Threat Intelligence Market Projected to Reach $26.68 Billion by 2031Canada News Group News CommentaryVANCOUVER, BC, Sept. 30, 2026 /CNW/ -- Security teams are spending more to understand who is attacking them and how. MarketsandMarkets projects the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%. Active Companies from around the markets with current developments this week include:Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, Inc. (Nasdaq: FTNT) and SentinelOne, Inc. (NYSE: S).Threat intelligence is the practice of turning raw signals about attackers, their tools and their targets into decisions a security team can act on. The projection above is a third-party forecast rather than a guarantee, but it frames a plain question for any organization buying security: who on the vendor side, and on the customer side, understands how attackers actually operate?Public cybersecurity companies have just reported a busy stretch of results and product moves, many of them tied to AI-driven threats and AI-driven defenses. That backdrop matters for smaller companies selling into the same enterprise and government buyers, because those buyers are increasingly weighing platform breadth against specialist depth.One place the question shows up is in hiring. Vendors that want to be credible with large customers have to put practitioners with real incident and intelligence experience in front of them, and a leadership announcement out of Vancouver this week is an example.Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) Appoints Threat Intelligence Veteran Joseph Hall as Chief Intelligence OfficerMore than 20 years of frontline cybersecurity and threat intelligence experience joins the leadership teamPrior roles include Director of Threat Intel R&D at Infoblox and Principal Security Consultant at FortinetMr. Hall will work closely with Chief Technology Officer Michael Massing, who previously led Dell SonicWall's Unified Threat Management business unitThe mandate covers customer deployments, solution validation, partner technology integrations and tailoring QSE capabilities to enterprise and government requirementsQSE also announced grants of 350,000 stock options and 350,000 restricted share units to employeesOn Sept. 30, 2026, QSE announced the appointment of Joseph Hall as Chief Intelligence Officer, adding more than 20 years of frontline cybersecurity and threat intelligence experience as the Company strengthens commercial execution, customer deployment support and its ability to pursue larger enterprise and public-sector opportunities.Mr. Hall has held senior cybersecurity roles across threat research, security services, network defence and enterprise security. According to QSE, his experience includes Director of Threat Intel R&D at Infoblox, Head of Security Services at Nile, Principal Security Consultant at Fortinet and Chief Information Security Officer at HEROIC Cybersecurity, as well as earlier security engineering roles with Dell SonicWall, Sophos, Symantec PGP, American Express and Solera Networks. His work has included security support for the 2016 Rio Olympic Games, large-scale Google Cloud security infrastructure and threat-intelligence initiatives involving billions of compromised credentials."Joe brings a perspective that is increasingly important as QSE moves deeper into enterprise and government markets: how sophisticated attackers operate, how security teams respond and where products need to perform in the real world," said Ted Carefoot, Chief Executive Officer of QSE. "Combined with Mike Massing's enterprise engineering and product experience, we are building a leadership team that can connect threat intelligence, commercial execution and customer requirements as we pursue larger and more demanding opportunities."Mr. Hall will work with QSE Chief Technology Officer Michael Massing, whose background includes leading Dell SonicWall's Unified Threat Management business unit and helping scale enterprise cybersecurity product lines to approximately $400 million in annual sales. In his role, Mr. Hall will help QSE apply real-world threat intelligence to customer deployments and solution validation, refine customer use cases, support partner technology integrations and contribute technical thought leadership.Separately, the Company announced the grant of 350,000 stock options to its employees, exercisable for a period of five years from the date of grant and subject to certain vesting requirements, along with 350,000 restricted share units that are subject to vesting requirements and expire three years from the date of grant.Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) is a Canadian technology company specializing in post-quantum data security, encryption and secure data infrastructure. The Company says its solutions are built around quantum-delivered entropy and zero-knowledge architecture and are designed to help protect sensitive data from current cyber threats and future quantum-enabled attacks, serving commercial, enterprise and public-sector organizations that require long-term data confidentiality. More at www.qse-corp.com.There are several risks associated with the Company's plans. An executive appointment does not by itself produce customer contracts or revenue, the Company's ability to pursue larger enterprise and public-sector opportunities is a stated goal rather than a result, and vesting and other terms attach to the options and restricted share units it announced. Investors should review the risks described in QSE's public filings on SEDAR+ at www.sedarplus.ca and in the cautionary language in its news release.CONTINUED... Read this and more news from the Quantum Sector Encryption Corp. at: canadanewsgroup.comThere's too many names to mention that are making headlines this week, some of the more notable headlines are coming out of: CrowdStrike Holdings, Inc. (Nasdaq: CRWD)CrowdStrikereported results for its second fiscal quarter on Aug. 26, with revenue of $1.47 billion, up 26% year over year, and ending annual recurring revenue of $5.84 billion, up 25%. Net new ARR was a record $332.8 million.The company also reported $2.29 billion of ending ARR from accounts adopting its Falcon Flex licensing model, up 101% year over year, and raised its fiscal 2027 net new ARR growth guidance by 630 basis points to 34% at the midpoint. In its release, CrowdStrike said Q2 was the best quarter in its history.Palo Alto Networks, Inc. (Nasdaq: PANW)Palo Alto Networks reported fiscal fourth quarter results on Sept. 1, with revenue up 34% to $3.41 billion, Next-Generation Security ARR up 63% to $9.10 billion and remaining performance obligations up 34% to $21.2 billion. Fiscal 2026 revenue was $11.48 billion.For fiscal 2027 the company guided to revenue of $14.10 billion to $14.20 billion, and it disclosed the acquisition of Console, an AI-native platform for agentic workflows, to expand its Cortex capabilities. "We delivered a strong Q4 to close out the year, adding nearly $1 billion of Net New NGS ARR in a single quarter," said chairman and CEO NikeshArora.Fortinet, Inc. (Nasdaq: FTNT)Fortinetreported second quarter 2026 results on July 29, with revenue of $2.05 billion, up 26%, and billings of $2.37 billion, up 33%. Non-GAAP operating margin was 38% and free cash flow was $966 million.Fortinet guided to full-year 2026 revenue of $8.02 billion to $8.18 billion. It is referenced here in part because QSE's release lists Fortinet among Mr. Hall's former employers; Fortinet has no involvement in QSE or in this article. "We are very pleased with our excellent second quarter results, which reflect the differentiated value of our innovation in the AI Era," said founder, chairman and CEO Ken Xie.SentinelOne, Inc. (NYSE: S)SentinelOnereported second quarter fiscal 2027 results on Aug. 27, with revenue of $292 million, up 21%, and annual recurring revenue of $1.218 billion, up 22%. Non-GAAP operating margin was 10%.The company raised its fiscal 2027 revenue guidance to $1.202 billion to $1.207 billion. "Our Q2 performance demonstrates strong progress across every dimension of our business," said CEO TomerWeingarten.Contact Information: canadanewsgroup.com
Media Contact: info@canadanewsgroup.com DISCLAIMERNothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.This article is being distributed by Canada News Group, which is wholly owned and operated by Market Equities Limited, a company incorporated under the laws of Ireland ("MEL"). MEL has been paid a fee directly by Quantum Secure Encryption Corp. ("QSE") for QSE advertising and digital media services under a renewed agreement that is currently in effect. MEL also expects to receive further compensation as part of an ongoing digital media effort to increase visibility for the company. This compensation and the expectation of future compensation constitute a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.MEL and its owners, operators, directors, and affiliates own shares of QSE, acquired both through private placement and through the open market, and reserve the right to buy and sell shares of QSE at any time without further notice, commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of QSE and may liquidate their shares, which could have a negative effect on the price of the stock.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful. Investing in securities carries a high degree of risk, and you may lose some or all of your investment.Cautionary Note Regarding Company Statements. Statements in this article about QSE, its platform, its executive appointments, and its grants of stock options and restricted share units are drawn from QSE's own news release and have not been independently verified by us. An executive appointment does not indicate future results, and nothing in this article states or implies that the appointment will lead to customer contracts, revenue or profitability. Market-size figures are third-party projections of an industry as a whole, not addressable revenue for QSE or any company named here. QSE is listed on the Canadian Securities Exchange and quoted on the OTCQB, and investors should review QSE's public filings at www.sedarplus.ca. The Canadian Securities Exchange has in no way passed upon the merits of the business of QSE and has neither approved nor disapproved the contents of this article.Referenced Companies. References to CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, Inc. (Nasdaq: FTNT) and SentinelOne, Inc. (NYSE: S) are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of QSE, are not involved in the preparation of this article, and their results are not indicative of QSE's prospects. Fortinet is also referenced because it appears among the prior employers of QSE's new Chief Intelligence Officer as listed in QSE's release; no partnership, affiliation, or endorsement is implied. Market-size figures are third-party projections, not addressable revenue.Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided on the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision.Cautionary Note Regarding Forward-Looking Statements. This article contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements about market forecasts, commercialization, product development and future compensation. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Readers should not place undue reliance on them, and we undertake no obligation to update them except as required by law.This document is governed by the laws of Ireland. View original content to download multimedia:https://www.prnewswire.com/news-releases/threat-intelligence-market-projected-to-reach-26-68-billion-by-2031--302894333.htmlSOURCE Canada News Group Original: Threat Intelligence Market Projected to Reach $26.68 Billion by 2031

