Shares of Okta (OKTA +11.14%) rallied on Thursday after the identity security and access management specialist highlighted a new, artificial intelligence (AI)-driven growth opportunity.By the close of trading, Okta's stock price was up 11%. Solid Q4 resultsOkta's revenue rose 11% year over year to $761 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. "Our strong performance this fiscal year was fueled by the continued trust of the world's largest organizations and the accelerating adoption ...

Computers associated with Iranian government-backed hackers disappeared from the internet when Israel’s military attacked a military compound in Tehran, according to a threat intelligence firm https://t.co/A8tTTZ5sPa ...

分组1 - SentinelOne, Inc. is experiencing minimal stock price movement ahead of its FQ4 earnings, despite concerns regarding AI replacement fears [1] - The stock has already seen a significant decline over the past six months [1] 分组2 - Stone Fox Capital, an RIA from Oklahoma, is led by Mark Holder, who has extensive experience in investing and portfolio management [1] - The investing group Out Fox The Street provides stock picks, model portfolios, daily updates, and real-time alerts to assist investors in identifying potential multibaggers while managing portfolio risk [1]

Akamai Technologies Conference Call Summary Company Overview - **Company**: Akamai Technologies (NasdaqGS:AKAM) - **Event**: 2026 Conference Call - **Date**: March 5, 2026 Key Points Industry and Company Position - Akamai is a leader in the delivery networking market and has expanded into security and public cloud services, marking its transition into "act three" focused on AI and edge computing [3][4] - The company has built a security business generating over $2 billion in revenue over the last decade, with consistent growth of $200 million to $250 million annually [7][8] Growth Strategies and Innovations - Akamai is entering the GPU as a service market with the Akamai Inference Cloud, driven by customer demand for edge AI inferencing [3][21] - The company has successfully integrated acquisitions to enhance its security portfolio and expects continued growth in both security and compute businesses [8][11] - The public cloud segment, particularly the Linode business, has reached a $400 million run rate, with a diverse customer base rather than reliance on a few large clients [25][26] Customer Engagement and Demand - Akamai's customer base includes hundreds of clients, with revenue contributions ranging from $200,000 to $2 million monthly, indicating a broad market appeal [26] - The company is experiencing strong demand for observability solutions and media workflow partnerships, which are driving growth [29][31] Competitive Advantages - Akamai's public cloud services are positioned as a cost-effective alternative to hyperscalers, with lower egress fees and better performance for certain applications [41][44] - The company emphasizes its extensive global backbone, which allows it to offer competitive pricing and performance advantages [41][44] AI Inference Cloud and Future Opportunities - The Akamai Inference Cloud is expected to capitalize on the growing need for low-latency AI applications, with significant compute requirements for emerging technologies like autonomous driving and robotics [62][69] - The company has established a $200 million, four-year deal with a major tech customer for AI inference services, showcasing its capability to meet high-performance demands [83][89] Financial Metrics and Margin Outlook - Margins have decreased to 26%-28% from 29% in 2025 due to increased CapEx and co-location costs, but the company anticipates improved margins as the Inference Cloud scales [144][146] - The company is investing in infrastructure ahead of demand, which may temporarily impact margins but is expected to yield long-term benefits [147][149] Security Business Growth - Akamai's security business is projected to sustain growth, with API Security achieving a run rate of over $100 million and a penetration rate of less than 10% in the existing customer base [208][210] - The company is taking a firmer stance on pricing in its delivery business to offset rising costs, marking a significant shift in its pricing strategy [204][206] Conclusion - Akamai is well-positioned for growth in the AI and cloud markets, leveraging its established infrastructure and customer relationships to expand its service offerings and improve profitability [214][215]

All right. Welcome, everybody. We're going to have a great act to follow here with CrowdStrike, but I'll read the disclosures first. If any research disclosures that you're interested in, please see morganstanley.com/researchclosures, or reach out to your sales representative. Delighted to have CrowdStrike here, Burt Podbere, CFO.Question-and-Answer Session Meta MarshallMorgan Stanley, Research Division Maybe to kick off. We just had Sam on stage. How do you think about everything that Sam said, and how it ...

