Core Viewpoint - Frequency Holdings Inc has transitioned from Yuenglings Ice Cream Corp to a multi-brand technology holding company focused on cybersecurity, AI, and digital identity, marking a significant strategic shift [1][3][4] Group 1: Company Structure and Strategy - Frequency Holdings is modeled after Berkshire Hathaway and Alphabet, with subsidiaries operating independently while benefiting from shared strategic leadership [2] - The flagship operating company, ReachOut, is acquiring and scaling cybersecurity-focused managed service providers (MSPs) across the US [2] - The company aims to unveil additional ventures in decentralized identity and artificial intelligence in the coming quarters [1][4] Group 2: Leadership and Vision - CEO Rick Jordan emphasizes that the name change represents a broader vision of building a platform that accommodates multiple companies, each with its own identity [3] - Kevin Harrington, a board member, supports the vision, highlighting the right timing and industry conditions for growth [3][6] - David Meltzer, another board member, expresses commitment to innovation and value creation within the company [3][8] Group 3: Company Background - Frequency Holdings is focused on high-growth ventures in cybersecurity, AI, digital identity, and IT infrastructure, with ReachOut as its lead operating brand [4] - The company previously operated under the name Yuenglings Ice Cream Corp and traded under the symbol YCRM, with the new name and symbol effective immediately [1][3]

Cybersecurity Sector Overview - Cybersecurity has shown consistent performance, with the Amplify ETF (HACK) up over 16% year-to-date, outperforming the S&P 500's 8% increase [1] - Major companies in the cybersecurity space, such as Fortinet and Palo Alto Networks, are positioned for potential breakouts after periods of consolidation [2] Fortinet (FTNT) Analysis - Fortinet's stock has been consolidating in a range between $100 and $110, forming a bullish coiled base, with a breakout area defined near the $110 zone [2][3] - The upcoming earnings report on August 6 could serve as a catalyst for overcoming resistance [3] - Fortinet's Q1 2025 earnings were $0.58 per share, beating consensus by $0.05, with a revenue increase of 13.8% year-over-year [3] Palo Alto Networks (PANW) Analysis - Palo Alto Networks has been consolidating between $180 and $210 for nearly a year, with a significant breakout potential if the $210 resistance is breached [6][7] - The stock has appreciated 127% over the past three years and over 500% in the last decade, despite a year-to-date performance of only 6.5% [6][7] - Recent earnings showed EPS of $0.80, exceeding estimates by $0.03, with a revenue increase of 15.3% year-over-year [8] - Speculation around a potential $25 billion acquisition of CyberArk has created mixed reactions, with some analysts supporting the strategic move [9][10] Market Sentiment and Analyst Views - Analysts currently hold a neutral stance on Fortinet, with valuation considered reasonable relative to the sector [4] - Jefferies analysts support the potential CyberArk acquisition by Palo Alto, maintaining a price target of $235 for the stock [10]

94% contain four or more business logic attack elements; 83% use API-targeting techniques MAHWAH, N.J., July 31, 2025 (GLOBE NEWSWIRE) -- Radware (NASDAQ: RDWR), a global leader in application security and delivery solutions for multi-cloud environments, today released a new research report —The Invisible Breach: Business Logic Manipulation and API Exploitation in Credential Stuffing Attacks. The report reveals a paradigm shift in credential stuffing attacks. It underscores a fundamental transformation from ...

Core Insights - Avast Premium Security and Avast Ultimate have been recognized as the top malware protection products for Mac users by Software Experts in 2025, highlighting the increasing cybersecurity threats targeting Apple devices [1][8] Product Performance - Software Experts' analysis evaluated Avast's performance in four key areas: malware protection, usability, real-world effectiveness, and feature set, with Avast excelling in all categories [3][13] - Avast Premium Security offers essential protections against various threats, including viruses, spyware, ransomware, and phishing, with features like real-time malware detection and email scam filtering [4][9] New Features - Avast has introduced Scam Guardian Pro, an AI-powered feature in Avast Premium Security, which includes tools for real-time web content scanning, suspicious message guidance, and risky email flagging [5][8] Multi-Device Solutions - Avast Ultimate provides a comprehensive multi-device solution, including a VPN, device performance optimizer, and anti-tracking tools, compatible across Mac, Windows, Android, and iOS [6][10] Industry Recognition - Avast received the Best macOS Security Award from AV-Test in 2024 and was recognized as a Top-Rated Product by AV-Comparatives in 2023, indicating strong performance and user-friendly interface [7][8] Cybersecurity Landscape - The evolving nature of online threats necessitates supplemental software for Mac users, as traditional native protections may not suffice against phishing, browser hijacking, and targeted ad tracking [12][11] - The rise of hybrid work models and increased personal device usage emphasizes the need for reliable cybersecurity tools across all platforms, including macOS [11][12]