Palo Alto Networks Launches AI-Powered Continuous Security Testing ServiceSeptember 22, 2026 9:55 AM
IH Market News Palo Alto Networks (NASDAQ:PANW) has introduced Unit 42 Continuous Frontier AI Defense, a cybersecurity service designed to identify vulnerabilities and provide remediation guidance through continuous AI-powered testing. The service combines AI models from Anthropic and OpenAI within a proprietary multi-model system, allowing different security tasks to be assigned to the model considered most suitable. According to the company, the offering is intended to help organisations identify and address security exposures across their technology infrastructure without relying solely on periodic assessments. Service Integrates Anthropic and OpenAI Models Unit 42 Continuous Frontier AI Defense incorporates Anthropic’s Claude Mythos 5 and OpenAI’s GPT-5.6-Cyber models. The models operate through a proprietary multi-model harness that routes security tasks according to their requirements. The service provides continuous vulnerability testing and attack-path validation across web applications, application programming interfaces (APIs), cloud infrastructure, source code repositories and network assets. It also generates prioritised remediation guidance to help security teams determine which identified exposures require attention. Palo Alto Networks describes the offering as an agentic offensive security service, using AI to automate elements of security testing and exposure analysis. Internal Testing Identifies Year’s Worth of Exposures in Three Weeks Palo Alto Networks said the service was developed over six months of internal testing and more than 100 customer engagements, supported by a $17 million research and development investment. During an internal deployment, the company reported that the system identified a year’s worth of security exposures within three weeks. In customer assessments, exposures were identified in 100% of cases, with 37% classified as high or critical severity. The company also reported that more than two-thirds of exposures discovered in third-party applications had no known Common Vulnerabilities and Exposures (CVE) designation. These figures reflect Palo Alto Networks’ reported testing and customer assessment results rather than independently verified performance across all enterprise environments. New Offering Expands Unit 42’s Existing AI Security Service Continuous Frontier AI Defense builds on Unit 42’s Frontier AI Defense offering, which launched in April. The earlier service provided point-in-time exposure analysis, while the new product introduces continuous testing intended to identify security weaknesses as systems and applications change. In August, Palo Alto Networks announced plans to incorporate OpenAI’s GPT-5.6-Cyber and Anthropic’s Claude Mythos 5 into the existing offering. The latest launch extends that integration into a subscription-based service combining multiple AI models with ongoing vulnerability assessments and remediation recommendations. Unit 42 Highlights Need for Faster Security Testing Sam Rubin, Senior Vice President of Unit 42, said the increasing use of AI by attackers was creating new challenges for enterprise security teams. “AI has created an asymmetric advantage for threat actors against organizations trying to defend at human speed. Modern cybersecurity requires machine-speed defense.” The company said continuous testing is intended to help organisations detect exposures more frequently and prioritise remediation before weaknesses can be exploited. Worldwide Availability Through Annual Subscriptions Unit 42 Continuous Frontier AI Defense is available worldwide through an annual subscription. Pricing varies according to the AI models selected, although Palo Alto Networks did not disclose specific subscription costs. All subscription tiers include access to the proprietary multi-model harness architecture. The launch expands Palo Alto Networks’ AI-based security portfolio with a service focused on continuous exposure identification, attack-path testing and remediation guidance. Palo Alto stock priceThe post Palo Alto Networks Launches AI-Powered Continuous Security Testing Service appeared first on US Editors. Original: Palo Alto Networks Launches AI-Powered Continuous Security Testing Service

Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security DemandSeptember 21, 2026 6:56 AM
IH Market News Morgan Stanley has increased its price target for Palo Alto Networks (NASDAQ:PANW) to $410 from $394, citing expectations that growing adoption of artificial intelligence will support cybersecurity spending and create opportunities for the company to expand its market share. The investment bank maintained its Overweight rating and identified Palo Alto Networks as its preferred stock within the sector. Morgan Stanley argued that current market estimates may underestimate the potential for businesses to consolidate their cybersecurity spending with large platform providers. AI Adoption Expected to Increase Cybersecurity Spending The bank expects demand for cybersecurity products to rise as companies deploy more AI-powered applications and autonomous agents. According to Morgan Stanley, approximately 1.5% of enterprise AI investment is currently allocated to AI-related security, suggesting scope for spending to increase as adoption expands. The analysts identified AI security products, identity management and security information and event management (SIEM) systems as potential sources of growth. Morgan Stanley also forecasts that the global cybersecurity software market will reach approximately $300 billion by 2028, supported by additional AI-related security expenditure and the consolidation of spending among fewer vendors. Market Share Expectations Support Revised Valuation Morgan Stanley noted that Palo Alto Networks shares have gained more than 110% this year and trade at a substantial valuation premium to large-cap software companies. Despite the share price increase, the bank highlighted a difference between its market share expectations and current consensus estimates. Consensus forecasts indicate that Palo Alto Networks could lose approximately 50 basis points of market share over the next two years, according to Morgan Stanley. This would contrast with the approximately 100-basis-point gain recorded by the company over the preceding four years. Morgan Stanley instead expects Palo Alto Networks to increase its market share by around 75 basis points over the next two years. The bank’s expectation of continued market share gains, supported by AI-related security demand and customer consolidation, underpins its revised $410 price target. Risks Include Slower AI Adoption and Changes in Security Technology Morgan Stanley also identified several risks to its outlook. These include slower-than-expected adoption of artificial intelligence, disruption to existing cybersecurity products from new AI technologies and the possibility that developers of proprietary AI models will incorporate additional security capabilities directly into their platforms. Such developments could affect demand for independent cybersecurity providers or alter the competitive environment. The bank’s revised valuation therefore depends partly on whether Palo Alto Networks can capture additional spending as businesses expand their use of AI while maintaining its position in the broader cybersecurity market. Palo Alto stock priceThe post Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security Demand appeared first on US Editors. Original: Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security Demand

Evercore Says AI Could Increase Scale and Complexity of Cybersecurity ThreatsSeptember 15, 2026 6:05 AM
IH Market News Advances in artificial intelligence could increase the scale and complexity of cybersecurity threats as autonomous agents make sophisticated attacks easier to replicate, according to analysts at Evercore. The firm said sophisticated cyberattacks have historically been constrained by the amount of human labour required to identify targets, discover vulnerabilities, develop exploits and respond to defensive measures. Evercore expects agentic AI to reduce some of those constraints by allowing advanced capabilities to be deployed across large numbers of autonomous or semi-autonomous agents. AI Could Increase Volume of Cyberattacks According to Evercore, AI systems could enable thousands of agents to continuously identify, probe and potentially exploit vulnerabilities, compared with individual attackers targeting a more limited number of systems. The analysts said this development could temporarily shift the balance between cyberattackers and defenders towards attackers in the near term. Evercore also expects the adoption of frontier AI models within businesses to expand the potential attack surface and increase the number of machine and agent identities requiring security controls. The firm said these developments could increase both the potential speed and scale of cyberattacks. Evercore Sees Continued Cybersecurity Spending Evercore continues to view cybersecurity as an area of sustained enterprise technology spending as companies adapt their security infrastructure to AI-related risks. The analysts identified identity security as one area that could see increased demand as businesses manage access across employees, autonomous agents and other non-human identities. Companies with exposure to this area include Okta (NYSE:OKTA), Palo Alto Networks (NASDAQ:PANW), CyberArk (NYSE:CYBR), SailPoint (NYSE:SAIL) and CrowdStrike (NASDAQ:CRWD), according to Evercore. The firm’s assessment reflects its expectations for the development and adoption of AI systems and their potential implications for enterprise cybersecurity. Okta stock price Palo Alto stock price CyberArk stock price Sailpoint stock price Crowdstrike stock price The post Evercore Says AI Could Increase Scale and Complexity of Cybersecurity Threats appeared first on US Editors. Original: Evercore Says AI Could Increase Scale and Complexity of Cybersecurity Threats

Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600September 4, 2026 7:15 PM
PR Newswire (US) NEW YORK, Sept. 4, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of trading on Monday, September 21, 2026, to coincide with the quarterly rebalance. The changes ensure that each index is more representative of its market capitalization range. The companies being removed from the S&P SmallCap 600 are no longer representative of the small-cap market space.Following is a summary of the changes that will take place prior to the open of trading on the effective date:Effective Date Index Name Action Company Name Ticker GICS Sector  Sept 21, 2026 S&P 100AdditionDell TechnologiesDELLInformation Technology Sept 21, 2026 S&P 100DeletionHoneywell AerospaceHONAIndustrials Sept 21, 2026 S&P 100AdditionPalo Alto NetworksPANWInformation Technology Sept 21, 2026 S&P 100DeletionNIKENKEConsumer Discretionary Sept 21, 2026 S&P 100AdditionArista NetworksANETInformation Technology Sept 21, 2026 S&P 100DeletionSimon Property GroupSPGReal Estate Sept 21, 2026 S&P 100AdditionSandiskSNDKInformation Technology Sept 21, 2026 S&P 100DeletionColgate-PalmoliveCLConsumer StaplesSept 21, 2026 S&P 500 AdditionBloom Energy BE Industrials Sept 21, 2026 S&P 500 DeletionMolson Coors Beverage TAP Consumer Staples Sept 21, 2026 S&P 500 Addition EverpureP Information Technology Sept 21, 2026S&P 500DeletionThe Trade DeskTTD Communication ServicesSept 21, 2026 S&P 500 Addition IlluminaILMN Health Care Sept 21, 2026 S&P 500 DeletionBuilders FirstSource BLDR Industrials Sept 21, 2026 S&P MidCap 400 Addition HubSpotHUBS Information Technology Sept 21, 2026S&P MidCap 400 DeletionBoston Beer SAM Consumer Staples Sept 21, 2026 S&P MidCap 400 Addition AGNC Investment  AGNC Financials Sept 21, 2026 S&P MidCap 400 DeletionCapri Holdings CPRI Consumer Discretionary Sept 21, 2026 S&P MidCap 400 Addition Corcept Therapeutics CORT Health Care Sept 21, 2026 S&P MidCap 400 DeletionEverpureP Information Technology Sept 21, 2026 S&P MidCap 400 Addition Brinker Intl EAT Consumer Discretionary Sept 21, 2026 S&P MidCap 400 DeletionIlluminaILMN Health Care Sept 21, 2026 S&P SmallCap 600 Addition Herc Holdings  HRI Industrials Sept 21, 2026S&P SmallCap 600DeletionN-ableNABL Information Technology Sept 21, 2026S&P SmallCap 600 Addition Delek US Holdings DK Energy Sept 21, 2026S&P SmallCap 600 Deletion Shenandoah TelecommunicationsSHEN Communication ServicesSept 21, 2026S&P SmallCap 600 Addition AXTAXTI Information Technology Sept 21, 2026S&P SmallCap 600 Deletion Matthews Intl MATWConsumer Discretionary Sept 21, 2026S&P SmallCap 600 Addition Arcutis Biotherapeutics  ARQT Health Care Sept 21, 2026 S&P SmallCap 600 DeletionVerra Mobility VRRM Industrials Sept 21, 2026 S&P SmallCap 600 AdditionAtriCureATRCHealth CareSept 21, 2026 S&P SmallCap 600 DeletionFranklin BSP Realty Trust FBRT FinancialsSept 21, 2026 S&P SmallCap 600 Addition Capri Holdings CPRI Consumer Discretionary Sept 21, 2026 S&P SmallCap 600 DeletionNexPoint Residential Trust NXRT Real Estate Sept 21, 2026 S&P SmallCap 600 Addition Boston Beer SAM Consumer Staples Sept 21, 2026 S&P SmallCap 600 Deletion Amerisafe AMSF Financials Sept 21, 2026 S&P SmallCap 600 Addition Molson Coors Beverage TAP Consumer StaplesSept 21, 2026 S&P SmallCap 600 DeletionCogent Communications HoldingsCCOI Communication ServicesSept 21, 2026 S&P SmallCap 600 Addition The Trade DeskTTD Communication ServicesSept 21, 2026 S&P SmallCap 600DeletionCorcept Therapeutics CORT Health CareSept 21, 2026S&P SmallCap 600Addition Builders FirstSourceBLDR IndustrialsSept 21, 2026S&P SmallCap 600DeletionBrinker IntlEAT Consumer Discretionary ABOUT S&P DOW JONES INDICESS&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spglobal.com/spdji/en/.FOR MORE INFORMATION:S&P Dow Jones Indices
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spdji.comms@spglobal.com  View original content:https://www.prnewswire.com/news-releases/bloom-energy-illumina-and-everpure-set-to-join-sp-500-others-to-join-sp-100-sp-midcap-400-and-sp-smallcap-600-302870517.htmlSOURCE S&P Dow Jones Indices Original: Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600

