Growth & Demand - Company has added over 100 million users in less than 12 months since reaching 200 million milestone [2] - Massive growth and demand are being experienced [1][2] - Continued geopolitical tensions and attacks on critical infrastructure are contributing to increased demand in cyber security [2][3] Market Position & Strategy - Company protects 40% of the Fortune 10 companies [2] - Customers desire fewer platforms (5-10) instead of 70+ point solutions for critical environment protection [4][5] - Company is focusing on integrating acquired companies, but continues to consider build, buy, or partner strategies [7] - Company aims to add two more products this year to complete a seven-product platform [7] - Company is taking market share from competitors like Palo Alto Networks, Microsoft, and Tenable [10] Financial Goals & Future Plans - Company aims for $1 billion in ARR (Annual Recurring Revenue) as a milestone in the next three years [8][11] - IPO is a potential goal, possibly as soon as next year (2026), to maximize shareholder and employee value [8][11]

Pre-market futures are back in the green this morning, after a dramatic shakeout on Friday that saw a disappointing jobs report lead to the firing of the Chief of the U.S. Bureau of Labor Statistics (BLS). We now officially see a labor market slowdown with drastic downward revisions to the prior two months, and this means that interest rates are likely to come down. To wit, bond yields have shrunk. The 10-year has dissolved back to 4.20%, where it hasn't been since late April. The 2-year is also at 3+ month ...

Core Insights - Gen Digital Inc. (GEN) is set to report its first-quarter fiscal 2026 results on August 7, with expected non-GAAP revenues between $1.18 billion and $1.21 billion, reflecting a year-over-year growth of 22.4% [1][8] - The company anticipates non-GAAP earnings per share in the range of 59-61 cents, with a consensus estimate of 60 cents, indicating a year-over-year increase of 13.2% [2][8] - Factors contributing to GEN's performance include increased demand for cybersecurity products, particularly due to a rise in global hacking incidents, and the successful launch of new features like Genie Scam Protection [3][4] Revenue and Segment Performance - The Consumer Security segment is projected to generate revenues of approximately $730.9 million, representing a 20.4% year-over-year increase, while the Identity and Information Protection division is expected to see revenues of $440.8 million, indicating a growth of 28.1% [4] - The increase in client bookings, strong retention rates, and international expansion are expected to positively impact top-line growth [5] Market Challenges - Despite positive indicators, GEN's performance may be affected by a decline in IT spending due to high interest rates and inflation, leading enterprises to defer significant IT investments [6][8] - The broader economic environment, including macroeconomic and geopolitical challenges, is also anticipated to weigh on enterprise demand [6] Earnings Expectations - The company's earnings model suggests a strong likelihood of an earnings beat, supported by a positive Earnings ESP of 1.67% and a Zacks Rank of 3 [7]

Key Takeaways Akamai is expected to post Q2 revenue growth driven by strength in security and compute verticals.New cloud deals and AI-driven product upgrades likely boosted demand across core markets in Q2.AKAM launched security tools like Firewall for AI and DNS Posture Management during the quarter.Akamai Technologies, Inc. (AKAM) is scheduled to release second-quarter 2025 results on Aug. 7, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 7.6%. It pull ...

New approach introduces a marketplace of Cyber Risk AI Agents that autonomously drive every step of Cyber Risk Operations—dramatically improving risk posture and reducing operational costsFOSTER CITY, Calif., Aug. 4, 2025 /PRNewswire/ -- Qualys, Inc. (NASDAQ: QLYS), a leading provider of disruptive cloud-based IT, security and compliance solutions, today unveiled several new Agentic AI capabilities on the Qualys platform. The new AI fabric introduces a marketplace of Cyber Risk AI Agents delivering real-tim ...

Core Viewpoint - VCI Global Limited is set to unveil its CyberSecure Vault, a cloud-based cybersecurity solution designed to address modern cyber threats, during the ASEAN AI Summit [1][2]. Company Overview - VCI Global Limited operates as a cross-sector platform builder, integrating deep technology with financial architecture to create sovereign-ready digital ecosystems [9][10]. - The company has evolved from capital markets consultancy to encompass sectors such as fintech, AI, robotics, and cybersecurity [10]. CyberSecure Vault Features - The CyberSecure Vault incorporates military-grade encryption, EAL4-certified hardware, and a dual-layer closed network system to protect critical data [2][4]. - It features automated backups of operating systems and core files, allowing for instant recovery without compromising data integrity [2][6]. - The Vault is designed to combat ransomware, nation-grade cyber threats, and challenges posed by quantum computing [1][4]. Market Context - The global cybersecurity market is projected to reach US$562.8 billion by 2032, driven by digital transformation and increasing ransomware threats [2]. - VCI Global's CyberSecure Vault aims to address these market challenges with a robust, future-proof solution [2]. QuantGold Data Platform - The CyberSecure Vault will serve as a foundational security layer for the QuantGold Data Platform, which enables secure AI computation and data monetization [3]. - QuantGold is designed for secure, compliant, and privacy-preserving data monetization, leveraging over 120 encryption patents [5][6]. - The platform supports a pay-per-compute model, focusing on markets in Malaysia, Singapore, and Hong Kong, with applications in healthcare, financial services, and AI research [6]. Strategic Goals - VCI Global aims to empower governments, enterprises, and institutions in Southeast Asia to scale securely and independently through its innovations [10].

New agentic security service reduces operational costs through autonomous AI agents while delivering faster response times and scaling coverage "The use of AI enhances security efforts by boosting efficiency, augmenting human skills, and enabling SOCs to scale and deliver greater value in the face of growing cyber threats," said Chris Drumgoole, President, Global Infrastructure Services at DXC. "The future of security operations isn't about more tools or more automation, it's about intelligent AI agents tha ...

Armis, the cybersecurity startup eyeing an IPO in 2026, has reached $300 million in annual recurring revenue https://t.co/vOgomhbqU4 ...

The Connected Economy 100 index had a tough week, losing 4.2% percent across all pillars except "eat." While the index was down overall due to big drops at several companies, including double digits at Xero, iRobot, and United Healthcare, there were some notable highlights. Among them: By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions . Lendi ...

Core Insights - CrowdStrike is projected to reach at least $10 billion in Annual Recurring Revenue (ARR) [1] Company Overview - The company is recognized for its growth-driven investment strategy, focusing on maximizing shareholder equity [1] - CrowdStrike operates in the cybersecurity sector, which is experiencing significant growth due to increasing demand for security solutions [1] Investment Strategy - The investment approach emphasizes sustainable growth and aims to capitalize on market opportunities within the cybersecurity industry [1] - The company has a beneficial long position in shares of CrowdStrike, indicating confidence in its future performance [2]