Forward-Looking Statements All statements in this press release that do not directly and exclusively relate to historical facts constitute "forward-looking statements." These statements represent current expectations and beliefs, and no assurance can be given that the results described in such statements will be achieved. Such statements are subject to numerous assumptions, risks, uncertainties and other factors that could cause actual results to differ materially from those described in such statements, ma ...

Financial Performance - Q1 2025 revenue reached $239.1 million[12] - Q1 2025 unlevered free cash flow was $86.8 million[12] - Q1 2025 non-GAAP gross margin was 82%[12] - Q1 2025 recurring revenue was 96%[12] - The company forecasts revenue between $970 million and $980 million for the full year 2025[52] - The company forecasts unlevered free cash flow between $265 million and $275 million for the full year 2025[52] Market Position and Growth - The company is a category leader in Exposure Management[11] - The company has approximately 44,000 customers[12] - The company is ranked 1 in market share in Vulnerability Management[12, 23] - The total addressable market for cyber exposure is estimated at $33 billion with an 18% CAGR[29]

Key Takeaways Neudesic renewed its Microsoft Cloud Security Specialization to secure hybrid and multi-cloud systems. The move deepens IBM's integration with Microsoft and strengthens its enterprise security offerings. The certification supports IBM's growth in cloud consulting, boosting its presence across key industries.Neudesic, a subsidiary of International Business Machines Corporation (IBM) , has renewed its Cloud Security Specialization with Microsoft Corporation (MSFT) to continue delivering enterp ...

COLUMBIA, Md., June 30, 2025 (GLOBE NEWSWIRE) -- Tenable®, the exposure management company, today announced it has been named a Major Player in the debut IDC MarketScape: Worldwide Cloud-Native Application Protection Platform (CNAPP) 2025 Vendor Assessment (doc # US53549925, June 2025). Tenable's position as a Major Player in the IDC MarketScape is based on a comprehensive evaluation of its capabilities and strategies. The assessment criteria include structured discussions, interviews with market leaders, a ...

Global Leader in Advanced Security and Surveillance Technology & Industrial Services NASDAQ Listed | CETX Investor Presentation January 2025 | Share Price1 | $2.84 | | --- | --- | | Market Cap1 | $4.9M | | FY 2024 Revenue2 | $66.9M | | Cash & Cash Equivalents2 | $3.9M | | Shares Outstanding3 | 1.7M | | Float3 | 1.7M | | Headquarters | Hauppauge, NY | | Employees | 281 | Safe Harbor Statement This presentation may contain forward looking statements that involve numerous risks and uncertainties. Actual result ...

New enrollment locations offer convenient options for consumers to enroll in TSA PreCheck at Office Depot stores and other partner locations in 38 states across the United StatesASHBURN, Va., June 23, 2025 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), an authorized enrollment provider, continues to expand its nationwide TSA PreCheck® enrollment network with the opening of 41 new TSA PreCheck enrollment locations in May and an additional 41 locations in June (as of June 23, 2025), bringing greater acc ...

Insecure cloud configurations create widespread risk, highlighting the urgent need for unified cloud exposure managementCOLUMBIA, Md., June 18, 2025 (GLOBE NEWSWIRE) -- Tenable®, the exposure management company, today released its 2025 Cloud Security Risk Report. The research revealed that 9% of publicly accessible cloud storage contains sensitive data, 97% of which is classified as restricted or confidential. These exposures increase the risk of exploitation, particularly when paired with misconfigurations ...

Core Insights - Datadog has expanded its AI security capabilities to address critical security risks in AI environments, enhancing protection from development to production [1][2][3] AI Security Landscape - The rise of AI has created new security challenges, necessitating a reevaluation of existing threat models due to the autonomous nature of AI workloads [2] - AI-native applications are more vulnerable to security risks, including prompt and code injection, due to their non-deterministic behavior [3] Securing AI Development - Datadog Code Security is now generally available, enabling teams to detect and prioritize vulnerabilities in custom code and open-source libraries, utilizing AI for remediation [5] - The integration with developer tools like IDEs and GitHub allows for seamless vulnerability remediation without disrupting development processes [5] Hardening AI Application Security - Organizations need stronger security controls for AI applications, including separation of privileges and data classification, to mitigate new types of attacks [6] - Datadog LLM Observability monitors AI model integrity and performs toxicity checks to identify harmful behaviors [7] Runtime Security Measures - The complexity of AI applications complicates the task of security analysts in identifying and responding to threats [9] - The Bits AI Security Analyst, integrated into Datadog Cloud SIEM, autonomously triages security signals and provides actionable recommendations [10] Continuous Monitoring and Protection - Datadog's Workload Protection continuously monitors interactions between LLMs and their host environments, with new isolation capabilities to block exploitation of vulnerabilities [11] - The Sensitive Data Scanner helps prevent sensitive data leaks during AI model training and inference [8] Recent Announcements - New security capabilities were announced during the DASH conference, including Code Security, Cloud Security tools, and enhancements in LLM Observability [12]

Core Viewpoint - CrowdStrike's share prices declined following a report of decelerating revenue growth and maintained full-year revenue guidance, despite a year-to-date increase of nearly 37% in stock value [1] Revenue and Growth Metrics - CrowdStrike reported a 20% increase in revenue to $1.1 billion, matching analyst expectations, with subscription revenue also rising by 20% to $1.05 billion [4] - Annual recurring revenue (ARR) grew by 22% to $4.44 billion, adding $193.8 million in new ARR during the quarter [4] - Revenue growth has been decelerating over several quarters, with Q1 FY26 showing a 20% growth compared to 35% in Q3 FY24 [6][5] Future Expectations - The company anticipates improving sequential net new ARR growth in the next quarter and accelerating ARR growth in the second half of the fiscal year, driven by strong adoption of Falcon Flex [6][8] - Falcon Flex has closed over 820 deals worth $3.2 billion in less than two years, enhancing customer adoption of CrowdStrike's modules [6][7] Financial Performance - Adjusted earnings per share (EPS) fell 8% to $0.73, exceeding the adjusted consensus of $0.63, attributed to increased spending in sales, marketing, and R&D [10] - Operating cash flow was $384.1 million, with free cash flow at $279.4 million, and the company ended the quarter with $4.61 billion in net cash and short-term investments [11] Guidance and Valuation - CrowdStrike maintained its fiscal 2026 revenue guidance of $4.74 billion to $4.81 billion, indicating a growth of 20% to 22%, while raising adjusted EPS guidance to $3.44 to $3.56 [12] - The stock trades at a forward price-to-sales multiple of just under 24 times fiscal 2026 estimates, which is considered expensive given the current growth outlook [13][14]

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 ...