Compare threat intelligence feeds based on indicator quality categories, including indicator age and number of tags.Understand how threat intelligence augments detections by looking at incident creation and closing classification metrics.See how ReversingLabs automation saves businesses time and money with estimates using operations data. CAMBRIDGE, Mass., Oct. 02, 2025 (GLOBE NEWSWIRE) -- ReversingLabs (RL), the trusted name in file and software security, today announced its inclusion in the Microsoft Secu ...

EMERYVILLE, Calif.--(BUSINESS WIRE)--Tanium, a leader in Autonomous Endpoint Management (AEM), today announced its inclusion in the Microsoft Sentinel partner ecosystem. Tanium was selected based on their proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. "Tanium delivers comprehensive, real-time endpoint intelligence through our AEM platform – which powers AI and automation. B. ...

Core Insights - Cyera has been included in the Microsoft Sentinel partner ecosystem, highlighting its strong relationship with Microsoft and expertise in Microsoft Security technologies [1] - The company's mission focuses on enhancing data security to enable organizations to innovate confidently with AI [1] Company Summary - Cyera was selected for its proven experience and willingness to engage with cutting-edge functionalities in security technology [1] - The partnership with Microsoft emphasizes the importance of data security as a foundational element of robust defense strategies [1]

Core Insights - Illumio Inc. has been included in the Microsoft Sentinel partner ecosystem, recognized for its expertise in Microsoft Security technologies and its collaborative relationship with Microsoft [1][2]. Company Overview - Illumio is a leader in ransomware and breach containment, focusing on redefining how organizations manage cyberattacks and enhance operational resilience through its AI-powered breach containment platform [5]. - The company is recognized as a Leader in the Forrester Wave™ for Microsegmentation, promoting Zero Trust principles to strengthen cyber resilience across critical infrastructure and systems [6]. Collaboration with Microsoft - Illumio is actively collaborating with Microsoft product teams to influence the development of Microsoft Sentinel, providing feedback on product operations and extending Sentinel's capabilities within the partner ecosystem [3]. - The integration of Illumio Insights into Microsoft Sentinel's data lake and security graph enhances security teams' ability to detect risks, follow attack paths, and isolate threats efficiently within existing Microsoft workflows [2][4]. Microsoft Sentinel Evolution - Microsoft Sentinel is evolving from a traditional Security Information and Event Management (SIEM) tool to an AI-ready platform, offering unified security data and intelligent reasoning tools for enhanced threat defense [4]. - The transformation of Microsoft Sentinel into a scalable backbone for modern defense is supported by a vibrant partner ecosystem, which includes Illumio's innovative solutions [2][4].

Industry Overview - The Zacks Computer Software industry is positioned to benefit from global digital transformation, with a shift to cloud and SaaS models providing recurring revenue visibility and flexibility for users [1] - The industry is experiencing growth driven by the integration of AI and ML technologies into various applications [1] Market Trends - The global software market is projected to grow at a CAGR of 11.3% from 2025 to 2030, reaching $1,397.31 billion [2] - Increased spending on AI and cloud technologies is expected to enhance the industry's prospects, with a focus on automation, personalization, and predictive analytics [4] - Cloud computing is becoming a dominant force, with businesses adopting hybrid and multi-cloud environments for flexibility and scalability [5] - The demand for cybersecurity software is rising due to increased cyberattacks, leading to a focus on performance management monitoring tools [6] Macroeconomic Factors - Global macroeconomic weakness and supply chain volatility are concerns for the industry, with inflation potentially affecting spending among small and medium-sized businesses [7] - Worldwide IT spending is projected to reach $5.43 trillion in 2025, reflecting a 7.9% increase from 2024, which is lower than previous forecasts [7] Industry Performance - The Zacks Computer Software industry has underperformed compared to the broader Zacks Computer and Technology sector and the S&P 500 Index over the past year, gaining 18.2% compared to 18.8% and 30% respectively [11] Valuation Metrics - The industry is currently trading at a forward 12-month P/E ratio of 33.11X, higher than the S&P 500's 23.24X and the sector's 28.69X [14] Company Highlights - **Manhattan Associates (MANH)**: Reported a 22% increase in cloud revenues for Q2 2025, with total revenues up 2.7% year over year. The Zacks Consensus Estimate for 2025 earnings is $4.81 per share, indicating 1.9% growth [18][20][19] - **PTC Inc (PTC)**: Focused on AI strategy with positive customer feedback and a Zacks Consensus Estimate for fiscal 2025 earnings at $6.69 per share, indicating 31.7% growth [23][26] - **Microsoft Corporation (MSFT)**: Achieved total revenue of $281.7 billion in fiscal 2025, with AI business revenue exceeding $13 billion, growing 175% year over year. The Zacks Consensus Estimate for fiscal 2026 earnings is $15.35 per share, indicating 12.5% growth [33][34]

