Akamai Technologies (NasdaqGS:AKAM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAidan Daniels - Equity Research AssociateArti Vula - Equity Research AssociateEd McGowan - CFOFatima Boolani - Co-Head of US Software Equity Research and Managing DirectorMark Stoutenberg - Head of Investor RelationsRishi Jaluria - Managing Director of Software Equity ResearchRoger Boyd - Executive DirectorSanjit Singh - Executive DirectorTom Leighton - CEOVijay Homan - Equity Research AssociateConfer ...

Akamai Technologies (NasdaqGS:AKAM) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker8Good day, and welcome to the Q4 2025 Akamai Technologies Inc earnings conference call. Today, all participants will be in a listen-only mode. Should you need assistance during today's call, please signal for a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone ...

Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.'s 0.00% Convertible Senior Notes due 2030 [Accessibility Statement] Skip NavigationSANTA CLARA, Calif., Feb. 19, 2026 /PRNewswire/ -- Today, Palo Alto Networks, Inc. (NASDAQ: PANW) ("Palo Alto Networks") announced that, in connection with the closing of the transaction (the "Acquisition") contemplated by the Agreement and Plan of Merger, dated as of July 30, 2025, by and among Palo Alto Networks, CyberArk Software Ltd., a comp ...

Fourth quarter highlights Revenue of $1.095 billion, up 7% year-over-year and up 6% when adjusted for foreign exchange*Cloud Infrastructure Services** revenue of $94 million, up 45% year-over-year and up 44% when adjusted for foreign exchange*Security revenue of $592 million, up 11% year-over-year and up 9% when adjusted for foreign exchange*; Guardicore Segmentation and API Security revenue of $90 million, up 36% year-over-year and up 34% when adjusted for foreign exchange*GAAP net income per diluted share ...

Shares of most of the cybersecurity companies Jefferies covers are trading at the lowest valuations seen over the past five years. ...

Core Viewpoint - The iShares Exponential Technologies ETF (XT) has achieved a 22.63% return over the past year, outperforming major benchmarks like QQQ and SPY, by diversifying across over 500 holdings in sectors such as AI, genomics, and robotics [1] Group 1: ETF Overview - XT spreads capital across 500+ holdings, with no single position exceeding 3% of assets, aiming to provide balanced exposure to innovation [1] - The fund allocates 30.2% to information technology and 16% to healthcare, with significant investments in semiconductors, cybersecurity, biotech, and cloud infrastructure [1] - XT has $3.7 billion in assets and a 0.46% expense ratio, offering institutional-quality access at a reasonable cost [1] Group 2: Performance Analysis - Over the past year, XT's return of 22.63% significantly outpaced both QQQ and SPY, benefiting from broader sector exposure [1] - Year-to-date in 2026, XT is up 3.91%, while QQQ has entered negative territory, indicating continued momentum [1] - However, over five years, XT's cumulative gain of approximately 31% lags behind QQQ's 83%, highlighting the impact of concentrated mega-cap leadership during that period [1] Group 3: Trade-offs and Considerations - XT's 0.76% dividend yield is not suitable for income-focused investors, as recent distributions appear to be special capital gains rather than sustainable income [1] - The fund's diversification may limit its ability to capitalize on rallies driven by a few mega-cap companies, which can be a disadvantage in strong market cycles [1] - Active rebalancing introduces tracking error, as performance is influenced by the manager's sector timing decisions [1]

N-Able (NYSE:NABL) Q4 2025 Earnings call February 19, 2026 08:30 AM ET Company ParticipantsAdam Holets - Equity Research AssociateGriffin Gyr - Senior Manager of Investor RelationsJohn Pagliuca - President and CEOMatt Hedberg - Head of Global TIMT Research and Director of Equity ResearchTim O'Brien - EVP and CFOConference Call ParticipantsJoe Vruwink - Research AnalystMike Cikos - Senior AnalystOperatorLadies and gentlemen, thank you for joining us, and welcome to the N-able fourth quarter 2025 earnings cal ...

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Palo Alto Networks Inc. (NASDAQ:PANW) was one of the worst performers on Wednesday. Palo Alto tumbled by 6.82 percent on Wednesday to close at $152.35 apiece, as investors appeared to have already priced in a strong earnings performance in the second quarter of fiscal year 2026 prior to the official results. In an updated report, Palo Alto Networks Inc. (NASDAQ:PANW) said that net income in the second quarter ending December 31 in ...

Key Takeaways Qualys appears better positioned than Zscaler due to steadier growth and a lower valuation.ZS posted 26% Q1 revenue growth but faces gross margin pressure from newer AI-driven products.QLYS' Q4 revenues grew 10%. Qualys is expanding globally while trading at a lower forward sales multiple.Zscaler, Inc. (ZS) and Qualys, Inc. (QLYS) are two important players in cybersecurity, both helping enterprises protect their systems. Their products differ, but they compete in vulnerability management — a f ...

Core Insights - The 2026 Cloud and AI Security Risk Report by Tenable reveals a significant AI exposure gap, with organizations inheriting cyber risks faster than they can manage them [1][2] Group 1: Key Findings - 86% of organizations have installed third-party code packages with critical-severity vulnerabilities, making the software supply chain a major source of cloud exposure [7] - 65% of organizations possess "ghost" secrets, which are unused or unrotated cloud credentials, with 17% of these linked to critical administrative privileges [7] - 70% of organizations have integrated at least one AI or Model Context Protocol (MCP) third-party package, often without central security oversight [7] Group 2: Security Risks - Non-human identities, such as AI agents and service accounts, represent a higher risk (52%) compared to human users (37%), leading to dangerous combinations of permissions [7] - Organizations face severe risks in four key areas: AI security posture, supply chain attack vectors, least privilege implementation, and cloud workload exposure [2][4] - The lack of visibility and governance in AI systems embedded in infrastructure poses critical risks that need to be addressed [4] Group 3: Recommendations - Organizations should secure the AI integration process through comprehensive visibility and identity-centric controls, including enforcing least privilege for AI roles [4] - Steps to reduce extended supply chain exposure include unifying visibility across code packages, virtual machines, identity access, and cloud environments [4] - The report provides actionable guidance for security and business leaders to mitigate risks in cloud and AI environments [2]