Core Viewpoint - The domestic security product localization process has shifted from an optional requirement to a mandatory one across key industries, emphasizing the importance of safeguarding business operations and data security during digital transformation [1]. Group 1: Domestic Security Capability Development - The company has established a comprehensive domestic security system based on deep independent research and full-stack industry collaboration, covering products, technology, and services [3]. - The company has achieved full-stack localization from chips to systems and from hardware to software, creating a leading security product matrix with a 100% localization rate for 15 key components, including CPUs and memory [4]. Group 2: Performance and Service - The flagship security gateway employs a distributed architecture, achieving performance coverage from 5G to 4.5T, with processing latency reduced to 5 microseconds and telecom-grade reliability of 99.999% [4]. - The company possesses a robust built-in IPS feature library and local intelligence, enabling a full-stack domestic security capability loop from hardware to software and from bottom to top [4]. Group 3: Industry Integration and Future Outlook - The company's products are closely aligned with the actual needs of Chinese enterprises and have been deeply integrated into key industries such as finance, government, telecommunications, energy, transportation, healthcare, and education [4]. - Looking ahead, the company aims to continue promoting the construction of secure, trustworthy, and innovative defense systems across various industries to strengthen the security foundation for digital transformation [5].

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly providing misleading statements regarding its security capabilities while concealing a significant security breach that impacted its business performance [6]. Allegation Details - The lawsuit claims that F5 made overwhelmingly positive statements to investors while failing to disclose material adverse facts about its security capabilities, particularly regarding a significant security breach affecting key offerings [6]. - The breach reportedly impacted F5's ability to secure data for clients and was expected to have a substantial effect on the company's potential in the security market [6]. Financial Impact - On October 27, 2025, F5 announced fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely due to the security breach [6]. - The company indicated expected reductions in sales and renewals, elongated sales cycles, and increased expenses related to remediation efforts [6]. - Following the announcement, F5's stock price dropped from $290.41 per share to $258.76 per share, marking a decline of 10.9% within two days [6]. Next Steps - Investors who purchased F5 shares during the class period (October 28, 2024, to October 27, 2025) and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4][6]. - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is February 17, 2026 [6]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various types of litigation, including securities and commercial litigation [5]. - The firm operates nationwide and handles cases in both federal and state courts [5].

Core Insights - Corero Network Security has formed a strategic partnership with Auben Networks to resell its full portfolio of DDoS protection solutions, including the SmartWall ONE platform, enhancing its presence in Latin America [1][2] - The partnership is aimed at expanding Corero's footprint in Mexico and addressing the growing sophistication of cyber threats faced by organizations in the region [2][3] - Auben Networks brings regional expertise and established relationships with service providers and enterprises across Argentina, Chile, and neighboring markets, making it a valuable partner for Corero [2][3] Company Overview - Corero Network Security specializes in DDoS protection solutions, focusing on automatic detection and protection with network visibility, analytics, and reporting tools [4] - The company is headquartered in London and operates centers in Marlborough, Massachusetts, USA, and Edinburgh, UK, and is listed on the London Stock Exchange's AIM market and the US OTCQX Market [4]

