Company Performance - SentinelOne's stock decreased by 3.24% to $17.92, underperforming the S&P 500, which gained 0.28% [1] - Over the past month, SentinelOne's shares increased by 3.12%, while the Computer and Technology sector rose by 6.2% and the S&P 500 by 4.37% [1] Upcoming Financial Results - SentinelOne is expected to report earnings of $0.03 per share, reflecting a year-over-year growth of 200% [2] - The consensus estimate for revenue is $242.02 million, indicating a 21.65% increase from the same quarter last year [2] Full Year Estimates - Analysts project earnings of $0.20 per share and revenue of $997.27 million for the full year, representing changes of +300% and +21.4% respectively from the previous year [3] Analyst Estimates and Outlook - Recent changes in analyst estimates suggest a favorable outlook on SentinelOne's business health and profitability [4] - The Zacks Rank system indicates that estimate revisions correlate with stock price performance, with SentinelOne currently holding a Zacks Rank of 3 (Hold) [5][6] Valuation Metrics - SentinelOne has a Forward P/E ratio of 92.91, which is higher than the industry average Forward P/E of 77.93 [6] Industry Context - The Security industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [7]

Company Announcement - Varonis Systems, Inc. will report its second quarter 2025 financial results on July 29, 2025, after the U.S. financial markets close [1] - A conference call to discuss the financial results will be held on the same day at 4:30 p.m. ET [1] Conference Call Details - To access the call, domestic participants can dial 877-425-9470, while international participants can call 201-389-0878, using conference ID number 13754774 [2] - A replay of the conference call will be available until August 6, 2025, with specific numbers for domestic and international access [2] - A live webcast will be available on the company's Investor Relations page, and the replay will be archived for one year [2] Company Overview - Varonis is recognized as a leader in data security, focusing on a different approach compared to conventional cybersecurity firms [3] - The company offers a cloud-native Data Security Platform that continuously discovers and classifies critical data, removes exposures, and detects advanced threats using AI-powered automation [3] Customer Trust and Solutions - Thousands of organizations globally rely on Varonis to protect their data across various environments, including SaaS, IaaS, and hybrid cloud [4] - Varonis automates multiple security outcomes, such as data security posture management, data classification, data access governance, data detection and response, data loss prevention, AI security, identity protection, and insider risk management [4] - The company's strategy emphasizes protecting data first, rather than as a secondary measure [4]

TEMPE, Ariz. and PRAGUE, July 10, 2025 /PRNewswire/ -- Gen Digital Inc. (NASDAQ: GEN) today announced that its fiscal 2026 first quarter financial results will be released Thursday, August 7, 2025, after market close. Following the press release, Gen management will host a conference call and webcast at 2 p.m. PT / 5 p.m. ET.Fiscal 2026 Q1 Earnings CallAugust 7, 20252 p.m. PT / 5 p.m. ETConference call dial-in and live webcast link available on Investor.GenDigital.com About GenGen (NASDAQ: GEN) is a global ...

Core Viewpoint - Rapid7, Inc. will release its second quarter 2025 financial results on August 7, 2025, after market close, followed by a conference call to discuss the results and business outlook [1] Group 1: Financial Results Announcement - The financial results for Q2 2025 will be announced on August 7, 2025, after the financial markets close [1] - A conference call will be held on the same day at 4:30 p.m. Eastern Time to discuss the results and business outlook [1] Group 2: Access to Information - A live webcast of the conference call and the financial results press release will be available on the Rapid7 investor relations website [2] - A replay of the webcast will also be accessible on the investor relations website [2] Group 3: Company Overview - Rapid7, Inc. is focused on creating a safer digital world by simplifying and making cybersecurity more accessible [3] - The company provides comprehensive security solutions to over 11,000 global customers, helping them manage cloud risk and threat detection [3]

Core Viewpoint - ADT Inc. is set to release its second quarter 2025 financial results on July 24, 2025, before market opening, followed by a conference call for discussion and Q&A [1]. Group 1: Financial Results Announcement - The financial results will be released before the market opens on July 24, 2025 [1]. - A conference call will take place at 10 a.m. ET on the same day to discuss the results [1]. Group 2: Accessing the Conference Call - Participants can listen to a live webcast via the investor relations website, with a replay available within 24 hours [2]. - The live call can also be accessed by dialing specific numbers for domestic and international participants, with an access code provided [3]. - An audio replay of the call will be available for one week following the event [3]. Group 3: Company Overview - ADT provides safe, smart, and sustainable solutions for individuals, homes, and small businesses [4]. - The company emphasizes innovative offerings, safety, and a premium customer experience through its extensive network of smart home security professionals in the U.S. [4].

