Core Insights - Sealing Technologies (SealingTech), a subsidiary of Parsons Corporation, received a contract modification from the Department of War's Defense Innovation Unit for the Joint Cyber Hunt Kit (JCHK) prototype, aimed at enhancing defensive cyber operations for the U.S. Cyber Command and the UK's Joint Defensive Cyber Unit [1][2]. Group 1: Contract and Collaboration - The contract modification includes accreditation, training, testing, and additional procurement of the JCHK prototype [1]. - SealingTech has been a trusted partner for the U.S. Department of War for over a decade, deploying more than 500 Cyber Fly-Away Kits to support critical national security missions [2]. Group 2: Strategic Importance - The JCHK solution is considered a critical component in enhancing interoperability, streamlining training, and improving operational effectiveness across the military force [2]. - SealingTech emphasizes its commitment to innovation in the cyber domain, aiming to provide mission-ready solutions that set standards for success [2]. Group 3: Company Background - SealingTech specializes in edge computing hardware and cybersecurity solutions, serving both federal government and private enterprises [4]. - The company is veteran-founded and leverages extensive cyberspace experience to deliver advanced research, engineering, and integration services [4].

Core Viewpoint - Zscaler Inc. is experiencing strong performance driven by robust demand for its cybersecurity solutions, leading to a positive outlook from analysts [1][2]. Financial Performance - Zscaler delivered strong fiscal Q1 2026 results, outperforming both estimates and management's guidance [2]. - The company has raised its revenue and earnings forecasts for FY2026 following the Q1 outperformance, while medium and long-term projections remain largely unchanged [4]. Revenue Growth Drivers - Revenue growth is primarily attributed to the expansion of the Zero Trust Everywhere initiative and the cloud-native security platform Zero Trust Exchange [3]. - Additional growth catalysts include the expansion of the AI security stack and enhanced data protection modules [3]. Strategic Focus - The company is making strategic trade-offs to capture market share in high-growth areas such as AI safety and expanded Zero Trust architectures [4]. - Management's guidance for Q2 FY2026 aligns with market consensus, indicating confidence in continued growth [4]. Analyst Sentiment - Freedom Capital Markets analyst Almas Almaganbetov reiterated a Buy rating on Zscaler with a price target of $320.00, reflecting optimism about the company's strategic execution [1].

Core Insights - The investment values the company at $9 billion, indicating a significant increase in investor interest in cybersecurity startups [1] Company Summary - The company has attracted substantial investment, reflecting a growing trend in the cybersecurity sector [1] Industry Summary - There is a notable rise in investor interest in cybersecurity startups, suggesting a robust market demand and potential for growth in this industry [1]

Core Insights - CISO Global successfully held its Annual Shareholder Meeting with strong shareholder participation and support for its leadership and strategy [1][2][5] Shareholder Engagement - Over 66% of outstanding shares were represented and voted, indicating robust shareholder engagement and confidence in the company's direction [2] - All nominees to the Board of Directors were re-elected with at least 95% approval, reaffirming strong support for the Board's oversight and leadership [2] Financial Stability and Growth - CISO Global has made substantial improvements to its balance sheet over the past 12 months, enhancing financial stability and positioning the company for sustainable growth [2] - Shareholders approved a proposal to increase the authorized shares by one billion, providing the company with flexibility to pursue strategic opportunities and strengthen partnerships [3] Governance and Compliance - Shareholders ratified the company's independent auditors and approved an increase to the equity incentive plan, affirming the issuance of shares related to a previous transaction with B. Riley [4] Company Vision - The CEO expressed gratitude for the shareholder support, emphasizing the company's focus on executing its plan, strengthening its financial foundation, and delivering long-term value [5] - CISO Global aims to advance its mission of delivering innovative cybersecurity solutions to organizations worldwide [5][6]

The TTM Squeeze is a powerful volatility indicator that identifies periods of low volatility and anticipates potential breakouts. However, it can also sometimes indicate periods of indecision and a lack of conviction. Pulling up today's results from Barchart's investing ideas page, TTM Squeeze Triggered, highlights exactly this mood in the market. This list represents squeeze candidates whose Bollinger Bands are compressed within their Keltner Bands. More News from Barchart The screen applied below fil ...

