It's time to spotlight AI versus cybersecurity and why some of these cyber stocks could be the real AI winners. Joining us now Dr. . Chris Pierson, the CEO at Black Cloak to take a deeper dive into the space.Chris, thank you so much for being with us today. You know, we spend so much time talking about who the AI winners are going to be and we talk about all these big hyperscaler names and I've said SASpocalypse more times than I would like to admit at this point over the last month, but you make a very com ...

Key Takeaways Global unrest is driving higher defense spending, boosting demand for BA's military and aerospace products.General Dynamics posted a $118.05B backlog and $178.94B total estimated contract value in Q4 2025.GD shows stronger debt metrics and stock performance, with shares up 0.1% vs Boeing's 10.6% decline.Heightened global unrest has emerged as a powerful growth driver for leading aerospace and defense companies, such as Boeing (BA) and General Dynamics (GD) . Rising geopolitical tensions have p ...

Core Insights - Okta and Zscaler are both leaders in the cybersecurity market, serving different niches, but Zscaler is viewed as the stronger long-term investment due to its superior growth trajectory [9] Okta - Okta reported a 12% year-over-year revenue increase for fiscal 2026, with subscriptions nearing $3 billion and a turnaround from net loss to net gain in operating income [1] - Guidance for fiscal 2027 indicates a slowdown, with only 9% revenue growth expected, down from 12% [2] - The company faces challenges as AI poses a significant threat, and its stock has dropped 30% in the past year, potentially making it undervalued [3] Zscaler - Zscaler reported a 26% year-over-year revenue increase in Q2 of fiscal 2026, with annual recurring revenue growing 25% to $3.3 billion [5] - The company revised its full-year 2026 guidance upward, now expecting 24% revenue growth, and its stock is trading at a premium with a forward P/E ratio above 40 [6] - Zscaler meets the "Rule of 40" for SaaS companies, indicating efficient growth with a combined growth rate and profit margin exceeding 40% [8] - The company is focusing on AI-driven security products, collaborating with AI to enhance customer safety [8]

Core Insights - Rubrik Inc. reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings of $0.04 per share, surpassing the estimated loss of $0.11 per share by $0.15 [1] - The company's revenue for the quarter reached $377.7 million, which is a 46% increase year over year and above the consensus estimate of $350.56 million [1] Subscription Revenue - Subscription annual recurring revenue (ARR) increased by 34% year over year to $1.46 billion, with a record addition of $115 million in net new subscription ARR during the quarter [2] - For the first quarter of fiscal 2027, Rubrik anticipates revenue between $365 million and $367 million, with a midpoint of $366 million exceeding the analyst consensus estimate of $349.5 million [2] Fiscal 2027 Guidance - For fiscal 2027, the company forecasts total revenue between $1.597 billion and $1.607 billion, with a midpoint of $1.602 billion above the consensus estimate of $1.58 billion [3] - Full-year adjusted earnings per share are expected to range from $0.07 to $0.27, with the low end matching analyst forecasts [3]

分组1 - SentinelOne reported quarterly earnings of $0.07 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and showing an increase from $0.04 per share a year ago, representing an earnings surprise of +18.24% [1] - The company achieved revenues of $271.15 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.07% and increasing from $225.52 million year-over-year [2] - Over the last four quarters, SentinelOne has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] 分组2 - The stock has underperformed the market, losing about 5.6% since the beginning of the year, compared to a 1% decline in the S&P 500 [3] - The current consensus EPS estimate for the coming quarter is $0.05 on revenues of $276.91 million, and for the current fiscal year, it is $0.29 on revenues of $1.2 billion [7] - The Zacks Industry Rank indicates that the Security industry is in the top 36% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]

CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are trading slightly lower Tuesday morning as investors brace for the cybersecurity company's fourth-quarter earnings after the closing bell, with geopolitics adding a new layer of uncertainty. Here’s what investors need to know.CrowdStrike Holdings stock is trading in a tight range. What’s ahead for CRWD stock?CrowdStrike Revenue, Earnings Growth In Focus TuesdayAnalysts expect revenue of about $1.30 billion, up from $1.06 billion a year earlier, and earnings o ...

Core Viewpoint - CrowdStrike is expected to report earnings after the market closes on Tuesday, with traders anticipating significant stock movement following the results [1] Company Summary - CrowdStrike is a cybersecurity provider that is preparing to release its earnings report [1]

Good morning. As the U.S.–Iran conflict continues, banks and corporations face heightened risk of Iranian or proxy cyberattacks—not only on their systems but also on the vendors and service providers that support finance operations. For CFOs, this is no longer a back-office IT issue; it’s a balance sheet, liquidity, and disclosure risk. “We’re in the midst of annual planning cycles and insurance renewals, which makes this the critical window for CFOs to reassess vendor cyber resilience and coverage ade ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will release earnings results for its fourth quarter, after the closing bell on Tuesday, March 3.Analysts expect the Austin, Texas-based company to report quarterly earnings at $1.10 per share, up from $1.03 per share in the year-ago period. The consensus estimate for CrowdStrike's quarterly revenue is $1.30 billion, versus $1.06 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in two straight quarters a ...

As filed with the United States Securities and Exchange Commission on February 27, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ______________________________________________ UDynamics Limited (Exact name of registrant as specified in its charter) ______________________________________________ | British Virgin Islands | 7371 | Not Applicable | | --- | --- | --- | | (State or other jurisdic ...