Core Viewpoint - Netskope is set to release its financial results for the fourth quarter and fiscal year 2026 on March 11, 2026, after market close, indicating a focus on transparency and communication with investors [1]. Financial Results Announcement - The financial results will cover the period ending January 31, 2026, showcasing the company's performance over the fiscal year [1]. - A live conference call will be held on the same day at 2:00 pm PT / 5:00 pm ET to discuss these results, emphasizing the company's commitment to engaging with stakeholders [1]. Investor Relations - A live webcast of the conference call and related materials will be available on the company's investor relations website, ensuring accessibility for investors [2]. - A replay of the webcast will also be provided, allowing for further review of the financial discussions [2]. Company Overview - Netskope is recognized as a leader in modern security and networking for the cloud and AI era, addressing the needs of security and networking teams [3]. - The company provides optimized access and real-time, context-based security for users, devices, and data, highlighting its comprehensive approach to security [3]. - Over 30% of Fortune 100 companies utilize the Netskope One platform, indicating strong market trust and adoption [3].

Core Viewpoint - CrowdStrike Holdings (CRWD) stock has experienced a significant decline of 21.9% over the past three months, underperforming the Zacks Security industry's decline of 19.2% [1][7] Group 1: Stock Performance - CrowdStrike shares have underperformed compared to industry peers such as Fortinet (FTNT), Check Point Software (CHKP), and Okta Inc. (OKTA), with Fortinet's shares increasing by 0.2%, while Check Point and Okta have decreased by 10.2% and 2.7%, respectively [1][7] - The stock has dipped below its 50-day and 200-day moving averages, indicating a bearish trend and potential for continued downward pressure in the short term [19] Group 2: Revenue Growth - CrowdStrike's revenue growth has slowed, with a decrease from over 35% year-over-year growth until fiscal 2024 to 29% in fiscal 2025, and expectations of further deceleration to around 21% for fiscal 2026 [6][21] - For fiscal 2026, CrowdStrike anticipates total revenues between $4.797 billion and $4.807 billion, reflecting a year-over-year increase of 21% to 22% [6] Group 3: Cost Pressures - The company faces margin pressure due to rising research and development (R&D) and sales and marketing (S&M) costs, with R&D expenses increasing twelvefold over the last six fiscal years [9][10] - S&M expenses have also surged nearly ninefold to $1.52 billion in fiscal 2025 from $173 million in fiscal 2019, with year-over-year increases of 20.2% and 23.3% for S&M and R&D expenses, respectively, in the third quarter of fiscal 2026 [10][11] Group 4: Profitability Outlook - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 bottom line is projected at $3.72 per share, indicating a year-over-year decline of 5.3% [12] - The company is currently trading at a high price-to-sales (P/S) multiple of 22.09X, significantly above the Zacks Security industry's forward 12-month P/S ratio of 11.07X, suggesting that CRWD stock is overvalued [15][18]

Core Insights - Palo Alto Networks has launched the next generation of its NextWave Partner Program, focusing on "platformization" to enhance partner profitability in the AI-driven security landscape [1][2][4] Group 1: Program Overview - The NextWave Partner Program aims to shift partners away from the 'point-product' trap by promoting platform-centric security solutions that integrate security across networks, cloud, and SOC [2] - The program is designed based on direct feedback from the global partner community and emphasizes three transformative benefits [2] Group 2: Strategic Focus - The program rewards partners for delivering platformization rather than just transactional sales, empowering them to simplify security complexities for customers [4] - The initiative is expected to foster deeper strategic collaboration and trust between Palo Alto Networks and its partners, enhancing co-innovation and tailoring solutions to combat evolving cyber threats [5] Group 3: Partner Benefits - The program enhances partner margins through streamlined rebates focused on Next-Generation Firewalls (NGFW) and platformization, maximizing profitability [7] - It accelerates deal velocity with improved Configure, Price, Quote (CPQ) processes and automated deal registrations, reducing friction in closing deals [7] - A new Partner Development Fund (PDF) will reinvest earned rebates into partner-led demand generation, training, and solution development to drive differentiation [7] Group 4: Targeted Support - Managed Security Service Providers (MSSPs) will benefit from predictable, tiered pricing to develop high-margin managed services [7] - Distributors will receive enhanced capabilities and support for Managed Partner growth [7] - Global System Integrators (GSIs) will have a "Global Path" that rewards strategic consulting and multi-theater influence, with additional support coming later this year [7]

