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Rapid7(RPD) - 2025 Q3 - Earnings Call Transcript
2025-11-05 06:30
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, ...
Rapid7(RPD) - 2025 Q3 - Earnings Call Presentation
2025-11-05 05:30
Company Overview November 4, 2025 1 Disclaimers This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including, without limitation, statements regarding our market opportunity, demand for our product and service offerings, expectations regarding our annualized recurring revenue (ARR), free cash flow, and our other non-GAAP measures, our business strategy, plans and objectives for future operations and expectations reg ...
Rapid7 Announces Third Quarter 2025 Financial Results
Globenewswire· 2025-11-05 05:01
Annualized recurring revenue (“ARR”) of $838 million, an increase of 2% year-over-yearTotal revenue of $218 million, up 2% year-over-year; Product subscriptions revenue of $210 million, up 2% year-over-yearGAAP operating income of $5.9 million; Non-GAAP operating income of $37 millionNet cash provided by operating activities of $38 million; Free cash flow of $30 million BOSTON, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Rapid7, Inc. (Nasdaq: RPD), a leader in threat detection and exposure management, today announced ...
CrowdStrike's ARR Slowing Fast - That's About To Change
Seeking Alpha· 2025-11-05 02:04
I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.When I last wrote on CrowdStrike Holdings, Inc. (NASDAQ: CRWD ) at the start of August, I discussed that its competitive positioning won’t be affected by the Palo Alto Networks (NASDAQ:Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objecti ...
AI-Driven Security Boom Puts These 4 Cybersecurity Stocks in Spotlight
ZACKS· 2025-11-04 22:37
An updated edition of the Sept. 11, 2025 article.Cyber threats are no longer occasional disruptions. Rather, they’ve become a constant business risk. From ransomware attacks to massive data breaches, companies today face relentless attempts to infiltrate their systems. The damage goes beyond financial losses. A single breach can erode customer trust and tarnish a brand’s reputation for years.That’s why cybersecurity has become one of the fastest-growing global industries. Fortune Business Insights expects t ...
What Block’s CFO and finance team want peers to know about bitcoin
Fortune· 2025-11-04 21:49
Good morning. There’s a growing trend among corporate treasuries to add bitcoin to their balance sheets as institutional acceptance and regulatory clarity increase.Since 2020, fintech Block (No. 179 on the Fortune 500) has held bitcoin as part of its corporate assets. Beyond its merchant services and lending tools through Square, and investing features for Cash App users, the company recently announced Square Bitcoin—a fully integrated bitcoin payments and wallet solution launching Nov. 10 for businesses of ...
Palo Alto Networks to Announce Fiscal First Quarter 2026 Financial Results on Wednesday, November 19, 2025
Prnewswire· 2025-11-04 21:30
Accessibility StatementSkip Navigation SANTA CLARA, Calif., Nov. 4, 2025 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal first quarter 2026, ending October 31, 2025, after U.S. markets close on Wednesday, November 19, 2025. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. A live video webcast will be accessible from the ...
N2K CyberWire network welcomes Rubrik's Data Security Decoded podcast
Prnewswire· 2025-11-04 20:00
Accessibility StatementSkip Navigation FULTON, Md., Nov. 4, 2025 /PRNewswire/ -- N2K Networks today announced the launch of the Data Security Decoded podcast on the N2K CyberWire network. Sponsored by Rubrik (NYSE: RBRK), the show offers vendor-agnostic, research-driven insights that help cybersecurity and IT professionals reduce data security risk and improve resilience outcomes. Data Security Decoded provides actionable insights for practitioners who want to prepare for attacks before they happen, explori ...
Akamai Research: AI Bots Threaten the Foundation of Web-Based Business Models
Prnewswire· 2025-11-04 19:28
Accessibility StatementSkip Navigation AI bot traffic skyrockets by 300% in one year CAMBRIDGE, Mass., Nov. 4, 2025 /PRNewswire/ -- Akamai Technologies, Inc. (NASDAQ: AKAM), the cybersecurity and cloud computing company that powers and protects business online, today released a new State of the Internet (SOTI) report that reveals an alarming spike in automated traffic driven largely by AI- powered bots targeting websites across all industries. According to the Digital Fraud and Abuse Report 2025, AI bots ...
效率提升VS安全暴露,企业级AI落地如何应对“双刃剑”丨ToB产业观察
钛媒体APP· 2025-11-04 14:08
将隐藏"白色提示词"(一些人类肉眼无法看见,但程序却能识别的文字)的PDF文件导入某商业大模 型,隐形文字瞬间操控模型判定伪造简历 "完全符合录用标准",短短3分钟就"骗取"了27份企业offer ——这是腾讯云副总裁、玄武实验室负责人于旸在一场安全主题的大会上举的例子,但"这不是魔术, 而是AI时代最典型的攻击手段。" 而这个现象并不是偶然,随着AI大模型在企业侧的应用逐渐普及,类似的场景比比皆是,绿盟科技董 事、高级副总裁、CTO叶晓虎对笔者表示:"我们监测到,提示词注入攻击在金融行业的发生率已从 2024年的12% 飙升至2025年三季度的47%。" AI落地的背后,安全"不容忽视" 中国信通院数据显示,2024年中国人工智能产业规模已超9000 亿元,同比增长24%。截至2025年9月, 人工智能企业数量 5300 家,全球占比达到15%。AI已经成为数字经济不可或缺的一部分,也是当前数 字经济增长的主要动能。 与AI快速发展并行的,是安全问题,"大模型的安全风险具有双重性,它既是生产力工具,也是攻击放 大器。"中国工程院刘权曾公开表示。 据国家互联网应急中心发布的大模型实网众测显示,国内10家AI厂 ...