转自：经济日报新闻客户端 安恒信息技术股份有限公司董事长范渊认为，AI智能体发展有条件自主、高度自主和完全自主三重境 界，安恒信息通过智能体赋能安全运营、安全监管，重构威胁情报共享和协同防御体系，实现从传统的 被动响应转向主动防御，同时通过智能体生态共创，结合各自专业领域的业务知识，共创出兼具创新与 实用的智能体，在技术、业务、成果上实现共赢。 随着人工智能技术在政务、金融、工业等关键领域的深度赋能，安全智能体已成为构筑数字时代网络安 全防御体系的核心要素。会上发布了《安全智能体魔方：成熟度模型评价研究报告》，该报告创新性地 构建了安全智能体的多维度成熟度评估框架，通过剖析高价值场景案例，前瞻性研判安全大模型及智能 体的发展趋势与挑战，推动AI应用向"可信可控"升级，为数字经济发展筑牢智能化安全根基。 范渊分析，在数据要素化发展新阶段，数据安全要从静态安全向动态安全迭代升级，需要对数据、业务 和行为意图进行更为深入的理解，安全智能体是解题的关键核心。在可信数据空间领域，AI原生可信 数据空间可实现可信数据空间与AI的双向赋能。既要看到"人工智能带来前所未有发展机遇"，也要看到 它"带来前所未遇风险挑战"，必须 ...

Few things stoke more investor interest than a stock split. While they don't alter any of a stock's fundamentals like revenue, net income, or free cash flow, splits can create buzz around a stock, bolstering existing momentum or reviving its appeal among the investment community.Yet, there is no sure thing when it comes to the stock market, and not all stocks that undergo a split see big returns. Here, three Motley Fool contributors will review how three high-profile stocks have performed since their most r ...

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Core Insights - The integration of AI technology into cybersecurity has reached a new stage of intelligent confrontation, with "AI + Security" being the key to breaking through current challenges [1][3] - Anheng Information launched several new products at the "West Lake Sword AI + New Product Launch Conference," including Hengnao 3.0 and AI-driven security solutions tailored for various core scenarios [1][4] Product Developments - Anheng Information introduced Hengnao 3.0, AiLPHA Intelligent Security Operation Platform, AI + SAAS-XDR, and a one-stop platform for AI-driven DevSecOps, marking significant advancements in multi-modal interaction and connectivity [1][4] - The Hengnao 3.0 platform supports MCP protocols and A2A protocols, enabling the intelligent agent to utilize hundreds of plugins, enhancing task execution control and human-machine collaboration efficiency [4] Security Challenges and Solutions - The industry consensus is that general large models face challenges in security scenarios due to a lack of specialized training data, leading to semantic misjudgments in threat analysis [3] - Anheng Information emphasizes the need for "professional intelligent agents" that understand offensive and defensive logic and can dynamically evolve to meet compliance requirements and respond to new threats [3] Government and Industry Applications - Various local governments are launching AI + government applications, which require tailored AI security solutions to address unique industry characteristics and data types [5] - Anheng Information's CTO highlighted the development of a dual-spiral framework that integrates technology and application, focusing on making security smarter and intelligence safer [5] Broader AI Applications - AI is being widely applied across various fields, including natural language processing, computer vision, and healthcare, with the development of large models entering a commercial application phase [6] - The emergence of "hallucination" phenomena in large models raises concerns about content credibility and fairness, necessitating a multi-dimensional approach to ensure safety in AI applications [6]

据知情人士透露，美国司法部与证券交易委员会(SEC)正对网络安全巨头CrowdStrike(CRWD.US)展开深 度调查，焦点集中于其与分销商Carahsoft Technology Corp.之间一笔3200万美元的蹊跷交易。这起涉及 美国国税局(IRS)的订单疑云，正牵扯出更广泛的财务审查。 据了解，2023财年最后一个季度末，CrowdStrike与Carahsoft完成了一笔为IRS提供网络安全软件的交 易。但诡异的是，IRS从未实际购买或接收相关产品。尽管CrowdStrike坚称"Carahsoft已按时付款"，但 交易动机成谜。Carahsoft此前仅表示"支持该交易"，却未解释为何在无实际采购方的情况下达成合作。 对此，调查人员已向前雇员询问了这笔交易的达成过程、CrowdStrike领导层的知情情况以及员工是否 对其他交易表示担忧，并且还获得了CrowdStrike的内部记录。这些问题表明，调查范围比之前所知的 更广。 值得一提的是，这笔3200万美元交易对CrowdStrike至关重要——若剔除该收入，其2023年四季度关键 财务指标或将低于华尔街预期。CEO乔治.库尔茨曾在财报电话会中 ...

