Core Insights - Bureau Veritas is expanding its presence in Cybersecurity, Nuclear, and Transition Services through three targeted acquisitions, enhancing its portfolio in high-growth markets [1][2]. Group 1: Acquisitions Overview - The company has signed an agreement to acquire Dornier Hinneburg in Germany, which will strengthen its capabilities in the nuclear sector, focusing on technical advisory services and radiation protection related to decommissioning nuclear facilities. This subsidiary generated €14 million in revenue in 2024 and employs 108 experts [5]. - Bureau Veritas is acquiring the Institute For Cyber Risk (IFCR) in Denmark to establish a foothold in the Nordic cybersecurity market. IFCR specializes in Governance, Risk, and Compliance (GRC), offensive security, and cybersecurity training, generating €3 million in revenue in 2024 with a team of 25 skilled professionals [5]. - The acquisition of EcoPlus in South Korea will enhance Bureau Veritas' sustainability consulting services, particularly in Life Cycle Assessment (LCA) certification. EcoPlus is a growing startup with approximately €1 million in revenue and integrates 12 skilled engineers [5]. Group 2: Strategic Intent - These acquisitions align with Bureau Veritas' LEAP I 28 strategy, which focuses on a targeted portfolio approach to accelerate growth and create new strongholds in high-growth markets [2][5]. - The company aims to expand its geographical footprint and deliver greater value to customers in specialized fields through these strategic moves [2].

Core Insights - Unisys Corporation is introducing its first Post-Quantum Cryptography solution to address vulnerabilities in encryption frameworks as quantum computing advances [1][9] - The company's strategy aligns with its "Clear Path Forward 2050" roadmap, focusing on modernizing client infrastructure with quantum-resilient security and AI-enabled services [2] - Despite an 11.4% year-over-year revenue decline in Q1, Unisys reported an 80% increase in new business total contract value (TCV), indicating strong future growth potential [3][9] Financial Performance - Unisys' balance sheet remains strong with $393 million in cash and improving free cash flow, while management maintains full-year guidance with expectations of tailwinds in high-margin segments [3] - Earnings estimates for 2025 and 2026 suggest significant year-over-year growth of 28.9% and 120.7%, respectively, indicating positive future earnings potential [14] Competitive Landscape - Unisys faces competition from DXC Technology and Leidos Holdings, both of which are also investing in post-quantum security and AI-driven solutions [5][6] - DXC Technology focuses on modernizing IT infrastructure and securing hybrid environments, while Leidos expands its cybersecurity capabilities through government contracts that include quantum threat mitigation [5][6] Stock Performance - Unisys shares have increased by 9.6% over the past three months, outperforming the Zacks Computers - IT Services industry but underperforming the broader Zacks Computer and Technology sector and the S&P 500 index [7] - The stock is currently trading at a discounted valuation compared to industry peers, with a forward 12-month price-to-sales (P/S) ratio of 0.16 [11]

Core Insights - Tenable has announced enhancements to its Vulnerability Priority Rating (VPR) system, utilizing generative AI to improve precision in identifying risks that pose the greatest threat to organizations [1][2]. Group 1: Tenable VPR Enhancements - The updated Tenable VPR now identifies only 1.6% of vulnerabilities as critical, significantly narrowing down from the 60% flagged by the Common Vulnerability Scoring System (CVSS) [2]. - The AI-driven enhancements provide twice the clarity and precision, allowing organizations to focus on vulnerabilities that represent actual business risks [2]. - Enhanced explainability and contextualization lead to faster mean-time-to-remediation and optimized resource allocation [2]. Group 2: User Experience and Feedback - Users, such as Jorge Orchilles from Verizon, have reported that Tenable VPR has significantly reduced the noise from thousands of vulnerabilities, enabling a focus on genuine threats [3]. - The system allows organizations to visualize the importance of exposures, their vulnerabilities, and how to address priority risks effectively [3]. Group 3: Key Features of Tenable VPR - AI-powered insights provide instant clarity on why an exposure matters, how it has been weaponized, and actionable mitigation guidance [4]. - Enhanced filtering and querying capabilities allow organizations to prioritize vulnerabilities based on real-world threats specific to their industry and region [4]. Group 4: Company Overview - Tenable is recognized as an exposure management company that helps organizations close cybersecurity gaps, thereby protecting business value, reputation, and trust [6]. - The company serves approximately 44,000 customers globally, providing a unified platform for security visibility and action across various environments [6].

