Financial Data and Key Metrics Changes - Revenue for Q4 2025 was $260.5 million, representing a year-over-year growth of 10.5% and a full-year growth of 11.0% [19] - Non-GAAP gross margin for Q4 was 82.7%, up from 81.7% in Q4 2024, while the full-year gross margin was 82.1%, compared to 81.4% in the prior year [21] - Non-GAAP income from operations for Q4 was $63.7 million, or 24.4% of revenue, with full-year income growing to $219.0 million, or 21.9% of revenue [21][22] - Non-GAAP earnings per share for Q4 was $0.48, an increase of 17.1% from $0.41 in Q4 2024, and for the full year, it was $1.59, up 23.3% from $1.29 in 2024 [24] Business Line Data and Key Metrics Changes - Tenable One, the AI-powered exposure management platform, accounted for 46% of new business in Q4, marking a record for the company [6] - The company added 502 new customers in Q4, with many adopting Tenable One directly [20] - The net dollar expansion rate was 106%, exceeding expectations [21] Market Data and Key Metrics Changes - Tenable was recognized as a leader in the 2025 Gartner Magic Quadrant for Exposure Assessment Platforms and was noted as a top competitor in the AI Vendor Race [13] - The demand for preemptive security solutions is increasing, with organizations seeking comprehensive visibility into their AI environments [6][15] Company Strategy and Development Direction - The company is focusing on a platform-first approach, emphasizing unified visibility and action to manage complex attack surfaces [9] - Investments are being made in AI security and remediation capabilities, with a belief that remediation will be a significant part of future exposure management [10] - The company aims to leverage its extensive exposure data to provide unmatched insights and drive automation in risk reduction [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the momentum of Tenable One and the growing opportunities in AI exposure management, expecting to exceed $1 billion in revenue for the first time in 2026 [28] - The company anticipates a revenue range of $1.065 billion to $1.075 billion for full-year 2026, representing a year-over-year increase of 7.1% [28] - Management acknowledged the challenges posed by changes in billing patterns but remains optimistic about underlying business strength and growth potential [26][30] Other Important Information - The company repurchased 2.3 million shares for $62.5 million in Q4, with a total of 10.6 million shares repurchased since November 2023 [25] - Restructuring efforts incurred $3.1 million in expenses in Q4, with an expectation of approximately $5 million more in the first half of 2026 [29] Q&A Session Summary Question: Regarding large customer cohort and net additions of $100,000 ACV customers - Management noted strong new business with 500 new customers added, and expansion within large customers was also strong, indicating higher transaction values [34][35] Question: On AI exposure and customer journey - AI is a prevalent topic in customer conversations, with significant interest in managing AI exposure and security [36] Question: Adoption of additional modules within Tenable One - Customers are increasingly adopting the platform for holistic risk assessment, with a focus on visibility, insights, and action [43][44] Question: Guidance on CCB and growth expectations - Management indicated that while CCB growth may face headwinds, overall revenue growth is expected to remain strong due to the success of Tenable One [46][50] Question: Strength in professional services - The increase in professional services is attributed to larger deployments and the need for comprehensive exposure management solutions [63] Question: Current pricing environment and ASP trends - Management reported no pricing pressure and noted strong ASPs, particularly when consolidating multiple tools into Tenable One [88][91]

Core Viewpoint - A class action lawsuit has been filed against F5, Inc. for allegedly misrepresenting its cybersecurity practices, particularly regarding its BIG-IP platform, which is marketed as providing "best-in-class" security capabilities [1] Group 1: Allegations of Cybersecurity Breach - F5 allegedly knew about a significant security breach affecting its BIG-IP product development environment as early as August 2025 but continued to market its products as secure [1] - The lawsuit claims that a nation-state threat actor gained "long-term, persistent" access to F5's systems, potentially compromising source code and vulnerability information [1] - The breach reportedly led to reduced sales and renewals, elongated sales cycles, and increased remediation expenses for F5 [1] Group 2: Impact on Business Operations - Following the public disclosure of the breach, F5 revised its fiscal 2026 revenue guidance to a growth range of 0-4%, significantly below prior expectations for mid-single digit expansion [1] - Customer trust allegedly deteriorated after the breach disclosure, impacting sales cycles [1] - Management continued to promote the "best-in-class" security capabilities during the period when the breach was known but not disclosed [1] Group 3: Importance of Cybersecurity Credibility - For enterprise software companies, security credibility is a fundamental business asset, and F5's representations about its security posture were material to investor decisions during the class period [1] - The case raises important questions about cybersecurity disclosure obligations in the enterprise software sector [1]

