Group 1 - Meta Marshall is a cybersecurity analyst at Morgan Stanley, introducing Zscaler's CEO Jay Chaudhry and CFO Kevin Rubin [2]

SINGAPORE--(BUSINESS WIRE)--Yubico (NASDAQ STOCKHOLM: YUBICO), a cybersecurity company, inventor of FIDO passkeys and creator of the YubiKey, the most secure passkey, today announced the opening of its third global headquarters in Singapore. This announcement reinforces Yubico's long-term commitment to the Asia Pacific region and builds on its role in advancing open authentication standards, while shaping a safer digital world for all. The new office complements Yubico's existing global headqua. ...

Summary of Zscaler Earnings Call Company Overview - **Company**: Zscaler - **Industry**: Cybersecurity - **Key Executives**: Jay Chaudhry (CEO), Kevin Rubin (CFO) Key Points Financial Performance - **Annual Recurring Revenue (ARR)**: Reported 25% growth in ARR, with 21% being organic growth [1][2] - **Full Year ARR Targets**: Raised expectations for net new ARR, consistent with performance thus far [3] - **Z-Flex Program**: Achieved $290 million in Total Contract Value (TCV) bookings in Q2, with a total of $650 million in TCV since launch [2][3] Business Strengths - **Record Deals**: Notable increase in $1 million deals, indicating strong market transformation [2] - **AI Integration**: AI is viewed as a positive opportunity, with a focus on securing AI applications and addressing vulnerabilities [4][6] - **Zero Trust Security**: Emphasis on Zero Trust as a fundamental security approach, moving away from traditional firewalls and VPNs [22][24] Market Position and Competition - **Market Share**: Zscaler continues to lead in SASE (Secure Access Service Edge) market share, with less competition in the large enterprise segment [32][33] - **Customer Focus**: Targeting large enterprises (20,000+ employees) while also addressing downmarket opportunities through channel partners [135] Product Development and Strategy - **AI Security Products**: Introduction of AI Protect, which includes visibility, secure access, vulnerability assessments, and compliance [112][114] - **Data Security**: Comprehensive data security solutions are in place, with significant growth potential [72][73] - **Z-Flex Impact**: Z-Flex is changing customer buying behavior by allowing larger commitments and flexible billing arrangements [104][106] Future Outlook - **Growth Projections**: Anticipation of reaching $10 billion in ARR, driven by Zero Trust, data security, and AI security initiatives [161] - **M&A Strategy**: Focused on acquiring synergistic companies to enhance product offerings, such as the recent acquisition of SquareX for browser security [90][89] Operational Insights - **Sales Efficiency**: Improvement in sales productivity and pipeline conversion noted in Q2 [130] - **Stock-Based Compensation**: Acknowledgment of elevated stock-based compensation, with plans to reduce it over time while achieving GAAP profitability [137] Challenges and Considerations - **Memory Costs**: Potential impacts on pricing and CapEx due to memory cycle fluctuations, though Zscaler maintains good inventory levels [140][144] - **Competitive Landscape**: While competition exists in the downmarket segment, large enterprise customers show strong preference for Zscaler's offerings [35][39] Conclusion - Zscaler is positioned for significant growth in the cybersecurity sector, leveraging its Zero Trust framework and AI capabilities to address evolving market needs and customer demands. The company is focused on expanding its ARR through strategic product offerings and partnerships while maintaining a strong competitive edge in the market.

Cybersecurity giant CrowdStrike Holdings (NASDAQ:CRWD) could provide an outlook for the sector facing pressure from AI tools when the company reports fourth-quarter financial results Tuesday after market close.Here are the earnings estimates, what experts are saying ahead of the report and key items to watch.CrowdStrike Q4 Earnings EstimatesAnalysts expect CrowdStrike to report fourth-quarter revenue of $1.30 billion, up from $1.06 billion in last year's fourth quarter, according to data from Benzinga Pro.T ...

