Core Viewpoint - CrowdStrike reported strong fourth-quarter results that surpassed Wall Street expectations, while providing guidance for fiscal 2027 that aligns closely with analyst forecasts, amidst concerns regarding AI-driven disruptions in the software sector [1][3]. Financial Performance - For the fourth quarter, CrowdStrike achieved earnings of $1.12 per share, exceeding analyst estimates of $1.10, and reported revenue of $1.31 billion, slightly above the consensus forecast of $1.30 billion [1]. - The company ended fiscal 2026 with $5.25 billion in annual recurring revenue, which included $1.01 billion in net new annual recurring revenue during the year [4]. - CrowdStrike reported record operating cash flow and free cash flow for both the quarter and the full fiscal year [4]. Future Guidance - For the first quarter, CrowdStrike projected earnings per share between $1.06 and $1.07, aligning with the consensus estimate of $1.07, and set revenue guidance at $1.36 billion to $1.364 billion, consistent with expectations [2]. - For fiscal 2027, the company anticipates earnings per share in the range of $4.78 to $4.90, compared to analyst forecasts of $4.84, with full-year revenue projected between $5.87 billion and $5.93 billion, broadly in line with consensus estimates of $5.87 billion [3]. Market Trends - Management indicated that the increasing enterprise adoption of artificial intelligence is driving greater demand for security platforms, as organizations seek to protect AI models, data, and workloads [3].

VIENNA, Va., March 04, 2026 (GLOBE NEWSWIRE) -- Castellum, Inc. ("Castellum" "CTM", "we" or the "Company") (NYSE-American: CTM), a cybersecurity, electronic warfare, and software services company focused on the federal government, announces certain unaudited highlights of its operating results for its year ended December 31, 2025. Revenue for 2025 increased to $52.9 million, representing an $8.1 million (15.2%) increase over $44.8 million in 2024. Operating loss improved to $2.8 million, a $4.4 million year ...

Presentation Meta MarshallMorgan Stanley, Research Division Everybody. We are just debating safe harbors. So I will read one to kick off. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Cooper, also you have a safe harbor you'd like to read, and then we'll go into... Cooper Werner Thank you. It's exciting stuff. So just to get our safe harb ...

Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday, April 11, 2025.Okta topped Wall Street's fourth-quarter estimates after the bell on Wednesday as the identity management provider capitalizes on demand to secure artificial intelligence agents. Here's how the company did versus LSEG estimates:Earnings per share: 90 cents adjusted vs. 85 cents expectedRevenue: $761 million vs. $749 million expectedRevenues for the period grew 11% from a yea ...

proxies†allied with Iran's government. Photo: Getty ImagesShares of cybersecurity-software companies have been on a roll this week, with investors reacting to the heightened threat of digital warfare as the Iran conflict escalates.Below is a list of this week's best performers in this industry group that also includes projected sales growth and valuation measures.About the AuthorPhilip van DoornPhilip van Doorn writes the Deep Dive investing column for MarketWatch. Follow him on Twitter @PhilipvanDoorn.Tomi ...

As filed with the U.S. Securities and Exchange Commission on March 4, 2026. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified in its Charter) Cayman Islands 7373 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer 28 Genting Lane, #05-07, Pla ...

Fears of cyberattacks on Western companies and infrastructure remain high even as no major attacks have yet to be reported. Sanaz Yashar, co-founder and CEO of cybersecurity startup Zafran and a former member of Israel's military spy unit, speaks about the risks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caro ...

Rapid7 FY Conference Summary Company Overview - Rapid7 is a cybersecurity provider with a focus on managed detection response and exposure management, which has evolved from its roots in vulnerability management [8][9] - The company aims to integrate AI into its services to enhance customer outcomes and drive efficiency [11][12] Key Business Segments - **Detection and Response (D&R)**: This segment is expected to grow as the market demands more comprehensive security solutions. Rapid7 aims to capture market share through investments and innovation [24][25] - **Exposure Management**: The company is working to stabilize and grow this segment, which remains crucial despite the shift towards D&R [25] Market Dynamics - The cybersecurity market is experiencing significant demand, particularly for solutions that can handle alerts from a variety of sources, not just proprietary systems [29] - Rapid7's competitive advantage lies in its ability to integrate alerts from multiple platforms, which is a challenge for many competitors [29][30] AI Integration - AI is seen as both a challenge and an opportunity. While it enhances the capabilities of attackers, it also provides Rapid7 with tools to improve its offerings [37][39] - The company is focused on leveraging AI to enhance its detection and response capabilities, making it easier for clients to manage security risks [31][33] Financial Performance and Guidance - Rapid7 is investing for growth, with expectations for improved margins as the year progresses. The company anticipates a strong free cash flow of $125 million to $135 million for the year [46][72] - The focus is on balancing growth with profitability, ensuring that investments yield returns while maintaining financial health [46][87] Leadership and Operational Changes - New sales leadership has been brought in to enhance operational efficiency and drive growth. The leadership team is focused on refining compensation structures and improving customer engagement [49][51] - The company is undergoing a transformation to better align its operations with market demands, which includes expanding its capabilities and improving its service offerings [81][84] Strategic Focus - Rapid7 is committed to maintaining a strong balance sheet while exploring opportunities for tuck-in acquisitions to enhance its technology and service offerings [73] - The company sees synergies between its exposure management and detection and response services, which are increasingly complementary in addressing customer needs [78][79] Investor Insights - Investors are encouraged to focus on the ongoing transformation and the potential for improved financial performance as the company capitalizes on its investments and market opportunities [82][84] - The management emphasizes the importance of free cash flow as a key indicator of the company's financial health and operational success [86][87]

​Rubrik, Inc. (NYSE:RBRK) is one of the Best Up and Coming AI Stocks to Buy. On March 3, Saket Kalia from Barclays reiterated a Buy rating on the stock but lowered the price target from $100 to $70. Earlier, on February 25, Rudy Kessinger from D.A. Davidson initiated Rubrik, Inc. (NYSE:RBRK) with a Buy rating and a $65 price target. ​The ratings come ahead of the company’s fiscal Q4 2026 results, expected to be announced on March 12. The analyst said in a research note that he views Rubrik’s Q4 preannoun ...

CrowdStrike Holdings, Inc. ( CRWD ) reported Q4 '26 results that slightly exceeded Wall Street expectations, while its outlook for fiscal 2027 also came in modestly above estimates. The stock is flat in pre-market trading, up 0.4%, buildingI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI bo ...