Summary of Microsoft Security Conference Call Company Overview - **Company**: Microsoft - **Industry**: Cybersecurity Key Points and Arguments Microsoft Security Business - Microsoft has the largest security business globally, with a comprehensive portfolio that includes six product families: threat protection, identity management, device management, data security, and generative AI security solutions [6][7][8] Current Cybersecurity Challenges 1. **Threat Landscape**: - Unprecedented levels of cyber threats, with password attacks increasing from 4,000 per second last year to 7,000 this year, totaling 600 million attacks daily [11][12] - Attackers can infiltrate organizations in an average of 72 minutes [13] - The cybercrime economy is valued at $9.2 trillion annually, with a 5x increase in tracked unique attackers from 300 to 1,500 [13] 2. **Data Risks**: - 20% of data breaches are caused by insiders, and over 80% of leaders express concern about data security, especially with the rise of AI [14] 3. **Complexity**: - Organizations typically use over 40 security tools, leading to fragmentation and complexity in security management [15][16] Trends and Solutions - **Generative AI**: - AI is being leveraged for both enhancing security measures and protecting AI systems themselves [17] - **Consolidation and Simplification**: - The need for end-to-end protection and integration of security solutions is emphasized [17] Microsoft’s Differentiation - **Signal Processing**: - Microsoft processes 84 trillion signals daily, a tenfold increase from five years ago, providing deep threat intelligence [20][21] - **Comprehensive Portfolio**: - Microsoft offers a broad range of integrated security solutions across 50 categories, ensuring holistic protection [22][23] - **Best of Breed Solutions**: - Microsoft leads in 19 security categories, showcasing its commitment to quality and innovation [23] AI and Security - AI is transforming the threat landscape, with attackers using AI for faster and more sophisticated attacks, including phishing and identity theft [29][30] - Microsoft is focused on protecting the entire AI stack and using AI to enhance its security measures [32][33] Collaborative Ecosystem - Microsoft emphasizes collaboration within the security industry, launching agents developed by partners to enhance its security offerings [36][40] Secure Future Initiative - Launched in 2023, this initiative focuses on Zero Trust principles and aims to integrate security into every aspect of Microsoft’s operations, with 34,000 engineers dedicated to this project [41][44][46] Market Position and Shareholder Value - Security is a top priority for organizations, making it a defensible investment that directly impacts shareholder value [65][66] - Microsoft’s security innovations are expected to drive customer value and maintain a competitive edge in the market [66][67] Final Thoughts - Microsoft is actively securing 2 million applications with its Defender product and is committed to enhancing its security portfolio, particularly in the realm of generative AI [68][69] Additional Important Content - The discussion highlights the critical role of security in enabling trust and operational efficiency within organizations, emphasizing that without security, the functionality of technology is severely compromised [63][64]

