Okta logo over a digital circuit and upward arrow symbolizing stronger cybersecurity demand and improved FY2026 outlook. Key Points Okta delivered a beat-and-raise Q3, reaffirming strong momentum with positive Q4 guidance and expanding margins. Despite a dip in stock price, fundamentals remain strong, with significant growth in subscriptions, RPO, and cash flow. Analysts remain lukewarm, but valuation appears attractive compared to cybersecurity peers, implying long-term upside. Interested in Okta, In ...

Core Insights - Informa TechTarget is sponsoring and participating in CyberMarketingCon, a key event for cybersecurity marketing professionals scheduled for December 7-10, 2025, in Austin, TX [1] - The conference will feature over 50 speakers and keynotes, along with more than 10 workshops and sessions focused on maximizing marketing ROI in the cybersecurity sector [1] Company Participation - Informa TechTarget will contribute to two significant sessions: 1. "Cybersecurity Analyst Insider: Real Intelligence & Marketing Strategies That Win" on December 9, featuring insights from Principal Analysts of Omdia [1] 2. "CyberSales Summit Panel: Adapting Sales Tech Stacks for Cybersecurity Decision-Makers" on December 10, discussing the use of data, AI, and automation in cybersecurity sales [1] Industry Context - The event aims to equip go-to-market (GTM) leaders with strategies to navigate the evolving landscape of cybersecurity marketing [1] - Informa TechTarget emphasizes its role as a trusted partner for global cybersecurity companies, leveraging first-party intent data to enhance marketing effectiveness [1] Company Overview - Informa TechTarget operates over 220 targeted technology-specific digital properties and has a reach of over 50 million permissioned first-party audience members, providing deep insights into the technology market [1] - The company offers expert-led, data-driven services that deliver measurable outcomes for clients in the cybersecurity sector [1]

It's time now for our 360 round. For that, let's bring in our panel to discuss the earnings from Crowd Strike. Joining us, Ian Tian, the CEO and co-founder of Mattermost, and Dave Kronister, founder and CEO of Parameter Security.Ian, we'll start with you. What are your overall thoughts on yesterday's report. >> Yeah, thank you.I think it was great news. I just seeing that the Crowd Strike is a bell weather for the cyber industry and what we're really seeing is large enterprise deals are continuing to happen ...

Question-and-Answer SessionI felt like a very strong quarter on all regards. But in your words, what stood out?Yes. Cool. I think I want to talk a lot about the high-level strategy here. But given we're just off earnings last night and before we get into the bigger picture, maybe just review some of the highlights from last night.George KurtzCo-Founder, President, CEO & Director Well, I think if you look at the quarter, it was broad based performance. Obviously, our ARR stands out year-over-year, 73% growth ...

Core Insights - Darktrace has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Email Security Platforms (ESP), highlighting its strong position in the cybersecurity market [1][4] - Darktrace / EMAIL is utilized by over 6,000 organizations globally, providing advanced behavioral anomaly detection across various communication platforms, including email and Microsoft Teams [2][3] - The solution has received a high customer satisfaction rating of 4.8 out of 5 based on 340 verified reviews, indicating strong user approval and effectiveness [3] Company Recognition - Darktrace / EMAIL was also named a 2025 Gartner® Peer Insights™ Customers' Choice for Email Security Platforms, reflecting positive feedback from end users [3][4] - The company has been recognized across multiple categories, being the only vendor listed in the 2025 Gartner® Magic Quadrant™ for ESP, Network Detection and Response (NDR), and Cyber-Physical Systems (CPS) Protection Platforms [4] Product Capabilities - Darktrace / EMAIL employs an AI-native approach to identify sophisticated threats such as BEC, ransomware, and phishing, without relying on traditional rules [2][4] - The platform can autonomously take actions like rewriting links and removing attachments to mitigate risks while maintaining user productivity [2][3] - Darktrace's technology is designed to continuously learn and adapt to the unique patterns of each organization, enhancing its threat detection capabilities [2][11]

Following my last article on CrowdStrike Holdings, Inc. ( CRWD ), the stock price has appreciated by 8% and outperformed the S&P 500 ( SP500 ). My previously projected price target of $528 was exceeded, reachingDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset manageme ...

Core Insights - CrowdStrike Holdings, Inc. (CRWD) stock price has appreciated by 8% and has outperformed the S&P 500 [1] - The previously projected price target of $528 for CRWD has been exceeded [1] Company Overview - CrowdStrike specializes in cybersecurity solutions and has shown strong performance in the stock market [1] - The company is influenced by macroeconomic trends and investor behavior, which are critical for its stock performance [1] Market Context - The analysis highlights the importance of understanding central bank policies and sector rotation in shaping investment strategies [1] - The current market conditions have been navigated effectively over the past decade, indicating resilience and adaptability [1]

We recently published 10 Stocks Stealing the Spotlight Early as Christmas Looms. Lumen Technologies, Inc. (NYSE:LUMN) is one of the top performers on Tuesday. Lumen Technologies extended its winning streak to a 7th consecutive day on Tuesday, adding another 10.25 percent to close at $9.14 apiece as investors continued to load up portfolios following the launch of a new advanced cybersecurity product. Called the Lumen Defender Managed Rules for AWS Network Firewall, Lumen Technologies, Inc. (NYSE:LUMN) sa ...

