Core Insights - Tenable has appointed Vlad Korsunsky as Chief Technology Officer and Managing Director of Tenable Israel, marking a significant milestone in the company's strategy to enhance its exposure management vision [1][2] - Korsunsky brings over 25 years of leadership experience in software engineering and cybersecurity, having previously served as Corporate Vice President of Cloud and Enterprise Security at Microsoft [2][3] - The appointment is aimed at accelerating Tenable's platform leadership and advancing its AI strategy in response to rising demand for AI risk management [3] Company Overview - Tenable is recognized as a leader in exposure management, focusing on closing cybersecurity gaps that can undermine business value, reputation, and trust [4] - The company's AI-powered exposure management platform integrates security visibility, insight, and action across various attack surfaces, helping organizations protect against a wide range of cyber threats [4] - Tenable serves approximately 44,000 customers globally, reducing business risk through its comprehensive security solutions [4]

Core Insights - CrowdStrike has launched Falcon® AI Detection and Response (AIDR), a platform designed to secure the AI interaction layer, which is identified as the fastest-growing attack surface in the AI era [1][2] - Falcon AIDR is the first unified platform in the industry that provides comprehensive security for all layers of enterprise AI, including data, models, agents, identities, infrastructure, and interactions [1][3] Security Challenges - Prompt injection is highlighted as a significant security issue, where adversaries embed hidden instructions into Generative AI tools, potentially compromising AI systems [2] - The AI interaction layer is now considered the new attack surface, with prompts being likened to malware, necessitating real-time protection [2] Falcon AIDR Capabilities - Falcon AIDR offers unified visibility, governance, and enforcement across AI development and workforce usage, ensuring comprehensive protection [3] - The platform includes features such as blocking prompt injection attacks, stopping risky AI use in real time, and protecting sensitive data from unauthorized access [5] Strategic Importance - The introduction of Falcon AIDR is positioned as a critical advancement in securing AI systems, enabling organizations to innovate securely while mitigating risks associated with AI deployment [5][6]

Group 1: Investment Strategy Overview - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 4.00% and a net return of 3.78% for Q3 2025, outperforming the Russell Midcap Growth Index's return of 2.78% [1] - All major asset classes posted positive returns in Q3 2025, except for fixed income assets outside the US [1] Group 2: CrowdStrike Holdings, Inc. Analysis - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) experienced a one-month return of -4.72% but gained 30.03% over the last 52 weeks, closing at $504.78 per share with a market capitalization of $127.254 billion on December 12, 2025 [2] - The company provides cybersecurity products and services aimed at preventing breaches, and it was noted that the investment position was exited due to market cap considerations, with a share price decline of -16% during the holding period [3] - CrowdStrike's subscription revenue grew 21% year-over-year to reach $1.17 billion in Q3 2026, but the company is not among the 30 most popular stocks among hedge funds, with 66 hedge fund portfolios holding its shares at the end of Q3 2025 [4]

Montreal, Quebec--(Newsfile Corp. - December 15, 2025) - Quantum eMotion Corp. (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0) ("QeM"), a Canadian provider of quantum-safe cybersecurity technologies, announces its integration into Kirq, a quantum communication testbed developed by Numana. The collaboration supports QeM's ongoing research, testing, and validation of quantum-safe cybersecurity technologies within a collaborative testing environment.The Kirq testbed provides an infrastructure for participating organiz ...

Core Insights - The demand for Israeli technology innovation remains strong in 2023, highlighted by a significant increase in acquisitions and IPOs [1] Group 1: Acquisitions - Alphabet's acquisition of Israeli cybersecurity company Wiz for $32 billion marks a notable transaction in the tech sector [1] Group 2: IPOs - The surge in IPOs indicates a robust interest in Israeli tech companies, reflecting confidence in the sector's growth potential [1]

