Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly providing misleading information regarding its security capabilities, which led to significant financial losses for investors during the specified class period [2][8]. Allegation Details - The lawsuit claims that F5 made overwhelmingly positive statements while concealing a significant security breach affecting its key offerings, which would impact its ability to capitalize on the security market [8]. - The breach was disclosed on October 27, 2025, when F5 reported fourth quarter fiscal year 2025 results, revealing below-market growth expectations for fiscal 2026 due to the breach [8]. - Following the announcement, F5's stock price dropped from $290.41 to $258.76, a decline of 10.9% within two days [8]. Next Steps - Investors who purchased F5 shares and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4].

SAN DIEGO--(BUSINESS WIRE)---- $FFIV #F5--The case alleges F5 misled investors with false growth outlooks while hiding a major security breach that risked its reputation and future revenue. ...

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. due to allegations of misleading statements regarding the company's security capabilities and a significant security breach that impacted its financial performance [1][4]. Group 1: Lawsuit Details - The lawsuit, Matthew Smith v. F5, Inc., was initiated in the United States District Court for the Western District of Washington for individuals who purchased F5 securities between October 28, 2024, and October 27, 2025 [1]. - The complaint alleges that F5 provided overly positive statements while concealing material adverse facts about its security capabilities, particularly regarding a significant security breach affecting key offerings [4]. Group 2: Financial Impact - On October 27, 2025, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely due to the security breach [5]. - The company announced expected reductions in sales and renewals, elongated sales cycles, and increased expenses related to remediation efforts [5]. - Following the announcement, F5's stock price dropped from $290.41 per share to $258.76 per share, marking a decline of 10.9% within two days [6]. Group 3: Investor Actions - Investors affected by the alleged misrepresentations are encouraged to step forward before the February 17, 2026 deadline to request appointment as lead plaintiff [7]. - The firm Levi & Korsinsky has a strong track record in securities litigation, having secured hundreds of millions for shareholders over the past 20 years [8].

Group 1 - Cloudflare has completed the implementation of fixes for issues related to its control panel and API, and is currently monitoring the results of these fixes [1] - Following the announcement, Cloudflare's pre-market stock decline quickly narrowed to 2% [1]

—筑基与赋能：武汉以经济科创"双引擎" 挺起中部支点脊梁 12月4日，中共武汉市委十四届十二次全体会议举行。全会上指出，未来五年，武汉市将处于城市能级 跃升期、优势转化加速期、转型发展关键期、区域协同发力期。 "加快构建体现武汉优势的现代化产业体系，巩固壮大实体经济根基"被置于任务首位，全会提出，坚持 智能化、绿色化、融合化方向，实施激发产业创新活力行动计划，大力推进新型工业化，保持制造业合 理比重，打造"965"现代产业集群，加快构建以新兴产业和未来产业为引领、先进制造业为骨干、现代 服务业为支撑的现代化产业体系。同时，全会提出，要增强科技创新策源功能，强化企业科技创新主体 地位，提高科技成果转化应用质效，一体推进教育科技人才发展。 "十四五"以来，武汉取得了经济总量稳步攀升、产业结构迭代升级、科创能级持续跃升、都市圈协同纵 深推进等一系列成就。依托"965"现代产业体系为实体经济发展筑牢根基，以全国第五个科创中心建设 为支点撬动创新动能，"五谷丰登"的产业布局、城市更新的深度实践在其中相辅相成。 面向"十五五"，在科技创新与产业创新的深度融合下，武汉打造全国经济中心与国家科创中心的两大目 标正协同推进，以 ...

Core Insights - The conference highlighted the emergence of "proactive immunity" in cybersecurity, emphasizing the need for a new approach to security in the AI era [1][8] - The concept of "endogenous security" was introduced, which integrates security capabilities into digital systems from their inception, shifting from passive defense to proactive prediction and automatic defense [3][4] Group 1: Endogenous Security Theory - The endogenous security theory aims to provide a systematic solution to current cybersecurity challenges by embedding security as a native attribute of digital systems [3][4] - This approach allows systems to possess self-defense, self-repair, and self-evolution capabilities, ensuring stable core functionality even under malicious attacks or internal failures [1][3] Group 2: Industry Applications - The first batch of smart connected vehicles equipped with endogenous security intelligent agents is expected to be launched next year, with successful testing already conducted [4] - In the 5G communication sector, endogenous security technology has been deployed in 28 provinces, demonstrating its application in various scenarios such as urban traffic and industrial manufacturing [4][5] Group 3: Collaborative Initiatives - The "Endogenous Security Ecological Partner Program" was launched, involving major industry players to foster deep cooperation in technology research, standard building, and talent cultivation [7] - The eighth "Strong Network" international elite challenge showcased the industry's commitment to collaboration, featuring nearly 40 international teams and introducing AI attack agents as special invited teams [7] Group 4: Future Outlook - The endogenous security technology is on the verge of industrialization, with a comprehensive service system for smart connected vehicle security being launched [6] - The ongoing development of endogenous security technology is positioned to enhance global cybersecurity governance, contributing to a shift from passive response to proactive immunity [8]

