Cybersecurity company Okta forecast fourth-quarter revenue above Wall Street estimates on Tuesday, betting on growing demand for its identity and access management solutions. ...

Okta on Tuesday topped Wall Street third-quarter estimates and issued an upbeat outlook as customers adopt identity management solutions. Shares of the identity management provider fell slightly in after-hours trading on Tuesday.Here's how the company did versus LSEG estimates:Earnings per share: 82 cents adjusted vs. 76 cents expectedRevenue: $742 million vs. $730 million expectedRevenues increased almost 12% from $665 million in the year-ago period. Net income nearly tripled to $43 million from $16 millio ...

Core Insights - Artificial intelligence is rapidly transforming enterprises, impacting critical workloads, cloud operations, identity systems, and collaboration tools, leading to new security challenges in evolving AI architectures [1][2]. Event Details - Check Point Software Technologies is hosting a virtual event titled "Securing the AI Transformation in a Hyperconnected World" on December 4, 2025, featuring experts from Check Point, NVIDIA, IDC, and global CISOs [2][6]. - The event aims to provide strategic insights for leaders on securing AI systems across cloud, edge, and distributed networks, rather than showcasing products [3][4]. Learning Objectives - Attendees will learn to build a unified AI-security stack across various environments, detect and prevent emerging threats from AI agents, and adopt a flexible security architecture [9]. Target Audience - The webinar is designed for CISOs, network architects, DevOps leads, CIOs, and security practitioners involved in AI deployment [6]. Company Overview - Check Point Software Technologies is a leader in digital trust protection, utilizing AI-powered cybersecurity solutions to safeguard over 100,000 organizations globally, with a focus on a prevention-first approach [7].

Core Insights - Cribl is a launch partner for the new AWS Security Hub, enhancing its capabilities for security operators to manage critical security issues at scale [1][3] - The integration allows for centralized viewing of AWS Security Hub events within Cribl Search, improving analysis and correlation of security incidents [2][3] - The enhanced capability leverages the Open Cybersecurity Schema Framework (OCSF) to standardize data interchange while incorporating AWS-specific resource details [3][6] Group 1: Integration Features - The integration enables security teams to query data stored in Cribl Lake and other object stores, facilitating quick correlation of past incidents with real-time events [3] - Cribl Stream's extension for AWS Security Hub allows for the normalization of findings from various services into a unified view, accelerating prioritization [6] - The OCSF standard enhances the integration by allowing for the conversion of third-party findings into a standardized format with AWS-specific context [6] Group 2: Operational Efficiency - The centralized view reduces the time spent switching between different tools, improving the efficiency of security investigations [2] - Cribl Copilot Editor utilizes AI to recommend optimal mappings to the OCSF standard, minimizing manual effort in writing and debugging pipelines [6] - The integration supports automated workflows, allowing for faster resolution of incidents through better data correlation [6] Group 3: Company Overview - Cribl provides vendor-agnostic solutions for analyzing, collecting, processing, and routing IT and security data, catering to the needs of Fortune 1000 companies globally [5] - The company’s product suite includes Cribl Stream, Cribl Edge, Cribl Search, and Cribl Lake, designed for telemetry volume and variety [5]

Core Viewpoint - Zscaler Inc's stock has experienced a significant pullback from its recent high, presenting a potential buying opportunity as it tests a historically bullish trendline [1] Group 1: Stock Performance - Zscaler's stock has declined 0.6% to $241.86, marking its 12th loss in the last 14 trading sessions after reaching a three-year high of $336.99 on November 3 [1] - The stock is currently within 0.75 of the 320-day moving average's 20-day average true range (ATR), having remained above it 80% of the time in the past two weeks and 80% of the last 42 trading sessions [2] Group 2: Historical Trends - Historical data indicates that similar signals have led to a 75% chance of the stock being higher one month later, with an average gain of 10.5% [2] - A potential rebound could reduce Zscaler's 20% quarterly drawdown by half, supported by a 14-day relative strength index (RSI) of 13.3, indicating an "oversold" condition [3] Group 3: Options Market Sentiment - An increase in optimism among options traders could positively impact the stock, as calls are currently outweighing puts, with call/put volume ratios ranking higher than 83% of readings from the past year [4] - The Schaeffer's Volatility Index (SVI) for Zscaler is at 39%, indicating that near-term option traders are anticipating relatively low volatility, making options more affordable [5]

Core Insights - Varonis Systems, Inc. has announced a new integration with AWS Security Hub to enhance security teams' capabilities in managing data security across AWS and the entire data estate [1][3] Group 1: Integration Benefits - The integration provides enhanced visibility, automated fixes, and proactive threat detection, allowing security teams to quickly identify and remediate data risks [2][3] - Varonis ingests prioritized findings from AWS Security Hub, adding context on data sensitivity, identity, and user behavior to deliver a unified view of risk [9] Group 2: Automated Remediation - Varonis expands its automated remediation capabilities for AWS, including blocking public access to AWS S3 buckets and resolving critical misconfigurations [5][9] - The combination of analysis from AWS Security Hub and automated remediation allows for quick fixes of misconfigurations and securing exposed data [9] Group 3: Data Security Approach - Varonis focuses on end-to-end data security, which includes data discovery and classification, posture and identity protection, and data-centric threat detection [9] - The company emphasizes protecting data first, rather than as a secondary concern, positioning itself differently from conventional cybersecurity firms [6][7]