Core Insights - Tenable Holdings, Inc. reported strong financial results for Q4 and full year 2025, exceeding all guided metrics and announcing a $150 million increase in share repurchase authorization [1][5][10] Financial Highlights - Q4 2025 revenue reached $260.5 million, an 11% increase year-over-year, while full year revenue totaled $999.4 million, also up 11% year-over-year [5][6] - Calculated current billings for Q4 were $327.8 million, an 8% increase year-over-year, with full year calculated current billings at $1.049 billion, up 8% year-over-year [5][6] - Full year net cash provided by operating activities was $266.8 million, with unlevered free cash flow of $277.0 million [5][10] Operational Performance - GAAP income from operations for Q4 was $8.9 million, down from $13.0 million in Q4 2024, while non-GAAP income from operations increased to $63.7 million from $59.4 million [6][10] - GAAP net loss for Q4 was $0.7 million, compared to a net income of $1.9 million in Q4 2024, with non-GAAP net income rising to $57.3 million from $50.7 million [6][10] - The company repurchased 2.3 million shares for $62.5 million in Q4 and a total of 7.9 million shares for $247.5 million in 2025 [10] Business Developments - Tenable added 502 new enterprise platform customers and 5 net new six-figure customers during the year [10] - The company was recognized as a leader in Exposure Management by major industry analyst firms and appointed a new Chief Technology Officer [10] - S&P Global upgraded Tenable's credit rating to BB from BB- [10] Future Outlook - For Q1 2026, Tenable expects revenue in the range of $257.0 million to $260.0 million and non-GAAP income from operations between $53.0 million and $56.0 million [10] - The company will no longer provide specific guidance for calculated current billings due to changes in billing duration but expects full year 2026 calculated current billings to align with current consensus expectations [8]

New York, New York--(Newsfile Corp. - February 4, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of F5, Inc. (NASDAQ: FFIV) between October 28, 2024 and October 27, 2025, both dates inclusive (the "Class Period"), of the important February 17, 2026 lead plaintiff deadline.SO WHAT: If you purchased F5 securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement ...

Core Insights - CyberArk reported revenue of $372.65 million for the quarter ended December 2025, marking an 18.5% year-over-year increase and a 4.7% surprise over the Zacks Consensus Estimate of $355.91 million [1] - The company achieved an EPS of $1.33, which is a significant increase from $0.80 a year ago, resulting in an EPS surprise of 18.12% compared to the consensus estimate of $1.13 [1] Financial Performance Metrics - Total Annual Recurring Revenue (ARR) reached $1.44 billion, slightly above the average estimate of $1.43 billion from three analysts [4] - Maintenance ARR was reported at $173 million, below the average estimate of $178.25 million from three analysts, reflecting a decline [4] - Subscription ARR totaled $1.27 billion, exceeding the average estimate of $1.25 billion from three analysts [4] - Subscription revenues were $310.52 million, surpassing the estimated $296.84 million by five analysts, representing a 27.8% increase year-over-year [4] - Revenues from maintenance and professional services were $62.13 million, above the estimated $57.76 million by five analysts, but this reflects a 6.4% decrease compared to the year-ago quarter [4] Stock Performance - CyberArk's shares have returned -9.6% over the past month, contrasting with the Zacks S&P 500 composite's +0.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - IQSTEL Inc. held its Annual Meeting of Shareholders on January 30, 2026, with strong participation, where shareholders elected the Board of Directors and received updates on financial performance and strategic initiatives [1][5][6] Financial Performance - In 2025, IQSTEL surpassed a $400 million annualized revenue run rate and reported a positive adjusted EBITDA from operating activities, achieving a $2.7 million adjusted EBITDA run rate [2][17] - The company eliminated convertible debt, significantly strengthening its balance sheet and enhancing shareholder value [2][18] Strategic Initiatives - IQSTEL plans to initiate quarterly earnings calls starting in 2026 to enhance transparency and engagement with shareholders [4] - The company aims to achieve a $15 million EBITDA run rate in 2026 through operational optimization, organic growth, and strategic acquisitions [9][20] - Management expects the AI division to generate seven-figure annual revenue by 2027, with two production-ready AI products already in place [9][28] Shareholder Engagement - The Annual Meeting included a comprehensive Q&A session addressing shareholder questions on profitability targets, acquisition strategy, and governance [5][16] - A detailed Shareholder Letter summarizing the meeting proceedings and voting results is being distributed to shareholders [5][6] Governance and Oversight - The company announced plans to seek shareholder approval via proxy for significant transactions, ensuring informed decision-making [9][24] - Management emphasized the importance of enhanced shareholder oversight and communication strategies, including increased Board meeting frequency and investor engagement initiatives [25][27]

