Core Viewpoint - CrowdStrike reported strong fourth-quarter results that surpassed Wall Street expectations, while providing guidance for fiscal 2027 that aligns closely with analyst forecasts, amidst concerns regarding AI-driven disruptions in the software sector [1][3]. Financial Performance - For the fourth quarter, CrowdStrike achieved earnings of $1.12 per share, exceeding analyst estimates of $1.10, and reported revenue of $1.31 billion, slightly above the consensus forecast of $1.30 billion [1]. - The company ended fiscal 2026 with $5.25 billion in annual recurring revenue, which included $1.01 billion in net new annual recurring revenue during the year [4]. - CrowdStrike reported record operating cash flow and free cash flow for both the quarter and the full fiscal year [4]. Future Guidance - For the first quarter, CrowdStrike projected earnings per share between $1.06 and $1.07, aligning with the consensus estimate of $1.07, and set revenue guidance at $1.36 billion to $1.364 billion, consistent with expectations [2]. - For fiscal 2027, the company anticipates earnings per share in the range of $4.78 to $4.90, compared to analyst forecasts of $4.84, with full-year revenue projected between $5.87 billion and $5.93 billion, broadly in line with consensus estimates of $5.87 billion [3]. Market Trends - Management indicated that the increasing enterprise adoption of artificial intelligence is driving greater demand for security platforms, as organizations seek to protect AI models, data, and workloads [3].

Core Viewpoint - Castellum, Inc. reported significant improvements in its financial performance for the year ended December 31, 2025, with increased revenue and reduced losses, indicating a positive trajectory for the company [2][5]. Financial Performance - Revenue for 2025 reached $52.9 million, marking a $8.1 million (15.2%) increase from $44.8 million in 2024 [2]. - The operating loss improved to $2.8 million, a $4.4 million year-over-year improvement from an operating loss of $7.2 million in 2024 [2]. - Net loss to common shareholders was $2.5 million, reflecting a $7.6 million improvement from a net loss of $10.1 million in 2024 [2]. Adjusted EBITDA - Adjusted EBITDA for 2025 was $1.0 million, compared to $0.8 million for 2024, indicating an improvement in operating performance [3][4]. - The calculation of Adjusted EBITDA excludes non-cash expenses such as stock-based compensation and depreciation, which were $2.4 million and $1.5 million respectively in 2025, compared to $5.4 million and $2.2 million in 2024 [4]. Cash and Debt Management - Total cash increased by $2.6 million to $14.9 million as of December 31, 2025, up from $12.3 million in 2024, supported by financing activities [5]. - The company's debt significantly decreased to $0.4 million as of December 31, 2025, from $10.7 million in 2024, reflecting effective debt management strategies [5]. Strategic Growth and Acquisitions - The operational growth in 2025 was entirely organic, driven by winning three prime contracts and improving operational efficiencies [7]. - The company has reinvigorated its M&A activities and is positioned for further strategic moves, supported by successful equity raises and a strong cash to debt ratio [7][8].

Group 1 - Meta Marshall is a research analyst covering networking and cybersecurity at Morgan Stanley [3] - Cooper Werner is the CFO of F5 and participated in the discussion [4] Group 2 - The discussion may contain forward-looking statements that involve uncertainties and risks [2]

Core Insights - Okta Inc. exceeded Wall Street's fourth-quarter revenue estimates, driven by increased demand for securing artificial intelligence agents, with revenues growing 11% year-over-year and net income rising to $63 million from $23 million a year ago [1][2] Financial Performance - For the fourth quarter, Okta reported revenues of $761 million, surpassing analyst expectations of $749 million, and adjusted earnings per share (EPS) of 90 cents, exceeding the forecast of 85 cents [6] - The company's first-quarter guidance projected revenues between $749 million and $753 million and adjusted EPS between 84 cents and 86 cents, falling short of analyst expectations of $755 million in revenue and 87 cents in EPS [2] - For the full year, Okta anticipates revenues between $3.17 billion and $3.19 billion, aligning with analyst estimates [5] Market Position and Outlook - Okta is capitalizing on the growing security needs associated with the proliferation of agentic AI, despite facing challenges in the cybersecurity sector due to new AI tools causing market volatility [3][4] - The company's remaining performance obligations, indicating its subscription backlog, increased by 15% year-over-year to $4.83 billion, exceeding the StreetAccount estimate of $4.62 billion [4] - CEO Todd McKinnon expressed confidence in Okta's ability to capture opportunities in the identity market, emphasizing the importance of trust and reputation in delivering secure solutions [4]

