的信息传递需要消耗一定的资源和时 间。但总体而言，多智能体蜂群协作的优势明显，为解决复杂问题提供了有效途径。 目前，360纳米AI通过多智能体生成10分钟电影级视频的案例，展示了多智能体蜂群的强大能力。周鸿 祎提到，用十几个智能体完成上百个分镜拼接。在这个过程中，多个智能体分工明确，分别承担编剧、 分镜、配音等角色。 "人在回路"原则 除了多智能体协作，"人机协作"也是智能体发展的关注热点。 周鸿祎强调，未来人机交互将发生显著变化，"智能体是数字伙伴，人类需学会与'数字员工'协作"。在 智能体经济下，用户将成为智能体的"老板"，不再直接操作工具，而是更多地负责定义、规划和监督智 能体的工作。 当 ...

"AI时代迫切需要安全智能体。"8月6日，360集团创始人周鸿祎在"ISC.AI 2025大会"上表示。他表示，安全智能体以安全大模型作为核心"大脑"，辅 以"手和脚"的实操功能，可精准复刻人类高级安全专家的能力，实现安全能力从量变到质变的重大突破，为应对"超级黑客"提供关键解法。 对政企单位而言，部署安全智能体可快速弥补人才短板。只要有算力，就能拥有数十个虚拟安全专家，高效应对日常运营。更重要的是，它能适应"机 器对机器、模型对模型"的新型对抗，重新掌握防御主动权。 作为行业首个以智能体驱动安全的企业，360已实现全线产品智能体化，并通过自主研发的"智能体工厂"打造360安全智能体，为政企单位提供多元应用 方案。 最后，周鸿祎强调，安全智能体不仅是对传统安全的补充，更是重构数字安全体系的核心力量。在AI定义未来的时代，只有主动拥抱安全智能体，才 能真正筑牢数字安全防线。 编辑：孙冰 周鸿祎回顾，360在过去20年来始终深耕安全领域，不断攻坚克难。从当年首创免费杀毒模式；到后来在数字安全领域破解看不见的"卡脖子"难题；再 到人工智能浪潮下打造安全大模型解决安全效率问题……一路走来，360持续引领安全行业创新。 ...

Toronto, Ontario--(Newsfile Corp. - August 5, 2025) - Cybeats Technologies Corp. (CSE: CYBT) ("Cybeats'' or the "Company") is pleased to announce the settlement of $1,500,000 of indebtedness and the conversion of $1,405,000 in principal amount of outstanding convertible debentures. The settlements and conversions align with the Company's objective to strengthen its balance sheet and reduce debt as it advances into a phase of commercial growth and operational scale-up.Debt SettlementPursuant to debt settlem ...

Financial Data and Key Metrics Changes - Revenues grew 10% to $164.1 million, with channel partners contributing 49% of total revenues compared to 46% a year ago [22] - Adjusted EBITDA for Q2 was $73.4 million, representing a 45% margin compared to a 47% margin a year ago [24] - Free cash flow was $32.4 million, representing a 20% margin compared to 33% in the prior year [25] - EPS for Q2 grew 11% to $1.68 [25] Business Line Data and Key Metrics Changes - Patch management and cybersecurity asset management combined made up 16% of total bookings and 26% of new bookings on an LTM basis [24] - Cloud security solutions, Total Cloud SINA, accounted for 5% of LTM bookings [24] Market Data and Key Metrics Changes - 15% growth outside the U.S. was ahead of domestic business growth, which was 7% [23] - The number of customers spending $500,000 or more grew 7% from a year ago to 212 [12] Company Strategy and Development Direction - The company is pioneering a new risk operation center category in cybersecurity, focusing on proactive risk management rather than just detection [7] - The introduction of a fully reimagined agentic AI platform aims to manage cyber risk across multi-vendor environments [8] - The company is expanding its partner ecosystem and driving deep technology integrations to enhance growth [18] Management's Comments on Operating Environment and Future Outlook - The management noted ongoing macroeconomic uncertainty but expressed optimism about improving net dollar expansion rates [31][32] - The guidance for full-year 2025 revenues is expected to be in the range of $656 million to $662 million, representing a growth rate of 8% to 9% [26] - The company plans to continue investing in sales and marketing and engineering to drive long-term growth [28] Other Important Information - The company received FedRAMP High authorization, positioning it as a modern alternative for federal, state, and local agencies [17] - The launch of a new pricing model allows customers to purchase Qualys units, providing access to the entire platform [20] Q&A Session Summary Question: Insights on the macro environment and guidance conservatism - Management indicated that the environment remains stable but challenging, with customers being cautious about spending [31] Question: Performance of mROC messaging - The mROC concept is resonating well with customers, providing a proactive risk management solution that differentiates from traditional offerings [34] Question: Bridging revenue and billings growth - Management noted that current billings could indicate bookings performance, with expectations of 6% to 8% growth for the year [40] Question: Expectations for the federal vertical in Q3 - Management expects FedRAMP High to create opportunities over the next few quarters, although immediate impact is not anticipated [44] Question: Impact of Flex pricing on larger commitments - Early feedback on the new pricing model has been positive, allowing customers to access multiple modules without purchasing additional SKUs [51] Question: Drivers of revenue outperformance - Management attributed revenue outperformance to improved execution and a more conservative guidance framework due to macro uncertainties [58] Question: Improvement in gross retention and net retention - The improvement is attributed to both reduced macro headwinds and effective execution in customer discussions [78]