Core Insights - SentinelOne's Singularity platform is an AI-native solution providing multi-level security, contributing to a 23% year-over-year revenue increase to $229 million in Q1 fiscal 2026 [1][9] - The platform's functionality is enhanced by components like Purple AI, which saw triple-digit growth in quarterly bookings, with an attach rate exceeding 25% [2][9] - The launch of Purple AI Athena marks a significant innovation in cybersecurity, and the availability of Singularity products in AWS Marketplace facilitates faster deployment of AI-powered security solutions [3] Financial Performance - Annualized recurring revenue (ARR) rose 24% year-over-year to $948.1 million in Q1 fiscal 2026, with large enterprise customers generating over $100K in ARR increasing by 22% to 1,459 [4][9] - The consensus estimate for Q2 fiscal 2026 earnings is 3 cents per share, indicating a 200% year-over-year increase, while the fiscal 2026 earnings estimate is 20 cents per share, suggesting a 21.32% growth [10] Competitive Landscape - SentinelOne faces significant competition from established players like Microsoft and CrowdStrike, which are enhancing their cybersecurity offerings [5][6] - Microsoft's recent addition of a data lake to its Microsoft Sentinel platform strengthens its position in the market [5] - CrowdStrike is capitalizing on the rising demand for cybersecurity solutions, particularly in the context of increased data breaches and the hybrid working trend [6] Stock Performance - SentinelOne's stock has declined by 24.3% year-to-date, underperforming the broader Zacks Computer & Technology sector and the Zacks Security industry [7]

Core Insights - Microsoft reported Q4 fiscal 2025 earnings of $3.95 per share, exceeding estimates by 8.96% and showing a year-over-year increase of 23.7% [1] - Revenues reached $76.44 billion, an 18.1% year-over-year growth, surpassing estimates by 3.7% [1] - The stock surged 9% in after-hours trading, driven by strong growth in the Azure cloud infrastructure unit [2] Financial Performance - Commercial bookings exceeded $100 billion for the first time, marking a 37% increase year-over-year [3] - Commercial remaining performance obligation rose to $368 billion, a 37% increase, with 35% expected to be recognized in the next 12 months [4] - Microsoft Cloud revenues were $46.7 billion, growing 27% year-over-year [5] Segment Performance - The Productivity & Business Processes segment contributed 43.3% to total revenues, with a 16% year-over-year increase to $33.1 billion [6] - M365 commercial cloud revenues increased 18%, with paid commercial seats growing 6% year-over-year [7] - The Intelligent Cloud segment reported revenues of $29.9 billion, a 26% increase, driven by Azure and on-premises server business [11] AI and Cloud Growth - Azure achieved over $75 billion in annual revenues with a 34% growth, expanding its global infrastructure to over 400 datacenters [20] - Microsoft optimized its AI infrastructure, delivering 90% more tokens per GPU compared to the previous year [21] - Copilot applications surpassed 100 million monthly active users, with significant enterprise adoption [22] Data Products and Innovations - Microsoft Fabric saw a 55% year-over-year revenue increase, becoming the fastest-growing database product in company history [24] - The company launched Azure AI Foundry to help customers design and manage AI applications [25] - Microsoft introduced the Microsoft Sovereign Cloud, addressing unique data residency and sovereignty requirements [27] Operating Results - Gross profit increased 16.4% year-over-year to $52.4 billion, with a gross margin of 69% [29] - Operating income rose 22.9% to $34.3 billion, with operating margins expanding to 44.9% [30] Balance Sheet and Cash Flow - As of June 30, 2025, Microsoft had $94.56 billion in cash and short-term investments, up from $79.61 billion [31] - Cash flow from operations was $42.6 billion, a 15% increase, with free cash flow at $25.6 billion [32] Guidance - For Q1 fiscal 2026, Microsoft expects revenue growth in the productivity and business processes segment between $32.2 billion and $32.5 billion [33] - In Azure, revenue growth is anticipated at 37% [35] - For More Personal Computing, projected revenues are between $12.4 billion and $12.9 billion [36]