Core Insights - Fortinet's transition to a subscription-driven business model is driving significant growth in recurring service revenues, with service revenues increasing by 14% year-over-year to $1.08 billion in Q1 2025, representing 70% of total revenues [1][11] - The Unified SASE strategy has reported recurring revenues of $1.15 billion, up 25.7% year-over-year, while Security Operations' recurring revenues surged 30.3% year-over-year to $434.5 million [1][11] - Fortinet is aggressively investing in its SASE and SSE offerings to expand subscription-based revenue streams, with notable traction in large-scale enterprise deals [3] Revenue Growth - Multi-year contracts for services such as FortiGuard, FortiCare, FortiCloud, Unified SASE, and Security Operations are driving revenue growth [2] - The company expects service revenues to reach approximately $4.6 billion in 2025, indicating a year-over-year growth of 13.4% [5] Market Position and Competition - Fortinet faces stiff competition in the enterprise security market from companies like Palo Alto Networks and Zscaler [6] - Palo Alto Networks is expected to deliver recurring revenues between $5.52 billion and $5.57 billion for fiscal 2025, while Zscaler has a customer base of over 8,650 organizations [7][8] Pricing and Future Outlook - Fortinet's scalable, per-user pricing model with multi-year discounts is expected to enhance future recurring revenues [4] - Unified SASE and Security Operations are projected to experience a compound annual growth rate (CAGR) of 24% through 2026 [4][11] Stock Performance and Valuation - Fortinet's shares have risen 13.9% year-to-date, underperforming the Zacks Security industry's growth of 27.1% [9] - The stock is currently trading at a Price/Book ratio of 41.98X, compared to the industry's 25.76X, indicating a lower valuation score [14]

Company Overview - Check Point Software Technologies is an Israeli company with a strong background in cybersecurity, actively combating digital threats for over three decades [1] - The company currently protects more than 100,000 organizations globally [1] Market Position - Check Point has established itself as a significant player in the cybersecurity industry, indicating a robust market presence and customer trust [1] Future Outlook - The company is expected to continue its growth trajectory, leveraging its extensive experience and established reputation in the cybersecurity sector [1]

Core Insights - CyberArk (CYBR) reported a significant increase in subscription annual recurring revenues (ARR), reaching $1.03 billion, which is a 65% increase year-over-year [1][10] - The company's recurring revenues for the first quarter amounted to $298.2 million, constituting 94% of total revenues, driven by a higher proportion of self-hosted subscription deals [2] - Subscription ARR now represents nearly 85% of total ARR, up from 77% a year ago, indicating a strong shift towards recurring revenue models [2] Subscription Growth Drivers - A key factor in the growth of subscription revenues is CyberArk's success in cross-selling additional solutions to existing customers, leading to larger and more stable contracts [3][5] - Notable customer expansions include a Fortune 100 financial services firm that increased its engagement with CyberArk's offerings, and PDS Health, which expanded its use of CyberArk's machine identity solutions [4][5] Competitive Landscape - Competitors such as Zscaler (ZS) and SentinelOne (S) are also experiencing growth, with Zscaler reporting $2.9 billion in ARR, a 23% year-over-year increase, and SentinelOne reaching $948 million in ARR, reflecting a 24% growth [6][7] Financial Performance and Valuation - CyberArk's shares have increased by 21.6% year-to-date, slightly trailing the Zacks Security industry's growth of 25.7% [8] - The company trades at a forward price-to-sales ratio of 13.47, which is below the industry average of 15.07, indicating potential valuation upside [12] Earnings Estimates - The Zacks Consensus Estimate for CyberArk's earnings suggests a year-over-year increase of 26.4% for 2025 and 25.1% for 2026, although these estimates have been revised downward in the past month [15]

Core Insights - Vicon Industries has secured a purchase order exceeding $500,000 for its NEXT Modular Sensor System from a major school district in Kentucky, marking a significant validation for the NEXT platform [1][2] - The NEXT platform is expected to enhance Vicon's growth trajectory by providing faster, more cost-effective, and higher-value surveillance solutions across various sectors [6] Product Features and Advantages - The deployment leverages Vicon's Anavio cloud-native video management platform, which offers remote access, centralized device management, and real-time alerts without additional licensing fees, resulting in a lower total cost of ownership [4] - NEXT's modular architecture and simplified installation process significantly reduce installation time and complexity, allowing for competitive pricing [7] - The deployment utilized a mix of sensor configurations, providing tailored coverage without unnecessary hardware costs [7] Financial Performance and Growth - Vicon's revenue has grown from $21 million in FY2021 to an expected $36 million in FY2025, reflecting a compound annual growth rate of over 14% [5] - The growth has been driven by operational execution, channel expansion, and the performance of legacy products, with NEXT anticipated to further accelerate this growth [5][6]

Core Insights - VCI Global Limited has appointed Jane Teh as Chief AI Security Officer, emphasizing its commitment to secure AI infrastructure and long-term shareholder value [1][6] - Jane Teh brings over 20 years of cybersecurity experience, enhancing VCI Global's capabilities in AI security and encrypted data monetization [2][5] - The appointment aligns with the growing demand for secure AI environments amid regulatory changes and rapid AI adoption [5][6] Company Overview - VCI Global is a diversified global holding company focused on AI & Robotics, Fintech, Cybersecurity, Renewable Energy, and Capital Market Consultancy [9] - The company operates across Asia, Europe, and the United States, aiming to drive technological innovation and sustainable growth [9] Leadership and Expertise - Jane Teh has held senior roles in cybersecurity, including Director of Cyber Risk Advisory at Deloitte Southeast Asia and interim CISO at AmBank Group [3][4] - Her expertise includes offensive security, AI-powered threat detection, and sovereign digital defense, making her a valuable asset for VCI Global [2][5] Strategic Initiatives - As CAISO, Jane will lead the development of AI security architecture, focusing on military-grade encryption and enterprise security frameworks [5][6] - The company aims to commercialize encrypted data platforms across regulated markets, addressing the realities of AI risk [6] Product Focus - VCI Global's QuantGold platform is designed for secure, compliant, and privacy-preserving data monetization, leveraging over 120 encryption patents [7][8] - The platform supports a pay-per-compute model, targeting markets in Malaysia, Singapore, and Hong Kong, with applications in healthcare, financial services, and AI research [8]