Governments Just Put a Deadline on Encryption, and a Quiet Corner of Cybersecurity Is Suddenly on the Clock.September 2, 2026 8:39 AM
PR Newswire (US) VANCOUVER, BC, Aug. 28, 2026 /PRNewswire/ -- Equity Insider News Commentary - For most of the internet's history, the encryption protecting banking, identity, communications, and state secrets has been treated as a settled problem. That assumption is now expiring. As quantum computing advances toward the point where it could break the public-key cryptography the world currently relies on, governments have stopped treating the transition to post-quantum cryptography (PQC) as a research topic and started treating it as a procurement deadline. Standards bodies have finalized quantum-resistant algorithms, national agencies have set migration timelines, and the question facing thousands of organizations has shifted from whether to migrate to how, and how fast. That shift is turning a once-obscure discipline into one of the more strategically important corners of cybersecurity. Active companies in the space this week include: Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), Palo Alto Networks, Inc. (NASDAQ: PANW), CrowdStrike Holdings, Inc. (NASDAQ: CRWD), International Business Machines Corporation (NYSE: IBM), and SEALSQ Corp. (NASDAQ: LAES). The hardest part of the migration, industry participants increasingly argue, is not swapping one algorithm for another. It is the logistics: an organization first has to discover where cryptography lives across its applications, devices, certificates, and infrastructure, assess where it is exposed, prioritize the risks, and build a structured roadmap to quantum-safe systems without breaking the trust and continuity its operations depend on. That planning-and-readiness layer, rather than the encryption math itself, is where much of the near-term work sits. More background on the sector is available through Equity Insider.Nowhere is that readiness challenge more concrete than in the public sector and regulated industries, where data sovereignty, local regulation, and trusted infrastructure all complicate the path. Increasingly, the answer is taking the form of partnerships that pair specialized quantum-readiness technology with established local providers of digital trust. One such partnership was announced this week in Malaysia.A Post-Quantum Partnership Takes Shape in MalaysiaQuantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage, and cryptographic migration readiness, recently announced a strategic partnership with Pos Digicert Sdn. Bhd. to help Malaysian organizations assess, understand, and strengthen their readiness for the transition to post-quantum cryptography.Key points from the company's release include:The partnership pairs Pos Digicert's longstanding expertise in Public Key Infrastructure (PKI), digital certificates, digital identity, and trusted digital services with QSE's quantum-readiness technology and cryptographic-risk expertise.QSE's readiness suite, which the company identifies as QPrime, QScope, QSim, and QGuard, is designed to help organizations assess their cryptographic posture, identify areas of exposure, prioritize risks, and develop structured improvement roadmaps.Pos Digicert is described as Malaysia's first licensed Certification Authority, wholly owned by Pos Malaysia Berhad, bringing established relationships across the public and private sectors and deep local digital-trust infrastructure.The collaboration is intended to support a locally delivered approach, addressing data sovereignty, regulatory requirements, and trusted infrastructure that matter to government agencies and regulated industries, and to span the full journey from discovery and readiness assessment through risk prioritization, remediation planning, migration preparation, and ongoing monitoring."PQC readiness is becoming a shared responsibility between technology, governance and trusted local ecosystems," said Ted Carefoot, Chief Executive Officer of QSE, in the company's release. "This partnership brings together two important pieces of that equation. QSE contributes our quantum-readiness technology to help organizations measure and improve their PQC and cryptographic readiness, while Pos Digicert brings deep Malaysian market knowledge, digital trust capabilities, professional expertise and the local infrastructure needed to deliver those capabilities effectively. Together, we can provide Malaysian organizations with both the technology and local expertise required to turn post-quantum readiness from an emerging concern into measurable action."The company framed the partnership as part of a locally delivered model for quantum readiness, and Pos Digicert's chief operating officer, Amir Suhaimi Hassan, emphasized in the release that post-quantum readiness is less about replacing a single algorithm than about understanding where cryptography exists today and managing the transition systematically without compromising trust or operational continuity. Investors following the story can track it through the Equity Insider Quantum Secure page.In other developments across the post-quantum and cybersecurity space this week:Palo Alto Networks, Inc. (Nasdaq: PANW)Palo Alto Networks is one of the largest cybersecurity companies in the world, offering a broad platform spanning network security, cloud security, and security operations, and it has begun integrating post-quantum cryptography capabilities into its security products. It is referenced here to illustrate how the largest platform vendors are folding PQC into existing enterprise security stacks, a very different scale and business model from a specialized quantum-readiness company.As one of the industry's bellwether names, Palo Alto Networks has drawn heavy investor attention around the platform-consolidation trend in cybersecurity and the addition of quantum-safe features to its offerings. It is referenced solely as sector context, a far larger and more diversified company than the featured company, and not as a peer or financial comparable.CrowdStrike Holdings, Inc. (Nasdaq: CRWD)CrowdStrike is a leading endpoint-security and cybersecurity-platform company whose Falcon platform is widely deployed across enterprises, and it has been positioned as a layer through which crypto-agility and PQC policy enforcement could eventually be delivered. It is included to show how endpoint and platform leaders intersect with the post-quantum migration theme.CrowdStrike has been among the stronger-performing large-cap cybersecurity names in 2026, continuing to grow its recurring revenue base even as parts of the software sector corrected. It is referenced only as market and sector context, a substantially larger and later-stage company than the featured company, whose results are not indicative of the featured company's prospects.International Business Machines Corporation (NYSE: IBM)IBM sits on both sides of the quantum question: it is one of the leading developers of quantum-computing hardware and, at the same time, has integrated post-quantum cryptography into its platforms and contributed to the standardization of quantum-resistant algorithms. That dual role makes it a useful reference point for the scale and maturity of the PQC transition among the largest technology companies.IBM has publicly positioned quantum-safe technology as a major long-term theme, pairing its quantum-hardware roadmap with enterprise migration tooling. It is referenced purely as sector context, an enormously larger and more diversified company than the featured company, and its involvement is not indicative of the featured company's prospects.SEALSQ Corp. (Nasdaq: LAES)SEALSQ is a semiconductor and cybersecurity company focused on hardware-rooted, post-quantum-ready secure chips and PKI, positioning itself around the hardware layer of the quantum-safe transition. Of the names here, its pure focus on post-quantum security makes it a closer thematic reference to a specialized PQC company, though it operates in hardware rather than readiness assessment.SEALSQ has drawn investor attention as one of the more direct public-market proxies for post-quantum semiconductor demand, and its shares have been notably volatile in step with quantum-computing sentiment. It is referenced only as sector context, a separate company with its own products, hardware focus, and risk profile, included to illustrate the breadth of the post-quantum opportunity rather than as a comparable.Why the Post-Quantum Clock Reaches Beyond the Mega-CapsThe thread connecting these companies is a single regulatory and technological reality: the cryptography the digital economy runs on has a shelf life, and the migration to quantum-safe systems is now being written into government timelines and procurement decisions. The largest platform and hardware vendors are folding PQC into what they already sell. But a large share of the actual work, taking an organization from awareness to a discovered, assessed, and prioritized cryptographic environment with a credible roadmap, is a specialized discipline in its own right, and it is where focused readiness providers are positioning.For a small, specialized company, that backdrop is opportunity and risk in equal measure. Early-stage technology companies face execution, funding, competitive, and adoption risks, and partnerships and stated intentions are not the same as realized revenue. This commentary describes a sector and the companies active within it, and is not a prediction about any company's stock or a recommendation of any kind. But with encryption deadlines now firmly on government calendars, the readiness layer of the post-quantum transition is a corner of cybersecurity worth following through the Equity Insider Quantum Secure landing page as the story develops.Track the Signals Before the CrowdThe best positioning happens before the crowd catches on. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they form, so you see attention building instead of chasing it. Watch it live at eagle-eye.dev.Article Sources:[1] Quantum Secure Encryption Corp., "QSE Announces Strategic Partnership with Pos Digicert to Advance Post-Quantum Readiness in Malaysia," August 24, 2026 (partnership scope, readiness-suite product names, Pos Digicert description, and management commentary), and related company disclosures at www.qse-corp.com.[2] Public disclosures and market data of the referenced companies (Palo Alto Networks, CrowdStrike Holdings, International Business Machines, and SEALSQ) as cited in the body of this article.[3] Industry and government sources on post-quantum cryptography standardization, migration timelines, and market size.Equity Insider | editor@equity-insider.comDISCLAIMERNothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The material in this release is intended to be strictly informational and is never to be construed or interpreted as research material. All readers are strongly urged to perform their own research and due diligence and to consult a licensed financial professional before considering any level of investing in stocks.This article is being distributed by Equity Insider, which is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has previously been paid a fee directly by Quantum Secure Encryption Corp. for advertising and digital media, and that engagement and its compensation period has since expired. MEL expects to receive further compensation in the future as part of an ongoing digital media effort to increase visibility for the company. This prior compensation and expectation of future compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.MEL does not directly own any shares of Quantum Secure Encryption Corp. However, the owner(s) and operator(s) of MEL and Equity Insider do own shares of Quantum Secure Encryption Corp., which were acquired both through a private placement and in the open market, and reserve the right to buy and sell shares of Quantum Secure Encryption Corp. at any time without any further notice commencing immediately and ongoing. There may also be third parties who hold shares of Quantum Secure Encryption Corp. and may liquidate their shares, which could have a negative effect on the price of the stock.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. This document is governed by the laws of Ireland.References to Palo Alto Networks, Inc., CrowdStrike Holdings, Inc., International Business Machines Corporation and SEALSQ Corp. are provided solely as market and sector context. Those companies are not peers, competitors, or financial comparables of Quantum Secure Encryption Corp. They are vastly larger and at materially different stages of development, operate different businesses and product lines, and their revenue, platforms, products, and share performance are not indicative of Quantum Secure Encryption Corp.'s prospects. No partnership, affiliation, sponsorship, or endorsement is implied, and none of them has any involvement in Quantum Secure Encryption Corp., this article, or its distribution.Readers are cautioned that investing in early-stage technology companies is highly speculative and carries a high degree of risk. Statements regarding the partnership with Pos Digicert, the QSE readiness suite, and the intended scope, sequencing, and outcomes of the collaboration are the company's plans and expectations, not achieved results, and are subject to significant execution, competitive, funding, and adoption risk. A partnership or stated intention may not result in revenue or commercial success. Please refer to the company's filings on SEDAR+ at www.sedarplus.ca for the assumptions and risk factors associated with its disclosure.Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed.This release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and applicable Canadian securities legislation, and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements describe future expectations, plans, results, or strategies (including the QSE and Pos Digicert partnership and its intended scope and outcomes) and are generally preceded by words such as "may", "will", "expects", "anticipates", "believes", "intends", "estimates", "plans", "potential" or similar expressions. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected, including competitive, execution, financing, adoption, and regulatory risks, and other risks disclosed in the company's filings on SEDAR+ at www.sedarplus.ca. You should not place undue reliance on these forward-looking statements, which are made as of the date hereof, and Equity Insider undertakes no obligation to update them except as required by law. View original content to download multimedia:https://www.prnewswire.com/news-releases/governments-just-put-a-deadline-on-encryption-and-a-quiet-corner-of-cybersecurity-is-suddenly-on-the-clock-302867706.htmlSOURCE Equity Insider Original: Governments Just Put a Deadline on Encryption, and a Quiet Corner of Cybersecurity Is Suddenly on the Clock.

