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🚨BREAKING: GOOGLE CLOSES $32B WIZ ACQUISITION - LARGEST VC-BACKED DEAL EVER@Google finalizes acquisition of cybersecurity startup Wiz for $32 billion, becoming largest venture-backed acquisition in history.Index Ventures' Shardul Shah calls it "Deal of the Decade" citing AI/cloud/security convergence. ...

SAN ANTONIO--(BUSINESS WIRE)--Liquid Networx, an expert cybersecurity and managed services provider, announced today that it was named Fortinet's first Engage Preferred Services Partner (EPSP) Partner of the Year in North America and Unified SASE Partner of the Year for the third year in a row. Liquid is the first partner to be awarded two designations in one year. The Fortinet Partner of the Year Awards recognize dedicated and distinguished partners and distributors around the world. Fortinet's channel par ...

Core Insights - SentinelOne, Inc. reported its fourth-quarter and full-year fiscal 2026 results, achieving over $1.0 billion in annual revenues for the first time [1] Financial Performance - The company highlighted significant growth in annual recurring revenue, contributing to the milestone of surpassing $1.0 billion in annual revenues [1]

Core Insights - Rubrik Inc. reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings of $0.04 per share, surpassing the estimated loss of $0.11 per share by $0.15 [1] - The company's revenue for the quarter reached $377.7 million, which is a 46% increase year over year and above the consensus estimate of $350.56 million [1] Subscription Revenue - Subscription annual recurring revenue (ARR) increased by 34% year over year to $1.46 billion, with a record addition of $115 million in net new subscription ARR during the quarter [2] - For the first quarter of fiscal 2027, Rubrik anticipates revenue between $365 million and $367 million, with a midpoint of $366 million exceeding the analyst consensus estimate of $349.5 million [2] Fiscal 2027 Guidance - For fiscal 2027, the company forecasts total revenue between $1.597 billion and $1.607 billion, with a midpoint of $1.602 billion above the consensus estimate of $1.58 billion [3] - Full-year adjusted earnings per share are expected to range from $0.07 to $0.27, with the low end matching analyst forecasts [3]

Core Viewpoint - SentinelOne's shares fell over 3% in premarket trading following the release of first-quarter revenue guidance that met expectations, overshadowing stronger-than-expected fourth-quarter results Group 1: Revenue Guidance - The company forecasted fiscal first-quarter 2027 revenue between $276 million and $278 million, aligning closely with the analyst consensus estimate of $277.6 million [1] - Full-year revenue guidance of $1.20 billion to $1.21 billion also matched consensus estimates, leading to cautious investor interpretation [2] Group 2: Fourth-Quarter Performance - Fourth-quarter revenue increased by 20% year over year to $271.2 million, slightly exceeding analyst estimates of $271.17 million [2] - Adjusted earnings were reported at $0.07 per share, surpassing expectations by $0.01 [2] - Annualized recurring revenue grew by 22% to $1.119 billion, with net new ARR totaling $64 million, representing a 17% increase compared to the prior quarter [2] Group 3: Profitability Improvement - Non-GAAP operating margin improved to 5.7% from 1.2% in the same quarter last year [3] - Management anticipates approximately 600 basis points of operating margin expansion for the full year, targeting margins near 10% [3] Group 4: Product Performance and Customer Retention - Over 50% of new bookings originated from emerging products such as cloud security, data security, and AI [4] - The Purple AI platform achieved attach rates exceeding 50% on new enterprise bookings [4] - However, net revenue retention among customers generating over $100,000 annually declined to 109% from 112% in the previous quarter, attributed to geopolitical uncertainty [4]

CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) are two of the world's largest cybersecurity companies. Both stocks have generated massive multibagger gains since their public debuts as the cybersecurity market expanded. But over the past 12 months, CrowdStrike's stock has risen 33%, while Palo Alto's stock has declined 4%. Let's see why the former outperformed the latter, and if it will remain the better cybersecurity stock to buy for the rest of 2026. Will AI create the world's first tri ...

same-store sales growth in the current fiscal first quarter due to winter storms and temporary store closures. The discount retailer topped Q4 with EPS up 15% and revenue rising about 6%.Nio (NIO) reported a first-ever quarterly profit, with revenue soaring 76% to $4.95 billion. The Chinese EV maker also gave bullish guidance. Shares surged but are well off 52-week highs. Li Auto (LI) posted plunging earnings that slightly beat while revenue tumbled 35% to $4.11 billion, missing. Guidance also was light. Sh ...

SentinelOne Q4 earnings beat driven by platform growth, large deals Proactive uses images sourced from Shutterstock SentinelOne (NYSE:S) reported fiscal fourth quarter 2026 results on March 12, posting revenue and earnings slightly above analyst expectations, even as the company offered cautious guidance for the first quarter of 2027. Shares rose about 2% to about $14 on Friday morning. For the quarter ended January 31, 2026, SentinelOne generated $271.2 million in revenue, a 20% increase from $225.5 mi ...

earnings movie. We're going to go through all of these because Diane King Hall is going to have all the details, right. We're showing you some of the numbers.It's a preview to the details that Diane King Hall has been researching and will tell us more about. Good morning to you. >> Good morning to you, Nicole.It's interesting to see the price action in LAR because it was actually indicating lower originally in the pre-market, then it ticked higher. So we'll see if these gains hold today because they did act ...