Core Viewpoint - CyberArk Software Ltd. (CYBR) is expected to report first-quarter 2025 results that may exceed market expectations, with projected non-GAAP earnings per share between 74-81 cents, compared to a consensus estimate of 79 cents, indicating a year-over-year decline of 5.3% [1][2]. Financial Performance - CyberArk's revenue forecast for the first quarter is between $301 million and $307 million, with the Zacks Consensus Estimate at $305.7 million, suggesting a year-over-year growth of 39% [2]. - Subscription revenues are estimated at $240.7 million, reflecting a year-over-year increase of 54.1%, while Perpetual License revenues are projected at $2.1 million, showing a decline of 29.8% [5][6]. - Annual recurring revenues are expected to reach $1.03 billion, with Subscription services contributing $847.5 million and Maintenance and Professional Services accounting for $182.7 million [7]. Market Trends and Demand - The demand for privileged access security and broader cybersecurity solutions is increasing, driven by rising data breaches and accelerated digital transformation initiatives [3]. - Organizations are allocating larger portions of their IT budgets toward cybersecurity, benefiting CyberArk's core strength in privileged access management solutions [4]. Business Model Transition - CyberArk is transitioning towards a software-as-a-service and subscription-based model, which is anticipated to support revenue growth [5]. - The company is phasing out the Perpetual License model in favor of recurring revenues, which is reflected in the decline of Perpetual License revenues [6]. Economic Environment - Despite strong product demand, CyberArk faces challenges from broader macroeconomic factors, including slower IT spending and delayed contract signings, which may impact overall revenue growth [8]. Earnings Expectations - The company's Earnings ESP is +3.90%, indicating a likelihood of an earnings beat, supported by a Zacks Rank of 3 (Hold) [10].

Castellum, Inc. Reports First Year-Over-Year Organic Revenue Growth with Q1 2025 Results Castellum, Inc. ("Castellum" or the "Company") (NYSE-American: CTM) announces revenue for the first quarter of 2025 was $11.7 million, an increase from $10.3 million in the fourth quarter of 2024 and up from $11.3 million in the first quarter of 2024 - www.castellumus.com VIENNA, Va., May 09, 2025 (GLOBE NEWSWIRE) -- Castellum, Inc. ("Castellum" or the "Company") (NYSE-American: CTM), a cybersecurity, electronic war ...

Akamai (AKAM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Hello, and welcome to the Akamai Technologies First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Mark Stoutenburg, Head of Investor Relations. Please go ahead. Speaker1 Good afternoon, everyone, and thank you for joining Akamai's first quarter twenty twenty five earnings call. Speaking today will ...

MIAMI, May 08, 2025 (GLOBE NEWSWIRE) -- Varonis Systems, Inc. (Nasdaq: VRNS), the leader in data security, announced its participation at the following upcoming conferences: The J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference, May 13 – 15, in Boston. The presentation is scheduled for May 15 at 8:40 a.m. ET.The TD Cowen 53rd Annual Technology, Media & Telecom Conference, May 28 – 29, in New York. The presentation is scheduled for May 28 at 1:15 p.m. ET.The William Blair 45th An ...

First quarter revenue of $1.015 billion, up 3% year-over-year and up 4% when adjusted for foreign exchange*Security and cloud computing revenue represented 69% of total revenue in the first quarter and combined grew 10% year-over-year and 11% when adjusted for foreign exchange*GAAP net income per diluted share of $0.82, down 26% year-over-year and down 23% when adjusted for foreign exchange*, and non-GAAP net income per diluted share* of $1.70, up 4% year-over-year and up 6% when adjusted for foreign exchan ...