Company Announcement - Akamai Technologies, Inc. will hold a conference call for investors on August 7, 2025, at 4:30 p.m. ET to discuss its second quarter 2025 financial results and may provide forward-looking financial guidance [1] - The conference call will be broadcast live on Akamai's Investor Relations page, and a replay will be available for two weeks following the call [2] Company Overview - Akamai is a cybersecurity and cloud computing company that powers and protects businesses online, offering market-leading security solutions and full-stack cloud computing solutions [3] - The company emphasizes its superior threat intelligence and global operations team, which provide defense-in-depth to safeguard enterprise data and applications [3] - Akamai is trusted by global enterprises for its reliability, scale, and expertise, enabling them to grow their business with confidence [3]

HONG KONG, July 9, 2025 /PRNewswire/ -- SU Group Holdings Limited (Nasdaq: SUGP) ("SU Group" or the "Company"), an integrated security-related engineering services company in Hong Kong, today announced it has been awarded the largest contract in the Company's history, valued at HK$88.5 million (approximately US$11.3 million).The landmark contract involves the design, delivery, and integration of a full spectrum of security, monitoring, public address, and safety systems for a major hospital expansion and up ...

Just because it's not a household name doesn't mean it's not a magnificent investment.It's not exactly a secret that big technology stocks like Microsoft, Nvidia, and Alphabet have led the market for several years now. And rightfully so. After all, these companies have also ushered in some of the world's most revolutionary products and services.However, not every technology name worth investing in has to be a high-profile mega-company. A bunch of smaller ones are packing a proverbial punch, too.To this end, ...

The S&P 500 (^GSPC -0.07%) added 20.5% during the two-month period that ended on June 9, 2025. The index has only achieved a two-month return above 20% on five other occasions since 1950, and that momentum led to an average gain of 31% during the next 12 months.Since the S&P 500 closed at 6,006 on June 9, that suggests the index will climb 31% to 7,868 by next June -- if its performance aligns with the historical average. That implies 26% upside from its current level of 6,230. Of course, past performance i ...

Good afternoon everyone. I am Christine Nome. I am the Secretary of Homeland Security.Thank you so much for coming out today. We have some very exciting news to announce that today we have started a new nosho policy with the Department uh the Transportation Security Administration TSA will no longer require travelers to remove their shoes when they go through our security checkpoints. Um, this is something that I know for quite some time people have talked about and discussed and we know that when President ...

It's a major security shift at TSA checkpoints nationwide. Effective immediately, all passengers can keep their shoes on. No need to screen them separately.Homeland Security Secretary Christy Gnome says 94% of passengers now have Real IDs, improving identity confirmation. And TSA procedures and checkpoints have improved. We've added uh new scanners, new technologies, more TSO officers in some areas.The TSA began screening shoes for explosives in 2006 after shoe bomber Richard Reed attempted to blow up a fli ...

Core Viewpoint - Fortinet is positioned as a potential catch-up play in the cybersecurity sector, with a bullish technical setup indicating a possible breakout above the $105 resistance level, despite its slower growth compared to peers [2][3][9] Group 1: Market Performance - The cybersecurity industry has consistently outperformed the broader market, with leading stocks near all-time highs [1] - Fortinet's stock has increased by 12.88% year-to-date, lagging behind peers like CrowdStrike and Zscaler, which have seen gains of 47% and 74% respectively [3] Group 2: Technical Analysis - Fortinet has been consolidating in a tight range, with $100 as significant support and $105 as a resistance ceiling [2] - A sustained price action above the $105 level on substantial volume could trigger momentum buying and a trend reversal [3] Group 3: Valuation and Fundamentals - Fortinet reported Q1 2025 earnings with an EPS of $0.58, beating estimates by $0.05, and revenue of $1.54 billion, reflecting a year-over-year growth of 13.8% [4][5] - The stock's P/E ratio is 43.9, with a forward P/E ratio of 38.43, both lower than those of high-growth peers, making it a more attractive option for investors [5] Group 4: Institutional Sentiment - Institutional inflows into Fortinet totaled $8.2 billion over the past 12 months, compared to $5.3 billion in outflows, indicating growing interest [7] - Institutional ownership stands at 83.7%, and the stock's inclusion in the S&P 500 index enhances its stability [8] Group 5: Analyst Ratings - Fortinet has a Hold consensus rating among analysts, with an average price target of $105.62, suggesting a cautious outlook until a breakout or earnings surprise occurs [8] - The stock is not currently favored by top-rated analysts compared to other investment opportunities [10]

Core Insights - CrowdStrike Holdings (CRWD) reported a strong start to fiscal 2026 with a free cash flow (FCF) margin increase to 25% from 23% in the previous quarter, generating $279 million in free cash flow despite incurring $61 million in outage-related expenses [1][10] Financial Performance - The company's revenue grew 20% year over year to $1.1 billion in the fiscal first quarter, driven by the adoption of the Falcon Flex platform, with over 820 customer accounts utilizing this model [2] - CrowdStrike achieved a deal value milestone of $3.2 billion within two years of launching Falcon Flex, reflecting a 31% sequential growth and over six times year-over-year growth [2][10] Strategic Initiatives - A strategic realignment in May 2025 focused on reallocating investments into growth areas such as cloud, identity, exposure management, AI, and Next-Gen Security Information and Event Management, which is expected to enhance platform resilience and add at least 1% to its non-GAAP operating margin target in fiscal 2027 [3] - The company aims to exceed 30% in free cash flow margins by fiscal 2027 if the current pace of platform gains and Flex adoption continues [4] Competitive Landscape - Competitors like Zscaler (ZS) and SentinelOne (S) are also evolving their platforms to meet enterprise security demands, with Zscaler reporting an annual recurring revenue (ARR) of $2.9 billion, up 23% year over year [5][6] - SentinelOne experienced a 24% year-over-year growth in ARR in the first quarter of fiscal 2026, driven by the adoption of its AI-first Singularity platform [7] Valuation Metrics - CrowdStrike's shares have increased by 47.5% year to date, outperforming the security industry's growth of 25.6% [8] - The company trades at a forward price-to-sales ratio of 24.14X, significantly higher than the industry's average of 15.06X [11] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings indicates a year-over-year decline of 10.94%, while fiscal 2027 earnings are projected to grow by 34.68% [14]

Key Takeaways ALLE has acquired Gatewise to expand its smart access solutions for multifamily communities. Gatewise offers a mobile app and cloud-based portal to manage gate and unit access. The deal enhances ALLE's Zentra portfolio and aims to simplify access for residents and property managers.Allegion plc (ALLE) recently completed the acquisition of Gatewise Incorporated (Gatewise) through one of its subsidiaries. The financial terms of the transaction have been kept under wraps.Based in Houston, TX, G ...

Core Insights - Vicon Industries has secured a follow-on order exceeding $1.2 million for a major government security upgrade project, indicating strong public-sector adoption of its video surveillance solutions [1][2][3] - The project includes high-performance cameras, recording servers, and Valerus video management software licenses, enhancing security across multiple county facilities [2][3] - This order reflects continued customer confidence in Vicon's reliability and system performance, contributing positively to Vicon's fiscal 2025 results [2][4] Strategic Outlook - The order is part of a broader trend of repeat institutional orders, particularly in government and education sectors, showcasing Vicon's growing market presence [3][4] - Vicon is transitioning from a legacy camera business to a modern surveillance technology platform, focusing on modular design and AI-enhanced analytics [4][5] - The company is positioned for meaningful year-over-year growth in fiscal 2025 and beyond, supported by recent industry awards and an expanding pipeline of institutional projects [5]