Palo Alto Networks Reports Higher Quarterly Profit as Security Revenue GrowsSeptember 2, 2026 6:03 AM
IH Market News Palo Alto Networks (NASDAQ:PANW) reported higher fiscal fourth-quarter revenue and adjusted profit on Tuesday, alongside growth in its next-generation security business as companies increased spending on cybersecurity for AI-related operations. Fiscal fourth-quarter revenue increased 34% year over year to $3.41 billion. Adjusted profit rose to $853 million, or $1.02 per diluted share, from $673 million, or $0.95 per share, in the corresponding period a year earlier. For the full fiscal year, revenue increased to $11.48 billion from $9.22 billion. Adjusted profit reached $2.93 billion, or $3.84 per diluted share, compared with $2.35 billion, or $3.34 per share, in the previous year. Palo Alto Networks shares were down 1.7% in Wednesday premarket trading as of 04:18 ET. Next-Generation Security ARR Reaches $9.1 Billion Palo Alto Networks reported growth across its security platforms, with Chief Executive Nikesh Arora saying developments in artificial intelligence are increasing the priority companies place on cybersecurity within their technology spending. The company said it added nearly $1 billion in net new next-generation security annual recurring revenue during the quarter. Next-generation security annual recurring revenue increased 63% year over year to $9.1 billion, while remaining performance obligations rose 34%. The company reported demand across its Network & AI Security, Cortex and Idira platforms. Raymond James Maintains Market Perform Rating Raymond James reiterated its Market Perform rating on Palo Alto Networks following the fiscal fourth-quarter results, which the brokerage described as “generally solid,” although it said next-generation security ARR was modestly below what it believed buy-side investors had expected. Analyst Adam Tindle said NGS ARR would have needed to reach closer to $9.15 billion to represent “an accelerating beat” and move organic year-over-year growth further into the mid-20%-plus range. He compared the metric with CrowdStrike’s mid-20% total ARR growth and net new ARR growth above 50%. Instead, “the beat decelerated in a very healthy environment,” Tindle said. “This may sound like picking nits, but this metric is important as it underpins the bull thesis of Palo as decoupling from the traditional firewall comps and looking more like a high-growth next-gen software company,” he added. The comments represent Raymond James’ assessment of the company’s results and valuation considerations. Palo Alto Networks Adds Console to AI Portfolio Palo Alto Networks also said it acquired Console, an AI-native platform designed to support agentic workflows across enterprise operations. The company expects the acquisition to expand the role of its Cortex platform as businesses deploy AI agents. This represents management’s expectation for the acquisition rather than an established future outcome. Palo Alto Networks Provides Fiscal 2027 Outlook Looking ahead, Palo Alto Networks expects revenue to continue growing in fiscal 2027 and forecasts further expansion in its next-generation security business. Management also reiterated its focus on profitability and cash generation as the company addresses cybersecurity requirements associated with increased adoption of artificial intelligence. The fiscal 2027 projections represent company guidance and remain subject to future business and market conditions. Palo Alto stock priceThe post Palo Alto Networks Reports Higher Quarterly Profit as Security Revenue Grows appeared first on US Editors. Original: Palo Alto Networks Reports Higher Quarterly Profit as Security Revenue Grows

Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial ResultsSeptember 1, 2026 4:05 PM
PR Newswire (US) SANTA CLARA, Calif., Sept. 1, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global AI cybersecurity leader, announced today financial results for its fiscal fourth quarter and fiscal year, ended July 31, 2026."We delivered a strong Q4 to close out the year, adding nearly $1 billion of Net New NGS ARR in a single quarter," said Nikesh Arora, chairman and chief executive officer of Palo Alto Networks. "The latest advancements in AI are elevating cybersecurity to the top of the CIO priority list, and will serve as durable tailwinds as we progress towards our $20 billion FY30 NGS ARR target.""We delivered a strong finish to a record year and exceeded our guidance across the board, fueled by strength across our Network & AI Security, Cortex, and Idira platforms," said Dipak Golechha, chief financial officer of Palo Alto Networks. "Our profitable growth framework continues to scale effectively, reinforcing our confidence in achieving 40% adjusted free cash flow margin in FY28."Fourth Quarter Fiscal 2026 Financial HighlightsTotal revenue for the fiscal fourth quarter 2026 grew 34% year over year to $3.41 billion.Next-Generation Security ARR for the fiscal fourth quarter 2026 grew 63% year over year to $9.10 billion.Remaining performance obligations grew 34% year over year to $21.2 billion.GAAP operating income for the fiscal fourth quarter 2026 was $172 million, compared with GAAP operating income of $497 million for the fiscal fourth quarter 2025. Non-GAAP operating income for the fiscal fourth quarter 2026 was $1.0 billion, compared with non-GAAP operating income of $768 million for the fiscal fourth quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.GAAP net loss for the fiscal fourth quarter 2026 was $282 million, or ($0.35) per diluted share, compared with GAAP net income of $254 million, or $0.36 per diluted share, for the fiscal fourth quarter 2025. Non-GAAP net income for the fiscal fourth quarter 2026 was $853 million, or $1.02 per diluted share, compared with non-GAAP net income of $673 million, or $0.95 per diluted share, for the fiscal fourth quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Net cash provided by operating activities for the fiscal fourth quarter 2026 was $1.4 billion, compared with net cash provided by operating activities of $1.0 billion for the fiscal fourth quarter 2025. Adjusted free cash flow for fiscal fourth quarter 2026 was $1.3 billion, compared with adjusted free cash flow of $954 million for the fiscal fourth quarter 2025. Fiscal year 2026 adjusted free cash flow margin was 38.4%. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Acquisition of Console
Palo Alto Networks has acquired Console, an AI-native platform that enables agentic workflows across enterprise operations. Console will expand the role of our Cortex platform across the broader enterprise agentic transformation.Financial Outlook
Palo Alto Networks provides guidance based on current market conditions and expectations.For the fiscal first quarter 2027, we expect:Next-Generation Security ARR of $9.54 billion to $9.56 billion, representing year-over-year growth of 63%.Remaining performance obligations of $20.8 billion to $20.9 billion, representing year-over-year growth of 34% to 35%.Total revenue in the range of $3.300 billion to $3.310 billion, representing year-over-year growth of 33% to 34%.Diluted non-GAAP net income per share in the range of $0.96 to $0.98, using 837 million to 844 million shares outstanding.For the fiscal year 2027, we expect:Next-Generation Security ARR of $11.075 billion to $11.175 billion, representing year-over-year growth of 22% to 23%.Remaining performance obligations of $25.2 billion to $25.4 billion, representing year-over-year growth of 19% to 20%.Total revenue in the range of $14.10 billion to $14.20 billion, representing year-over-year growth of 23% to 24%.Non-GAAP operating margin of 29.5%.Diluted non-GAAP net income per share in the range of $4.16 to $4.19, using 844 million to 847 million shares outstanding.Adjusted free cash flow margin to be 38.0%.Guidance for non-GAAP financial measures excludes share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, change in fair value of convertible senior notes and capped calls, and income tax and other tax adjustments related to our long-term non-GAAP effective tax rate, along with certain non-recurring expenses and certain non-recurring cash flows. We have not reconciled non-GAAP operating margin guidance to GAAP operating margin, diluted non-GAAP net income per share guidance to GAAP net income (loss) per diluted share, or adjusted free cash flow margin guidance to GAAP net cash provided by operating activities because we do not provide guidance on GAAP operating margin, GAAP net income (loss) or net cash provided by operating activities and would not be able to present the various reconciling cash and non-cash items between GAAP and non-GAAP financial measures because certain items that impact these measures are uncertain or out of our control, or cannot be reasonably predicted, including share-based compensation expense, without unreasonable effort. The actual amounts of such reconciling items will have a significant impact on the company's GAAP net income (loss) per diluted share, GAAP operating margin and GAAP net cash provided by operating activities.Earnings Call Information
Palo Alto Networks will host a video webcast for analysts and investors to discuss the company's fiscal fourth quarter and fiscal year 2026 results as well as the outlook for its fiscal first quarter and fiscal year 2027 today at 4:30 p.m. Eastern time/1:30 p.m. Pacific time. Open to the public, investors may access the webcast, supplemental financial information and earnings slides from the "Investors" section of the company's website at investors.paloaltonetworks.com. A replay will be available three hours after the conclusion of the webcast and archived for one year.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties and assumptions including statements regarding our financial and operating results and financial outlook for the fiscal first quarter 2027 and fiscal year 2027. There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: unfavorable economic and market conditions and the uncertain geopolitical environment; our ability to effectively manage future growth and improve our systems, processes, and controls; our ability to maintain our revenue growth rate or profitability; variability and seasonality in our operating results; our ability to sell new and additional products, subscriptions, and support offerings to existing and new customers; the delayed recognition of revenue from subscription and support offerings; revenue volatility from consumption- or usage-based offerings and customer usage optimization behavior; potential decreases in the sales prices of our products, subscriptions, and support offerings; our reliance on channel partners; credit and liquidity risk exposure; challenges associated with sales to government entities; intense competition in our markets; risks associated with the evolving definition of the identity security market; customer trends toward vendor consolidation in cybersecurity; competition from cloud infrastructure providers offering native security capabilities; risks related to past and future acquisitions; our ability to predict, prepare for, and respond to rapidly evolving technological and market developments; the need to maintain a broad ecosystem of third-party technology integrations; risks related to the development, deployment, or use of AI, including AI agents as a new class of identity; the impact of network or data security incidents; defects, errors, or vulnerabilities in our products and subscriptions; reliance on customers to configure and use our products securely; the quality of our technical support services; our ability to meet service-level commitments; our reliance on data center facilities operated by third-party cloud service providers; intellectual property claims and our ability to protect proprietary rights; risks associated with open source software; our reliance on third-party technology licenses; dependence on manufacturing partners and limited sources of supply; our ability to attract, retain, and motivate key personnel; risks associated with international sales and operations, including export and import