Market Overview - U.S. equity markets experienced a significant recovery on March 4, 2026, driven by resilient labor data and stabilizing energy prices, with major indices showing broad-based strength, particularly in the technology sector [1] - The VIX, a measure of market volatility, dropped over 10% to settle at 21.12, indicating a reduction in immediate panic among investors [1] Major Index Performance - The Nasdaq Composite surged 1.36% to finish at 22,823, while the S&P 500 climbed 0.83% to close at 6,873, recovering a significant portion of previous losses [2] - The Dow Jones Industrial Average added 308 points, or 0.64%, ending near 48,809, and small-cap stocks also rallied, with the Russell 2000 advancing 1.07% to 2,636 [2] Economic Data - The ADP National Employment Report indicated a rise of 63,000 private sector payrolls in February, surpassing the consensus estimate of 50,000, although January's data was revised down from 22,000 to 11,000 [4] - The JOLTS Job Openings report matched forecasts at 7.23 million, and the ISM Non-Manufacturing PMI remained steady at 53.5, suggesting continued expansion in the service sector [5] Corporate Developments - Alphabet's shares surged approximately 80% year-over-year, driven by its "Sovereign AI" strategy and advancements in AI efficiency [6] - Tesla's stock climbed 1.6% following a 55% increase in registrations in France and more than double in Portugal [7] - Amazon gained 3.1% on the day, while Ross Stores soared 7.4% on record revenue and strong guidance for 2026 [8] After-Hours Earnings Announcements - Broadcom is expected to report earnings per share of $1.67, reflecting a 19% year-over-year increase, with other companies like Okta and Veeva Systems also set to release results [9]

Core Viewpoint - The article highlights the surge in cybersecurity stocks due to increased concerns over potential cyberattacks linked to the ongoing Iran conflict, as identified by consultants at Palo Alto Networks [1]. Group 1: Cybersecurity Stock Performance - Cybersecurity stocks have experienced significant gains this week as investors respond to the heightened threat of digital warfare amid the escalating Iran conflict [1]. - The article provides a list of the best-performing cybersecurity companies, along with their projected sales growth and valuation metrics [1].

As filed with the U.S. Securities and Exchange Commission on March 4, 2026. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified in its Charter) Cayman Islands 7373 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer 28 Genting Lane, #05-07, Pla ...

Fears of cyberattacks on Western companies and infrastructure remain high even as no major attacks have yet to be reported. Sanaz Yashar, co-founder and CEO of cybersecurity startup Zafran and a former member of Israel's military spy unit, speaks about the risks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caro ...

Rapid7 FY Conference Summary Company Overview - Rapid7 is a cybersecurity provider with a focus on managed detection response and exposure management, which has evolved from its roots in vulnerability management [8][9] - The company aims to integrate AI into its services to enhance customer outcomes and drive efficiency [11][12] Key Business Segments - **Detection and Response (D&R)**: This segment is expected to grow as the market demands more comprehensive security solutions. Rapid7 aims to capture market share through investments and innovation [24][25] - **Exposure Management**: The company is working to stabilize and grow this segment, which remains crucial despite the shift towards D&R [25] Market Dynamics - The cybersecurity market is experiencing significant demand, particularly for solutions that can handle alerts from a variety of sources, not just proprietary systems [29] - Rapid7's competitive advantage lies in its ability to integrate alerts from multiple platforms, which is a challenge for many competitors [29][30] AI Integration - AI is seen as both a challenge and an opportunity. While it enhances the capabilities of attackers, it also provides Rapid7 with tools to improve its offerings [37][39] - The company is focused on leveraging AI to enhance its detection and response capabilities, making it easier for clients to manage security risks [31][33] Financial Performance and Guidance - Rapid7 is investing for growth, with expectations for improved margins as the year progresses. The company anticipates a strong free cash flow of $125 million to $135 million for the year [46][72] - The focus is on balancing growth with profitability, ensuring that investments yield returns while maintaining financial health [46][87] Leadership and Operational Changes - New sales leadership has been brought in to enhance operational efficiency and drive growth. The leadership team is focused on refining compensation structures and improving customer engagement [49][51] - The company is undergoing a transformation to better align its operations with market demands, which includes expanding its capabilities and improving its service offerings [81][84] Strategic Focus - Rapid7 is committed to maintaining a strong balance sheet while exploring opportunities for tuck-in acquisitions to enhance its technology and service offerings [73] - The company sees synergies between its exposure management and detection and response services, which are increasingly complementary in addressing customer needs [78][79] Investor Insights - Investors are encouraged to focus on the ongoing transformation and the potential for improved financial performance as the company capitalizes on its investments and market opportunities [82][84] - The management emphasizes the importance of free cash flow as a key indicator of the company's financial health and operational success [86][87]

Core Viewpoint - Rubrik, Inc. (NYSE:RBRK) is recognized as a promising AI stock, with analysts maintaining a positive outlook despite a reduction in price targets [1][2]. Group 1: Analyst Ratings and Expectations - Barclays analyst Saket Kalia reiterated a Buy rating on Rubrik but lowered the price target from $100 to $70 [1]. - D.A. Davidson's Rudy Kessinger initiated coverage with a Buy rating and a price target of $65 [1]. - Analysts view Rubrik's Q4 preannouncement positively, indicating it "de-risks" the quarter by highlighting changes in sales compensation that are expected to enhance net new annual recurring revenue [2]. Group 2: Financial Projections - Rubrik anticipates Q4 2026 revenue to be between $341 million and $343 million, with a non-GAAP subscription ARR contribution margin of approximately 9% [3]. - The full-year 2026 subscription ARR is projected to be between $1.439 billion and $1.443 billion [3]. - Wall Street's expectation for fiscal Q4 revenue is around $342.37 million [3]. Group 3: Company Overview - Rubrik is a cybersecurity firm specializing in data protection, cyber resilience, and enterprise AI [4]. - The Rubrik Security Cloud platform aids organizations in securing, monitoring, and recovering data across cloud environments [4]. - The company employs machine learning to enhance data security, backup, and recovery processes, thereby automating protection and minimizing human error [4].