The fourth-quarter earnings season continues this week with reports from several major retailers, tech firms and software giants. AVGO stock is moving. See the chart and price action here. Here's a look at the earnings schedule for the week ahead: Monday, Mar. 2After Market Close:Retail investors will be watching AST SpaceMobile, Inc. (NASDAQ:ASTS) when it reports Q4 results after Monday's closing bell. Wall Street is anticipating quarterly losses of 16 cents per share on revenue of $41.11 million, accordin ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. JPMorgan Highlights Falcon Flex Adoption as Key Driver for CrowdStrike Holdings, Inc. (CRWD) Growth CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the best technology stocks.  TheFly reported on February 25 that JPMorgan reduced its price target for CRWD to $472 from $582 while maintaining an Overweight rating. The firm anticipates a solid fourth quarter supported by CrowdStrike’s robust pip ...

Check Point Software Technologies Ltd. (NASDAQ:CHKP) is among the 13 Best Big Tech Stocks to Buy According to Hedge Funds. Citi Adjusts Check Point Software Technologies Ltd. (CHKP) Valuation Following Mixed Quarterly Performance Check Point Software Technologies Ltd. (NASDAQ:CHKP) is next among the best technology stocks. TheFly reported on February 16 that Citi reduced its price target for CHKP to $190 from $200, while keeping a Neutral rating, following the company’s mixed fourth-quarter results. Ad ...

Summary of Check Point Software Technologies FY Conference Call Company Overview - **Company**: Check Point Software Technologies (NasdaqGS:CHKP) - **Industry**: Cybersecurity - **Conference Date**: March 02, 2026 Key Points Company Evolution and Management - Check Point has evolved over its 32-33 years, starting as the creator of the modern firewall and consolidating with other firewall providers like Fortinet, Palo Alto, and Cisco [21][22] - The new CEO, appointed last year, has focused on building a customer-centric approach and enhancing the go-to-market strategy [23] AI and Cybersecurity Strategy - AI is viewed as a significant game changer for cybersecurity, with both positive and negative implications [24][25] - Check Point's AI strategy includes four pillars: connectivity (hybrid mesh network), Workspace (user-based technologies), CTEM (continuous threat exposure management), and AI integrated across all technologies [25][29] Financial Guidance and Performance - For FY 2026, Check Point provided guidance including cash flow and subscription revenue, aiming for a revenue growth midpoint of around 6% [36] - The company finished the previous year with 6% revenue growth and 9% billings growth [36] Emerging Technologies and Subscription Growth - Subscription revenue is expected to grow, with emerging technologies like SASE and CTEM growing over 40% and making up about 30% of the subscription line [45][46] - The subscription line is divided into two buckets: attached subscriptions (70%) and emerging technologies (30%) [45] SASE Strategy - SASE is seen as complementary to the firewall, providing flexibility for users in various locations [52] - Check Point's acquisition of Perimeter 81 aimed to enhance its SASE platform, which has been retooled for enterprise needs [58] Pricing Strategy and Cost Management - A 5% price increase was implemented at the beginning of the year, with no immediate need for further increases anticipated [66] - The company expects a headwind of about 1% on gross margin due to component inflation in the second half of the year [66] Margin and Growth Trade-offs - Check Point is willing to trade margin for growth, with a current margin guidance of around 39.40% for the year [78] - The company aims for double-digit growth, emphasizing the importance of investing in growth ahead of time [80] Capital Allocation and Acquisitions - Check Point has a $2 billion convertible note for general corporate use and potential M&A, with a focus on acquiring technologies that enhance its platform [84] - The company conducts about $1.3 billion in share buybacks annually, reducing share count by 3%-5% [86] Final Message to Investors - Check Point is positioned for future growth, moving away from being perceived as a predictable company to one that is dynamic and focused on delivering a protective platform [89]

Global cybersecurity leaders will gather in Boston to define the future of proactive defenseCOLUMBIA, Md., March 02, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced EXPOSURE 2026, the first global conference fully dedicated to exposure management in the AI era. The event will take place May 19-21, 2026 in Boston. Exposure management has become essential as organizations confront the largest expansion of the attack surface in decades. Deeply e ...

ASHBURN, Va., March 02, 2026 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world’s most security-conscious organizations, today announced that it will report fourth quarter and full year 2025 financial results on Monday, March 16, 2026. Management will host a webcast to discuss the Company’s financial results and business outlook at 9:30 a.m. ET. What:Telos Corporation Fourth Quarter and Full Year 2025 Financial Results Webc ...