Key Takeaways Palo Alto Networks' NGS ARR rose 32% year over year to $5.58B, with $490M net new ARR added in Q4.SASE ARR grew 35%, boosted by a $60M mega-deal and over 6M Prisma Access Browser licenses.XSIAM reached 400 customers, while AI security ARR jumped 2.5x year over year to $545M.Palo Alto Networks (PANW) ended the fourth quarter of fiscal 2025, showing strong growth in its Next-Generation Security (NGS) business. The company’s NGS annual recurring revenue (ARR) grew 32% year over year to $5.58 bill ...

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It has been about a month since the last earnings report for Check Point Software (CHKP) . Shares have added about 2.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Check Point due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.Check Point Software Q2 Earnings Top ...

Core Insights - Palo Alto Networks' Extended Security Intelligence and Automation Management (XSIAM) is experiencing significant growth and is expected to be a key driver of future growth for the company [1][5] - The company reported a strong customer base for XSIAM, with approximately 400 customers and an average annual recurring revenue (ARR) exceeding $1 million per customer [2][10] - New modules, such as Exposure Management, have been added to XSIAM, enhancing its capabilities and supporting the company's strategy of offering multiple security tools on a single platform [3] Customer Adoption and Performance - About 25% of XSIAM customers are Global 2000 companies, indicating robust adoption among large enterprises [2][10] - A notable deal was closed with a leading European bank for over $60 million, which included the adoption of XSIAM, reflecting demand for integrated security solutions [4][10] - More than 60% of XSIAM customers reported a mean time to respond of under 10 minutes, showcasing the platform's effectiveness [5] Financial Outlook - The company has a net retention rate of approximately 120% for platform customers, with minimal churn, providing a solid foundation for upselling [3] - The Zacks Consensus Estimate predicts revenue growth of around 13% for fiscal years 2026 and 2027 [5] - Palo Alto Networks trades at a forward price-to-sales ratio of 11.7X, slightly below the industry average of 12.11X [11] Competitive Landscape - Competitors like CrowdStrike and SentinelOne are also expanding their platforms and innovating with AI, with CrowdStrike reporting over 100% year-over-year growth in its Next-Gen SIEM ARR [6][7]

Key Takeaways CrowdStrike expects Q2 revenues of $1.14B-$1.15B, up 19% year over year but slower than Q1. Free cash flow slipped to $279.4M from $322.5M last year due to a costly outage.ARR hit a record $4.4B in Q1, with management targeting $10B by fiscal 2031.CrowdStrike Holdings, Inc. (CRWD) is preparing to announce its fiscal 2026 second-quarter earnings after the closing bell on Aug. 27. CrowdStrike has gained favor on Wall Street as demand for contemporary security solutions remains robust.  However, ...

Financial Data and Key Metrics Changes - The company reported net sales for Q4 increased by 0.8% to $50.7 million compared to $50.3 million for the same period last year [17] - For the fiscal year, net sales decreased by 3.8% to $181.6 million from $188.8 million [17] - Recurring monthly service revenue increased by 10% in Q4 to $22.4 million compared to $20.4 million last year [17] - Recurring revenue run rate reached $94 million, up $5 million from the prior quarter, marking the largest quarterly increase in two years [12] - Net income for Q4 decreased by 14% to $11.6 million, or $0.33 per diluted share, compared to $13.5 million, or $0.36 per diluted share, last year [23] Business Line Data and Key Metrics Changes - Equipment sales for Q4 decreased by 5.5% to $28.3 million compared to $29.9 million last year, while for the fiscal year, equipment sales decreased by 15.7% to $95.3 million [18] - Gross profit for recurring service revenue increased by 10.3% to $20.3 million with a gross margin of 91% [18] - Gross profit for equipment revenue in Q4 decreased by 31.2% to $6.4 million with a gross margin of 23% [18] Market Data and Key Metrics Changes - The company experienced a strong rebound in hardware sales in Q4, increasing 27% sequentially from Q3 [28] - The recurring revenue now represents nearly half of total sales, reflecting a strong demand for StarLink radios [27] Company Strategy and Development Direction - The company is focused on maintaining operational discipline and investing for sustainable growth despite macroeconomic uncertainties [7] - Pricing adjustments have been implemented to protect margins, with an 8.5% increase to offset rising tariff costs and a standard annual increase of 5% [15] - The company is committed to expanding its recurring revenue opportunities through new product developments, including the MVP platform for cloud-based access control systems [32] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding future growth, emphasizing the importance of adapting to tariff policies and market conditions [29] - The company aims to leverage its strong balance sheet for potential strategic acquisitions while continuing to return capital to shareholders [30] Other Important Information - The company ended the fiscal year with approximately $100 million in cash and no debt, providing significant flexibility for future investments [14] - The company returned $13.6 million in dividends and repurchased $36.8 million of its stock during the fiscal year [14] Q&A Session Summary Question: Concerns about channel inventories due to distributor destocking - Management indicated that inventory bought pre-tariff increase was expected to lead to more purchases, with strong sell-through stats observed [36][37] Question: Potential for further increases in recurring service revenue - Management expects continued growth in recurring revenue, driven by strong radio sales, although the timing of revenue recognition may vary [41][43] Question: Impact of price increases on equipment sales growth - Management believes that the pricing increases will support double-digit growth in equipment sales, especially given easier comparisons from the previous year [45] Question: Churn rates and pricing impact on recurring revenues - Management reported negligible churn in commercial accounts and noted that pricing increases have not faced pushback from customers [67][70] Question: Future dividend and buyback plans - Management indicated that there is room for future dividend increases and is always looking for opportunities to repurchase shares [72]