controls; fluctuations in foreign currency exchange rates; risks associated with operations and employees located in Israel; costs and risks related to compliance with privacy and data protection laws; potential tax liabilities; risks related to estimates, judgments, and critical accounting policies; our ability to maintain proper and effective internal control over financial reporting; risks related to corporate responsibility matters; dilution from issuance of additional common stock; risks related to our convertible senior notes, including our ability to settle conversions, repurchase, or repay such notes and the potential effect of capped call transactions.Additional risks and uncertainties on these and other factors that could affect our financial results and cause actual results to differ materially from those described in the forward-looking statements we make in this press release are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our annual reports on Form 10-K and quarterly reports on Form 10-Q, which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information and risks and uncertainties will also be set forth in other documents that we file with or furnish to the SEC from time to time. All forward-looking statements in this press release are based on our current beliefs and information available to management as of the date hereof and are inherently uncertain, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made, except as required by law.Non-GAAP Financial Measures and Other Key Metrics
Palo Alto Networks has provided in this press release financial information that has not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). The company uses these non-GAAP financial measures and other key metrics internally in analyzing its financial results and believes that the use of these non-GAAP financial measures and key metrics are helpful to investors as an additional tool to evaluate ongoing operating results and trends, and in comparing the company's financial results with other companies in its industry, many of which present similar non-GAAP financial measures or key metrics.The presentation of these non-GAAP financial measures and key metrics are not meant to be considered in isolation or as a substitute for comparable GAAP financial measures and should be read only in conjunction with the company's consolidated financial statements prepared in accordance with GAAP. A reconciliation of the company's historical non-GAAP financial measures to their most directly comparable GAAP measures has been provided in the financial statement tables included in this press release, and investors are encouraged to review these reconciliations.Non-GAAP operating income. Palo Alto Networks defines non-GAAP operating income as operating income plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, and litigation-related charges. The company believes that non-GAAP operating income provides management and investors with greater visibility into the underlying performance of the company's core business operating results.Non-GAAP net income and net income per share, diluted. Palo Alto Networks defines non-GAAP net income as net income (loss) plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, and change in fair value of convertible senior notes and capped calls. The company also excludes from non-GAAP income tax and other tax adjustments related to our long-term non-GAAP effective tax rate in order to provide a complete picture of the company's recurring core business operating results. The company defines non-GAAP net income per share, diluted, as non-GAAP net income divided by the weighted-average diluted shares outstanding, which includes the potentially dilutive effect of the company's employee equity incentive plan awards and the company's convertible senior notes and related warrants, after giving effect to the anti-dilutive impact of the company's note hedge agreements and capped call transactions, which reduced the potential economic dilution that otherwise would have occurred in connection with the conversion and settlement of the company's convertible senior notes. Under GAAP, the anti-dilutive impact of the note hedge or capped calls is not reflected in diluted shares outstanding. The company considers these non-GAAP financial measures to be useful metrics for management and investors for the same reasons that it uses non-GAAP operating income.Adjusted free cash flow margin, adjusted free cash flow, and free cash flow. Palo Alto Networks defines adjusted free cash flow margin, a non-GAAP measure, as adjusted free cash flow divided by total revenue. The company defines adjusted free cash flow, a non-GAAP measure, as free cash flow, plus certain capital expenditures for our headquarters and certain corporate assets, plus payments of acquisition-related costs, plus litigation-related payments. The company defines free cash flow, a non-GAAP measure, as net cash provided by operating activities less purchases of property, equipment, and other assets. We consider free cash flow, adjusted free cash flow, and adjusted free cash flow margin to be operating metrics as well as liquidity measures that provide useful information to management and investors about the amount of cash generated by the business after necessary capital expenditures and before the impact of certain qualifying non-recurring cash payments from operating activities, as applicable. A limitation of the utility of free cash flow or adjusted free cash flow as a measure of our liquidity is that it does not represent the total increase or decrease in our cash balance for the period. In addition, it is important to note that other companies, including companies in our industry, may not use free cash flow or adjusted free cash flow, may calculate free cash flow or adjusted free cash flow in a different manner than we do, or may use other financial measures to evaluate their liquidity, all of which could reduce the usefulness of free cash flow or adjusted free cash flow as a comparative measure.Next-Generation Security ARR. Palo Alto Networks defines Next-Generation Security ARR as the annualized allocated revenue of all active contracts as of the final day of the reporting period related to all product, subscription and support offerings, excluding revenue from hardware products, and legacy attached subscriptions, support offerings and professional services. The company considers Next-Generation Security ARR to be a useful operating metric for management and investors to assess the performance of the company because Next-Generation Security is where the company has focused its innovation and the company expects its overall revenue to be disproportionately driven by this Next-Generation Security portfolio. Because Next-Generation Security ARR does not have the effect of providing a numerical measure that is different from any comparable GAAP measure, the company does not consider it a non-GAAP measure.Investors are cautioned that there are a number of limitations associated with the use of non-GAAP financial measures and key metrics as analytical tools. Many of the adjustments to the company's GAAP financial measures reflect the exclusion of items that are recurring and will be reflected in the company's financial results for the foreseeable future, such as share-based compensation, which is an important part of Palo Alto Networks employees' compensation and impacts their performance. Furthermore, these non-GAAP financial measures are not based on any standardized methodology prescribed by GAAP, and the components that Palo Alto Networks excludes in its calculation of non-GAAP financial measures may differ from the components that its peer companies exclude when they report their non-GAAP results of operations. As a result, these non-GAAP financial measures may not be directly comparable to similar non-GAAP financial measures used by other companies. Palo Alto Networks compensates for these limitations by providing specific information regarding the GAAP amounts excluded from these non-GAAP financial measures. In the future, the company may also exclude non-recurring expenses and other expenses that do not reflect the company's core business operating results.About Palo Alto Networks
Palo Alto Networks® (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Palo Alto Networks, Inc.Preliminary Condensed Consolidated Statements of Operations(In millions, except per share data)(Unaudited)