Summary of Zscaler Conference Call Company Overview - **Company**: Zscaler - **Industry**: Cybersecurity Key Points Organic Growth - Zscaler reported a 26% growth in Annual Recurring Revenue (ARR), with organic growth being strong at 22% last quarter [6][11][12] - The company emphasizes the importance of organic growth moving forward, despite recent acquisitions [6][7] Zero Trust Strategy - Zscaler is a pioneer in the Zero Trust market, with 450 customers adopting Zero Trust across three platforms [9][10] - The company is expanding its Zero Trust offerings to include Zero Trust Cloud and Zero Trust Branch, which are expected to drive significant growth [10][11] - The Zero Trust Everywhere initiative is seeing strong adoption, with expectations for continued growth in the next 12 to 18 months [11][12] AI Security - Zscaler processes over half a trillion transactions daily, providing a strong data foundation for security operations [19][20] - The company is focusing on AI security, with a current ARR of over $400 million in this segment [22][41] - AI security posture management is a growing area, with significant customer interest and traction [26][34] Data Security - Zscaler has developed a comprehensive data security platform, integrating various solutions like DLP and CASB [39][41] - The company is addressing the growing demand for Data Security Posture Management (DSPM) and believes it can lead the market with its integrated solutions [40][41] Core Business Strength - The core business, including ZIA and ZPA, remains strong, contributing significantly to overall revenue [42][46] - Upsell opportunities have increased, with a shift from 20% upsell at IPO to approximately 70% currently [47][48] Go-to-Market Strategy - Zscaler underwent management changes to improve sales efficiency, resulting in increased sales productivity [49][51] - The introduction of Zflex contracts has been well-received, allowing customers more flexibility in module selection [53][55] M&A Strategy - Zscaler focuses on small, strategic acquisitions that enhance its integrated platform rather than pursuing large, unrelated acquisitions [59][61] - The company aims to maintain a cohesive product offering, avoiding the pitfalls of disjointed solutions [60][62] Future Outlook - Zscaler sees significant opportunities in AI security and Zero Trust solutions, particularly in the evolving landscape of cloud security [64][66] - The company is well-positioned for long-term growth, with strong customer reception for its differentiated technologies [68]

Market Overview - U.S. equity markets are experiencing a strong rebound, indicating a "Turnaround Tuesday" after a slow start to December, driven by optimism around Federal Reserve interest rate cuts and strong technology sector performance [1][4] - All three major U.S. stock indexes are trading higher, with the Nasdaq Composite leading at approximately 0.79% gain, followed by the S&P 500 at 0.32% and the Dow Jones Industrial Average at 0.05% [2] Technology Sector Performance - The Nasdaq Composite's notable gain reflects renewed investor interest in growth-oriented technology companies, following a previous sell-off attributed to weakness in tech stocks [2][3] - MongoDB shares surged by approximately 26% after reporting stronger-than-expected third-quarter earnings and raising annual guidance, driven by demand for its cloud database platform, Atlas, in the AI sector [8] - Nvidia shares continued to perform well, advancing further after announcing an expanded partnership and a $2 billion investment in Synopsys, which also saw a positive impact on its stock [12] Cryptocurrency Market Influence - Bitcoin is showing signs of recovery, trading around $89,300, up from a low below $85,500, contributing to the broader market's positive momentum [3] Upcoming Economic Events - The Federal Reserve's Monetary Policy Committee meeting on December 9-10 is a key focus, with an 87% probability of another rate cut being priced in by market participants [4] - Investors are awaiting crucial economic reports, including the November ADP employment report and the delayed September Personal Consumption Expenditures Price Index, which will provide insights into the U.S. economy [5] Corporate Developments - Credo Technology Group Holding shares rose over 17% after reporting stronger-than-expected second-quarter revenue, attributed to AI training and inference [12] - Boeing shares climbed more than 7% following positive comments from its CFO regarding anticipated increases in 737 and 787 deliveries in 2026 [12] - Apple is reorganizing its artificial intelligence division, including hiring an executive from Microsoft, indicating strategic shifts in its AI leadership [12] - Costco is suing the Trump administration over tariffs, seeking a refund contingent on a Supreme Court ruling [12] - Bayer shares surged after the White House expressed support for a Supreme Court review related to its Roundup weedkiller, potentially reducing future liabilities [12]

Key Takeaways SentinelOne projects Q3 revenues of $256M, reflecting 22% year-over-year growth. AI-driven platforms like Purple AI and Singularity are boosting ARR and large deal volumes. New partnerships and acquisitions like Prompt Security are expanding S's client reach and offerings. SentinelOne (S) is set to release third-quarter fiscal 2026 results on Dec. 4, 2025.    The company expects fiscal third-quarter revenues to be about $256 million, reflecting 22% year-over-year growth. The Zacks Consensus Es ...

Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]