Key Takeaways FTNT's FortiGuard AI services led Q1 service revenue growth of 14% year over year to $1.08 billion. FortiGuard powers new offerings like Workspace Security Suite for AI-driven protection on major platforms. FTNT sees FortiGuard as a long-term growth driver, backed by 500 AI patents and deeper AI integration.Fortinet’s (FTNT) FortiGuard AI-powered security services have been gaining traction as more enterprises turn to real-time, automated protection to secure users, data and infrastructure. ...

Key Takeaways SentinelOne is currently better positioned than FTNT to deliver stronger AI security platform growth in 2025. S' Purple AI, Athena and Unified Cloud Suite are driving adoption, deal size and workflow automation. FTNT's growth faces headwinds from macro uncertainty and cautious sales forecasts despite strong SecOps tools.SentinelOne (S) and Fortinet (FTNT) are two well-known names in the cybersecurity space, each offering a wide range of tools to protect businesses from growing digital threat ...

Core Insights - Fortinet has launched the FortiMail Workspace Security suite, enhancing its data and productivity security portfolio to provide comprehensive email, browser, and collaboration security [1][4][5] - The new AI-powered solutions aim to address the evolving threat landscape, particularly against automated cybercrime tactics [2][3] - Fortinet's offerings are designed to protect users and sensitive data in hybrid work environments, integrating various security measures into a unified platform [8] Company Developments - The FortiMail platform has been significantly upgraded through the acquisition of Perception Point, making it the most customizable email security solution in the industry [4][5] - The FortiMail Workspace Security suite extends protection to collaboration tools like Microsoft 365, Google Workspace, and Slack, enhancing visibility and threat detection capabilities [5][6] - FortiDLP has been enhanced to provide advanced data tracking and insider risk management, allowing organizations to monitor sensitive data usage and detect high-risk behaviors [6] Industry Context - The 2025 Fortinet Global Threat Landscape Report indicates a rise in AI-enabled cybercrime, with attackers increasingly using automation for phishing and impersonation attacks [3] - Organizations are facing a growing need for unified security strategies that address both external threats and insider risks in a hybrid work environment [2][3]

Financial Data and Key Metrics Changes - The company reported revenue of $229 million for Q1, representing a 23% year-over-year growth [26] - Total Annual Recurring Revenue (ARR) grew 24% to $948 million [27] - The gross margin maintained at 79%, with an operating margin improvement to negative 2% [29] - Free cash flow margin reached a record 20%, with a trailing twelve-month basis expansion of five percentage points [29][35] Business Line Data and Key Metrics Changes - Revenue from international markets grew 27%, accounting for 38% of total quarterly revenue [27] - Customers with ARR of $100,000 or more increased by 22% to 1,459 [28] - The data solutions segment surpassed $100 million in ARR during Q1 [10] Market Data and Key Metrics Changes - The company observed elongated sales cycles due to macroeconomic uncertainty, impacting Q1 net new ARR [19] - Despite the challenges, win rates remained strong, and there were no project cancellations [19][52] Company Strategy and Development Direction - The company is focusing on a platform sales strategy rather than a product-centric approach, aiming to enhance flexibility and customer adoption [23][75] - Recent innovations include the unified cloud security suite and advancements in AI capabilities, which are expected to drive future growth [9][34] - The company achieved FedRAMP high authorization for several products, enhancing its competitive position in the public sector [13][14] Management's Comments on Operating Environment and Future Outlook - Management noted improved trends in May, with expectations for year-over-year net new ARR growth in Q2 to exceed Q1 [41][52] - The company remains cautious about macroeconomic conditions but is optimistic about the strength of its pipeline and demand [19][53] - The outlook for Q2 revenue is approximately $242 million, reflecting a 22% growth [31] Other Important Information - The company announced a $200 million open-ended share repurchase authorization, reflecting confidence in its long-term trajectory [36] - The company is committed to investing in AI-driven innovations while maintaining operational efficiency [33][84] Q&A Session Summary Question: Can you talk about incremental ARR in the quarter? - Management indicated that improved trends were observed in May and expects year-over-year net ARR growth in Q2 to improve relative to Q1, attributing Q1 challenges to macro volatility rather than elevated churn [41][43] Question: Can you clarify guidance assumptions? - Management acknowledged improved trends in May but is being cautious about potential external disruptions, which influenced the slight decrease in revenue guidance [48] Question: What are customers saying about slip deals? - Management noted that longer sales cycles were observed, particularly in April, but there have been no deal cancellations, and demand remains strong [51][52] Question: How is the productivity and bundle sale progressing? - Management highlighted that the breadth of the platform is significant, and efforts are being made to make it more flexible for customers [57] Question: What is the outlook for the SIEM market? - Management noted increasing interest in cloud-native SIEM solutions and the need for real-time threat addressing, which legacy systems struggle to provide [63] Question: What are the hiring plans for fiscal 2026? - Management indicated a focus on R&D hiring, with adjustments made based on business needs [105] Question: What is the impact of the share repurchase program on M&A? - Management stated that the strong liquidity position allows for opportunistic share repurchases while still having ample cash for potential M&A [93]

