Core Insights - Akamai Technologies has been recognized as a Customers' Choice in the 2025 Gartner® Peer Insights™ "Voice of the Customer" for Cloud Web Application and API Protection (WAAP) for the sixth consecutive year, with 99% of customers indicating they would recommend the solution based on 133 overall reviews as of July 2025 [1][3]. Group 1: Customer Feedback - Customers praised Akamai's App & API Protector for its reliability, stability, and performance, highlighting excellent technical support [3]. - Specific customer testimonials emphasized the product's ease of use, customization options, and exceptional post-sale customer service [3]. Group 2: Industry Context - Gartner defines WAAP as a category of security solutions aimed at protecting web applications and APIs from various types of attacks, regardless of their hosting location [2]. - The "Voice of the Customer" report aggregates peer reviews from verified end users, providing valuable insights for IT decision-makers [2]. Group 3: Company Overview - Akamai is a leading cybersecurity and cloud computing company that offers market-leading security solutions and global operations to safeguard enterprise data and applications [5]. - The company is recognized for its reliability, scale, and expertise, which are essential for businesses looking to grow confidently in the digital landscape [5].

Core Insights - Allot Ltd. will present at the LD Micro Main Event XIX in San Diego, California, from October 19-21, 2025, showcasing its innovative Security-as-a-Service and network intelligence solutions [1][2]. Company Overview - Allot Ltd. is a leading provider of converged cybersecurity solutions and network intelligence for service providers and enterprises globally, enhancing customer value [5]. - The company's solutions are deployed by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises, with its security-as-a-service solution used by millions of subscribers worldwide [5]. Event Details - CEO Eyal Harari will present to investors on October 21 at 3 PM PT and will be available for one-on-one meetings during the conference [2]. - Interested investors can register for the presentation online via LD Micro's webcasting site [2].

Group 1: Financial Performance - NRD Cyber Security's consolidated revenue for the first half of this year increased by 45.3% to EUR 5.3 million compared to the same period in 2024 [1] - Gross profit for the comparable period increased by 30.5% to EUR 2.5 million [1] - EBITDA increased by 58.2% to EUR 0.9 million [1] Group 2: Market Trends and Opportunities - The market is shifting towards a holistic approach to cybersecurity services, moving away from individual services [2] - There is an increasing expectation for cybersecurity-as-a-service, which includes procedures, processes, technology security configurations, and threat detection and prevention [2] - The growth of Security Operations Centres (SOCs) worldwide is expected to create new opportunities for specialized monitoring tools like Natrix, a cybersecurity threat monitoring platform developed by the company's R&D team [2] Group 3: Company Overview - NRD Cyber Security offers cybersecurity solutions, consulting, and services aimed at creating secure digital environments for countries, governments, and businesses [3] - The company is managed by INVL Technology, which is a Nasdaq Vilnius-listed IT investment company [3]

Core Insights - The report indicates that 83% of organizations adopting Zero Trust have successfully reduced security incidents, highlighting its effectiveness in enhancing cybersecurity [2][4] - Despite the rise in cyber threats, only 30% of organizations are utilizing AI-driven authentication tools, indicating a significant opportunity for improvement in security practices [2][4] - The Zero Trust model is increasingly recognized as essential for organizations to navigate the evolving threat landscape, particularly with the rise of AI-driven attacks [2][3] Adoption and Implementation - 66% of organizations cite legacy systems as the biggest challenge to Zero Trust adoption, emphasizing the need for modernization [7] - 72% of enterprises indicate that new threats are the primary driver for continuously improving their Zero Trust policies and practices [7] - The report suggests that Zero Trust is an ongoing journey requiring cultural change, continuous monitoring, and strong partnerships [4] Strategic Partnerships and Tools - Most enterprises rely on Microsoft Entra ID and Microsoft 365 as the backbone of their IT environments, which can enhance the integration of Zero Trust solutions [4] - Organizations are encouraged to take a phased approach to Zero Trust, starting with identity management and leveraging trusted partners for integration and optimization [4][3] - More than 50% of organizations have discovered unexpected value in Zero Trust's ability to improve user experience alongside security [7]