Core Insights - Palo Alto Networks (PANW) and Allot Ltd. (ALLT) are significant players in the network security sector, with PANW focusing on next-generation firewalls and cloud security, while ALLT specializes in network intelligence for service providers and enterprises [1][2] Industry Trends - The network security market is projected to grow at a CAGR of 11.47% from 2025 to 2030, driven by increasing complex cyberattacks such as credential theft and social engineering [2] Company Analysis: Palo Alto Networks (PANW) - PANW is recognized as a cybersecurity leader, providing comprehensive solutions for network and cloud security, with a strong customer base and innovative products [4][5] - In Q1 of fiscal 2026, PANW's Secure Access Service Edge (SASE) segment saw a 34% year-over-year increase in Annual Recurring Revenues (ARR), driven by demand for streamlined security tools [6] - However, PANW's revenue growth has slowed to the mid-teen percentage range, with a forecast of 14-15% growth for the full fiscal year 2026, down from mid-20s in fiscal 2023 [7] Company Analysis: Allot Ltd. (ALLT) - ALLT is experiencing robust growth in its Cybersecurity-as-a-Service (SECaaS) business, with ARR increasing approximately 60% year-over-year in Q3 2025 [8][12] - SECaaS accounted for about 28% of ALLT's total revenues in Q3, with expectations to rise to 30%, indicating a shift towards more predictable subscription-based revenues [9] - ALLT's sales and non-GAAP EPS grew 14% and 233.3% year-over-year in Q3 2025, prompting an upward revision of revenue guidance for the year [12] Comparative Valuation and Performance - Over the past six months, ALLT shares have increased by 33.8%, while PANW shares have decreased by 6.1% [18] - ALLT is trading at a forward sales multiple of 4.37X, significantly lower than PANW's 11.71X, making ALLT more attractive for value-seeking investors [19] - Analysts are increasingly bullish on ALLT, reflected in the positive earnings estimate revisions compared to PANW [13][16] Conclusion - The analysis suggests a preference for ALLT over PANW due to its strong growth in SECaaS, improving revenue quality, and more favorable valuation metrics [22][23]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The Class Period for the F5 securities is from October 28, 2024, to October 27, 2025, inclusive [1]. - Investors who purchased F5 securities during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 17, 2026 [2]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company and has been ranked highly for its success in securities class action settlements [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering substantial amounts for its clients [3]. Group 3: Case Allegations - The lawsuit alleges that F5's management misrepresented the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [4]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, contradicting the optimistic claims made by the company [4]. - The lawsuit asserts that when the true situation became known, investors suffered damages as a result of these misrepresentations [4].

分组1: Palo Alto Networks (PANW) - Palo Alto Networks (PANW) has a current spot price of $187.68, with an expected price range between $171.31 and $204.01 for options expiring on February 20, indicating a symmetrical high-low spread of 8.71% [5] - The stock has shown a downward trend, with only three up weeks in the last ten, suggesting a pessimistic outlook heading into the weekend [6] - Historical data indicates that under 3-7-D conditions, PANW stock tends to swing higher, with a probability density peak expected between $196 and $200 over the next five weeks, making the 195/200 bull call spread an attractive option with a potential max payout of over 156% [7] 分组2: NetEase (NTES) - NetEase (NTES) has a current spot price of $137.98, with an expected price range between $127.52 and $148.43 for options expiring on February 20, based on implied volatility [8] - Similar to PANW, NTES has experienced only three up weeks in the last ten, leading to a downward trend, which typically suggests bearish control [9] - However, historical patterns show that NTES tends to resolve upward under these conditions, with a probability density peak expected around $155, making the 145/155 bull call spread appealing with a potential max payout of 212.5% [10] 分组3: Dick's Sporting Goods (DKS) - Dick's Sporting Goods (DKS) has a current spot price of $215.32, with an expected price range between $198.07 and $232.57 for options expiring on February 20 [11] - The stock is currently showing a 3-7-D sequence, which typically has negative implications, but historical data suggests that it tends to resolve higher [12] - Probability density is expected to peak at $230, making the 220/230 bull call spread a sensible speculation with a maximum payout potential of 150% [13]