Core Insights - Gen has launched the Gen Agent Trust Hub, a security platform aimed at ensuring safer adoption of autonomous AI agents like OpenClaw, which is crucial in the emerging AI Agentic Era [1][2][3] Company Overview - Gen is a global leader in digital security, operating trusted brands such as Norton, Avast, LifeLock, and MoneyLion, and is focused on empowering users with financial and cyber safety [1][7] Security Landscape - Gen Threat Labs has identified over 18,000 instances of OpenClaw exposed to the internet, with nearly 15% of the skills containing malicious instructions, indicating significant security vulnerabilities [3][4] - The shift in the threat landscape suggests that security failures are evolving from isolated incidents to persistent insider threats posed by trusted AI assistants [4] Gen Agent Trust Hub Features - The Gen Agent Trust Hub provides free safety tools for users of AI agents, including: - **Gen AI Skills Scanner**: A diagnostic tool that scans OpenClaw skill URLs for hidden logic, unauthorized data access, and malicious behavior [7] - **AI Skills Marketplace**: A curated repository of agent skills that are rigorously audited for security, offering a trusted alternative to public skill repositories [7] Future Outlook - The launch of OpenClaw marks the beginning of a new era of autonomous agents, with Gen committed to ensuring user safety as these technologies evolve [6]

Core Viewpoint - Reliance Global Group, Inc. is launching Scale51, a strategic initiative aimed at acquiring controlling stakes in technology companies to enhance growth and scalability within the U.S. market [1][2][3] Group 1: Strategic Expansion - Scale51 is designed to acquire 51% stakes in technology-driven businesses, focusing on sectors such as Artificial Intelligence, Cybersecurity, FinTech, InsurTech, MedTech, and Digital Health [2][4] - The initiative aims to leverage the company's existing InsurTech operations as a stable foundation for supporting the growth of acquired companies [2][3] Group 2: Operational Execution - Scale51 emphasizes hands-on operational execution and milestone-driven value creation, aligning governance, execution, and capital allocation [3] - The company plans to utilize its public infrastructure and operational expertise to assist portfolio companies at critical development stages [3] Group 3: Initial Transactions - Potential transactions with Enquantum Ltd., a cybersecurity firm, and Scentech Medical, an AI-driven diagnostics company, are expected to be among the first under the Scale51 model [4] - These transactions are subject to traditional closing conditions and due diligence, with the aim of structuring around defined operational milestones [4] Group 4: Leadership Insights - The CEO of Reliance Global Group stated that Scale51 aims to transform strong technology companies into scalable businesses, connecting insurance operations with technology to drive long-term shareholder value [5] - The Senior Vice President highlighted the importance of not just innovation but also the ability to scale technologies effectively in the global market [6] Group 5: Company Overview - Reliance Global Group, Inc. is an InsurTech pioneer utilizing AI and cloud technologies to enhance efficiencies in the insurance industry [7][8] - The company operates various platforms, including RELI Exchange for B2B and 5minuteinsure.com for B2C, alongside its strategic growth platform, EZRA International Group [8]

Core Viewpoint - Fortinet, Inc. is expected to report a modest earnings beat for Q4, with analysts maintaining a cautious outlook for 2026 due to high expectations in key metrics [1][2][4]. Group 1: Earnings Expectations - Fortinet is scheduled to report its fourth-quarter earnings on February 5, with expectations to exceed consensus billings growth estimates of 12% year-over-year by 1-2% [2][4]. - The anticipated growth is supported by improved survey data, indicating a positive sentiment towards the company's performance [2][4]. Group 2: Analyst Sentiment - Jefferies analyst Joseph Gallo reiterated a Hold rating on Fortinet with a price target of $80.00, reflecting a cautious stance due to the current weak sentiment towards software stocks [1][3]. - The firm is waiting for clearer visibility into potential product refreshes and a rebound in services in the second half of 2026 before becoming more constructive on the stock [3][4]. Group 3: Future Outlook - Several metrics for 2026, including consensus expectations for billings growth (11% YoY), services revenue growth (13% YoY), and operating margins (34%), suggest high expectations that may be challenging to meet [2][4]. - Despite acknowledging Fortinet's potential, analysts believe other AI stocks may offer greater upside potential with less downside risk [5].

Vancouver, British Columbia--(Newsfile Corp. - February 4, 2026) - Plurilock Security Inc. (TSXV: PLUR) (OTCQB: PLCKF) ("Plurilock" or the "Company"), a global cybersecurity systems integrator, announces four cybersecurity contract renewals with two existing customers totaling $1,190,000.The agreements include three Critical Services ("PLCS") contracts with a commercial firm and a data security licensing agreement with a national security focused government agency.The three PLCS agreements, ranging from si ...