Key Takeaways CYBR's subscription ARR grew 65% year over year to $1.03B, now 85% of total ARR in Q1 FY25. Cross-selling wins like PKI and Venafi deals drove larger, stickier subscription contracts. Our model projects subscription ARR to rise 26% in 2025 as multi-solution adoption gains momentum.CyberArk (CYBR) reported strong subscription growth in the first quarter of fiscal 2025. Subscription annual recurring revenues (ARR) crossed $1.03 billion, up 65% from a year ago. Net new subscription ARR was $51 ...

Key Takeaways CRWD Q1 FCF margin rose to 25% with $279M free cash flow despite $61M outage-related costs. Falcon Flex reached $3.2B in deal value, growing 31% sequentially and sixfold year-over-year. CrowdStrike aims for FCF margins above 30% by FY27 with focus on AI and platform expansion.CrowdStrike Holdings (CRWD) delivered a solid start to fiscal 2026 with its free cash flow (FCF) margin climbing to 25% in the first quarter from 23% in the previous quarter. In the first quarter of fiscal 2026, CrowdSt ...

Key Takeaways ALL closed the sale of its Group Health business to Nationwide, making a roughly $500 million book gain. The move is part of ALL's $3.25 billion divestiture plan to exit Health and Benefits operations. ALL aims to boost focus on core operations like Property-Liability and Protection Services units.The Allstate Corporation (ALL) recently closed the sale of its Group Health business to Nationwide for a total consideration of $1.25 billion. ALL initially announced its intention to divest this b ...

Key Takeaways PANW added over 90 new platformized deals in Q3, reaching 1,250 among its top 5,000 accounts. Large wins include a $90M deal replacing legacy SIEM and a $46M switch by a financial services firm. Only 2% of PANW's 70,000 customers are fully platformized, showing significant future growth potential.Palo Alto Networks (PANW) is gaining strong traction with its platformization strategy, which involves getting customers to adopt multiple PANW products across network, cloud, and security operation ...

Beijing, China, June 27, 2025 (GLOBE NEWSWIRE) -- On 26 June 2025, The Future of Finance China 2025 was held by The Asian Banker in Beijing. LexinFintech received The Asian Banker’s “Best AI Technology for Financial Technology Company in China” in recognition of its pioneering innovations and applications in AI large models and agent‑based automation.The Asian Banker awards are renowned for their rigor, with winners selected by an international panel of bankers, consultants, and academics through a multi‑ro ...

Key Takeaways ZS grew Zero Trust Everywhere to 210 customers in Q3, up 60% sequentially, with strong new logo wins. ZS closed a seven-figure deal for cloud workload protection with an existing financial services client. New Zero Trust tools launched on AWS include agentless gateways and AI-driven microsegmentation.Zscaler (ZS) is expanding its Zero Trust Exchange with Zero Trust Everywhere. This strategy highlights Zscaler’s ability to take Zero Trust security beyond users to include Zero Trust for Cloud ...

Key Takeaways PANW launched Prisma AIRS to secure AI models across hybrid and multi-cloud deployments. The platform already has an eight-figure sales pipeline just weeks after its April 2025 debut. PANW plans to integrate Protect AI to expand Prisma AIRS into full-lifecycle AI model security.Palo Alto Networks (PANW) is doubling down on artificial intelligence (AI) model security at just the right time. With enterprises racing to adopt AI, the risks tied to unsecured models, like data leaks or tampering, ...

THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES TORONTO, June 18, 2025 (GLOBE NEWSWIRE) -- Further to its news releases dated June 2, 2025, June 9, 2025 and June 16, 2025, Goliath Resources Limited (TSX-V: GOT) (OTCQB: GOTRF) (Frankfurt: B4IF) (the “Company” or “Goliath”) is pleased to announce in addition to the bought deal financing that closed earlier this week of 7,256,500 common shares of ...

Core Insights - CrowdStrike (CRWD) is leveraging its Charlotte AI as a competitive advantage in automated cybersecurity, enhancing the efficiency of human security operations center (SOC) personnel [1][5] Group 1: Charlotte AI Enhancements - CrowdStrike is continuously improving Charlotte AI's capabilities, with the first quarter of fiscal 2026 seeing an expansion in its detection triage, enabling autonomous expert-level triage and response at machine speed [2] - Charlotte AI is also facilitating automation in vulnerability management, providing AI-powered network scanning for both managed and unmanaged devices [4] Group 2: Customer Adoption and Impact - A global healthcare customer signed an eight-figure Falcon Flex expansion, highlighting Charlotte AI's role in their AI-native SOC transformation [3] - A large financial services customer purchased Exposure Management for 120,000 devices, replacing legacy vendors, with Charlotte AI being central to this transition [4][10] Group 3: Competitive Landscape - Competitors like Palo Alto Networks (PANW) and SentinelOne (S) are also expanding their platforms and innovating with AI, with PANW's AI-driven XSIAM platform seeing over 200% year-over-year growth in annual recurring revenue (ARR) [6] - SentinelOne reported a 24% year-over-year growth in ARR, driven by the adoption of its AI-first Singularity platform [7] Group 4: Financial Performance and Valuation - CrowdStrike's shares have increased by 40.5% year to date, outperforming the security industry's growth of 20.1% [8] - The company trades at a forward price-to-sales ratio of 23.23X, higher than the industry's average of 14.52X [12] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings indicates a decline of 10.94%, while fiscal 2027 earnings are expected to grow by 34.74% [15]

THIS NEWS RELEASE IS INTENDED FOR DISTRIBUTION IN CANADA ONLY AND IS NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR DISSEMINATION IN THE UNITED STATES TORONTO, June 16, 2025 (GLOBE NEWSWIRE) -- Further to its news releases dated May 29, 2025, June 2, 2025, and June 9, 2025, Goliath Resources Limited (TSX-V: GOT) (OTCQB: GOTRF) (Frankfurt: B4IF) (the “Company” or “Goliath”) is pleased to announce that it has closed its “bought deal” private placement of 7,256,500 common shares of the Company (the ...