BlackBerry on Thursday raised the lower end of its fiscal 2026 revenue forecast, signalling strong demand for its cybersecurity software as companies ramp up spending to counter increasingly sophistic... ...

业绩总结 - Q3 FY26总收入为1.418亿美元，同比增长78%[8] - Q3 FY26调整后的毛利率为78%[8] - Q3 FY26非GAAP每股收益为0.05美元[8] - Q3 FY26 GAAP净收入为1370万美元，较去年同期改善2400万美元[12] - Q3 FY26调整后的EBITDA为2870万美元，调整后的运营支出为8540万美元[8] - Q4 FY26总收入预期在1.38亿至1.48亿美元之间[18] - FY26全年总收入预期在5.31亿至5.41亿美元之间[18] 用户数据 - 安全通信部门的年度经常性收入（ARR）在2024财年第三季度为199百万美元，保持91%的年度留存率[34] - 安全通信年度经常性收入（ARR）在Q1FY26为216百万美元，较Q4FY25的208百万美元增长了3.85%[99] - 安全通信的基于美元的净保留率（DBNRR）在Q3FY25为95%，在Q1FY26降至92%[99] 市场展望 - 2025年市场资本为26亿美元，预计2025年收入为5.35亿美元[25] - 预计到2026年，物联网核心可服务市场（SAM）将达到21亿美元，年均增长率为8-12%[54] - 2025财年QNX部门收入预计为236百万美元，年均增长率超过10%[70] 新产品与技术研发 - QNX部门在Q3 FY26实现收入6870万美元，同比增长10%[13] - 安全通信部门Q3 FY26收入为6700万美元，调整后的毛利率为72%[15] - 许可部门Q3 FY26收入为610万美元，调整后的EBITDA为530万美元[16] 财务表现 - 2024财年运营现金流为1700万美元，较2023财年的负400万美元显著改善[38] - 2025财年调整后EBITDA为59百万美元，调整后EBITDA利润率为25%[44] - GAAP收入在FY25的总额为534.9百万美元，Q4FY25的收入为141.7百万美元[100] 费用与支出 - GAAP研发费用在FY25为108.8百万美元，Q4FY25为23.2百万美元[100] - 重组费用在FY25总计为26.1百万，Q1FY26为2.9百万[99] - 股票补偿费用在FY25总计为20.6百万，Q1FY26为5.7百万[99] 负面信息 - Q1FY25净亏损为4140万美元，Q2FY25为1970万美元，Q3FY25为1050万美元，Q4FY25为740万美元，FY25总净亏损为7900万美元[94] - Q1FY26的经营活动提供的净现金为1790万美元，较Q4FY25的4200万美元下降了57.5%[99] - 自由现金流在Q1FY26为1700万美元，较Q4FY25的4150万美元下降了59.0%[99]

Shares of CSP Inc. (CSPI) have lost 15.1% since reporting results for the fourth quarter of fiscal 2025, underperforming the S&P 500 index’s 0.2% decline over the same period. Over the past month, however, the stock has moved in the opposite direction, gaining 16.2% compared with the S&P 500’s 2.7% advance, indicating a sharp rebound in more recent trading activity despite the post-earnings pullback.For the quarter ended Sept. 30, 2025, CSP reported revenues of $14.5 million, up 11% from $13 million in the ...

Wall Street spent 2025 chasing AI narratives. JPMorgan thinks 2026 will reward something far more practical: cybersecurity. While generative AI wrestles with monetization, security budgets remain locked in, positioning Palo Alto Networks Inc (NASDAQ:PANW) and Zscaler Inc (NASDAQ:ZS) as standout winners.Track PANW stock here.Cyber Risk Moves To The Top Of Board AgendasAccording to PwC's CEO survey, cyber risk now ranks among the top three threats facing companies over the next 12 months, ahead of technologic ...

Key Takeaways NOK is advancing its 5G and AI-driven network strategy, backed by strong deal wins and a solid balance sheet.LTRX is gaining traction in Edge AI and drones, with rising OEM engagements and growing revenue visibility.TBLA is expanding beyond native ads as its AI-powered Realize platform boosts margins and cash generation.The technology sector remained one of the most dynamic areas of the global economy in 2025, with a mixture of strong growth themes and ongoing macroeconomic headwinds shaping p ...

OmniVizâ"¢ earns top grades for "NeXDRâ"¢" Agentic Ai-powered security platform. LAS VEGAS, NEVADA / ACCESS Newswire / December 18, 2025 / VigilAigentâ"¢, a next-generation managed security services provider (MSSP) and subsidiary of Tego Cyber Inc. (OTCID:TGCB), and Dependable Solutions, a Wisconsin-based managed service provider (MSP), today announced an expanded partnership to help protect K- 12 schools across Wisconsin using OmniViz+, VigilAigent's advanced cybersecurity solution built for modern learnin ...

ServiceNow executed a 1-for-5 stock split to make shares more accessible, yet faced an 11% decline post-announcement of a $7 billion acquisition of Armis Security.The acquisition aims to enhance cybersecurity offerings but led to an analyst downgrade and investor unease, impacting stock prices.ServiceNow (NYSE: NOW) is a prominent player in the enterprise software industry, specializing in digital workflows that enhance productivity and efficiency for businesses. The company is known for its cloud-based pla ...

Sword Group has been selected as part of the ATOS-led consortium under the European Commission’s Directorate-General for Digital Services (DG DIGIT) FREIA Lot 1 – Technical Operations Services framework contract. This contract is worth around €300 million, and Sword plans to contribute between 10% and 15% of this revenue. The FREIA framework, launched under the CLOUD II Dynamic Purchasing System, aims to strengthen the European Union institutions’ capabilities in cybersecurity, cloud and information systems ...

公司里程碑与行业地位 - 公司成为全美首个获得美国国家安全局对其网络安全与人工智能项目双重认证的高等教育机构，为网络安全教育设立了新的国家基准 [1][6] - 公司是全美仅有的十所、也是弗吉尼亚州唯一一所获得美国国家安全局全部三项“学术卓越中心”称号的机构 [3][6] 具体认证项目与期限 - 公司的网络安全理学学士（人工智能网络安全方向）项目获得了AICyber认证，网络安全理学硕士（人工智能安全方向）项目获得了SecureAI认证 [2] - 上述网络安全项目的认证有效期持续至2030年，体现了公司在该领域追求长期卓越的承诺 [2][6] 学院规模与发展 - 公司网络安全学院自2015年成立以来发展迅速，今年秋季入学学生约1,700名，并已拥有超过1,500名毕业生 [4] - 公司提供包括加速路径和证书课程在内的多种本科及研究生项目，旨在培养学生成为国家网络安全领域的领导力量 [4] 合作伙伴关系与就业准备 - 公司与包括当地军事基地、美国国家安全局和亚马逊在内的国家机构及企业建立了合作伙伴关系 [5] - 合作伙伴关系为学生提供了实习、研究和认证机会，确保毕业生具备引领网络安全行业的能力 [5]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealth management executives are more bullish and confident in the health of the business this year than in past years, according to a recent survey by Wipfli, the advisory and accounting firm.  In the firm’s State of the Wealth Management Industry 2026 research report, 94% of the 124 wealth management executives surveyed said they expect their firm’s revenue to grow by 5% or more over the ...