EAL4-Certified Platform Delivers Military-Grade Encryption, Automated Resilience, and Vault Storage up to 50TBKUALA LUMPUR, Malaysia, Aug. 29, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), a cross-sector platform builder integrating deep technology with financial architecture to enable sovereign-ready digital ecosystems, today announced the commercial go-live of its CyberSecure Cloud service in Malaysia. The platform provides enterprises and government organizat ...

KUALA LUMPUR, Malaysia, Aug. 29, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), a cross-sector platform builder integrating deep technology with financial architecture to enable sovereign-ready digital ecosystems, today announced the commercial go-live of its CyberSecure Cloud service in Malaysia. The platform provides enterprises and government organizations with sovereign-grade, military-grade encrypted data protection, powered by the Company’s proprietary Quan ...

Key Takeaways Zscaler (ZS) is scheduled to report its fourth-quarter fiscal 2025 results on Sept. 2, 2025. Zscaler anticipates revenues between $705 million and $707 million for fourth-quarter fiscal 2025. The Zacks Consensus Estimate for ZS' fiscal fourth-quarter revenues is pegged at $706.2 million, indicating year-over- year growth of 19.1%. For the fiscal fourth quarter, the company expects non-GAAP earnings per share in the band of 79-80 cents. The Zacks Consensus Estimate for ZS' fiscal fourth-quarter ...

Core Insights - CrowdStrike reported strong results for Q2 of fiscal 2026, adding a record $221 million in net new annual recurring revenue (ARR), bringing total ARR to $4.66 billion, a 20% increase year-over-year [1][9] Group 1: Growth Drivers - A significant portion of the growth is attributed to the Falcon Flex subscription model, which now has over 1,000 customers, with more than 100 signing early "re-Flex" deals, indicating faster-than-expected customer expansion [2][9] - Falcon Flex facilitates the adoption of multiple modules across CrowdStrike's platform, with customers consolidating their security tools around CrowdStrike, exemplified by a Fortune 500 software firm that signed an eight-figure re-Flex deal [3] Group 2: Future Outlook - Management anticipates at least 40% year-over-year growth in net new ARR for the second half of fiscal 2026, driven by the demand for Falcon Flex and strong AI-driven security needs [4][9] - The long-term goal for CrowdStrike is to reach $10 billion in ARR, with Falcon Flex potentially being a transformative factor in achieving this target [4] Group 3: Competitive Landscape - Competitors like Palo Alto Networks and Zscaler are also experiencing growth, with Palo Alto Networks reporting a 32% increase in Next-Gen Security ARR and Zscaler achieving 23% year-over-year growth in ARR [5][6] Group 4: Valuation and Performance - CrowdStrike's shares have increased by 29.4% year-to-date, outperforming the security industry's growth of 9% [7] - The company trades at a forward price-to-sales ratio of 19.63X, significantly higher than the industry's average of 12.12X [10]

然而，尽管CrowdStrike的核心业绩普遍超出市场预期，并新增ARR创下史高，公司股价在财报公布后 盘后交易中仍出现下跌。这主要归因于其第三季度营收指引略低于市场预期，以及公司仍在消化宕机事 件带来的客户与成本压力。分析师们将关注其未来订阅营收的增长动能是否足以支撑其长期目标。 结合当前市场环境和CrowdStrike的表现，对于投资者而言，关注其每季度的营收增长情况和订阅服务 的扩张将是重要的。尤其是在全球网络安全需求不断增长的背景下，凭借强大的市场地位和持续的技术 创新，CrowdStrike有望在未来的竞争中继续保持优势地位。 近期，CrowdStrike公布了截至7月31日的2026财政年第二季度财报。数据显示，公司营收同比增长21% 至11.7亿美元，超出市场预期。同时，调整后每股收益为0.93美元，高于市场预期的0.83美元。尤其值 得注意的是，其年度经常性收入（ARR）同比增长了20%，达到46.6亿美元。CrowdStrike首席执行官 George Kurtz也表示，公司业务重新加速增长的时间比预期提前一个季度，为其出色的业绩表现奠定了 基础。 对于未来，CrowdStrike预计202 ...

SentinelOne (S) Q2 2026 Earnings Call August 28, 2025 04:30 PM ET Company ParticipantsSaad Nazir - Head - IRTomer Weingarten - Co-Founder, Chairman, President & CEOBarbara Larson - CFOJohn DiFucci - Senior Managing DirectorBrad Zelnick - MD - Software Equity ResearchJoseph Gallo - SVPBrian Essex - Executive DirectorIttai Kidron - Managing DirectorShaul Eyal - Managing Director - Equity ResearchRoger Boyd - Executive DirectorYun Kim - Managing DirectorGabriela Borges - MD - Software ResearchConference Call P ...