Summary of Ziff Davis Conference Call Company Overview - **Company**: Ziff Davis (NasdaqGS: ZD) - **History**: Established over a century ago, originally focused on eFax services, diversified into digital media, software, and subscription data assets over the last decade [3][4] - **Business Structure**: Divided into five reportable segments: 1. **Tech and Shopping**: Brands include PCMag, CNET, RetailMeNot, focusing on consumer communities and e-commerce 2. **Gaming and Entertainment**: Includes IGN Entertainment and Humble Bundle, serving the gaming community 3. **Everyday Health**: Focuses on health and wellness, connecting pharma with consumers and professionals 4. **Connectivity**: Brands like Ookla and Ekahau, serving the broadband community 5. **Cybersecurity and MarTech**: Subscription and licensing services for marketing and cybersecurity [4][5] Financial Performance and Strategy - **Intrinsic Value vs. Share Price**: There is a perceived gap between the intrinsic value of Ziff Davis's businesses and its public share price, prompting a focus on capital allocation and stock buybacks [10][16] - **Stock Buyback Program**: Increased allocation of capital to stock buybacks, with approximately 3.6 million shares repurchased year-to-date, utilizing 80-85% of free cash flow [135][136] - **M&A Activity**: Seven acquisitions completed in 2025, with a focus on enhancing existing businesses rather than large-scale purchases [146][148] Market Dynamics and Growth Opportunities - **Conglomerate Discount**: The company acknowledges a conglomerate discount affecting its valuation, with hopes that the new five-segment reporting will help clarify the value of each division [18][35] - **Health and Wellness Growth**: The Everyday Health segment is experiencing double-digit revenue growth with high EBITDA margins, driven by connections between pharma advertisers and consumer health communities [40][55] - **Cybersecurity and MarTech Recovery**: This segment returned to growth in Q3 2025, with improvements in both the VIPRE business and consumer privacy services [84][86] Challenges and Considerations - **Traffic Dependency**: Approximately 35% of revenue is web traffic dependent, with half of that from search, raising concerns about future revenue stability as search dynamics evolve [112][114] - **Market Adaptation**: The company is aware of the changing landscape in digital media and search algorithms, which can impact revenue generation [127][129] Future Outlook - **Value Creation Focus**: The company aims to create shareholder value through disciplined capital allocation and enhancing business performance [154][156] - **Continued M&A Interest**: Ziff Davis remains open to considering transactions that could unlock value, especially if significant gaps in valuation are identified [37][39] This summary encapsulates the key points discussed during the Ziff Davis conference call, highlighting the company's structure, financial strategies, market dynamics, and future outlook.

CrowdStrike Conference Call Summary Company Overview - **Company**: CrowdStrike (NasdaqGS:CRWD) - **Event**: 2025 Conference on December 03, 2025 Key Highlights Financial Performance - **Annual Recurring Revenue (ARR)**: Achieved 73% year-over-year growth, indicating strong demand across product lines [3][12] - **Free Cash Flow**: Recorded a record high, showcasing effective cash management [3][12] - **Gross Margin**: Subscription gross margin stood at 81%, reflecting operational efficiency [3][12] - **Net New ARR**: Best quarter since calendar Q4 2023, indicating robust customer acquisition [4] Acquisitions - **Recent Acquisitions**: Two companies were acquired, contributing a net new revenue of $2.8 million, which was clarified to avoid misinterpretation [6][7] - **Onum Acquisition**: Positioned as a game changer for next-gen SIEM, enhancing capabilities in data pipelining and observability [35][36] Product and Platform Strategy - **Falcon Flex**: $135 billion of ARR is now flowing through Flex contracts, which allows customers to commit to a broader range of services while enjoying flexibility [17][19] - **Next-Gen SIEM**: Close to 100% growth, with significant customer wins indicating a shift from legacy systems [24][25] - **AI Integration**: Emphasis on AI's role in security operations, with a focus on developing autonomous SOC capabilities [38][45] Market Dynamics - **Legacy Replacement Cycle**: Customers are increasingly frustrated with traditional SIEM solutions, driving demand for next-gen alternatives [24][25] - **Greenfield Opportunities**: Potential to penetrate the SIEM market at lower tiers, targeting smaller companies that require visibility into their security posture [28][29] Competitive Landscape - **AWS Partnership**: Announcement of Falcon Next-Gen SIEM as the default SIEM for AWS Security Hub, expected to open new customer opportunities [30][32] - **F5 Collaboration**: Integration with F5 appliances to enhance security offerings, attracting new customers [33][34] AI and Security - **AI Threat Landscape**: Increased concern among customers regarding AI-driven attacks, leading to elevated security budgets [39][40] - **Falcon Shield**: Significant growth in demand for Falcon Shield, which secures AI applications and SaaS environments [42][44] - **Charlotte AI**: Positive feedback on Charlotte's capabilities in improving security operations, with significant time savings in investigations [45][49] M&A Strategy - **Disciplined Approach**: CrowdStrike maintains a high bar for acquisitions, focusing on technology and team integration rather than just revenue growth [53][54] Future Outlook - **Fiscal 2027 Target**: CrowdStrike aims for 20% net new ARR growth, supported by a strong pipeline and market opportunities driven by AI [56][57] Additional Insights - **Customer Engagement**: Customers are increasingly looking for integrated solutions that reduce complexity and cost, driving the demand for CrowdStrike's platform [25][28] - **Data Control**: Owning and controlling the data fabric is seen as a competitive advantage in the evolving security landscape [37] This summary encapsulates the key points discussed during the CrowdStrike conference call, highlighting the company's strong financial performance, strategic initiatives, and market positioning.