Core Insights - Check Point Software Technologies Ltd. has been recognized for the second consecutive year as one of the World's Best Companies of 2025 by TIME and Statista, highlighting its strong employee satisfaction, revenue growth, and sustainability transparency [1][2] Employee Satisfaction - The recognition reflects the innovation, dedication, and passion of Check Point's global workforce, emphasizing the company's commitment to fostering a workplace where talent thrives [2][6] Revenue Growth - Statista identified Check Point as having positive revenue growth over the past three years, contributing to its inclusion in the prestigious list [6] Sustainability Transparency - The company was evaluated on its efforts and achievements in sustainability, including environmental and social initiatives, as well as its annual Corporate Social Responsibility (CSR) report [6] Additional Accolades - In addition to the current recognition, Check Point has received multiple awards, including being named the World's Best Cyber Security Employer by Forbes and one of America's Best Cybersecurity Companies by Newsweek and Statista [3]

Summary of Rapid7 FY Conference Call - September 10, 2025 Company Overview - **Company**: Rapid7 (NasdaqGM:RPD) - **Industry**: Cybersecurity, focusing on AI-driven security services and vulnerability management Key Points and Arguments Financial Performance and Growth Factors - Q2 results showed stability and improvement compared to Q1, with healthy growth in the Detection and Response (DNR) business, which is a key driver of revenue [6][7] - The DNR business is anchored by the Managed Detection and Response (MDR) services, which are experiencing healthy growth and expanded addressable market [6][7] - The exposure management business is new and has started well, but deal cycles are longer than expected, impacting sales velocity [7][9] - Average Selling Prices (ASPs) are increasing significantly, with some upgrades showing over 100% increases, which was unplanned [9][10] - The company is adjusting to larger, more strategic deal cycles, which are causing longer sales cycles but also leading to higher revenue potential [7][9] Competitive Landscape - The exposure management market is competitive, with traditional competitors and larger platform players entering the space [11][12] - Rapid7 is focused on maintaining disciplined pricing strategies despite market pressures and competition from private companies [16][18] - The company views the current market dynamics as an opportunity due to the rationalization of competitors and the exit of unsustainable businesses [18][41] Technology and Innovation - Rapid7 is leveraging AI to enhance its security operations, particularly through its agentic platform, which automates many SOC functions [23][30] - The company is investing in improving data management and alert processing to enhance operational efficiency [30][31] - The agentic SOC capabilities are expected to significantly reduce the mean time to detect and respond to security incidents [34] Strategic Focus and Future Outlook - The company is focusing on driving growth in the DNR segment and improving sales discipline under the new Chief Commercial Officer [37][39] - There is an expectation of mild acceleration in growth next year, driven by the DNR business and strategic upgrades in the exposure management segment [50] - Investments in R&D and sales are being ramped up to support future growth, with a focus on delivering innovative solutions to customers [44][46] Operational Insights - The company is seeing good engagement with customers regarding its holistic risk management vision, which is leading to larger, more strategic deals [45][46] - Rapid7 is scaling its global capabilities, particularly in R&D and SOC, to drive efficiency and innovation [47][48] Market Dynamics - The transition from traditional vulnerability management to exposure management is creating strategic discussions with customers, leading to longer deal cycles but higher value contracts [61][62] - There is significant overlap between exposure management and detection response, as both require understanding the attack surface and effective remediation strategies [62][63] Additional Important Insights - The company is cautious about overpromising on growth, focusing instead on managing expectations and ensuring consistent performance [49][50] - The competitive landscape is evolving, with many players facing challenges that could create opportunities for Rapid7 to capture market share [18][41]

Group 1: Oracle's Strong Performance - Oracle shares surged by 40%, marking the largest one-day increase since the 1990s, driven by a robust forecast for its cloud infrastructure business [5][10][27] - The company expects cloud infrastructure revenue to grow by 77% this fiscal year, reaching $18 billion, with projections of $32 billion next year and $144 billion by fiscal year 2030 [19][27] - Analysts have raised price targets for Oracle, with estimates reaching as high as $400, reflecting confidence in the company's long-term competitive position in the AI infrastructure market [47] Group 2: Market Reactions and Economic Indicators - The Dow Jones Industrial Average saw a slight decline of about 73 points, while the S&P 500 and Nasdaq Composite reached new record highs, indicating mixed market reactions [2][3] - Wholesale inflation unexpectedly declined, reinforcing expectations that the Federal Reserve may cut interest rates in the upcoming meeting [3][27] - The technology sector, particularly driven by Oracle's performance, emerged as the best-performing group, with the XLK sector index up 2.3% [4][3] Group 3: Competitive Landscape and Future Outlook - Oracle's focus on performance and speed in cloud services is seen as a competitive advantage, allowing it to potentially undercut rivals on costs [15][16] - The company is positioning itself as a disruptor in the AI and GPU market, which could lead to a larger book of business than competitors like Google in the future [17][18] - The demand for AI infrastructure is expected to remain strong, with no signs of slowdown, indicating a robust growth trajectory for Oracle and similar companies [20][22] Group 4: Tariff Developments and Market Implications - President Trump is advocating for new tariffs on China and India, with the Supreme Court agreeing to fast-track a case regarding the legality of these tariffs [51][52] - The potential for tariff refunds has raised questions among investors, with implications for Treasury markets if significant refunds are issued [54][56] - The ongoing trade dynamics between the U.S. and China are expected to remain stable in the near term, as the U.S. administration seeks to balance its trade strategies [65][66]

