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WCBR: An Interesting Cybersecurity Positioning With Disappointing Performances
Seeking Alpha· 2025-07-12 13:15
Group 1 - The WisdomTree Cybersecurity Fund ETF (NASDAQ: WCBR) targets investors seeking exposure in the rapidly growing cybersecurity industry [1] - The cybersecurity market is projected to experience significant growth over a long-term horizon [1] Group 2 - The article emphasizes the importance of informed investment decisions and aims to share insights and analysis with a global audience [1]
X @The Economist
The Economist· 2025-07-12 01:00
Instead of arresting Chinese hackers, the aim has long been to embarrass and expose them. Now that is changing https://t.co/qvr2LWy5o4Illustration: Ben Hickey https://t.co/NuQx8YkT7l ...
CrowdStrike vs. Cloudflare: Which Cybersecurity Stock Wins?
MarketBeat· 2025-07-11 16:35
CrowdStrike Holdings Inc. NASDAQ: CRWD is one of the best-performing technology stocks of 2025, with shares up 50% year-to-date. That rally reflects renewed investor confidence in its Falcon platform, which is a true comeback story following the high-profile service outage in 2024. The total addressable market (TAM) for cybersecurity solutions is expected to exceed $500 billion by 2030. This means many companies are looking for their share of the pie. Cloudflare Inc. NYSE: NET is one of those names. In fact ...
Cloudflare Stock Has Plenty of Room to Run
Schaeffers Investment Research· 2025-07-11 15:00
Cybersecurity stock Cloudflare Inc (NYSE:NET) pulled back and bounced near its earlier all-time high breakout and 20-day moving average. Now the equity is above open interest (OI) balance at the 190-strike and peak call level, and could run call stack towards the 220-strike by July expiration. In other words, this gives NET a decent chance to hit our targets.  Looking toward the options pits, an unwinding of bearish sentiment could trigger tailwinds. NET's 50-day put/call volume ratio at the International S ...
Cycurion Team to Speak on Cybersecurity at the NACCHO360 Conference
Globenewswire· 2025-07-11 12:30
MCLEAN, Va., July 11, 2025 (GLOBE NEWSWIRE) -- Cycurion, Inc. (Nasdaq: CYCU) (“Cycurion”), a leader in IT cybersecurity solutions and AI, today announced that Michael A. Phillips, Vice President of Enterprise Solutions, and W. Eric Singleton, Vice President of Operations, will be featured speakers at the National Association of County and City Health Officials (NACCHO) annual conference, NACCHO360, on July 17, 2025 in Anaheim, California. NACCHO360 is one of the premier events for business and technical lea ...
Quantum eMotion Featured on BNN Bloomberg's Market Call as High-Potential Canadian Equity
Newsfile· 2025-07-11 12:22
Quantum eMotion Featured on BNN Bloomberg's Market Call as High-Potential Canadian EquityJuly 11, 2025 8:22 AM EDT | Source: Quantum eMotion Corp.Montreal, Quebec--(Newsfile Corp. - July 11, 2025) - Quantum eMotion Corp. (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0) ("QeM" or the "Company") is pleased to announce that it was recently featured on BNN Bloomberg's Market Call, a premier Canadian business news program. During the July 9, 2025 segment, Bruce Campbell, President and Portfolio Manager at St ...
Gen to Announce Fiscal 2026 First Quarter Results on August 7, 2025
Prnewswire· 2025-07-10 20:05
TEMPE, Ariz. and PRAGUE, July 10, 2025 /PRNewswire/ -- Gen Digital Inc. (NASDAQ: GEN) today announced that its fiscal 2026 first quarter financial results will be released Thursday, August 7, 2025, after market close. Following the press release, Gen management will host a conference call and webcast at 2 p.m. PT / 5 p.m. ET.Fiscal 2026 Q1 Earnings CallAugust 7, 20252 p.m. PT / 5 p.m. ETConference call dial-in and live webcast link available on Investor.GenDigital.com About GenGen (NASDAQ: GEN) is a global ...
Rapid7 to Report Second Quarter 2025 Financial Results on August 7
Globenewswire· 2025-07-10 20:05
BOSTON, July 10, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a leader in threat detection and exposure management, today announced that the company will release its second quarter 2025 financial results on Thursday, August 7, 2025, after the financial markets close. The company will host a conference call that same day to discuss its results and business outlook at 4:30 p.m. Eastern Time. To register for the live event please visit: https://q2-2025-rapid7-earnings-call.open-exchange.net/. A live we ...
FTNT's Subscription-Based Services Gain Steam: A Sign of More Upside?
ZACKS· 2025-07-10 16:16
Core Insights - Fortinet's transition to a subscription-driven business model is driving significant growth in recurring service revenues, with service revenues increasing by 14% year-over-year to $1.08 billion in Q1 2025, representing 70% of total revenues [1][11] - The Unified SASE strategy has reported recurring revenues of $1.15 billion, up 25.7% year-over-year, while Security Operations' recurring revenues surged 30.3% year-over-year to $434.5 million [1][11] - Fortinet is aggressively investing in its SASE and SSE offerings to expand subscription-based revenue streams, with notable traction in large-scale enterprise deals [3] Revenue Growth - Multi-year contracts for services such as FortiGuard, FortiCare, FortiCloud, Unified SASE, and Security Operations are driving revenue growth [2] - The company expects service revenues to reach approximately $4.6 billion in 2025, indicating a year-over-year growth of 13.4% [5] Market Position and Competition - Fortinet faces stiff competition in the enterprise security market from companies like Palo Alto Networks and Zscaler [6] - Palo Alto Networks is expected to deliver recurring revenues between $5.52 billion and $5.57 billion for fiscal 2025, while Zscaler has a customer base of over 8,650 organizations [7][8] Pricing and Future Outlook - Fortinet's scalable, per-user pricing model with multi-year discounts is expected to enhance future recurring revenues [4] - Unified SASE and Security Operations are projected to experience a compound annual growth rate (CAGR) of 24% through 2026 [4][11] Stock Performance and Valuation - Fortinet's shares have risen 13.9% year-to-date, underperforming the Zacks Security industry's growth of 27.1% [9] - The stock is currently trading at a Price/Book ratio of 41.98X, compared to the industry's 25.76X, indicating a lower valuation score [14]
Check Point Software: Strong Balance Sheet, Measured Transformation
Seeking Alpha· 2025-07-10 15:26
Check Point Software Technologies (NASDAQ: CHKP ) is a company with Israeli roots and a solid background in cybersecurity, where it has been fighting digital threats for three decades. Today, they protect more than 100,000 organizations worldwide. The end of 2024 was aHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom ...