Rapid7 (NasdaqGM:RPD) Q3 2025 Earnings Call November 04, 2025 04:30 PM ET Speaker2Good day, everyone. My name is Leila, and I will be your conference operator today. At this time, I would like to welcome you to the Q3 2025 Rapid7 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, and if you have joined via the webinar, please use the raise hand icon, ...

Accessibility StatementSkip Navigation About CommvaultCommvault (NASDAQ: CVLT) is the gold standard in cyber resilience, helping more than 100,000 organizations keep data safe and businesses resilient and moving forward. Today, Commvault offers the only cyber resilience platform that combines the best data security and rapid recovery at enterprise scale across any workload, anywhere—at the lowest TCO. SOURCE COMMVAULT WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? Veteran security executive and MDR pi ...

公司收购与战略布局 - Zscaler预计将于2025年8月完成对Red Canary的收购，以加速其在托管检测与响应(MDR)领域的拓展并增强安全运营(SecOps)产品组合 [1] - 收购将使公司进入MDR和威胁情报领域的安全运营中心(SOC)类别，目标是打造一个完全集成的AI驱动SOC [1][2] - Red Canary拥有十年MDR经验，可将威胁检测和响应速度提升10倍，准确率达99.6%，并连续被Forrester Wave评为MDR领域领导者 [2] - 结合Zscaler每日处理的5000亿笔交易数据和ThreatLabz研究团队的全球情报，整合后将提供更快速、精准的威胁检测与响应 [3] 财务表现与市场定位 - 公司SecOps年度合同价值在2025财年第三季度同比增长120%，为MDR成为2026财年后的关键增长支柱奠定基础 [4] - 公司股价年内上涨73.2%，远超安全行业25%的平均涨幅 [8] - 公司远期市销率为15.58倍，略高于行业平均的14.99倍 [11] - 2025财年共识盈利预测同比微降0.31%，但2026财年预测同比增长12.01%，且过去60天和30天内分别上调了2025和2026财年盈利预期 [14] 竞争格局分析 - 主要竞争对手Palo Alto Networks推出AI驱动SOC平台Cortex XSIAM，其2025财年第三季度ARR同比增长200% [6] - CrowdStrike在2026财年第一季度发布Falcon Next-Gen SIEM和生成式AI安全分析师Charlotte AI，整合威胁检测与响应功能 [7] - Zscaler与Palo Alto Networks、CrowdStrike均在强化基于代理的安全运营能力 [5] 运营数据与预测 - 当前季度(2025年7月)每股收益预测为0.80美元，与7天前持平，但较60天前的0.75美元有所上调 [15] - 2025财年全年每股收益预测为3.18美元，2026财年预测为3.57美元，分别较60天前上调0.12美元和0.09美元 [15]