Core Insights - Major cybersecurity agencies are warning about the exfiltration and storage of sensitive government data through "harvest now, decrypt later" attacks, prompting federal agencies to enhance their digital infrastructure [1] - The post-quantum cryptography market is projected to reach $17.69 billion by 2034, growing at an annual rate of 41.47%, driven by government mandates for crypto-agile solutions [2] Cybersecurity Developments - QSE - Quantum Secure Encryption Corp. has entered the Indonesian market through a strategic partnership with NUSA Networks and Porta Nusa, aiming to expand its quantum-secure data protection solutions across various sectors [3][4] - NUSA Networks has a strong track record in Indonesia, having completed over 150 major projects and recognized for its cybersecurity expertise [4] - QSE's recent product launches include qREK, a Software Development Kit for generating quantum-resilient encryption keys, and QSE-Chat, a quantum-secure mobile messaging app for enterprise clients [6] Market Opportunities - The global Single Sign-On (SSO) market is expected to exceed $6 billion by 2032, indicating a growing demand for integrated security solutions [8] - QSE secured C$2.8 million in expansion capital from institutional investors, positioning itself for growth in the cybersecurity sector [8] Strategic Partnerships - Booz Allen Hamilton has secured a $99 million contract with the U.S. Navy to enhance wireless networks for government-operated ships, utilizing advanced technologies including Low Earth Orbit satellites and 5G [9][10] - IonQ has deployed Slovakia's first national quantum communication network, contributing to the European Quantum Communication Infrastructure initiative [11][12] - Leidos has partnered with CargoSeer to improve customs and border protection through AI-enhanced inspection solutions [13][14] - Arqit Quantum Inc. demonstrated quantum-resilient data transmission in Greece, showcasing the integration of quantum-safe encryption into existing optical networks [15][16][17]

Core Insights - General Dynamics Information Technology (GDIT) has been awarded a $285 million contract by the Commonwealth of Virginia to enhance its cybersecurity infrastructure, which includes a one-year transition period, a five-year base period, and three one-year option periods [1][2] Group 1: Contract Details - The contract will enable GDIT to provide comprehensive cybersecurity services, including vulnerability management, zero trust services, and a 24/7 security operations center for the Virginia Information Technologies Agency (VITA), which serves over 8.8 million residents [2][3] - GDIT will utilize its Eclipse Defensive Cyber and Everest Zero Trust Digital Accelerators to deliver these services [2] Group 2: Technological Advancements - GDIT plans to leverage artificial intelligence to automate security monitoring, integrate advanced cybersecurity tools, and enhance threat detection capabilities [3] - The company will also support VITA's post-quantum cryptography initiatives to protect sensitive data against future quantum computing threats and strengthen encryption protocols [3] Group 3: Strategic Importance - The partnership with GDIT is seen as a significant advancement in modernizing Virginia's defenses against evolving cyber threats, including AI-driven attacks and quantum computing [4] - The contract expands GDIT's services for state and local governments across the nation, building on its history of providing innovative technology services in various sectors [4]

Financial Data and Key Metrics Changes - Overall fourth quarter revenue increased by 11% to $14.5 million compared to $13 million in the same quarter last year [5][13] - Gross margins improved by over 800 basis points to 37% in the fourth quarter, driven by significant growth in service revenue [5][13] - For the full fiscal year, revenue grew by 6%, with gross profit at $18.5 million, representing 32% of sales [15][16] Business Line Data and Key Metrics Changes - Service revenue grew by 63% in the fourth quarter, accounting for approximately 44% of total revenue, up from 30% in the prior year [6][13] - For the full year, service revenue represented 36% of total revenue, compared to 33% the previous year [6] - Product revenue decreased by $1.1 million in the fourth quarter [13] Market Data and Key Metrics Changes - The company expanded its customer base across various industries, including finance, manufacturing, oil and gas, healthcare, aerospace, education, utilities, telecommunications, and maritime [6] - The managed cloud and MSP services segment experienced healthy double-digit growth during the fiscal year [7] Company Strategy and Development Direction - The company aims to build on the growth of its service business by allocating more resources and adding sales representatives [7] - There is a focus on expanding the AZT Protect cybersecurity offering, particularly in the maritime industry and industrial IoT devices [10][11] - The company is optimistic about converting its growing pipeline into significant sales in fiscal 2026 [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the strong finish to the fiscal year and the potential for increased profitability in fiscal 2026 [5][12] - The company believes it is well-positioned to leverage revenue growth going forward, supported by investments made in infrastructure [12] Other Important Information - The company reported a net loss of $191,000 for the fourth quarter, compared to a net income of $1.7 million in the prior year [14] - Cash and cash equivalents stood at $27.4 million as of September 30, 2025, down about 10% from the previous year [15] Q&A Session Summary Question: Service revenue calculation - Analyst confirmed the service revenue in the fourth quarter was approximately $6.4 million, based on 44% of total sales [19][20] Question: IIoT expansion of AZT Protect - Management acknowledged the potential for significant growth in the IIoT market and the need for OEM agreements [25][26] Question: Acronis integration - Management stated that AZT is being integrated into Acronis software, but revenue projections are still uncertain [51][52] Question: UFT relationship updates - Management provided updates on the relationship with UFT, indicating progress with case studies and future marketing events [53] Question: Revenue predictability - Management indicated that revenue projections for the upcoming year are uncertain and may vary [72]

