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Can Platform Expansion Keep Aiding CyberArk's Subscription ARR Growth?
ZACKS· 2025-07-10 15:11
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 ...
CRWD FCF Margin Soars to 25%: Can it Hit FY27 Target of More Than 30%?
ZACKS· 2025-07-08 15:16
Core Insights - CrowdStrike Holdings (CRWD) reported a strong start to fiscal 2026 with a free cash flow (FCF) margin increase to 25% from 23% in the previous quarter, generating $279 million in free cash flow despite incurring $61 million in outage-related expenses [1][10] Financial Performance - The company's revenue grew 20% year over year to $1.1 billion in the fiscal first quarter, driven by the adoption of the Falcon Flex platform, with over 820 customer accounts utilizing this model [2] - CrowdStrike achieved a deal value milestone of $3.2 billion within two years of launching Falcon Flex, reflecting a 31% sequential growth and over six times year-over-year growth [2][10] Strategic Initiatives - A strategic realignment in May 2025 focused on reallocating investments into growth areas such as cloud, identity, exposure management, AI, and Next-Gen Security Information and Event Management, which is expected to enhance platform resilience and add at least 1% to its non-GAAP operating margin target in fiscal 2027 [3] - The company aims to exceed 30% in free cash flow margins by fiscal 2027 if the current pace of platform gains and Flex adoption continues [4] Competitive Landscape - Competitors like Zscaler (ZS) and SentinelOne (S) are also evolving their platforms to meet enterprise security demands, with Zscaler reporting an annual recurring revenue (ARR) of $2.9 billion, up 23% year over year [5][6] - SentinelOne experienced a 24% year-over-year growth in ARR in the first quarter of fiscal 2026, driven by the adoption of its AI-first Singularity platform [7] Valuation Metrics - CrowdStrike's shares have increased by 47.5% year to date, outperforming the security industry's growth of 25.6% [8] - The company trades at a forward price-to-sales ratio of 24.14X, significantly higher than the industry's average of 15.06X [11] - The Zacks Consensus Estimate for CRWD's fiscal 2026 earnings indicates a year-over-year decline of 10.94%, while fiscal 2027 earnings are projected to grow by 34.68% [14]
PANW's Platformization Gains Speed: Can it Multiply the Customer Base?
ZACKS· 2025-07-01 15:05
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 ...
Zscaler's Platform Keeps Growing: Is Zero Trust Everywhere the Key?
ZACKS· 2025-06-26 14:41
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 ...
PANW's Prisma AIRS: Does it Give an Edge in AI Model Security?
ZACKS· 2025-06-24 15:31
Core Insights - Palo Alto Networks (PANW) is enhancing its focus on artificial intelligence (AI) model security with the launch of Prisma AI-Ready Security (Prisma AIRS) in April 2025, addressing the increasing risks associated with unsecured AI models as enterprises adopt AI technologies [1][11] - Prisma AIRS is integrated into the Prisma Cloud platform, making AI model security a part of overall cloud protection, which is a strategic move given the inadequacies of traditional security tools in addressing AI-specific threats [2] - The company reported a significant rise in customer demand for securing AI deployments, with over 35 AI models currently in use across its products, necessitating constant protection and scanning [3] Product Development and Strategy - Prisma AIRS enhances existing capabilities in posture management and runtime security, with plans to include security for AI agents in the future [4] - The acquisition of Protect AI is expected to further strengthen Prisma AIRS, integrating its capabilities into the platform for comprehensive AI security throughout the AI development lifecycle [4][5] - Prisma AIRS has already established an eight-figure sales pipeline shortly after its launch, with AI infrastructure spending projected to exceed $300 billion in the next year, presenting a significant opportunity for the company [5] Competitive Landscape - Competitors like CrowdStrike (CRWD) and SentinelOne (S) are also advancing in AI innovation and platform expansion, with CrowdStrike leveraging its Charlotte AI for automated cybersecurity solutions [6][7] - SentinelOne has reported a year-over-year growth of 24% in its annual recurring revenue (ARR), driven by the adoption of its AI-first Singularity platform [8] Financial Performance and Valuation - PANW shares have increased by 11.8% year to date, while the security industry has seen a growth of 20.3% [9] - The company trades at a forward price-to-sales ratio of 12.86X, which is lower than the industry average of 14.5X, indicating potential valuation attractiveness [13] - The Zacks Consensus Estimate for PANW's fiscal 2025 and 2026 earnings suggests year-over-year growth of 15.14% and 11.12%, respectively, with recent upward revisions in estimates [16]
Can Charlotte AI Give CrowdStrike an Edge in Cybersecurity?
ZACKS· 2025-06-16 14:45
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]
SentinelOne: AI Makes This Cybersecurity Stock A Smart Buy
Seeking Alpha· 2025-06-10 19:16
Group 1 - SentinelOne Inc. operates in the cybersecurity industry, generating nearly all its revenue from recurring subscriptions on its Singularity Platform [1] - The Singularity Platform offers AI-powered autonomous threat prevention, detection, and response services [1] - The company also provides a generative AI solution as part of its offerings [1]
Is CyberArk's AI Focus Enough to Sustain Its ARR Growth Momentum?
ZACKS· 2025-06-10 14:50
Key Takeaways CYBR posted Q1 ARR of $1.22B, with $46M in net new ARR driven by rising subscriptions and platform use. Subscription ARR hit $1.03B, now nearly 85% of total ARR, underscoring financial stability and growth. New AI tool Secure AI Agent and major machine identity deals highlight CYBR's evolving security strategy.CyberArk Software (CYBR) reported solid first-quarter fiscal 2025 results with Annual Recurring Revenues (ARR) of $1.22 billion, up from $1.17 billion as reported in the last quarter. ...
Zscaler Nears $3B ARR Goal: Can It Maintain the Momentum Through FY25?
ZACKS· 2025-06-10 14:41
Key Takeaways Zscaler hit $2.9B in ARR in Q3, maintaining 23% YoY growth for the third straight quarter. Z-Flex drove $65M in TCV bookings, boosting ARR from major clients by more than 40%. Zero Trust Everywhere saw 60% customer growth, now targeting 390 clients by FY26 end.Zscaler (ZS) ended third-quarter fiscal 2025 with $2.9 billion in annual recurring revenues (ARR), representing the third consecutive quarter of 23% year-over-year growth. The management stated that it remains confident in achieving it ...
SentinelOne vs. Fortinet: Which Cybersecurity Stock is the Better Buy?
ZACKS· 2025-06-06 18:26
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 ...