Core Insights - Mimecast's 9th annual State of Human Risk Report indicates a significant rise in malicious insider incidents, with 42% of organizations reporting an increase, matching the same percentage for negligent incidents, highlighting a shift in enterprise security concerns [1][2] Summary by Categories Malicious Insider Incidents - The percentage of organizations reporting increases in malicious insider incidents rose from 33% in 2024 to 42% in 2026, marking a nearly 10 percentage point increase over two years [2] - Organizations experience an average of six insider-driven incidents per month, with an estimated cost of $13.1 million per incident [2] Security Challenges - Insider risk is identified as a critical and underestimated threat, with attackers increasingly exploiting insiders to bypass perimeter defenses [3] - 91% of organizations face challenges in maintaining governance and compliance over communications data, which hampers their ability to effectively detect and respond to incidents [6][8] - 65% of organizations find security tool integration complicated, while attackers face no such constraints, leading to vulnerabilities in defense efforts [7] AI and Security - AI is seen as a force multiplier for both external attackers and malicious insiders, with 69% of security leaders believing AI attacks are inevitable within 12 months, yet 60% are not fully prepared [5][8] - The attack surface is expanding due to the use of email, GenAI platforms, and collaboration tools, but security strategies have not kept pace, with 38% of organizations relying solely on native security controls [4][8] Recommendations for Improvement - Organizations need to adopt a holistic strategy that integrates communication channels, collaboration platforms, and employee behaviors to address human risk effectively [11][12] - Successful integration of security measures can lead to faster threat remediation, improved visibility, and better compliance readiness, with 40% of organizations reporting such benefits [10]

U.S. stocks finished Tuesday lower as mounting tensions in the conflict with Iran weighed on sentiment. The Dow Jones Industrial Average slid 0.8% to 48,501.27, the S&P 500 dropped 0.9% to 6,816.63, and the Nasdaq Composite fell 1.02% to 22,516.69These are the top stocks that gained the attention of retail traders and investors through the day.CrowdStrike Holdings Inc. (NASDAQ:CRWD) CrowdStrike stock climbed 1.70% to close at $391.42, with an intraday high of $394.92 and low of $367.99, between a 52-week hi ...

Core Insights - The CEO of CrowdStrike highlighted an 'elevated demand' for the Falcon cybersecurity platform, particularly in the context of the growing importance of AI technologies [1] Company Summary - CrowdStrike's Falcon cybersecurity platform is experiencing increased demand, which is attributed to the rise of AI and its implications for cybersecurity [1]

CrowdStrike forecasts fiscal 2027 revenue above estimates on cybersecurity tools demand | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]CrowdStrike logo is seen in this illustration taken July 29, 2024. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies- Summary- Company forecasts first- quarter revenue above estimates- Fourth-quarter revenue rises 23% to $1.31 billion- Costs from Windows outage a ...

CrowdStrike (NasdaqGS:CRWD) Q4 2026 Earnings call March 03, 2026 05:00 PM ET Company ParticipantsAndy Nowinski - Vice President of Investor Relations and Strategic FinanceBurt Podbere - CFOFatima Boolani - Managing Director and Co-Head of U.S. Software Equity ResearchGeorge Kurtz - CEO and FounderMatt Hedberg - Managing Director and Head of Global TIMT ResearchTodd Weller - Managing DirectorConference Call ParticipantsBrad Zelnick - Managing Director and Senior US Software AnalystBrian Essex - Executive Dir ...

Question-and-Answer SessionYou guys have done a great job over the last year or so of pivoting the business towards Tenable One and exposure management over the last couple of years. Just how did you guys put yourself in position to capitalize on this transition?Stephen VintzCo-CEO & Director I would say it really comes down to three things. Number one, it's recognizing early on that exposure management is a larger expansionary opportunity to vulnerability management. So if you look at our roots over the ye ...