Core Viewpoint - Palo Alto Networks, Inc. (NASDAQ:PANW) is considered a strong long-term investment option, with a recent price target increase from $177 to $190 by Northland, maintaining a Market Perform rating on the shares [1]. Financial Performance - For fiscal Q1 2026, Palo Alto Networks reported total revenue of $2.5 billion, a 16% increase year-over-year from $2.1 billion in fiscal Q1 2025 [3]. - The company expects fiscal Q2 2026 revenue to be between $2.57 billion and $2.59 billion, indicating a year-over-year growth of 14% to 15% [4]. Strategic Positioning - The strong fiscal start is attributed to excellent results across all metrics and significant platformization wins, supported by strategic acquisitions of CyberArk and Chronosphere [3]. - The company has raised its free cash flow margin assumption for fiscal years 2028-2038 to 40%, based on management's guidance and a stated floor of about 37% [2]. Market Segmentation - Palo Alto Networks provides network security solutions to service providers, enterprises, and government entities, with operations segmented into the United States, Israel, and Other Countries [4].

Fiscal Q1 2026 Earnings Call November 2025 Safe Harbor Forward-Looking Statements Unless otherwise noted, all numbers presented will be on an adjusted, non-GAAP basis. Reconciliation of GAAP to non-GAAP financial measures is in the appendix of this presentation. This presentation has been prepared by Zscaler, Inc. ("Zscaler") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the ...

Core Insights - Zscaler, Inc. reported strong financial results for Q1 FY2026, highlighting robust demand for its Zero Trust and AI Security platform, with Annual Recurring Revenue (ARR) exceeding $3.2 billion, growing over 25% year-over-year [3][6][8] - The company emphasizes the integration of recently acquired technologies to enhance its AI Security offerings, addressing emerging security challenges [3][6] Financial Performance - Revenue increased by 26% year-over-year to $788.1 million [6][7] - ARR grew by 26% year-over-year to $3.204 billion [6][7] - Deferred revenue rose by 32% year-over-year to $2.351 billion [6][7] - GAAP net loss was $11.6 million, an improvement from a loss of $12.1 million in the previous year [6][7] - Non-GAAP net income reached $159.5 million, compared to $124.3 million in the same quarter last year [6][7] Operational Highlights - Cash provided by operations was $448.3 million, representing 57% of revenue, up from 53% in the previous year [7][32] - Free cash flow was $413.3 million, or 52% of revenue, compared to 46% in the prior year [7][32] - The company completed acquisitions of Red Canary and SPLXAI for a total of $692 million, aimed at enhancing its AI security capabilities [6][7][14] Market Position and Strategy - Zscaler's Zero Trust Exchange platform is positioned as a leading solution in cloud security, with a focus on protecting enterprises from cyber threats [3][23] - The company launched new innovations in its Zscaler Digital Experience (ZDX) to improve visibility and performance for IT teams [6][7] - Zscaler has surpassed $1 billion in software sales through the AWS Marketplace, indicating strong market traction [14] Future Outlook - For Q2 FY2026, Zscaler expects revenue between $797 million and $799 million, with non-GAAP income from operations projected at $172 million to $174 million [15][10] - The full-year revenue guidance is set between $3.282 billion and $3.301 billion, with non-GAAP net income per share anticipated to be approximately $3.78 to $3.82 [15][10]

Core Viewpoint - Allot Ltd. is experiencing strong demand for its products and an increase in Security-as-a-Service (SECaaS) revenues, which is generating optimism among investors despite high valuation concerns and potential limitations on near-term gains [3][5]. Group 1: Company Overview - Allot Ltd. provides network intelligence and security solutions globally, enhancing and protecting digital experiences for carriers, service providers, and institutions [1]. - The company operates in diverse regions, including Europe, Asia, Oceania, the Middle East, Africa, and the Americas, offering a wide range of security and management solutions [1]. Group 2: Stock Performance and Analyst Outlook - The consensus price target for Allot Ltd.'s stock has remained stable at $12.5 over the past year, indicating a steady outlook from analysts [2][5]. - Recently, Allot Ltd. saw an 8% surge in its stock price during the last trading session, driven by higher-than-average trading volume [4]. - Despite the positive stock movement, the trend in earnings estimate revisions suggests that the stock may not sustain its upward trajectory in the near term [4][5].