Core Viewpoint - Mobilicom Limited will transition its American Depositary Shares (ADSs) to a direct listing of ordinary shares on the Nasdaq Capital Market, effective December 8, 2025, enhancing accessibility for investors and aligning with U.S. index inclusion requirements [1][2][4]. Group 1: Transition Details - The transition from ADSs to ordinary shares aims to streamline the corporate structure and improve accessibility for U.S. investors by eliminating the ADR program, which reduces administrative complexities and depositary fees [3][5]. - The ADR program and related Deposit Agreement will terminate after market closes on December 5, 2025, coinciding with a 1-for-275 reverse share split, where each holder of one ADS will receive one ordinary share [4][5]. Group 2: Benefits for Investors - The direct listing will facilitate eligibility for core U.S. indices and ETFs that exclude ADRs, broadening access for institutional and retail investors [2][3]. - Shareholders will benefit from direct ownership and a clearer path to U.S. index inclusion, enhancing trading efficiency and reducing costs for both shareholders and the company [2][3]. Group 3: Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [6]. - The company has established deployments globally with over 50 customers, including major drone manufacturers, indicating a strong market presence [6].

CrowdStrike Holdings (CRWD) is a leading cybersecurity company that delivers an AI-native cloud platform to prevent breaches across endpoints, identities, cloud workloads, and data. It unifies endpoint detection and response, threat intelligence, identity protection, and next-gen SIEM to stop sophisticated attacks in real time for enterprises and governments worldwide. Founded in 2011, CrowdStrike is headquartered in Austin, Texas, with operations across North America, Europe, Asia-Pacific, and other regi ...

RT The Grayzone (@TheGrayzoneNews)Former Israeli spies now overseeing US government cybersecurityThe Pentagon, Treasury, DHS, and other US agencies have begun relying on a firm launched by former Israeli military intelligence operatives to consolidate dataBy @NateB_Panichttps://t.co/Mk2SuptQzg ...

Core Thesis - CrowdStrike Holdings, Inc. is positioned as a premier cybersecurity company, with significant growth driven by its AI-native Falcon platform and strong demand for its solutions [2][4][5] Business Performance - As of November 28th, CrowdStrike's share price was $509.16, with trailing and forward P/E ratios of 401.83 and 105.26 respectively [1] - The company has achieved a remarkable acceleration in its business, reaccelerating a quarter earlier than expected [2] - The annual recurring revenue (ARR) from key solutions—Cloud Security, Next-Gen Identity, and LogScale Next-Gen SIEM—has reached $1.56 billion, growing over 40% year-over-year [3] Customer Adoption - 48% of subscription customers are using six or more modules, while 60% of customers with over $100K in ARR are adopting eight or more modules, indicating strong consolidation across security tools [3] - The automated SOC analyst, Charlotte AI, has seen over 85% growth quarter-over-quarter, enhancing threat detection and mitigation capabilities [3] Future Guidance - The company anticipates at least 40% growth in net new ARR in the back half of the fiscal year, with a trajectory to exceed $5 billion in ARR by FY26 and $10 billion by FY31 [4] - CrowdStrike's platform superiority and AI-native architecture create a defensible moat through data, speed, and enforcement [4] Investment Opportunity - CrowdStrike presents a compelling investment opportunity due to its strong growth, expanding ARR, and leadership in consolidating fragmented security tools [5] - The company's execution reflects resilience, innovation, and strategic foresight, making it a standout player in the cybersecurity landscape [5]

Group 1: Oracle - Oracle has transformed from an aging tech company into a rapidly growing cloud services provider, expanding its offerings in enterprise resource planning and healthcare IT [3][5] - The company predicts its Oracle Cloud Infrastructure (OCI) revenue will surge 77% to $18 billion in fiscal 2026, growing to $144 billion by fiscal 2030 [5] - Analysts expect Oracle's revenue and adjusted earnings per share (EPS) to grow at a CAGR of 30% and 22% from fiscal 2025 to fiscal 2028, respectively [6] Group 2: TSMC - TSMC is the world's largest contract manufacturer for silicon chips, serving major companies like Nvidia, AMD, Qualcomm, and Apple [6][9] - The company expects its revenue to grow by a mid-30s percentage this year, benefiting from the AI megatrend [10] - Analysts project TSMC's revenue and EPS to grow at a CAGR of 24% and 27% from 2024 to 2027, respectively [10] Group 3: Palo Alto Networks - Palo Alto Networks is a leading cybersecurity company with over 80,000 enterprise customers, offering services across three main platforms: Strata, Prisma, and Cortex [11][13] - The company's next-gen security services saw a 32% increase in annual recurring revenue (ARR) in fiscal 2025, accounting for 61% of total revenue [13] - Analysts expect Palo Alto's revenue and adjusted EPS to increase at a CAGR of 13% from fiscal 2025 to fiscal 2028, justifying its premium valuation despite a high earnings multiple [14]