Financial Data and Key Metrics Changes - The total Annual Recurring Revenue (ARR) grew by 24% and surpassed $1 billion, marking a significant milestone for the company [6][34] - Revenue increased by 22% year over year to $242 million, with international markets growing by 27% and representing 38% of total revenue [35] - The net retention rate remains strong, driven by customer adoption of broader platform solutions, including data, cloud, and Purple AI [36] - Gross margin was maintained at 79%, with operating profitability of 2% and a positive net income margin of 5% for the quarter [37][38] Business Line Data and Key Metrics Changes - The company achieved record second-quarter net new ARR of $53 million, driven by new customer acquisitions and expansion with existing accounts [6][34] - Approximately half of the quarterly bookings came from non-endpoint solutions, indicating strong growth and diversity in the platform [17] - Purple AI achieved triple-digit growth, with attach rates surpassing 30% of licenses sold during the quarter [18] Market Data and Key Metrics Changes - The company continues to expand its presence in international markets, with a notable increase in revenue contribution from these regions [35] - The managed security market is seeing strong traction, with the company being recognized as a valuable vendor in the MSSP ecosystem [14] Company Strategy and Development Direction - The company is focused on delivering AI-powered innovations that unify security, data, and automation, positioning itself as a technology leader in cybersecurity [8][29] - The introduction of SentinelOne Flex is aimed at enhancing customer engagement and driving greater return on security investments [9][10] - The acquisition of Prompt Security is a strategic move to secure generative AI usage and enhance the Singularity platform [23][40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand for the Singularity platform, despite being mindful of evolving macro conditions that could influence deal timing [41] - The company raised its full-year revenue outlook while maintaining prudent assumptions for the second half of the fiscal year [42][43] - Management emphasized the critical role of security in enabling AI adoption, stating that AI's promise cannot be realized without security [47][48] Other Important Information - The company ended the quarter with $1.2 billion in cash and no debt, providing flexibility for strategic capital allocation [39] - Remaining performance obligations grew by 26% to $1.2 billion, reflecting customer trust and commitment to innovation [38] Q&A Session Summary Question: Can you provide insights on the expansion of the Singularity platform? - Management noted that both new logos and expansion with existing customers contributed to strong performance, with significant growth in endpoint and emerging solutions like AI, data, and cloud [54][56] Question: What guidance can you provide for net new ARR in Q3? - Management indicated that while formal ARR guidance is not provided, the improved Q2 results imply a positive outlook for net new ARR for the full year [59] Question: How is the Flex model impacting customer adoption? - The Flex model has been well-received, allowing customers to adopt more of the platform's capabilities and driving consumption across various modules [63][64] Question: What are the expectations for the Prompt acquisition? - Management believes that Prompt will significantly contribute to the company's growth by addressing the governance and control needs associated with generative AI usage [70] Question: Can you elaborate on the U.S. versus international revenue mix? - International revenue accounted for 38% of total revenue, showing strong performance and growth compared to previous quarters [92] Question: How is the partnership momentum progressing? - Management reported positive traction with partnerships, particularly with Lenovo, contributing to the overall growth outlook [98]

Q2 FY2026 Earnings Presentation August 28, 2025 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "pred ...

Summary of Microsoft Security Conference Call Company Overview - **Company**: Microsoft - **Industry**: Cybersecurity Key Points and Arguments Microsoft Security Business - Microsoft has the largest security business globally, with a comprehensive portfolio that includes six product families: threat protection, identity management, device management, data security, and generative AI security solutions [6][7][8] Current Cybersecurity Challenges 1. **Threat Landscape**: - Unprecedented levels of cyber threats, with password attacks increasing from 4,000 per second last year to 7,000 this year, totaling 600 million attacks daily [11][12] - Attackers can infiltrate organizations in an average of 72 minutes [13] - The cybercrime economy is valued at $9.2 trillion annually, with a 5x increase in tracked unique attackers from 300 to 1,500 [13] 2. **Data Risks**: - 20% of data breaches are caused by insiders, and over 80% of leaders express concern about data security, especially with the rise of AI [14] 3. **Complexity**: - Organizations typically use over 40 security tools, leading to fragmentation and complexity in security management [15][16] Trends and Solutions - **Generative AI**: - AI is being leveraged for both enhancing security measures and protecting AI systems themselves [17] - **Consolidation and Simplification**: - The need for end-to-end protection and integration of security solutions is emphasized [17] Microsoft’s Differentiation - **Signal Processing**: - Microsoft processes 84 trillion signals daily, a tenfold increase from five years ago, providing deep threat intelligence [20][21] - **Comprehensive Portfolio**: - Microsoft offers a broad range of integrated security solutions across 50 categories, ensuring holistic protection [22][23] - **Best of Breed Solutions**: - Microsoft leads in 19 security categories, showcasing its commitment to quality and innovation [23] AI and Security - AI is transforming the threat landscape, with attackers using AI for faster and more sophisticated attacks, including phishing and identity theft [29][30] - Microsoft is focused on protecting the entire AI stack and using AI to enhance its security measures [32][33] Collaborative Ecosystem - Microsoft emphasizes collaboration within the security industry, launching agents developed by partners to enhance its security offerings [36][40] Secure Future Initiative - Launched in 2023, this initiative focuses on Zero Trust principles and aims to integrate security into every aspect of Microsoft’s operations, with 34,000 engineers dedicated to this project [41][44][46] Market Position and Shareholder Value - Security is a top priority for organizations, making it a defensible investment that directly impacts shareholder value [65][66] - Microsoft’s security innovations are expected to drive customer value and maintain a competitive edge in the market [66][67] Final Thoughts - Microsoft is actively securing 2 million applications with its Defender product and is committed to enhancing its security portfolio, particularly in the realm of generative AI [68][69] Additional Important Content - The discussion highlights the critical role of security in enabling trust and operational efficiency within organizations, emphasizing that without security, the functionality of technology is severely compromised [63][64]

AI-Powered Strata Cloud Manager Recognized for Unified Protection and Simplified Operations for the New Era of Network SecuritySANTA CLARA, Calif., Aug. 28, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced it has been named a Leader in the inaugural 2025 Gartner® Magic Quadrant™ for Hybrid Mesh Firewalls. The Palo Alto Networks hybrid mesh firewall management solution, Strata™ Cloud Manager, unifies network security, eliminating the need to manage dif ...