Third Quarter Highlights Revenue grows 23% year-over-year to $678.0 millionCalculated billings grows 25% year-over-year to $784.5 millionDeferred revenue grows 26% year-over-year to $1,985.0 millionGAAP net loss of $4.1 million compared to GAAP net income of $19.1 million on a year-over-year basis Non-GAAP net income of $136.8 million compared to non-GAAP net income of $113.0 million on a year-over-year basis SAN JOSE, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS), the leader in cloud ...

Okta (OKTA -14.34%) reported its fiscal 2026 first-quarter earnings on May 27, 2025, delivering 12% year-over-year total revenue growth, record profitability, and strong cash flow. Management introduced suite-based pricing, announced accelerating product innovation in both human and nonhuman identity, and issued full-year fiscal 2026 guidance for 9%-10% revenue growth, a 25% adjusted operating margin, and a 27% free cash flow margin. The call highlighted momentum with large enterprises, U.S. public sector w ...

文章核心观点 - Zscaler宣布收购Red Canary，二者结合将打造统一的安全运营中心，重新定义企业应对网络威胁的方式，加速实现人工智能驱动的未来安全运营中心愿景 [1][2] 收购情况 - Zscaler签署最终协议收购Red Canary，收购预计2025年8月完成，需满足包括监管批准在内的惯例成交条件 [1][4] 双方优势 Zscaler - 拥有超15年运营全球最大云安全平台的经验，处理超5000亿笔日交易，保护近45%的财富500强企业，利用大量高质量数据湖加速开发先进人工智能驱动解决方案 [2] - 其零信任交换平台和创新的人工智能风险管理服务正在颠覆传统安全运营 [2] Red Canary - 在安全运营领域拥有超10年专业经验，能使客户调查威胁速度提高至传统方法的10倍，准确率达99.6%，通过自动修复简化工作流程 [1] - 连续三年被评为《Forrester Wave™：托管检测与响应》领导者，连续七年入选《Gartner®托管检测与响应市场指南》，在安全运营中心中帮助安全团队自动化修复工作流程，提高效率和安全成果 [2] 收购意义 - 结合Zscaler的人工智能零信任平台与Red Canary在威胁检测和响应方面的专业知识，解决运营商痛点，使安全团队能更快速高效地检测、分类、调查和应对威胁 [3] - 双方技术和专业知识结合，借助Zscaler的全球规模和数据，推动人工智能、威胁情报和检测工程创新，更好应对快速变化的威胁态势 [4]

Cloudflare, Inc. (NET) has gained 8.8% over the past three months. The stock has significantly outperformed the Zacks Internet – Software industry, which has declined 2% during the same period. This outperformance reflects strong investor confidence, supported by the company’s strong fundamentals, expanding enterprise adoption and AI-driven growth initiatives.Additionally, strong first-quarter 2025 results have instilled investors’ confidence in the stock. The company reported revenues of $479.1 million, re ...

SAN JOSE, Calif., May 27, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced that the company will host an innovations briefing for investors on June 3, 2025. The briefing will take place in Las Vegas, Nevada, during the company’s Zenith Live 2025 event. Zscaler Investor Innovations Briefing - Zenith Live 2025Tuesday, June 3, 202511:30 a.m. PT (2:30 p.m. ET) The briefing is scheduled to conclude before 2:00 p.m. PT (5:00 p.m. ET). A live webcast and replay wil ...

Zscaler Positioned Highest On Ability to Execute in the Evaluation, Named a Leader for Fourth Consecutive YearSAN JOSE, Calif., May 23, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, today announced it has been positioned by Gartner, Inc. in the Leaders quadrant of the “2025 Security Service Edge Magic Quadrant.” This year, Zscaler set the bar by excelling beyond all other vendors, placed highest on the ‘Ability to Execute’ axis. SSE enables secure, identity- and policy-d ...

SAN JOSE, Calif., May 21, 2025 (GLOBE NEWSWIRE) -- Zscaler, Inc. (NASDAQ: ZS), the leader in cloud security, is pleased to announce that Raj Judge has been appointed to the company’s Board of Directors and joined as Executive Vice President of Corporate Strategy and Ventures. In this role, Judge will lead the company’s growth strategy, business development, and venture investment initiatives to drive Zscaler to $5 billion in ARR and beyond. Judge brings over 25 years of experience in the tech legal and vent ...

Zscaler (NASDAQ: ZS ) continues to gain momentum as one of the leading cloud native cybersecurity providers in the world. They currently leverage a Zero Trust architecture that helps enterprises secure users, apps, and systems across increasingly complex IT environments. The company'sHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both theoretical knowledge and practical exp ...

SAN ANTONIO, May 21, 2025 (GLOBE NEWSWIRE) -- Rubrik (NYSE: RBRK), a leading cyber resilience company, and Rackspace Technology (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, have announced Rackspace Cyber Recovery Service – a new managed service for customers operating in public cloud. By combining Rubrik's orchestrated data protection and cyber recovery solutions with Rackspace's DevOps principles and managed services, enterprises can simplify and accelerate recovery from ranso ...

文章核心观点 Varonis Systems公司的云原生数据安全平台成为同类中首个获得联邦风险和授权管理计划（FedRAMP）授权的平台，彰显其数据安全实力与对公共部门的承诺 [1][2] 公司情况 - 公司是数据安全领域领导者，与传统网络安全公司不同，其云原生数据安全平台可通过人工智能驱动的自动化持续发现和分类关键数据、消除暴露风险并检测高级威胁 [6] - 全球数千个组织信任该公司保护其在SaaS、IaaS和混合云环境中的数据，客户可使用该公司平台实现数据安全态势管理、数据分类等多种安全成果 [7] 平台成果 - 公司云原生数据安全平台是同类中首个获得FedRAMP授权的平台，这一行业里程碑表明该平台符合严格的云托管安全解决方案标准，凸显公司为联邦机构和公共部门组织提供一流数据安全的承诺 [1][2] - 公司首席执行官表示，FedRAMP是黄金标准，公司是唯一获得该认证的数据安全平台，能为公共部门和对安全标准有严格要求的私营企业带来价值和自动化优势 [3] - 为获得FedRAMP适度授权，公司云数据安全平台成功通过了广泛的第三方评估 [3] 平台应用 - 政府机构和联邦系统集成商已依赖该公司支持零信任、内部威胁检测、数据丢失预防等工作，并遵守相关规定 [4] - 公共部门实体可采用该公司行业领先的平台加速数据安全计划，并为安全推出人工智能做好准备，该平台已可供联邦机构购买 [4] 额外资源 - 可查看公司为何被领先分析公司评为领导者和客户最爱、为何是Gartner® Peer Insights™客户之选和排名第一的DSPM等内容 [8] - 可安排30分钟演示查看公司平台实际运行情况、了解公司集成情况、访问公司官网了解解决方案组合等 [8]