Core Thesis - Qualys, Inc. is positioned as a leading provider in the cybersecurity market, leveraging its cloud-based IT security solutions to address increasing cyber threats and regulatory demands [2][3][5] Company Overview - Founded in 1999, Qualys offers a comprehensive cloud-native platform that includes services such as Vulnerability Management, Detection and Response, and Cloud Security Posture Management, which help organizations manage cybersecurity risks [2] - As of November 28th, Qualys shares were trading at $140.85, with trailing and forward P/E ratios of 27.30 and 19.23 respectively [1] Market Dynamics - The cybersecurity market is valued at $273.5 billion in 2024 and is projected to grow to $600 billion by 2030, driven by factors such as rising cyber threats, cloud adoption, and a shortage of skilled professionals [3] - Qualys is well-positioned to benefit from these trends through its subscription-based revenue model, which promotes stable income and strong customer retention [3] Financial Performance - In 2024, Qualys generated $608 million in revenue, reflecting a 12% growth, with gross margins exceeding 80% and operating and net income margins at 28% [4] - The company achieved free cash flow of $232 million, representing 38% of revenue, indicating strong operational efficiency and capacity for investment in R&D and shareholder returns [4] Investment Opportunity - Qualys' strong profitability, cash generation, and integrated platform present a compelling investment case in a rapidly growing industry, despite competitive pressures [5] - The current market conditions are seen as an attractive entry point for investors looking for long-term growth in cybersecurity [5][6]

The third quarter earnings season is winding down, and only a handful of major companies have yet to report results. So far, the Q3 earnings season has shown largely solid results. As of Nov. 21, 95% of S&P 500 companies have reported, according to FactSet data, and analysts are expecting a 13.4% jump in earnings per share during the third quarter. If that figure holds, it would mark the fourth straight quarter of double-digit earnings growth and an acceleration from the 12% earnings growth rate reported ...

LAS VEGAS, NV / ACCESS Newswire / December 4, 2025 / VigilAigentâ"¢, a next-generation managed security services provider (MSSP) and subsidiary of Tego Cyber Inc. (OTCID:TGCB), today announced that a long-standing partner has renewed and expanded its agreement with the Company. The two-year contract value exceeds $350,000 and includes a full transition to OmniVizâ"¢, VigilAigent's next-generation cybersecurity solution powered by the Company's proprietary Virtual Aigentsâ"¢ technology. ...

Core Insights - The partnership between Viavi Solutions Inc. and QNu Labs aims to develop quantum security technologies and frameworks to protect critical infrastructure against quantum threats [1][4][7] - The collaboration will focus on creating test cases, specifications, and standards for quantum-safe technologies, including quantum key distribution (QKD), quantum random number generation (QRNG), and post-quantum cryptography (PQC) [4][5][6] Group 1: Partnership Objectives - The strategic partnership will establish a global industry consortium to promote open collaboration and accelerate the adoption of quantum-safe communication across various sectors [1][4] - The initiative will provide a solutions framework for multiple industries, including telecommunications, banking, aerospace, defense, and government [4][5] Group 2: Technical Development - The partnership will develop detailed specifications and reference architectures to guide the deployment of quantum-safe communications, ensuring compatibility with existing infrastructures [5][6] - The focus will be on enhancing the resilience, security, and efficiency of architectures at the optical layer, where quantum technologies intersect with physical infrastructure [2][3] Group 3: Industry Advocacy - The alliance will advocate for harmonized global approaches to quantum-safe readiness, aligning with NIST PQC recommendations and other international efforts [6] - The collaboration aims to encourage joint research in areas such as crypto-agility, PQC resilience, and quantum-secure orchestration [6][7]

Core Insights - CrowdStrike reported strong fiscal third-quarter results, showcasing accelerating revenue growth and improved customer metrics following a previous platform outage [1][4] - The company benefits from customers consolidating multiple tools with its Falcon platform and increasing demand for AI-driven security capabilities [2] - However, the stock's high valuation suggests that future growth expectations may be overly optimistic [3] Financial Performance - Fiscal third-quarter revenue increased by 22% year over year to $1.23 billion, slightly up from 21% growth in the previous quarter [4] - Annual recurring revenue (ARR) grew 23% year over year to $4.92 billion, with net new ARR reaching a record $265 million, a 73% increase year over year [5] - Non-GAAP operating income rose from $200.7 million to $264.6 million, and free cash flow was reported at $295.9 million [6] Future Outlook - Management expects fiscal fourth-quarter revenue to be between $1.29 billion and $1.30 billion, with full fiscal year revenue projected at approximately $4.80 billion to $4.81 billion, indicating 20% to 22% year-over-year growth [9] - The company aims for at least 50% year-over-year growth in net new ARR for the second half of fiscal 2026 and 20% growth in fiscal 2027 [10] - Despite strong current growth, the stock trades at over 135 times the adjusted earnings forecast, raising concerns about valuation sustainability [10] Competitive Position - CrowdStrike is recognized as a leading player in cybersecurity, with strong ARR growth and effective cash conversion [11] - The Falcon platform and its AI capabilities are well-received by customers, contributing to the company's strong market position [11] - However, the high stock price may pose risks if growth expectations are not met, especially in a competitive landscape [11]