Company Overview - CyberArk (CYBR) is a $19 billion provider of cybersecurity solutions, serving over 5,400 global businesses, including more than half of the Fortune 500 and over 35% of Global 2000 companies [1] - The company specializes in Privileged Access Management (PAM), which secures, manages, and monitors identities with elevated access to critical systems and sensitive data [1] Industry Trends - Organizations report that 72% of employees regularly use AI tools, yet 68% lack identity security controls for these technologies [3] - Machine identities now outnumber human identities by more than 80 to 1, creating a significant security challenge [3][8] CyberArk's Solutions - In Q1 of 2025, CyberArk introduced its Secure AI Agents Solution to manage the privileged access of AI agents, combining existing platform capabilities with AI-specific controls [3] - The company applies identity-first security principles, treating each AI agent as a privileged identity, providing visibility and enforcing privilege control [6] Market Expansion - CyberArk expanded access to its capabilities through AWS Marketplace, offering Secure Cloud Access MCP Server and Agent Guard to simplify the adoption of Zero Standing Privileges across AI workflows [7][8] - This expansion aims to strengthen CyberArk's platform reach and address the new threat vectors presented by AI agents [7] Financial Outlook - CyberArk is projected to grow revenues by 32% this year, crossing $1.3 billion, with an expected EPS increase of 26.4% to $3.83 [10] - A key driver of growth is the company's ability to cross-sell solutions among its existing customer base, enhancing subscription revenues [11] Customer Engagement - Existing customers are increasingly adopting more solutions from CyberArk, which is critical for identity security consolidation as enterprises adopt AI agents [11] - A notable example includes a Fortune 100 financial services firm expanding its use of CyberArk's offerings, resulting in a competitive multi-six-figure Annual Contract Value deal [12]

Core Insights - Orange Cyberdefense has acquired 100% of ensec, a Swiss cybersecurity company, to enhance its presence in Switzerland [1][5] - The acquisition aims to strengthen Orange Cyberdefense's capabilities in the German-speaking regions of Switzerland, complementing its existing operations in the French-speaking areas [2][4] - This move aligns with Orange Cyberdefense's strategy to become a leading cybersecurity player in Europe and to provide comprehensive cybersecurity solutions [5][6] Company Overview - Orange Cyberdefense has been operating in Switzerland since 2022 and has established a strong reputation, particularly in offensive security solutions, with over 100 cybersecurity experts [3][8] - The acquisition of ensec adds approximately 40 highly trained experts and a customer portfolio of over 130 clients in sensitive sectors such as finance, retail, and energy [4][8] - The combined expertise of both companies is expected to enhance service delivery and customer proximity, allowing for rapid responses to client needs [7][9] Strategic Implications - The acquisition is seen as an opportunity to leverage synergies between Orange Cyberdefense and Orange Business, enhancing their global sales capabilities [5][6] - This strategic move is part of Orange Cyberdefense's broader ambition to deliver sustainable growth and digital trust through expert-led cybersecurity services [6][10] - The integration of ensec is expected to create a dynamic cybersecurity champion in Switzerland, benefiting both employees and partners [9]

MIAMI, July 23, 2025 (GLOBE NEWSWIRE) -- Kandji, the Apple endpoint security platform, today announced Vulnerability Response, a new feature within their Vulnerability Management product that enables customers to configure accelerated software updates for over 200 Mac applications based on the severity of detected vulnerabilities. With the launch of Vulnerability Response, Kandji boosts efficiency and reduces operational overhead in the enterprise through automated vulnerability remediation. According to th ...