CrowdStrike (NasdaqGS:CRWD) Q4 2026 Earnings call March 03, 2026 05:00 PM ET Company ParticipantsAndy Nowinski - Vice President of Investor Relations and Strategic FinanceBurt Podbere - CFOFatima Boolani - Managing Director and Co-Head of U.S. Software Equity ResearchGeorge Kurtz - CEO and FounderMatt Hedberg - Managing Director and Head of Global TIMT ResearchTodd Weller - Managing DirectorConference Call ParticipantsBrad Zelnick - Managing Director and Senior US Software AnalystBrian Essex - Executive Dir ...

Iran has made hundreds of attempts to hack into security cameras in government and financial institutions in Israel and Gulf countries since the war began on Saturday, according to a new report by Check Point, a Tel Aviv-based cyber security company. https://t.co/To4jubl9Zo ...

Financial Data and Key Metrics Changes - CrowdStrike achieved record net new ARR of $331 million for Q4 FY 2026, growing 47% year-over-year, and delivered $1.01 billion in net new ARR for the year, up 25% year-over-year [4][28] - Ending ARR reached $5.25 billion, marking a 24% growth year-over-year, making CrowdStrike the fastest pure-play cybersecurity software company to achieve this milestone [5][28] - Record free cash flow of $376 million for Q4, representing 29% of revenue, and $1.24 billion for the year, or 26% of revenue [5][29] - Operating income for Q4 was $326 million, or 25% of revenue, with a total of $1.05 billion for the year, exceeding the billion-dollar milestone for the first time [5][29] Business Line Data and Key Metrics Changes - The cloud, next-gen identity, and next-gen SIEM solutions collectively saw ending ARR growth of more than 45% year-over-year [6][17] - The Next-Gen Identity business ended FY 2026 with over $520 million in ending ARR, growing more than 34% year-over-year [18] - The cloud business exceeded $800 million in ending ARR, with growth accelerating for the second consecutive quarter [20] - The next-gen SIEM business grew over 75% year-over-year, delivering ending ARR of more than $585 million [21] Market Data and Key Metrics Changes - Geographic revenue mix for Q4 consisted of approximately 66% from the U.S. and 34% from international markets, with EMEA and APAC showing year-over-year revenue growth acceleration compared to Q3 [33] - The company reported broad strength across major geographic markets, including the U.S., Japan, Europe, the Middle East, and Africa, all exceeding expectations [33] Company Strategy and Development Direction - CrowdStrike positions itself as an AI adoption accelerator, emphasizing the necessity of security for AI applications [26] - The company is focused on leveraging AI within its platform while helping organizations adopt AI securely, indicating a strategic alignment with the ongoing AI revolution [35] - The introduction of the Falcon Flex subscription model has transformed customer engagement, leading to increased module adoption and higher retention rates [15][31] Management's Comments on Operating Environment and Future Outlook - Management highlighted the AI revolution as a generational growth opportunity, with expectations for continued strong performance driven by AI adoption and platform consolidation [35][36] - The company anticipates a strong Q1 FY 2027 pipeline, which grew 49% year-over-year, reinforcing confidence in delivering profitable growth [32][70] - Management noted that the competitive landscape is evolving, with a clear distinction between companies that are vulnerable and those that will thrive, with CrowdStrike positioned in the latter group [35][36] Other Important Information - The company has made strategic acquisitions, including SGNL and Seraphic, expected to contribute to net new ARR in FY 2027 [36][37] - CrowdStrike's cash and cash equivalents increased to $5.23 billion, with record cash flow from operations of $497.9 million [34] Q&A Session Summary Question: When will securing AI materialize to ARR meaningfully for CrowdStrike? - Management indicated that growth in protecting AI is already happening, with significant opportunities in various areas related to AI security [47][48] Question: Can you provide insights on recent acquisitions and the journey towards agentic security? - Management emphasized that identity is a major threat vector and highlighted the importance of their acquisitions in enhancing identity security capabilities [51][52] Question: How does CrowdStrike view the competitive environment in cloud security? - Management expressed confidence in their cloud security offerings, emphasizing the effectiveness of their runtime protection technology and the ability to stop breaches [59][60]

Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...