Varonis Systems Conference Call Summary Company Overview - **Company**: Varonis Systems (NasdaqGS:VRNS) - **Industry**: Cybersecurity, specifically focusing on data security and compliance Key Points and Arguments Cybersecurity Landscape - Cybersecurity is fundamentally about protecting data, as attackers primarily target sensitive information rather than physical assets [3][5] - Companies face significant regulatory, reputational, and operational risks related to data management, especially with the increasing complexity of data across various platforms [7][9] Varonis' Solutions - Varonis offers an automatic security platform that helps organizations implement controls quickly and effectively, minimizing the time to detect and respond to threats [9][11] - The company aims to prevent breaches and fines while facilitating the safe deployment of AI technologies [26][28] AI and Data Security - The relationship between AI security and data security is critical, as AI can complicate defense mechanisms while also providing new opportunities for attackers [34][36] - Varonis emphasizes the need for comprehensive inventory management of AI workloads and their interactions with data and applications [39][42] Recent Acquisition - The acquisition of AllTrue.ai enhances Varonis' capabilities in AI inventory, posture management, and compliance monitoring, positioning the company as a leader in AI security [50][52] - Customer demand for these new capabilities has been exceptionally high, with significant interest in the functionalities offered by AllTrue.ai [54][56] Market Competition - The rise of competitors in the Data Security Posture Management (DSPM) market has increased awareness of data security issues, benefiting Varonis by generating more conversations with potential customers [57][59] - Varonis differentiates itself by offering comprehensive solutions that cover both cloud and on-premises environments, unlike many startups that focus solely on cloud solutions [61][64] Financial Performance and Transition to SaaS - Varonis is transitioning from non-SaaS to SaaS, with approximately $180 million of non-SaaS Annual Recurring Revenue (ARR) targeted for conversion. About $65 million was converted in Q4, with expectations for continued conversion in 2026 [78][80] - The company anticipates that a third of the non-SaaS ARR will convert, another third will churn, and the remaining third is expected to be impacted by federal and state customers [80][82] Focus on Metrics and Investor Communication - Varonis is committed to transparency regarding its financial metrics, particularly focusing on SaaS growth excluding conversions, which should be the primary focus for investors [87][90] - The company has provided detailed guidance on expected growth and conversion metrics, emphasizing the importance of SaaS performance moving forward [94][96] Margin Trajectory and Cash Flow - Varonis has successfully improved its margins and free cash flow during the transition to SaaS, with expectations for continued improvement post-transition [166][168] - The company remains focused on maintaining a strong cost structure while investing in growth opportunities [171][173] Stock-Based Compensation - Varonis has reduced stock-based compensation as a percentage of total ARR and implemented a buyback plan to offset dilution, reflecting a commitment to managing shareholder value [180][182] Additional Important Insights - The technical moat of Varonis lies in its ability to handle complex data environments without shortcuts, providing deeper insights and security than competitors [149][151] - The company is focused on quality partnerships rather than quantity, particularly with major platforms like Microsoft and AWS, to enhance its market reach [159][161]

Benzinga's options scanner has just identified more than 16 option transactions on Fortinet (NASDAQ:FTNT), with a cumulative value of $540,480. Concurrently, our algorithms picked up 14 puts, worth a total of 533,692.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $80.0 and $86.0 for Fortinet, spanning the last three months.Insights into Volume & Open InterestExamining the volume and open interest pro ...

This Cybersecurity ETF May Be Ready to Rebound | ETF TrendsAmid perceived artificial intelligence (AI) threats, cybersecurity stocks are enduring quite a rough patch. However, there are alternative viewpoints. If validated, those perspectives could signal opportunity with cybersecurity stocks and ETFs such as the WisdomTree Cybersecurity Fund (WCBR).Indeed, some market observers believe select cybersecurity equities, including some WCBR holdings, are now offering compelling value. That follows a drubbing in ...

In this article, we will look at the 11 Best Stocks With Huge Upside Potential to Buy According to Reddit.On February 27, Tom Lee, Fundstrat, appeared on CNBC’s ‘Closing Bell’ to talk about the market. He stated that AI is improving at an exponential rate, with a considerable amount of spending associated with it. However, we are now uncertain about the path it would take and whether it would be a net positive for the economy. He further stated that investors are losing sight of the bigger picture, which is ...

Summary of CrowdStrike Earnings Call Company Overview - **Company**: CrowdStrike - **Industry**: Cybersecurity Key Financial Highlights - **Fiscal Q4 Earnings**: Strong performance with notable metrics - **Net New ARR**: $330.7 million, the largest in company history [9] - **Non-GAAP Operating Income**: $326 million, a record for the company [10] - **Free Cash Flow**: $376 million, also a record [11] - **Fiscal 2027 ARR Guidance**: Raised from 20% due to strong business momentum, independent of acquisitions [12][14] - **Q1 Pipeline**: Record high, growing 49% year-over-year [18] Product Performance - **Emerging Products**: Next-Gen SIEM and Next-Gen Identity showing strong growth - **Next-Gen SIEM**: Over $1.9 billion in ARR, growing at 45% [20] - **Next-Gen SIEM Growth**: 75% year-over-year, over $500 million in ARR [143] - **Cloud Business**: $800 million in ARR, growing at 35% [64] - **Identity Solutions**: Over $500 million in ARR, growing 30% year-over-year [180] Strategic Initiatives - **Flex Licensing**: - ARR growth of 120% year-over-year [97] - Customers engaging with multiple products, leading to increased usage [100][110] - **AI Integration**: - AI tools like Charlotte showing 6x utilization year-over-year [76] - AI Detection and Response product showing 5x quarter-over-quarter growth [77] - **Partnerships**: Collaboration with Microsoft and AWS to enhance market presence and customer reach [132][134] Market Dynamics - **AI Disruption**: - Companies with data moats will thrive; CrowdStrike is positioned as a net data creator [42] - AI is seen as an accelerant for business rather than a threat [60] - **Competitive Landscape**: - Shift towards fewer, more comprehensive security platforms; CrowdStrike aims to be a leader in this consolidation [90] - Microsoft identified as the biggest competitor, but partnerships are changing competitive dynamics [140] Operational Efficiency - **Gross Margin**: Achieved a record gross margin of 81% on subscription non-GAAP [217] - **Cost Optimization**: Strategies in place to optimize cloud consumption and reduce costs [221][224] Future Outlook - **Investment in R&D**: Plans to continue investing in technology and acquisitions to enhance product offerings [196] - **Channel Strategy**: Focus on making CrowdStrike the first choice for channel partners [210] Conclusion - CrowdStrike is experiencing significant growth across multiple product lines, driven by strong demand for cybersecurity solutions and strategic partnerships. The company is well-positioned to capitalize on market trends, particularly in AI and platform consolidation, while maintaining a focus on operational efficiency and customer satisfaction.