Core Insights - Hamilton Lane Advisors sold its entire stake in Rubrik, amounting to an estimated trade value of $9.44 million, resulting in a zero position in the company as of the filing date [1][2][3] Company Overview - Rubrik's stock price was $82.21 as of October 6, 2025, with a market capitalization of $15.74 billion and a trailing twelve months (TTM) revenue of $1.08 billion, while reporting a net income loss of $443.83 million [4] - The company specializes in enterprise data protection, unstructured data protection, cloud and SaaS data protection, data threat analytics, security posture management, and cyber recovery solutions, serving a diverse client base across various industries [5][6] Performance Metrics - Rubrik's stock has increased by 149.5% over the past year, significantly outperforming the S&P 500 by 133.93 percentage points [3] - The company experienced a revenue growth of 51% in its latest quarter, with existing customers increasing their spending by over 20% [8] Valuation Insights - The price-to-sales ratio for Rubrik rose from 7 to 15 within a year, indicating a substantial increase in valuation [7] - If Rubrik achieves a 20% net income margin, it would still be trading at 75 times earnings at the current share price [8] Strategic Positioning - Rubrik is integrated with major cybersecurity firms such as Palo Alto Networks, CrowdStrike, Zscaler, Okta, and Google's Mandiant, positioning it for potential growth into its high valuation [9]

Tumeryk, the standard in AI Trust, security, and governance, today announced it has been recognized as a Gartner Cool Vendor in AI Cybersecurity Governance 2025. REDWOOD CITY, Calif., Oct. 8, 2025 /PRNewswire-PRWeb/ -- Tumeryk, the standard in AI Trust, security, and governance, today announced it has been recognized as a Gartner Cool Vendor in AI Cybersecurity Governance 2025. According to Gartner, the report spotlights vendors helping enterprises govern and secure AI—balancing innovation with safety, comp ...

Core Insights - CrowdStrike Holdings Inc. has seen its stock price increase by 43% in 2025, significantly outperforming the S&P 500, largely due to strong revenue growth from its AI-native Falcon platform [1] - The company operates on a subscription-as-a-service (SaaS) model, which has led to impressive year-over-year revenue growth primarily in the form of annual recurring revenue (ARR) [2] - CrowdStrike's Falcon Flex platform allows customers to customize their cybersecurity needs with approximately 30 modules, expanding the company's total addressable market (TAM) [3] Revenue Growth and Customer Engagement - As of October 2025, 48% of CrowdStrike's customers utilized 6 or more modules, while 33% used 7 or more, and 23% used 8 or more modules [5][6] - The company has continued to grow its ARR even after offering free modules to customers following a significant outage in summer 2024, indicating strong customer retention and increased commitments [6] Cybersecurity Innovation - CrowdStrike is positioned as a leader in the emerging "Agentic Era" of cybersecurity, where AI systems act autonomously, necessitating a new approach to security [7][8] - The introduction of the Pangea module enhances detection and response capabilities specifically for AI environments, allowing real-time anomaly detection [9][10] Valuation Concerns - Despite strong growth, CrowdStrike's stock valuation remains a concern, with a trailing twelve-month price-to-earnings (P/E) ratio around 137x, nearly double the sector average [11][12] - The company aims for $20 billion in ending ARR by fiscal year 2036, which could significantly enhance its market appeal and valuation [13] Market Performance and Analyst Ratings - Following a peak in July 2025, CrowdStrike's stock experienced a nearly 20% drop but has since rebounded with over 14% gains in the last month [14] - Currently rated as a Moderate Buy among analysts, CrowdStrike is not listed among the top recommended stocks by leading analysts [15]