Financial Data and Key Metrics Changes - Overall fourth quarter revenue increased by 11% to $14.5 million compared to $13 million in the same quarter last year [14] - Gross margins improved by over 800 basis points to 37% in the fourth quarter, driven by significant service revenue growth [5][14] - For the full fiscal year, revenue grew by 6%, with gross profit at $18.5 million, representing 32% of sales [16] Business Line Data and Key Metrics Changes - Service revenue grew by 63% in the fourth quarter, accounting for approximately 44% of total revenue, up from 30% in the prior year [6][14] - For the full year, service revenue represented 36% of total revenue, compared to 33% a year ago [6] - Product revenue decreased by $1.1 million in the fourth quarter [14] Market Data and Key Metrics Changes - The company expanded its customer base across various industries, including finance, manufacturing, oil and gas, healthcare, aerospace, education, utilities, telecommunications, and maritime [6] - The Managed Cloud and MSP services segment grew at a healthy double-digit rate during fiscal 2025 [7] Company Strategy and Development Direction - The company aims to build on the growth of its service business by allocating more resources and adding sales representatives [7] - There is a focus on expanding the AZT PROTECT cybersecurity offering, particularly in the maritime industry and Industrial IoT devices [10][11] - The company is optimistic about converting its growing pipeline into significant sales in fiscal 2026 [10][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in generating consistent profitability improvements for fiscal 2026, supported by infrastructure investments [13] - The company is excited about the potential for growth in the service segment and the product business as it enters fiscal 2026 [12][13] Other Important Information - The company reported a net loss of $191,000 for the fourth quarter, compared to a net income of $1.7 million in the prior year [15] - Cash and cash equivalents stood at $27.4 million as of September 30, 2025, down about 10% from the previous year [16] Q&A Session Summary Question: Service revenue calculation - Analyst confirmed the service revenue in the fourth quarter was approximately $6.4 million, which was well received by management [21][22] Question: IIoT expansion and potential customers - Management acknowledged the potential for significant deployments in the IIoT market and the need for OEM agreements [27][28] Question: Leads from Rockwell show - Management reported a 50% increase in leads from the Rockwell show compared to the previous year, with improved quality of leads due to established relationships [42][45] Question: Integration with Acronis - Management confirmed that AZT is being integrated into Acronis software, but revenue projections are still uncertain [54][68] Question: UFT relationship and case studies - Management provided updates on the relationship with UFT, indicating progress with case studies and future marketing efforts [56][57] Question: Share repurchase blackout period - Management clarified the blackout period for share repurchases due to earnings reporting schedules [58][60]

Financial Data and Key Metrics Changes - For the fiscal fourth quarter, revenue increased by 11% to $14.5 million compared to $13 million in the same quarter last year [13] - Gross margins improved by over 800 basis points to 37%, driven by significant growth in service revenue [5][14] - The company reported a net loss of $191,000 or $0.02 per diluted share for the fourth quarter, compared to a net income of $1.7 million or $0.18 per diluted share in the prior year [15] Business Line Data and Key Metrics Changes - Service revenue grew by 63% year-over-year, representing approximately 44% of total revenue in the fourth quarter, up from 30% in the same quarter last year [6][14] - For the full fiscal year, service revenue accounted for 36% of total revenue, compared to 33% the previous year [6] - Product revenue decreased by $1.1 million in the fourth quarter [13] Market Data and Key Metrics Changes - The company expanded its customer base across various industries, including finance, manufacturing, oil and gas, healthcare, aerospace, education, utilities, telecommunications, and maritime [6] - The managed cloud and MSP services segment experienced healthy double-digit growth during fiscal 2025 [7] Company Strategy and Development Direction - The company aims to build on the growth of its service business by allocating more resources, including adding sales representatives [7] - There is a focus on expanding the AZT Protect cybersecurity offering, particularly in the maritime industry and Industrial IoT devices [10][11] - The company is optimistic about generating consistent profitability improvements in fiscal 2026 due to infrastructure investments and growth strategies [12] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the strong results from the service segment and the potential for growth in fiscal 2026 [11][12] - The company believes it has a competitive advantage in the cybersecurity space and aims to convert building momentum into significant sales [10] Other Important Information - The company maintained a strong balance sheet with cash and cash equivalents of $27.4 million, despite a 10% decrease from the previous year [16] - The company plans to pay a $0.03 per share dividend on July 15, 2026, to shareholders of record on December 26, 2025 [16] Q&A Session Summary Question: Service revenue calculation - The service revenue in the fourth quarter was approximately $6.4 million, which is 44% of total sales [20] Question: Expansion of AZT Protect - Management acknowledged that the expansion of AZT Protect is a game changer and is focusing on signing OEM agreements in the IIoT environment [25][26] Question: Integration with Acronis - AZT is being integrated into Acronis software, but revenue projections are too early to determine [53] Question: Relationship with UFT - The relationship with UFT is strong, and case studies are being developed for implementation with their customers [55] Question: Share repurchase blackout period - The company is subject to a blackout period for share repurchases until mid-February due to earnings reporting [56][59]