SuperCom (SPCB) Conference May 21, 2025 10:45 AM ET Speaker0 Alright. Let's let's get going. My name is Greg Burns. I'm an analyst at Sidoti. I'd like to welcome everyone here to Sidoti's May Microcap Conference, and thank you to, Supercom, ticker SPCB, for presenting, for us here this afternoon. Today from the company, we have Ordon Trebelsi, the company's president and CEO. He's gonna run through a presentation, and then we'll get to as much q and a at the end. If you do have a question, just enter it thr ...

SuperCom (SPCB) Q1 2025 Earnings Call May 14, 2025 10:00 AM ET Company Participants Ordan Trabelsi - President and CEO Conference Call Participants Matthew Galinko - SVP & Senior Research AnalystNone - Analyst Operator Ladies and gentlemen, good morning, and welcome to Supercom's First Quarter twenty twenty five Financial Results and Corporate Update Conference Call. At this time, all participants are in a listen only mode. Participants of this call are advised that the audio of this conference call is bein ...

Core Insights - SuperCom has signed a new contract with a Canadian electronic monitoring service provider, marking a significant step in its North American expansion and enhancing its global presence in the electronic monitoring market [1][3] - The partnership will introduce SuperCom's PureSecurity™ Suite into the provider's operations, potentially replacing hundreds of existing GPS units with SuperCom's advanced tracking technologies [2][3] Company Developments - The Canadian service provider has over 25 years of experience in the electronic monitoring industry and manages GPS monitoring programs for various justice and public safety clients [2] - Since mid-2024, SuperCom has secured over 20 new electronic monitoring contracts in the U.S. and expanded into 8 new states, including Arizona, Kentucky, and Utah [3] - This partnership is the fourth regional service provider collaboration for SuperCom in the past year, indicating a robust growth strategy in North America [3] Market Position - SuperCom has also expanded internationally, achieving government contracts across Europe and the EMEA region, including a significant domestic violence project [3] - The company's technology is increasingly in demand, reflecting its ability to deliver effective public safety solutions globally [3]

KVH Industries (KVHI) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Company Participants Anthony Pike - CFOBrent Bruun - President & CEOChris Quilty - Co-CEO & President Operator Good day, and thank you for standing by. Welcome to the Q1 '20 '20 '5 KVH Industries, Inc. Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You wi ...

Core Insights - Motorola Solutions, Inc. (MSI) has introduced new capabilities in its Avigilon physical security suite, enhancing critical communication infrastructure for organizations globally [1][2] - The enhancements aim to improve safety and collaboration with public safety agencies, facilitating better communication during emergencies [2][3] Company Developments - The Avigilon Alta SOS solution simplifies security management with features like video security, access control, and 24/7 virtual monitoring, designed to enhance efficiency and visibility [2] - The Avigilon Unity platform has been optimized for large-scale operations, allowing security operators to monitor complex events and set alerts for specific scenarios [3] - Motorola's acquisition of InVisit, a cloud-based visitor management solution provider, is expected to further enhance its Avigilon Alta security suite, addressing sophisticated security threats [5] Financial Performance - Motorola has seen a steady demand for video security products, with expectations of incremental revenue growth from the new enhancements [4][6] - The company's stock has gained 24.4% over the past year, compared to the industry's growth of 43.5% [7] Market Position - Motorola aims to strengthen its position in the public safety sector through strategic alliances and a diversified portfolio [4] - The company has expanded its offerings since acquiring Avigilon in 2018, focusing on advanced video surveillance and analytics for various sectors [5]