Core Insights - Leidos and RegScale are collaborating to enhance digital security for federal agencies, particularly the Department of War, by integrating Leidos' UpHold Armor with RegScale's Continuous Controls Monitoring (CCM) platform [1][2] Group 1: Partnership and Objectives - The partnership aims to automate security processes, strengthen cyber defenses, reduce operational risks, and allow federal agencies to focus on their primary missions [2][4] - The initial deployment of the integrated solution will support the U.S. Air Force and other federal organizations in modernizing their cybersecurity operations [2][3] Group 2: Technology and Benefits - UpHold Armor incorporates automated risk management into daily operations for both modern and legacy systems, while RegScale's CCM platform continuously monitors security controls and collects necessary compliance evidence [3][4] - This collaboration allows agencies to transition from periodic audits to continuous compliance, improving security visibility and reducing the complexity and cost associated with audits [4][7] Group 3: Strategic Focus - This initiative is part of Leidos' NorthStar 2030 strategy, which emphasizes digital modernization [5] - Leidos reported annual revenues of approximately $16.7 billion for the fiscal year ending January 3, 2025, indicating a strong financial position to support such initiatives [6]

Core Insights - Zscaler, Inc. will release its second quarter fiscal year 2026 earnings on February 26, 2026, after market close [1] - An investor conference call will be held on the same day at 1:30 p.m. Pacific time to discuss the earnings results [1][2] Company Overview - Zscaler is a global leader in zero trust security, serving large businesses, critical infrastructure organizations, and government agencies [3] - The company operates over 160 data centers worldwide and utilizes its Zero Trust Exchange™ platform combined with advanced AI to combat cyber threats and policy violations [3] - Zscaler's solutions aim to enhance productivity for modern enterprises by reducing costs and complexity [3]

Core Viewpoint - Allot Ltd. will host a conference call to discuss its fourth quarter and full year 2025 financial results on February 25, 2026, at 9:00 AM ET [1]. Group 1: Financial Results Announcement - The unaudited financial results for the quarter and the full year will be published prior to the conference call [2]. - The conference call can be accessed via specific dial-in numbers for the US, UK, and Israel [2]. Group 2: Company Overview - Allot Ltd. is a leading provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises [3]. - The company enhances value for its customers through solutions deployed globally for network-native cybersecurity services, analytics, and traffic control [3]. - Allot's solutions are utilized by over 500 service providers and more than 1000 enterprises worldwide, with its security-as-a-service solution serving millions of subscribers globally [3].

Core Viewpoint - CrowdStrike Holdings Inc. is positioning itself for significant growth by acquiring SGNL for $740 million to enhance its cybersecurity offerings against AI-driven threats [1][7]. Group 1: Acquisition Details - The acquisition of SGNL focuses on its continuous identity technology, which conducts real-time evaluations to prevent identity exploitation by hackers [1]. - SGNL's technology will be integrated into the CrowdStrike Falcon ecosystem, enhancing CrowdStrike's identity business, which has already achieved over $435 million in annual recurring revenue [2]. - The integration aims to transition from static access models to dynamic, context-aware authorization, allowing for immediate privilege adjustments based on changing threat conditions [3]. Group 2: Strategic Implications - This acquisition aligns with CrowdStrike's broader strategy for 2026, which includes utilizing autonomous AI agents in its security operations center to significantly reduce the time required for complex security tasks [3]. - SGNL's team is expected to join CrowdStrike without planned layoffs following the transaction's anticipated closure in the first quarter of 2027 [3]. Group 3: Company Overview - CrowdStrike provides cybersecurity solutions both in the US and internationally, offering a unified platform for cloud-delivered protection of endpoints, cloud workloads, identity, and data through a SaaS subscription model [4].

