Avidan reported total ARR grew 11% year over year to $251 million, accelerating from 8% growth in the prior quarter, with cloud ARR cited as the “primary catalyst” behind the mix shift. Subscription revenue grew 21% year over year, which Zisapel described as a sharp acceleration from 12% growth in 2024, driven by both cloud momentum and product subscription demand.Management emphasized cloud security as a key driver of performance. Zisapel said cloud ARR rose 23% year over year and 7% sequentially to $95 mi ...