Core Insights - Cemtrex Inc. has signed non-binding letters of intent to acquire two profitable U.S.-based businesses in industrial robotics integration and aerospace and defense systems engineering, which are expected to contribute $15–18 million in annual revenue and $2.5–3 million in operating income once integrated [1][2][3] Group 1: Acquisition Details - The acquisitions align with Cemtrex's long-term strategy to expand into high-value markets with strong macro tailwinds, enhancing its scale, margin, and strategic capabilities [2][4] - The robotics integrator specializes in automation systems for agriculture and construction, while the aerospace and defense firm provides high-reliability communications and electronics systems, adding a new strategic vertical relevant to national security and space infrastructure [2][3] Group 2: Financial Projections - Combined with organic growth initiatives, these acquisitions are projected to help Cemtrex reach $100 million in total revenue and significantly expand operating profit [3][4] - The company aims to build a platform with durable earnings power and attractive operating margins, targeting over $150 million in revenue [4] Group 3: Company Overview - Cemtrex operates in the Security and Industrial sectors, with its Security segment providing advanced video management software and integrated surveillance solutions, while the Industrial segment offers expert services to manufacturers [5]

Core Insights - Okta (OKTA) is expected to report second-quarter fiscal 2026 results on August 26, with anticipated non-GAAP earnings between 83-84 cents per share and revenues projected at $710-$712 million, reflecting a year-over-year growth of 10% [1][9] Financial Performance - The Zacks Consensus Estimate for earnings has remained steady at 84 cents per share, indicating a year-over-year growth of 16.7%, while the revenue consensus is pegged at $711 million, showing an increase of 10.1% from the previous year [2] - Okta has consistently beaten the Zacks Consensus Estimate in the last four quarters, with an average earnings surprise of 13.53% [2] Business Growth Factors - Okta's expanding product portfolio, particularly in security and identity governance, is expected to drive client acquisition and revenue growth, with approximately 20,000 customers reported at the end of the first quarter of fiscal 2026 [3] - The number of customers with over $100,000 in Annual Contract Value increased by 70 sequentially to 4,870, indicating strong subscription revenue growth [3] - New product momentum, including offerings like Identity Governance and Identity Threat Protection with Okta AI, is anticipated to contribute positively to the upcoming quarter's performance [4] Strategic Partnerships - Okta benefits from a robust partner ecosystem, including major companies like Amazon Web Services, Microsoft, and Salesforce, with over 7,000 integrations with various applications and IT infrastructure providers [5][17] Market Position and Competition - Despite strong growth, Okta faces challenges from sluggish federal business and competition from Microsoft and other enterprise security providers like SentinelOne and Cisco [6] - Year-to-date, Okta shares have increased by 13.9%, outperforming the Zacks Computer & Technology sector and the Zacks Security industry [7] Valuation Insights - Okta's stock is currently considered overvalued, with a Value Score of D, and a forward 12-month Price/Sales ratio of 5.22X, higher than competitors like SentinelOne and Cisco [11] - For fiscal 2026, Okta expects revenues between $2.85 billion and $2.86 billion, indicating a growth of 9-10% from fiscal 2025 [16] Financial Health - Okta ended the first quarter of fiscal 2026 with $2.73 billion in cash and investments, with net cash provided by operations at $241 million and free cash flow at $238 million, raising free cash flow margin guidance to approximately 27% for fiscal 2026 [18]

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Core Insights - CrowdStrike (CRWD) is set to report its second-quarter fiscal 2026 results on August 27, 2025, with anticipated revenues between $1.14 billion and $1.15 billion, reflecting a year-over-year growth of 19.2% [1][8] - The expected non-GAAP earnings per share for the second quarter is between 82 cents and 84 cents, with a consensus estimate of 83 cents, indicating a year-over-year decline of 20.2% [2][8] - CrowdStrike's earnings have consistently beaten the Zacks Consensus Estimate in the past four quarters, with an average surprise of 13.2% [3] Revenue and Earnings Expectations - The Zacks Consensus Estimate for CrowdStrike's fiscal second-quarter revenues is pegged at $1.15 billion, indicating a year-over-year growth of 19.2% [1] - The expected non-GAAP earnings per share for the second quarter is between 82 cents and 84 cents, with a consensus estimate of 83 cents, indicating a year-over-year decline of 20.2% [2] Growth Drivers - The demand for CrowdStrike's cybersecurity products is expected to benefit from the increasing number of cyber threats and breaches, leading to greater security needs [6] - The Falcon Flex subscription model is a significant growth driver, with a total deal value of accounts adopting Falcon Flex reaching $3.2 billion, representing a 31% sequential growth and over six times year-over-year growth [7][8] - The partnership with Amazon Web Services (AWS) enhances CrowdStrike's product availability and co-selling opportunities, contributing positively to earnings [9][10] Cost Considerations - High Research & Development (R&D) and Sales & Marketing (S&M) costs are impacting CrowdStrike's profitability outlook, with R&D expenses increasing 12-fold and S&M expenses nearly ninefold over the last six fiscal years [19][20] Stock Performance and Valuation - Year-to-date, CrowdStrike shares have increased by 21.1%, outperforming the Zacks Security industry, which has returned 8.2% [12] - CrowdStrike is trading at a forward 12-month price-to-sales (P/S) ratio of 19.54X, compared to the industry's 12.02X, indicating a premium valuation [15][17] Investment Considerations - The Falcon Flex subscription model is a key driver for new customer acquisition, with significant deals secured in the last quarter, indicating strong enterprise demand [18] - Despite the potential for long-term benefits from increased investments, rising costs and a premium valuation suggest a cautious approach for investors [20]