Financial Data and Key Metrics Changes - Revenues grew 10% to $164.1 million, with channel contributions increasing to 49% of total revenues from 46% a year ago [21][22] - Adjusted EBITDA for Q2 was $73.4 million, representing a 45% margin compared to 47% a year ago [23] - Free cash flow was $32.4 million, representing a 20% margin compared to 33% in the prior year [24] - EPS for Q2 grew 11% to $1.68 [24] Business Line Data and Key Metrics Changes - Patch management and cybersecurity asset management combined accounted for 16% of total bookings and 26% of new bookings on an LTM basis [23] - Cloud security solutions, Total Cloud SINA, made up 5% of LTM bookings [23] Market Data and Key Metrics Changes - International revenue grew by 15%, outpacing domestic growth of 7% [22] - The number of customers spending $500,000 or more grew 7% year-over-year to 212 [12] Company Strategy and Development Direction - Qualys is pioneering a new risk operation center category in cybersecurity, focusing on proactive risk management rather than just detection [6][7] - The company is expanding its ETM solution and introducing identity security management to address the evolving cybersecurity landscape [10][11] - A new flexible pricing model, Qualys units (QLUs), allows customers to access the entire platform and utilize modules of their choice [18] Management's Comments on Operating Environment and Future Outlook - The management noted ongoing macroeconomic uncertainty but expressed optimism about improving net dollar expansion rates, which increased to 104% [32][33] - The company expects revenue growth for the full year 2025 to be in the range of $656 million to $662 million, representing an 8% to 9% growth rate [25][26] - Management emphasized the importance of continued investment in sales and marketing to drive growth and capitalize on market opportunities [27] Other Important Information - Qualys received FedRAMP High authorization, positioning it as a modern alternative for federal, state, and local agencies [16] - The company is focusing on expanding its partner ecosystem to drive growth and enhance its market presence [17] Q&A Session Summary Question: Insights on the macro environment and guidance conservatism - Management acknowledged a stable but challenging environment, with customers being cautious about spending [32] Question: Performance of mROC messaging - Management noted that partners are excited about the proactive risk management capabilities offered by mROC, differentiating it from traditional SOC services [35] Question: Bridging revenue and billings growth - Management indicated that current billings growth is expected to align with revenue growth guidance of 6% to 8% [41] Question: Expectations for the federal vertical post-FedRAMP High - Management expressed optimism about future opportunities in the federal sector, although immediate impacts are not expected [46][48] Question: Impact of Qualys Flex pricing - Management reported positive feedback on the new pricing model, which allows customers to access multiple modules without purchasing additional SKUs [51] Question: Revenue outperformance and guidance - Management attributed revenue outperformance to a more conservative initial guidance due to macro uncertainties, but noted strong execution in the first half of the year [58]

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VANCOUVER, British Columbia, Aug. 05, 2025 (GLOBE NEWSWIRE) -- Sekur Private Data Ltd. (OTCQB: SWISF | CSE: SKUR | FRA: GDT0) (“Sekur” or the “Company”), a leading Swiss-hosted cybersecurity and private communications platform, is pleased to announce that Alain GHIAI, will present live at the OTCQB Venture Virtual Investor Conference hosted by VirtualInvestorConferences.com, on August 7th , 2025 DATE: August 7th TIME: 3:30 PM ETLINK: REGISTER HEREAvailable for 1x1 meetings: August 11th to Aug 15th 2025. Thi ...