CrowdStrike Holdings (NASDAQ:CRWD) could offer a look at how the cybersecurity sector is shaping up once third-quarter financial results are released Tuesday after the market closes.Here are the earnings estimates, what experts are saying, and key items to watch.Earnings Estimates: Analysts expect CrowdStrike to report Q3 revenue of $1.21 billion and earnings per share of 94 cents. That’s up from $1.01 billion, or 93 cents per share, in last year's third quarter, according to Benzinga Pro.The company has be ...

Earnings Results - CrowdStrike Holdings, Inc. is set to release its third-quarter earnings results on December 2, with analysts expecting earnings of 94 cents per share, an increase from 93 cents per share in the same period last year [1] - The consensus estimate for CrowdStrike's quarterly revenue is $1.22 billion, compared to $1.01 billion a year earlier [1] Strategic Alliance - On November 12, CrowdStrike and F5 Inc. announced a strategic alliance that integrates CrowdStrike's Falcon Sensor and OverWatch Threat Hunting into F5's BIG-IP platform [2] - Following the announcement, CrowdStrike shares rose by 1.5%, closing at $509.16 [2] Analyst Ratings - Oppenheimer analyst Ittai Kidron maintained an Outperform rating and increased the price target from $560 to $580 [5] - Stifel analyst Adam Borg maintained a Buy rating and raised the price target from $551 to $600 [5] - Baird analyst Shrenik Kothari maintained a Neutral rating and increased the price target from $490 to $550 [5] - Barclays analyst Saket Kalia maintained an Overweight rating and boosted the price target from $515 to $610 [5] - Morgan Stanley analyst Keith Weiss maintained an Equal-Weight rating and raised the price target from $475 to $515 [5]

Core Insights - Climb has launched a strategic partnership with Fortinet, enhancing its cybersecurity solution offerings and providing significant opportunities for its reseller ecosystem [1][2][3] Company Overview - Climb is a global specialty technology distributor focusing on various IT sectors, including Security, Data Management, and Cloud solutions [8] - Climb is a wholly owned subsidiary of Climb Global Solutions, Inc. (NASDAQ: CLMB) [8] Partnership Details - The partnership with Fortinet allows Climb to offer enterprise-grade security solutions that provide deep automation and real-time protection across devices, data, and applications [2][6] - This collaboration is expected to amplify Climb's impact in the cybersecurity market and support its partners in addressing complex security challenges [3][6] Benefits to Resellers - Climb's reseller ecosystem will gain access to Fortinet's proven security solutions, enabling them to deliver trusted protection and performance to customers across various industries [2][4] - The partnership is designed to foster personalized engagement, allowing resellers to maintain close connections with their customers and provide tailored consultative guidance [7] Strategic Focus - Climb emphasizes a curated cybersecurity portfolio, ensuring that all solutions undergo a rigorous vetting process to guarantee effectiveness and reliability [6] - The company aims to avoid dilution in its offerings by focusing on both emerging innovators and established leaders like Fortinet [7]

NAEGELI Showcases Cybersecurity Leadership with RubrikDecember 01, 2025 11:00 AM EST | Source: APGPortland, Oregon--(Newsfile Corp. - December 1, 2025) - NAEGELI Deposition & Trial, a nationwide leader in court reporting and litigation support services, continues to demonstrate its commitment to advanced legal technology and client data protection through a high-profile partnership with cybersecurity firm Rubrik. As part of this collaboration, NAEGELI was invited to speak at Rubrik's renowned ...

Core Insights - CrowdStrike Holdings, Inc. is expected to announce strong third-quarter fiscal 2026 results on December 2, driven by robust demand for its cybersecurity products amid increasing cyber threats globally [1][10] - The company anticipates revenues between $1.208 billion and $1.218 billion for the third quarter, reflecting a year-over-year growth of 20.2% [3][10] - The Falcon Flex subscription model is a significant growth driver, contributing to a total annual recurring revenue (ARR) of $4.66 billion, which is a 20% increase from the previous year [5][10] Revenue Expectations - The Zacks Consensus Estimate for CrowdStrike's third-quarter revenues is pegged at $1.21 billion, indicating strong performance despite broader economic challenges [3][10] - Subscription revenues for the third quarter are expected to reach $1.16 billion, also reflecting a year-over-year increase of 20% [8][10] Subscription Model Insights - The Falcon Flex subscription model has added $221 million in net new ARR during the second quarter, showcasing its effectiveness in driving revenue growth [5][10] - More than 1,000 customers are currently using Falcon Flex, with over 100 signing follow-on "re-Flex" deals, indicating strong customer retention and expansion [7][10] - The re-Flex deals are significant as they can boost ARR by nearly 50%, highlighting the growing adoption of CrowdStrike's services [7][10]

Core Insights - Palo Alto Networks has agreed to acquire Chronosphere for $3.35 billion, aiming to enhance its capabilities in supporting large cloud and AI workloads [1][11] - Chronosphere offers a cloud-native observability platform that efficiently manages large volumes of data generated by AI systems, addressing a growing challenge in the industry [2][11] - The acquisition is expected to help Palo Alto Networks enter the observability market, which is increasingly important as reliance on AI and cloud systems grows [5] Company Overview - Chronosphere currently generates over $160 million in Annual Recurring Revenues and is experiencing triple-digit year-over-year growth [4] - Palo Alto Networks plans to maintain Chronosphere's independence initially while leveraging its extensive sales network to expand Chronosphere's reach among enterprise customers [4] Strategic Integration - The company intends to integrate Chronosphere's data with its AgentiX platform, which utilizes AI agents for issue detection and resolution, aiming for faster problem detection and reduced downtime [3][11] - This combination is expected to enhance reliability and operational efficiency for customers [3] Competitive Landscape - Competitors such as CrowdStrike and Okta are also pursuing acquisitions to expand their platforms and innovate in AI [6] - CrowdStrike has signed an agreement to acquire Pangea to enhance its AI security capabilities [7] - Okta has completed its acquisition of Axiom Security to improve privileged access management tools [8] Financial Performance - Palo Alto Networks' shares have declined by 2.6% year-to-date, contrasting with the Zacks Security industry's growth of 9.1% [9] - The company trades at a forward price-to-sales ratio of 12.06, slightly below the industry's average of 12.18 [12] - The Zacks Consensus Estimate indicates year-over-year earnings growth of 14.7% for fiscal 2026 and 12.6% for fiscal 2027, with recent upward revisions to earnings estimates [15]

FAIRFAX, VA / ACCESS Newswire / December 1, 2025 / WidePoint Corporation ( NYSE American:WYY ), an innovative leader in enterprise cybersecurity and mobile technology, today announced that its management will be participating in the iAccess Alpha Virtual Best Ideas Winter Investment Conference 2025 on December 9 and 10, 2025. WidePoint's CEO Jin Kang and CRO Jason Holloway will deliver a company presentation at 11:30 a.m. ...

New Netskope One platform capabilities deliver visibility and access control for MCP, the emerging standard that enables AI agents to connect to enterprise data and toolsSANTA CLARA, Calif., Dec. 01, 2025 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced breakthrough security capabilities for Model Context Protocol (MCP) communications. These enhancements are part of the Netskope One platform, which helps organizations confident ...

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