NetScout Systems (NasdaqGS:NTCT) Q3 2026 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsAnil Singhal - President and CEOKevin Liu - Founder and CEOScott Dressel - VP of Corporate FinanceSimran Biswal - Equity Research Senior AssociateTony Piazza - EVP and CFOConference Call ParticipantsErik Suppiger - Managing Director and Senior Research AnalystOperatorThank you for standing by and welcome to NETSCOUT's third quarter fiscal year 2026 financial results conference call. At this time, all par ...

SANTA CLARA Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Netskope (NASDAQ: NTSK), a leader in modern security and networking for the cloud and AI era, today announced that it will release financial results for its fourth quarter and fiscal year 2026 ended January 31, 2026, after the market closes on Wednesday, March 11, 2026. Management will host a live conference call that day at 2:00 pm PT / 5:00 pm ET to discuss the company’s financial results. A live webcast of the conference call and related materials can ...

Key Takeaways CrowdStrike shares fell 21.9% in 3 months, underperforming the security industry and key peersCRWD's revenue growth is slowing, with fiscal 2026 guidance pointing to further moderation.CrowdStrike faces margin pressure from surging R&D and S&M costs while trading well above peers.CrowdStrike Holdings (CRWD) stock has been in a downward trajectory over the past three months. Shares of the company have plunged 21.9% over the past three months, underperforming the Zacks Security industry’s declin ...

Core Insights - Palo Alto Networks has launched the next generation of its NextWave Partner Program, focusing on "platformization" to enhance partner profitability in the AI-driven security landscape [1][2][4] Group 1: Program Overview - The NextWave Partner Program aims to shift partners away from the 'point-product' trap by promoting platform-centric security solutions that integrate security across networks, cloud, and SOC [2] - The program is designed based on direct feedback from the global partner community and emphasizes three transformative benefits [2] Group 2: Strategic Focus - The program rewards partners for delivering platformization rather than just transactional sales, empowering them to simplify security complexities for customers [4] - The initiative is expected to foster deeper strategic collaboration and trust between Palo Alto Networks and its partners, enhancing co-innovation and tailoring solutions to combat evolving cyber threats [5] Group 3: Partner Benefits - The program enhances partner margins through streamlined rebates focused on Next-Generation Firewalls (NGFW) and platformization, maximizing profitability [7] - It accelerates deal velocity with improved Configure, Price, Quote (CPQ) processes and automated deal registrations, reducing friction in closing deals [7] - A new Partner Development Fund (PDF) will reinvest earned rebates into partner-led demand generation, training, and solution development to drive differentiation [7] Group 4: Targeted Support - Managed Security Service Providers (MSSPs) will benefit from predictable, tiered pricing to develop high-margin managed services [7] - Distributors will receive enhanced capabilities and support for Managed Partner growth [7] - Global System Integrators (GSIs) will have a "Global Path" that rewards strategic consulting and multi-theater influence, with additional support coming later this year [7]

RESTON, Va., Feb. 5, 2026 /PRNewswire/ -- With computing systems in the Department of War and other federal agencies under constant threat, Leidos (NYSE: LDOS) and RegScale are integrating Leidos' UpHold Armor and RegScale's Continuous Controls Monitoring (CCM) platform capabilities to boost digital security while keeping critical systems operational. About RegScale: RegScale is a Continuous Controls Monitoring (CCM) platform designed to be the operational risk tool for the CISO. Built on a compliance as co ...

Earnings Results to be Released on Thursday, February 26, After the Close of the MarketSAN JOSE, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, will release second quarter fiscal year 2026 earnings after the market closes on Thursday, February 26, 2026. The company will host an investor conference call that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Date:Thursday, February 26, 2026Time:1:30 p.m. PTWebcast:https://ir.zsc ...

Core Viewpoint - Allot Ltd. will host a conference call to discuss its fourth quarter and full year 2025 financial results on February 25, 2026, at 9:00 AM ET [1]. Group 1: Financial Results Announcement - The unaudited financial results for the quarter and the full year will be published prior to the conference call [2]. - The conference call can be accessed via specific dial-in numbers for the US, UK, and Israel [2]. Group 2: Company Overview - Allot Ltd. is a leading provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises [3]. - The company enhances value for its customers through solutions deployed globally for network-native cybersecurity services, analytics, and traffic control [3]. - Allot's solutions are utilized by over 500 service providers and more than 1000 enterprises worldwide, with its security-as-a-service solution serving millions of subscribers globally [3].

CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the stocks that should double by 2030. On January 9, CrowdStrike announced a $740 million deal to acquire identity security startup SGNL to strengthen its cybersecurity portfolio against AI-powered threats. The acquisition focuses on SGNL’s continuous identity technology, which performs real-time evaluations to prevent hackers from exploiting user identities. This strategy addresses the growing risk associated with autonomous AI agents and machine identit ...

Core Insights - WISeKey International Holding Ltd and its subsidiary WISeSat have signed a commercial agreement with Latitude to assess the orbital launch of a secure IoT satellite constellation, aiming to deploy 100 satellites by 2029 to enhance global IoT connectivity and environmental monitoring [1][5][9] Group 1: Strategic Collaboration - The partnership with Latitude is aimed at developing the Zephyr Launcher, a small orbital rocket designed to meet the deployment needs of modern satellite constellations [3][4] - This collaboration is expected to provide a fast, controlled, and mission-compliant deployment that aligns with the stringent security requirements of critical IoT applications [4][11] Group 2: Market Demand and Technological Integration - There is a growing global demand for IoT connectivity for various applications, including environmental monitoring and critical infrastructure oversight, which WISeSat aims to address with its satellite constellation [2][12] - The satellites will incorporate WISeKey's core cybersecurity technologies, ensuring secure data transmission and robust protection for IoT communications [6][7] Group 3: Future Infrastructure Development - The agreement signifies a shift towards a new generation of digital infrastructure that integrates space, cybersecurity, and IoT, which is crucial for data protection in both enterprise and government sectors [6][9] - The collaboration is positioned to support essential applications, providing a sovereign and scalable response to the increasing connectivity needs globally [9][10]

D.A. Davidson sets a price target of $30 for Varonis, indicating a potential upside of 26.74%.Varonis reports earnings per share (EPS) of 8 cents, surpassing estimates by 166.7%.Revenues for the fourth quarter reached $173.37 million, with SaaS revenues surging by 97.1% year over year.Varonis Systems, Inc. (NASDAQ:VRNS) is a company that specializes in data security and analytics. It provides solutions to protect enterprise data from cyber threats and insider threats. Varonis is known for its innovative sof ...