Core Insights - WISeKey International Holding Ltd and its subsidiary WISeSat have signed a commercial agreement with Latitude to assess the orbital launch of a secure IoT satellite constellation, aiming to deploy 100 satellites by 2029 to enhance global IoT connectivity and environmental monitoring [1][5][9] Group 1: Strategic Collaboration - The partnership with Latitude is aimed at developing the Zephyr Launcher, a small orbital rocket designed to meet the deployment needs of modern satellite constellations [3][4] - This collaboration is expected to provide a fast, controlled, and mission-compliant deployment that aligns with the stringent security requirements of critical IoT applications [4][11] Group 2: Market Demand and Technological Integration - There is a growing global demand for IoT connectivity for various applications, including environmental monitoring and critical infrastructure oversight, which WISeSat aims to address with its satellite constellation [2][12] - The satellites will incorporate WISeKey's core cybersecurity technologies, ensuring secure data transmission and robust protection for IoT communications [6][7] Group 3: Future Infrastructure Development - The agreement signifies a shift towards a new generation of digital infrastructure that integrates space, cybersecurity, and IoT, which is crucial for data protection in both enterprise and government sectors [6][9] - The collaboration is positioned to support essential applications, providing a sovereign and scalable response to the increasing connectivity needs globally [9][10]

Core Viewpoint - Varonis Systems, Inc. is experiencing strong financial performance, particularly in its SaaS segment, which is driving growth and attracting positive market attention [2][3][4]. Financial Performance - Varonis reported earnings per share (EPS) of 8 cents for Q4 2025, exceeding the Zacks Consensus Estimate by 166.7% [2][6]. - Revenues for the fourth quarter reached $173.37 million, surpassing the Zacks Consensus Estimate by 2.87% and showing a significant increase from $158.5 million in the same quarter last year [3][6]. - The company's total annual recurring revenue (ARR) reached $745.4 million, reflecting a 16.1% increase from the previous year, driven by strong SaaS ARR growth [4]. SaaS Revenue Growth - SaaS revenues surged by 97.1% year over year, accounting for more than 82% of total quarterly revenues [3][4]. Market Position and Stock Performance - D.A. Davidson set a price target of $30 for Varonis, indicating a potential upside of 26.74% from its current trading price of $23.67 [2][6]. - The stock is currently priced at $23.67, reflecting a decrease of 10.78% with a change of $2.86, and has fluctuated between a low of $20.06 and a high of $24.50 today [5]. - Varonis has a market capitalization of approximately $2.79 billion, with a trading volume of 19,810,692 shares on NASDAQ [5].

Core Insights - The company reported strong demand driven by AI-related security risks, with executives noting that AI is a common topic in customer discussions and highlighting the need for a platform approach to address security gaps [1][4][6] Financial Performance - In Q4, the company achieved revenue of $260.5 million, reflecting a 10.5% year-over-year increase, and an 11% revenue growth for the full year [3][4] - The operating margin for Q4 was reported at 24%, with a non-GAAP gross margin of 82.7%, up from 81.7% a year ago [5][12] - Non-GAAP EPS for Q4 was $0.48, an increase from $0.41, attributed to higher profitability and fewer diluted shares outstanding [13] Customer Growth and Platform Adoption - The company added over 500 new enterprise platform customers in the quarter, with Tenable One accounting for 46% of new business in Q4, marking a record high [2][6] - Management emphasized the importance of Tenable One in consolidating fragmented solutions and addressing customer needs for comprehensive risk management [11][19] Strategic Initiatives - The company is focusing on AI exposure management, having closed significant deals, including a seven-figure contract with a major telecom [6][18] - A departmental realignment was initiated to enhance innovation in Tenable One and AI security, resulting in restructuring expenses [17] Future Outlook - For 2026, the company guided revenue between $1.065 billion and $1.075 billion, marking the first time revenue is expected to surpass $1 billion [14] - The company also projected unlevered free cash flow of $285 million to $295 million for the full year 2026, despite anticipated headwinds from billing patterns [15][16]