Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEyal Harari - CEOKenny Green - Co-Founder and DirectorLiat Nahum - CFOMatt Calitri - VP of Equity ResearchRory Wallace - Founder and Chief Investment OfficerConference Call ParticipantsJonathan Ho - Research AnalystJonathan Ruykhaver - Senior Research AnalystNehal Chokshi - Senior Research AnalystShaul Eyal - Managing Director and Senior AnalystKenny GreenGood day to all of you, welcome to Allot conference call to ...

Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Speaker3Good day to all of you, welcome to Allot conference call to discuss its results for the fourth quarter and full year 2025. I would like to thank Allot management for hosting this conference call. All participants are present in listen-only mode. Following the formal presentation, instructions will be given for the question and answer session. As a reminder, this conference call is being recorded. If you have not received the c ...

Extensive peering and network path optimization via NewEdge Route Control enable a fast, seamless digital experience for business-critical AI applicationsSANTA CLARA, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced NewEdge AI Fast Path, a set of capabilities that efficiently optimize network paths to critical AI destinations, including AI applications hosted in public, private, or neo-clouds. Available no ...

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Core Viewpoint - Palo Alto Networks (PANW) is experiencing a significant decline in stock price, down 21% year-to-date and 24% over the past year, but its recent acquisitions in AI security may provide a turnaround opportunity [1] Financial Performance - Revenue for Q2 FY2026 grew 15% year-over-year to $2.59 billion, with adjusted EPS of $1.03 beating expectations [1] - Next-generation security Annual Recurring Revenue (ARR) increased by 33% to $6.33 billion [1] - Full-year profit guidance was cut due to acquisition costs, leading to a drop in share price by 5-7% in after-hours trading [1] Market Sentiment - Reddit sentiment shifted from bearish (35-38) to bullish (62) following strategic announcements, indicating a change in investor perception [1] - Analysts have set a price target of $216.83 for PANW, significantly higher than the current price of $148.70 [1] Strategic Acquisitions - Palo Alto Networks acquired CyberArk for $25 billion and Koi Security for $400 million, enhancing its AI security capabilities [1] - The acquisition of CyberArk adds identity security to its platform, while Koi Security focuses on AI endpoint protection [1] Competitive Landscape - The cybersecurity market is expanding, with network-layer DDoS attacks rising by 168% in 2025, creating opportunities for companies like Palo Alto Networks [1] - Analysts believe that companies that can integrate identity, endpoint, and network security will dominate the enterprise security market in the coming decade [1]

Core Insights - CyberCatch Holdings, Inc. has published the Health Industry Cyber Safety Guide for 2025, addressing the significant cyber risks faced by approximately 600,000 healthcare organizations in the U.S. [1][2] - The average cost of a data breach in the health industry for 2025 is reported to be USD $7.42 million, the highest among all sectors [2]. - CyberCatch aims to enhance cyber safety in healthcare through its AI-enabled platform, which focuses on continuous compliance and cyber risk mitigation [4]. Industry Overview - The health industry is experiencing a cyberattack epidemic, with nearly 2 successful cyberattacks and data breaches occurring every day [7]. - In 2025, data breaches have impacted over 52.3 million individuals, marking a 35% increase from the previous year [7]. - The guide provides a detailed analysis of the reasons behind the success of cybercriminals and outlines necessary risk mitigation strategies [7]. Company Solutions - CyberCatch offers a proprietary Software-as-a-Service (SaaS) solution that addresses the root causes of cyberattacks by identifying and fixing security control deficiencies [4]. - The platform conducts continuous testing of security controls from multiple dimensions to ensure compliance and safety from cyber threats [4]. - The company anticipates forming key partnerships to distribute its solutions within the large healthcare marketplace [2].

Core Insights - Navan has been selected by Darktrace to upgrade its global travel program, emphasizing the importance of in-person collaboration as Darktrace expands [1][2] Group 1: Partnership Details - Darktrace aims to consolidate its travel operations, reduce administrative burdens, and enhance the booking experience for its workforce [2] - The partnership will leverage Navan's AI-powered platform to provide a unified solution for travel and payments, automating flight and hotel payments through virtual cards [3] Group 2: Expected Benefits - Darktrace targets annual savings exceeding £1 million by eliminating offline fees and accessing more competitive pricing [7] - The partnership aims for over 95% user adoption, significantly increasing from previous rates of 35%, by providing access to extensive rail content and inventory [7] - Operational efficiency will be improved through automated reconciliation, allowing finance teams to gain accurate visibility into spending trends and forecasting [7] Group 3: Company Positioning - The collaboration reinforces Navan's position in the enterprise market, showcasing its user-centric approach as a preferred solution for multinational organizations [4]

And here now to discuss AI's impact on the sector, maybe on society, humanity, uh is Tor Ween. He is the CEO of Sentinel 1 along with our very own Sema Modi. Welcome to you both.Sema, >> Kelly, thank you. Tor, it's good to have you on at a time where the market is trying to understand the role of large language models in cyber security. I know you've had a chance to review Anthropic's latest security tool which can identify and patch software vulnerabilities.What's your take and reaction. Yeah, I mean I thi ...

The 33-year-old founder of By Monday morning, the over 7,000-word post was the talk of the market. And when trading opened, the selling started. The S&P 500 Index quickly went from green to red and ended down more than 1% on the day. A gauge of financial shares had its worst session since April. A major software exchange-traded fund tumbled more than 4%. The report also named a number of specific companies, including ServiceNow Inc., DoorDash Inc. and American Express Co., and those shares sank. By the end ...

Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff - 24/7 Wall St.[S&P 5006,890.40 -0.01%][Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff### Quick ReadCrowdStrike (CRWD) and Cloudflare (NET) dropped nearly 10% after Anthropic released Claude Code Security for vulnerability detection.CrowdStrike posted record $2 ...