Core Insights - The conference call is focused on discussing Tenable's second quarter 2025 financial results [2][3] - Co-Chief Executive Officers Steve Vintz and Mark Thurmond are present to provide insights and updates [3] Financial Results - A press release detailing the financial results for the quarter was issued prior to the call, available on the company's investor relations website [3] Forward-Looking Statements - The company will make forward-looking statements regarding guidance and expectations for the third quarter and full year 2025, as well as business growth and changes in the threat landscape [4]

Tenable (TENB) Q2 2025 Earnings Call July 30, 2025 04:30 PM ET Company ParticipantsErin Karney - VP - IRSteve Vintz - CFO, Co-CEO & DirectorMark Thurmond - Co-CEO & DirectorBrian Essex - Executive DirectorSaket Kalia - Managing DirectorJoe Vandrick - Associate Director - Equity ResearchRoger Boyd - Executive DirectorAndres Miranda Lopez - Equity Research AssociateJonathan Ruykhaver - Managing DirectorShaul Eyal - MD - Equity ResearchConference Call ParticipantsRob Owens - MD & Senior Research AnalystAndrew ...

Tenable (TENB) Q2 2025 Earnings Call July 30, 2025 04:30 PM ET Speaker0Greetings, and welcome to the Tenable Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Erin Knee, Vice President, Investor Relations.Thank you. You may begin.Speaker1Thank you, operator, and thank you al ...

Core Viewpoint - The technology sector is undergoing transformation due to the rapid adoption of AI and multi-cloud environments, leading to increased cyber threats and a demand for integrated security solutions [1][2] Group 1: Company Strategy - Palo Alto Networks is positioning itself as a leader in cybersecurity through a strategy called platformization, which aims to consolidate multiple security tools into a single, unified platform [2] - The platformization strategy is supported by three main pillars: Strata for network security, Prisma for cloud security, and Cortex for security operations [4] - Recent acquisitions, including Protect AI, enhance Palo Alto's capabilities in AI security by integrating AI model scanning and runtime protection into its Prisma platform [3][5] Group 2: Financial Performance - Palo Alto Networks' Next-Generation Security (NGS) Annual Recurring Revenue (ARR) grew 34% year-over-year to $5.1 billion as of April 30, 2025, indicating a successful transition to a software and subscription-based model [7] - The company's total revenue increased by 15.3% to $2.3 billion in the third quarter of fiscal 2025, surpassing analyst expectations [8] - The company has achieved 12 consecutive quarters of positive GAAP net income, demonstrating a combination of high growth and sustained profitability [8] Group 3: Market Position and Future Prospects - Palo Alto Networks is reportedly in advanced talks to acquire CyberArk for over $20 billion, which would significantly enhance its identity security offerings and competitive position [9][11] - The stock has a price-to-earnings ratio (P/E) above 110, reflecting high investor expectations for future growth [12] - Analysts maintain a Moderate Buy consensus rating for the stock, with an average price target of $209.42, indicating confidence in the company's strategy and financial performance [13]

EXPOSURE MANAGEMENT REDUCING RISK IN A CLOUD-FIRST WORLD Forward-Looking Statements This presentation includes forward-looking statements. All statements contained in this presentation other than statements of historical facts, including statements regarding our future results of operations and financial position, our business strategy and plans and our objectives for future operations, are forward-looking statements. The words "anticipate," believe," "continue," "estimate," "expect," "intend," "may," "will ...

Core Insights - Tenable Holdings, Inc. reported a revenue of $247.3 million for Q2 2025, reflecting a 12% year-over-year growth, driven by the adoption of its exposure management platform [5][6] - The company achieved a non-GAAP operating margin of 19% and a GAAP operating margin of (3%) for the same period [5][6] - Tenable's leadership in exposure management is highlighted by significant customer expansions and strong competitive wins [2] Financial Highlights - Revenue increased to $247.3 million, up 12% year-over-year [5][6] - Calculated current billings reached $238.6 million, an 8% increase year-over-year [5][6] - Net cash provided by operating activities was $42.5 million, compared to $31.4 million in Q2 2024 [5][6] - Unlevered free cash flow was $44.3 million, up from $36.5 million in the same quarter last year [5][6] Business Developments - The company repurchased 2.0 million shares for $65.0 million and announced a $250 million expansion of its stock repurchase program [5][6] - Tenable completed the acquisition of Apex Security, enhancing its exposure management platform [5][6] - The launch of Tenable One connectors and advanced risk dashboards aims to provide a comprehensive view of organizational risk [5][6] Market Position - Tenable was named a "Major Player" in IDC's inaugural MarketScape report for Cloud-Native Application Protection Platforms (CNAPP) [5][6] - The company published the 2025 Cloud Security Risk Report, offering insights into current security challenges faced by organizations [5][6] - Tenable received two AI-powered security awards from the 2025 Globee Awards and 2025 Cybersecurity Excellence Awards [5][6]