Core Points - A class action lawsuit has been filed against Fortinet, Inc. for alleged securities fraud and unlawful business practices [2] - Fortinet disclosed during its earnings call that it was 40% to 50% through the 2026 upgrade cycle for its FortiGate firewalls, indicating challenges in predicting upgrade needs and suggesting customers may not require upgrades due to excess capacity [2] - Following the news, Fortinet's stock price dropped by $21.28, or 22.03%, closing at $75.30 per share [3] Summary by Sections Class Action Details - The lawsuit concerns potential securities fraud by Fortinet and its officers/directors [2] - Investors have until November 21, 2025, to request to be appointed as Lead Plaintiff if they purchased Fortinet securities during the Class Period [2] Company Performance - Fortinet's earnings call revealed that the refresh cycle for FortiGate firewalls had limited business impact, as only a small percentage of the business was affected [2] - The company admitted difficulty in predicting the total number of FortiGates needing upgrades and noted that prior purchases had led to excess firewall capacity [2] Stock Market Reaction - The announcement led to a significant decline in Fortinet's stock price, reflecting investor concerns over the company's future performance and upgrade cycle [3]

Core Thesis - Rubrik, Inc. (RBRK) presents a compelling investment opportunity despite near-term skepticism due to its strong fundamentals and potential for significant upside [2][5]. Financial Performance - As of September 23rd, RBRK's share price was $81.46, with a trailing P/E ratio of 24.66 [1]. - The company continues to deliver approximately 25% year-over-year revenue growth, indicating robust underlying performance [3]. - The stock has the potential to reach $120 per share by early 2027 if the company successfully executes its growth strategy [4]. Market Sentiment - The narrative of declining growth has led to a compressed valuation, creating a period of investor doubt [2][3]. - The current market environment is characterized by mispriced sentiment, which, combined with strong fundamentals, sets the stage for meaningful returns as confidence in the company's growth solidifies [5]. Investment Strategy - The investment case for RBRK is reinforced by a disciplined focus on quality over short-term sentiment swings, emphasizing the importance of long-term performance [4]. - RBRK is viewed as a high-conviction investment for patient investors who understand the long-term thesis, despite expected near-term fluctuations [5]. Historical Context - The stock price has appreciated approximately 51.8% since previous coverage in December 2024, highlighting the company's strong fundamentals and continued bullish outlook [6].

Core Insights - CrowdStrike Holdings (CRWD) shares have increased by 28.3% over the past six months, outperforming the Zacks Security industry's growth of 17.4% and other peers like SentinelOne, Palo Alto Networks, and Check Point Software [1][9]. Financial Performance - CrowdStrike's revenues surpassed $1 billion for the fourth consecutive quarter in Q2 of fiscal 2026, reflecting a year-over-year growth of nearly 20.1% [5]. - The company added $221 million in net new annual recurring revenue (ARR), bringing the total ARR to $4.66 billion, which is a 20% increase from the previous year [8][9]. - In Q2, sales and non-GAAP EPS grew by 21% and 5.7% year-over-year, respectively, with management projecting at least 40% year-over-year growth in net new ARR for the second half of fiscal 2026 [10]. Subscription Model and Customer Adoption - The Falcon Flex Subscription Model has significantly contributed to CrowdStrike's revenue growth, with 48% of subscription customers adopting six or more cloud modules by the end of Q2 [6][8]. - The company has over 1,000 Falcon Flex customers, with more than 100 signing follow-on "re-Flex" deals before their contracts ended, indicating strong customer expansion [8][9]. Strategic Partnerships - CrowdStrike has formed new AI-focused partnerships with NVIDIA, Salesforce, and Meta, enhancing its long-term growth outlook [9][12]. - The integration of CrowdStrike's Falcon platform with NVIDIA's AI systems aims to secure the entire AI lifecycle, protecting over 100,000 large language models [13]. - Collaborations with KPMG, Salesforce, and Meta are expected to modernize security operations and improve detection capabilities, contributing to over 60% of new business in Q2 [15][17]. Market Position and Future Outlook - The company is well-positioned in the cybersecurity market, with a strong focus on AI-driven solutions, which are increasingly prioritized by businesses [19]. - Despite a forecasted decline in EPS for fiscal 2026, a significant recovery is anticipated in fiscal 2027 with a projected increase of 29.3% [17][18].