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 PRESS RELEASE

Check Point Software Recognized on TIME and Statista’s World’s Best Co...

Check Point Software Recognized on TIME and Statista’s World’s Best Companies 2025 List For the second year in a row, The World’s Best Companies list recognizes Check Point’s strong employee satisfaction, revenue growth, and sustainability REDWOOD CITY, Calif., Sept. 10, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, has been recognized for the second consecutive year as one of the by TIME and Statista. Check Point is featured on the list due to its strong employee satisfaction, revenue growth, and sustainability transparency. “Bei...

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold after exercising options/sold 120,774 shares at 191.110USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's di...

 PRESS RELEASE

Check Point Software Technologies Appoints Brett Theiss as Chief Marke...

Check Point Software Technologies Appoints Brett Theiss as Chief Marketing Officer to Drive Global Brand and Growth Strategy REDWOOD CITY, Calif., Sept. 04, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced the appointment of Brett Theiss as Chief Marketing Officer (CMO). As CMO, Theiss will shape and accelerate Check Point’s global growth agenda, strengthening brand presence, fueling demand, and positioning the company for its next chapter of market leadership. With more than two decades of technology and SaaS mark...

 PRESS RELEASE

Check Point Software Shareholders Approve All 2025 Annual General Meet...

Check Point Software Shareholders Approve All 2025 Annual General Meeting Proposals REDWOOD CITY, Calif., Sept. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that shareholders approved all six proposals presented at the 2025 Annual General Meeting. Approximately 85.8 million shares, representing approximately 80% of the shares outstanding as of the record date, were voted at the meeting. Check Point would like to thank shareholders for the support and confidence they have in the company and its employees. For more ...

 PRESS RELEASE

Check Point Expands Harmony SASE with Enterprise Browser, Delivering Z...

Check Point Expands Harmony SASE with Enterprise Browser, Delivering Zero Trust to Any Device Enterprise Browser secures access on unmanaged devices without compromising compliance or productivity REDWOOD CITY, Calif., Sept. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced , a powerful new feature for Check Point customers. Enterprise Browser extends Zero Trust security to unmanaged devices — contractors, BYOD users, and third-party partners — delivering full visibility, granular policy enforcement, and compliance-re...

 PRESS RELEASE

Check Point Named a Leader in the 2025 Gartner® Magic Quadrant™ for Hy...

Check Point Named a Leader in the 2025 Gartner® Magic Quadrant™ for Hybrid Mesh Firewall Delivering AI-powered network security across on-premises, cloud and SASE to prevent the most advanced threats REDWOOD CITY, Calif., Aug. 27, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced that it has been named a Leader in the for execution and completeness of vision. We believe this recognition demonstrates how Check Point’s hybrid mesh network security delivers high-performance firewall protection across on-premises, cloud, and ...

 PRESS RELEASE

Fortinet Named a Leader in the 2025 Gartner® Magic Quadrant™ for Hybri...

Fortinet Named a Leader in the 2025 Gartner® Magic Quadrant™ for Hybrid Mesh Firewall Fortinet placed highest in Ability to Execute SUNNYVALE, Calif., Aug. 27, 2025 (GLOBE NEWSWIRE) -- News Summary® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced it has been recognized as a Leader in the  and was positioned highest for Ability to Execute. As a Leader in the inaugural Gartner Magic Quadrant for Hybrid Mesh Firewall, Fortinet is now recognized in 12 Gartner Magic Quadrant reports. Powered by custom-built ASICs for acce...

 PRESS RELEASE

Fortinet Named Title Partner of the Founders Cup

Fortinet Named Title Partner of the Founders Cup 2026 Fortinet Founders Cup will be played at Sharon Heights Golf & Country Club in Menlo Park, California SUNNYVALE, Calif. and DAYTONA BEACH, Fla., Aug. 26, 2025 (GLOBE NEWSWIRE) -- The LPGA Tour and Fortinet, Inc. (NASDAQ: FTNT) today announced a multiyear deal where Fortinet, the global cybersecurity leader driving the convergence of networking and security, will be the title partner of the Founders Cup. The 2026 event will be played March 19-22 with a $3 million purse, up from $2 million in 2025. “We’re fired up to welcome Fortinet a...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

Moody's Ratings affirms Fortinet's Baa1 ratings and changes outlook to...

Moody's Ratings (Moody's) affirmed Fortinet, Inc.'s ("Fortinet") Baa1 senior unsecured debt ratings and the (P)Baa1 rating for its senior unsecured shelf and changed the ratings outlook to positive from stable. The rating action reflects our expectations for Fortinet's good long-term growth and stre...

 PRESS RELEASE

Fortinet Connects Tepper Sports & Entertainment Teams with Unified SAS...

Fortinet Connects Tepper Sports & Entertainment Teams with Unified SASE Solution Fortinet Delivers Always-On Security Across Stadium, Office, and Remote Environments with a Unified, Hybrid Approach SUNNYVALE, Calif., Aug. 20, 2025 (GLOBE NEWSWIRE) -- News Summary ® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that Tepper Sports & Entertainment (TSE), which owns and operates the NFL’s Carolina Panthers, MLS’s Charlotte FC, and Bank of America Stadium, has deployed Fortinet’s Unified SASE and other Security Fabric so...

Pierre FerraguÊ
  • Pierre FerraguÊ

Palo Alto Networks 4FQ25: Firing on all cylinders. Buy, $240.

Palo Alto Networks reported 4FQ25 (2Q25) yesterday. Please click the link below for our take on the print.

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Robust Quarter/Outlook as Platformization Strategy is Accelerating int...

A Closer Look at FY4Q25 (July) ResultsRevenueTotal revenue of $2.54 billion (up 16% y/y) came in above the company’s guidance range for revenue of $2.49 billion and $2.51 billion and above the Street’s $2.50 billion estimate due to broad-based growth driven by software form factors and double-digit

Garvit Bhandari
  • Garvit Bhandari

Global Cybersecurity Industry August 2025

This report looks at the cybersecurity industry globally. Cybersecurity as an industry involves the design, development, and use of encryption software that can provide protection to a range of information technology systems and devices. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry. Companies can also be categorized as core and non-core, the former being those that exclusively engage in cybersecurity and those for...

 PRESS RELEASE

Fortinet to Participate in Fireside Chat Hosted by Goldman Sachs

Fortinet to Participate in Fireside Chat Hosted by Goldman Sachs SUNNYVALE, Calif., Aug. 15, 2025 (GLOBE NEWSWIRE) -- News Summary® (NASDAQ: FTNT), the global cybersecurity leader driving the convergence of networking and security, today announced that Ken Xie, Founder, Chairman and Chief Executive Officer, and Christiane Ohlgart, Chief Financial Officer, will participate in a virtual fireside chat hosted by Goldman Sachs on Monday, August 25, 2025 at 7:30 a.m. Pacific Time (10:30 a.m. Eastern Time).  A live webcast of the conference call will be accessible from the Investor Relations ...

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
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