Industry Overview - Cybersecurity has evolved into a major business priority due to the increasing frequency and sophistication of cyberattacks, which can result in significant financial losses and brand damage [1][2] - The global cybersecurity market is projected to grow from $193.73 billion in 2024 to $562.72 billion by 2032, reflecting a compound annual growth rate (CAGR) of 14.3% [2] Technological Advancements - Traditional security tools are becoming inadequate against modern threats, leading to a shift towards artificial intelligence (AI) for proactive threat detection and response [3] - AI technologies are being integrated into cybersecurity solutions to automate detection processes and enhance threat intelligence capabilities [10] Key Companies CyberArk - CyberArk focuses on identity security solutions and is leveraging AI to enhance its offerings, particularly with its Secure AI Agent solution [6][8] - The company’s unified platform provides critical capabilities for managing AI-driven identities, which positions it well in the identity security market [7] Fortinet - Fortinet is recognized as a leader in network security, offering a range of solutions including next-generation firewalls and AI-driven threat intelligence [9] - The FortiAI platform utilizes deep learning to automate threat detection, contributing to the company's strong financial performance and market share growth [10][11] Okta - Okta specializes in identity and access management, significantly enhancing its AI capabilities to address the complexities of digital identities [13] - The company’s Identity Threat Protection solution employs machine learning to monitor and mitigate identity risks in real time, focusing on non-human identities [14][15] - Okta has a growing customer base, with a notable increase in high-value contracts, indicating strong market traction [16]

Core Insights - Varonis Systems, Inc. has achieved Hébergeur de Données de Santé (HDS) certification, which is essential for organizations hosting health data in France, ensuring compliance with stringent legal requirements for safeguarding personal medical information [1][2] Company Overview - Varonis is recognized as a leader in data security, focusing on protecting critical data through its cloud-native Data Security Platform, which utilizes AI-powered automation for various security outcomes [5][6] Certification Impact - The HDS certification allows Varonis to serve French healthcare customers who must use HDS-certified providers, thereby expanding its presence in EU healthcare markets and reinforcing trust in its data handling practices [2] Commitment to Standards - Varonis emphasizes its dedication to upholding high international standards for data security, as highlighted by the achievement of the HDS certification, which aligns with local regulatory requirements [2]

Conference: Black Hat 2025 BOSTON, July 23, 2025 (GLOBE NEWSWIRE) -- Today, Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, announced its dynamic speaker lineup from Rapid7 Labs for Black Hat USA 2025 and DEF CON 33, taking place in Las Vegas this August. Conference organizers selected these speakers' abstracts from among hundreds of submissions to showcase their groundbreaking research on emerging threats and vulnerabilities, complete with live demos of attack techniques a ...

Core Points - Darktrace has achieved ISO/IEC 42001 certification, becoming one of the first cybersecurity companies globally to do so, which establishes a structured framework for AI governance and responsible deployment [1][2][6] - The certification enhances Darktrace's existing responsible AI approach, focusing on principles such as privacy, interpretability, security, robustness, accuracy, and 'do no harm' [2][5] - Darktrace's certification process involved an 11-month partnership with BSI, which included developing a comprehensive AI Management System and rigorous auditing [3][4] Company Overview - Darktrace is a global leader in AI for cybersecurity, founded in 2013, and protects organizations from unknown threats using proprietary AI that learns in real-time [8] - The company has over 2,400 employees and serves nearly 10,000 customers across various industries, showcasing its significant market presence [8] - Darktrace's platform includes the Darktrace ActiveAI Security Platform™, which provides proactive cyber resilience and real-time threat detection and response [8] Certification Details - ISO/IEC 42001 was developed by leading AI specialists and ensures alignment with best practices, allowing organizations to fulfill regulatory and ethical obligations [6][7] - The certification encompasses a wide scope due to Darktrace's unique Self-Learning approach, which utilizes multi-layered AI systems for various cybersecurity tasks [4] - Darktrace's existing certifications include ISO/IEC 27001, ISO/IEC 27018, and Cyber Essentials, demonstrating a strong commitment to technology and data protection [5]