Acquisition and Financial Performance - Palo Alto Networks' plan to acquire Cyber Arc for $25 billion raised concerns about overpayment and potential slowdown in core business [1][2] - Palo Alto Networks' stock jumped 9% after reporting a strong recent quarter [2] Cybersecurity Trends and Predictions - Palo Alto Networks predicts that traditional browsers will be banned in enterprises due to security concerns related to agentic browsers and credential management [3][7] - The industry is seeing a trend where security and enterprise software companies are acquiring or building secure browsers [8][9] - 89% of breaches occur due to credential theft, indicating that current identity security measures are insufficient [10] Identity Management and Security - The industry needs to move towards an identity platform that provides a comprehensive view of user activity and simplifies identity management [13][14] - Every user in an enterprise needs to be protected equally, as everyone has access to proprietary information [16] - Privilege access management (PAM) needs to extend beyond the 5% of enterprise users currently covered to 100% to solve the 90% breach problem [17] - Fragmentation of identity products makes it harder for enterprises to manage security effectively [12][13] AI in Enterprise Security - AI is revolutionizing various industries, including law firms, and is expected to have a significant impact on enterprise applications [21][22] - AI as a service (AIaaS) is emerging, with potential for integration with existing SaaS products [22][23]

Core Insights - Check Point Software Technologies Ltd. has appointed Brett Theiss as Chief Marketing Officer to enhance its global growth strategy and brand presence [1][3] - Theiss brings over 20 years of experience in technology and SaaS marketing, focusing on aligning marketing initiatives with business growth and innovation [2][4] - Theiss has a proven track record in brand transformation and revenue expansion from previous roles at BeyondTrust and Anaplan [3][4] Company Overview - Check Point is a leader in cyber security solutions, protecting over 100,000 organizations globally with AI-powered technologies [6] - The company utilizes its Infinity Platform, which integrates management of on-premises, cloud, and workspace environments, providing flexibility and scalability [6] - Check Point's approach emphasizes prevention-first security efficacy while reducing risk for enterprises and service providers [6]

Core Insights - Norton Small Business has expanded its offerings to include Dark Web Monitoring and Social Media Monitoring features to help protect small businesses from data breaches and account takeovers as incidents surge [1][2][3] Industry Trends - Data breaches impacting businesses have surged by 20% in the last quarter, with overall breach attacks on small businesses increasing by over 50% in 2025 [2] - Attackers are increasingly purchasing stolen information on the Dark Web and impersonating vendors, leading to significant financial and reputational damage for small businesses lacking adequate protection [2] Company Developments - Norton has introduced Enhanced Dark Web Monitoring that continuously scans for compromised business data, including specific fields like Company Name and Tax ID number, and alerts business owners upon detection [3] - The new Social Media Monitoring feature provides early warnings of account takeover attempts and scams on platforms like Facebook and Instagram, addressing the rise in financial scams reported in the Q2 Gen threat report [4] - Dark Web Monitoring is available in Norton Small Business Standard and Premium plans across multiple regions, while Social Media Monitoring is offered in the Premium plan in the US and UK [5]

Core Points - Check Point Software Technologies Ltd. announced that shareholders approved all six proposals at the 2025 Annual General Meeting, with approximately 85.8 million shares voted, representing about 80% of the outstanding shares [1] - The company expressed gratitude to shareholders for their support and confidence in Check Point and its employees [2] Company Overview - Check Point Software Technologies Ltd. is a leading provider of cyber security solutions, protecting over 100,000 organizations globally with AI-powered technologies [3] - The company's Infinity Platform employs a hybrid mesh network architecture with SASE at its core, unifying management across on-premises, cloud, and workspace environments, offering flexibility, simplicity, and scalability for enterprises and service providers [3]

Core Viewpoint - Check Point Software Technologies has introduced the Enterprise Browser, a feature designed to enhance security for unmanaged devices while maintaining compliance and productivity for organizations [1][4]. Group 1: Product Overview - The Enterprise Browser extends Zero Trust security to unmanaged devices, including contractors and BYOD users, providing visibility and compliance-ready data protection without the need for persistent agents [1][3]. - Built on Chromium, the Enterprise Browser creates an isolated workspace that enforces enterprise-grade controls during each session and erases sensitive data upon closure [3][9]. Group 2: Market Context - As hybrid workforces and third-party ecosystems expand, unmanaged devices have emerged as significant security vulnerabilities, leading to risks such as data leakage and compliance gaps [2]. - Traditional security measures, like VPN access and hardware provisioning, are often costly and inefficient, complicating compliance with regulations like HIPAA, GDPR, and NIS2 [2]. Group 3: Key Features and Benefits - The Enterprise Browser allows organizations to secure devices they do not own, enabling flexible work arrangements without compromising critical systems or sensitive data [7]. - Key capabilities include data isolation, integrated data loss prevention, agentless posture checks, complete session visibility, and seamless integration with Harmony SASE [9]. - The solution supports compliance with major regulations and reduces risks associated with insider threats and compliance failures, while also minimizing IT overhead [9].

We often turn to you to talk about the tech trade. What is your view of the tech trade this morning on the back of that Alphabet ruling and the idea that both Alphabet and Apple are winners in this situation where a lot of people were worried about a worst case scenario where that $20 billion deal between the two could be broken up. Short-term relief for Apple and Alphabet.At the end of the day, they have genuine competition over the next 3 to 5 years because of the transition to software 2.0%, know which m ...

As filed with the Securities and Exchange Commission on September 2, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 HUB CYBER SECURITY LTD. (Exact name of registrant as specified in its charter) State of Israel 3576 None (I.R.S. Employer Identification No.) (Primary Standard Industrial Classification Code Number) HUB Cyber Security Ltd. 2 Kaplan Street Tel Aviv, Israel 6473403 +972 (3) 791-3 ...