Core Insights - Corero Network Security reported a 23% year-over-year increase in annual recurring revenue (ARR), reaching $23.9 million, driven by strong demand for its automated, real-time DDoS protection solutions [5] - The company experienced significant customer wins and expansions, primarily due to competitive displacements of incumbent DDoS and network security vendors [5] - There was broad geographic momentum across North America, EMEA, APAC, and Latin America, indicating a growing global footprint [5] Business Execution - The CEO of Corero Network Security highlighted 2025 as a year of strong execution, emphasizing the trust earned from service providers and enterprises through effective DDoS protection [3] - Strategic alliances with companies like HPE, Juniper Networks, Akamai, and GTT facilitated seamless integration and accelerated deployments within existing network environments [3] - Corero is investing in a partner-led go-to-market model to expand its reach in emerging markets and support scalable growth aligned with evolving customer demand [3] Market Trends - There is a growing adoption of subscription-based and DDoS Protection-as-a-Service offerings, which contribute to a more predictable revenue profile for the company [5] - High customer retention rates reinforce continued demand from service providers and enterprise customers, indicating a strong market position [5] - The company demonstrated strong execution in the second half of the year, building momentum as it exited 2025 [5]

Core Viewpoint - A10 Networks will release its fourth quarter and full year 2025 financial results on February 4, 2026, after market close [1] Financial Results Announcement - The financial results will be discussed in a conference call scheduled for 1:30 p.m. Pacific time (4:30 p.m. Eastern time) on the same day [1] - Interested parties can access the conference call by dialing (888) 506-0062 (toll-free) or (973) 528 [1]

Core Insights - Allot Ltd. (ALLT) is experiencing significant growth in its Cybersecurity-as-a-Service (SECaaS) business, which is becoming the primary growth driver for the company, with an annual recurring revenue (ARR) increase of approximately 60% year over year in Q3 2025 [1][10] Group 1: SECaaS Growth and Revenue - SECaaS accounted for around 28% of Allot's total revenues in Q3 2025, with expectations to rise to 30% if current trends persist, indicating a positive outlook for the company's future [2] - Recurring revenues represented 63% of total revenues in Q3 2025, up from 58% a year ago, reflecting an improvement in revenue quality [2] - Key drivers of SECaaS growth include the addition of new subscribers from large Tier-1 telecom customers and upselling additional services to existing customers, supported by new offerings like OffNetSecure [3][10] Group 2: Future Projections - If telecom partners continue to scale SECaaS services and user adoption remains stable, the momentum could sustain Allot's ARR growth in the upcoming quarters, with revenue growth estimates of approximately 10.3% for 2025 and 13.3% for 2026 [4] - The Zacks Consensus Estimate for Allot's full-year 2026 earnings suggests a year-over-year increase of 15.9%, with recent upward revisions in estimates [15] Group 3: Competitive Landscape - Allot faces competition from Cisco Systems and F5 in network traffic management and security, with Cisco leveraging its extensive networking and security portfolio [5] - Cisco's recent collaboration with NVIDIA aims to develop an AI-native wireless network stack for future 6G networks, enhancing telecom operators' capabilities [6] - F5 competes through its application delivery and security solutions, offering products designed for efficient network traffic management [7] Group 4: Valuation and Price Performance - Allot's shares have declined by 4.2% over the past three months, contrasting with an 11.3% decline in the Zacks Internet - Software industry [8] - The company trades at a forward price-to-sales ratio of 4.05, which is lower than the industry's average of 4.7 [12]

Core Viewpoint - The complaint alleges that F5 and its executives violated federal securities laws by making misleading statements regarding the company's security capabilities, particularly in light of a significant security breach affecting key offerings [2][3]. Financial Impact - On October 27, 2025, F5 announced fourth quarter fiscal year 2025 results, revealing growth expectations for fiscal 2026 were significantly below market due to the security breach, leading to expected reductions in sales and renewals, elongated sales cycles, terminated projections, and increased remediation expenses [3]. - Following the announcement, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 28, 2025, marking a decline of 10.9% within two days [4]. Legal Proceedings - The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class, who will oversee the litigation on behalf of the putative class [5]. - Any member of the putative class may move the Court to serve as lead plaintiff or choose to remain an absent class member without affecting their ability to share in any recovery [5]. Whistleblower Encouragement - The law firm Faruqi & Faruqi encourages individuals with information regarding F5's conduct, including whistleblowers and former employees, to come forward [6].