Group 1: Acquisition Details - ServiceNow is in advanced discussions to acquire Armis, a cybersecurity startup, in a deal potentially valued at up to $7 billion, which would significantly expand ServiceNow's cybersecurity capabilities [1] - A formal announcement regarding the acquisition could be imminent, although there is a possibility that negotiations may falter or another bidder could emerge [1] Group 2: Armis Overview - Armis, founded in 2016 and headquartered in California, specializes in real-time security for connected devices across various industries, focusing on managing cyber risk and securing digital infrastructures [2] - The company’s services are utilized by over 40% of Fortune 100 companies, including seven of the top ten [2] Group 3: Financial Performance and Growth - In November 2025, Armis raised $435 million in pre-IPO funding, valuing the company at $6.1 billion, with significant participation from Goldman Sachs Alternatives and other investors [3] - Armis has observed over 50% growth in annual recurring revenue (ARR), now surpassing $300 million, and has expanded its capabilities through strategic mergers and acquisitions [4] - The company aims to achieve $1 billion in ARR while continuing to pursue both organic and inorganic growth opportunities [4] Group 4: Partnerships and Other Acquisitions - Recently, Armis partnered with KODE Labs and IntelliBuild to provide integrated solutions that combine cybersecurity with operational intelligence for building lifecycle management systems [5] - ServiceNow also announced plans to acquire Veza, an identity security firm, to enhance its Security and Risk portfolios, pending regulatory approvals [5] - Earlier in 2025, ServiceNow signed a deal worth $2.85 billion to acquire Moveworks, an AI assistant and enterprise search technology company [6]

The cybersecurity nonprofit Security Alliance (SEAL) warned that North Korean hackers are using fake Zoom meetings to carry out cryptocurrency scams, with attacks now occurring daily. Researcher Taylor Monahan said the method has caused losses of over $300 million, typically starting from compromised Telegram accounts and leading victims to download malware that steals passwords, private keys, and crypto assets. https://t.co/IA4qgghFZ9 ...

Core Insights - ServiceNow is in advanced discussions to acquire cybersecurity startup Armis for up to $7 billion, with an announcement expected soon [2] - Armis, founded by veterans of Israel's military cyber intelligence, specializes in identifying and tracking security threats across various industries [3] - The acquisition aligns with a trend of increasing mergers and acquisitions in the cybersecurity sector, driven by the rising use of AI to combat cyber threats [4] Company Overview - Armis has achieved $300 million in annual recurring revenue, up from $200 million in 2024, indicating significant growth [3] - The company recently raised $435 million in a pre-IPO funding round, valuing it at $6.1 billion, with plans to reach $1 billion in annual recurring revenue [4] Industry Trends - The cybersecurity industry is experiencing a surge in AI adoption, with a significant increase in the use of AI-powered automated cybersecurity management systems among chief operating officers [5] - Research indicates that 55% of COOs have implemented AI systems for cybersecurity, up from 17% in May 2024, highlighting the growing reliance on AI for threat detection and risk management [5][6] - Despite the increased use of AI, 77% of chief product officers using generative AI for cybersecurity still emphasize the need for human oversight, indicating a balance between AI capabilities and human intervention [6]

Core Insights - ServiceNow is in advanced discussions to acquire cybersecurity startup Armis for up to $7 billion, which would mark its largest acquisition to date [1][8] - The deal is expected to be announced soon, although there is a possibility it could collapse or attract other bidders [1][8] Company Overview - ServiceNow provides software solutions for automating and organizing IT and personnel operations, establishing itself as a dominant platform for enterprise workflow [2] - Armis, founded by Israeli military veterans, specializes in identifying and tracking security threats across various industries, including defense, financial services, and medicine [3][4] Financial Performance - Armis reported an annual recurring revenue of $300 million in 2025, up from $200 million the previous year, and is considering an initial public offering (IPO) in 2026 [4] Previous Acquisition Attempts - In 2020, Armis was previously set to be acquired for $1.1 billion by Insight Partners and other investors, including Alphabet's CapitalG [5] - Thoma Bravo was also in discussions for a potential deal with Armis, indicating strong interest from multiple investors [5] Industry Context - The tech industry is increasingly focused on enhancing cybersecurity portfolios, with major players like Microsoft and Salesforce integrating generative AI and cybersecurity features into their products [6] - Recent acquisitions in the sector include Alphabet's purchase of Wiz Inc. for $32 billion and Palo Alto's acquisition of CyberArk Software for approximately $25 billion [7]

Group 1 - The article discusses the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The article mentions a long position in Zscaler (NASDAQ: ZS) as part of the investment strategy, indicating confidence in the stock's potential [2] - The disclosure emphasizes that the opinions expressed are personal and not influenced by any business relationships with the companies mentioned [2]