Three Months Ended
Year Ended
July 31,
July 31,
2026
2025
2026
2025Revenue:






Product$          738
$          574
$        2,280
$        1,802Subscription and support2,672
1,962
9,200
7,419Total revenue3,410
2,536
11,480
9,221Cost of revenue:






Product197
136
568
413Subscription and support909
543
2,835
2,038Total cost of revenue1,106
679
3,403
2,451Total gross profit2,304
1,857
8,077
6,770Operating expenses:






Research and development779
504
2,552
1,984Sales and marketing1,127
829
3,931
3,100General and administrative226
27
899
443Total operating expenses2,132
1,360
7,382
5,527Operating income172
497
695
1,243Other income (expense), net(441)
95
(159)
353Income (loss) before income taxes(269)
592
536
1,596Provision for income taxes13
338
229
462Net income (loss)$         (282)
$          254
$          307
$        1,134







Net income (loss) per share, basic$         (0.35)
$          0.38
$          0.41
$          1.71Net income (loss) per share, diluted$         (0.35)
$          0.36
$          0.40
$          1.60







Weighted-average shares used to compute net income
(loss) per share, basic817
669
749
663Weighted-average shares used to compute net income
(loss) per share, diluted817
709
764
709 Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures(In millions, except per share amounts)(Unaudited)
Three Months Ended
Year Ended
July 31,
July 31,
2026
2025
2026
2025







GAAP operating income$        172
$        497
$        695
$      1,243Share-based compensation-related charges487
372
1,712
1,386Acquisition-related costs(1)68
(142)
295
(110)Amortization expense of acquired intangible assets281
37
638
164Litigation-related charges(2)3
4
16
(31)Non-GAAP operating income$      1,011
$        768
$      3,356
$      2,652







GAAP net income (loss)$       (282)
$        254
$        307
$      1,134Share-based compensation-related charges487
372
1,712
1,386Acquisition-related costs(1)68
(142)
295
(110)Amortization expense of acquired intangible assets281
37
638
164Litigation-related charges(2)3
4
16
(31)Change in fair value of convertible senior notes and capped calls(3)524
—
562
1Income tax and other tax adjustments(4)(228)
148
(599)
(199)Non-GAAP net income$        853
$        673
$      2,931
$      2,345







GAAP net income (loss) per share, diluted$      (0.35)
$       0.36
$       0.40
$       1.60Share-based compensation-related charges0.59
0.53
2.23
1.98Acquisition-related costs(1)0.08
(0.20)
0.39
(0.15)Amortization expense of acquired intangible assets0.34
0.05
0.84
0.23Litigation-related charges(2)0.00
0.00
0.02
(0.04)Change in fair value of convertible senior notes and
capped calls(3)0.64
0.00
0.74
0.00Income tax and other tax adjustments(4)(0.28)
0.21
(0.78)
(0.28)Non-GAAP net income per share, diluted$       1.02
$       0.95
$       3.84
$       3.34







GAAP weighted-average shares used to compute net
income (loss) per share, diluted817
709
764
709Weighted-average dilutive effect of potentially dilutive
securities(5)16
—
—
—Weighted-average anti-dilutive impact of note hedge
agreements and capped call transactions(1)
(2)
—
(7)Non-GAAP weighted-average shares used to compute net
income per share, diluted832
707
764
702

(1)Consists of acquisition transaction costs, share-based compensation related to the cash settlement of certain equity awards, change in fair value of contingent consideration liability, and costs to terminate certain employment, operating lease, and other contracts of the acquired companies. During the three months and fiscal year ended July 31, 2026, it also includes integration costs related to our acquisition of CyberArk Software Ltd.(2)Consists of the amortization of intellectual property licenses and covenant not to sue, and legal contingency charges (credit). During the fiscal year ended July 31, 2026, it also includes a litigation settlement charge.(3)Consists of changes in fair value of convertible senior notes acquired from CyberArk Software Ltd. that are included in earnings and changes in fair value of the related capped calls. During the fiscal year ended July 31, 2025, it also includes non-cash interest expense for amortization of debt issuance costs related to our convertible senior notes.(4)Consists of income tax adjustments related to our long-term non-GAAP effective tax rate. During the three months and fiscal year ended July 31, 2025, it included a one-time deferred tax provision adjustment relating to the enactment of One Big Beautiful Bill.(5)Consists of potentially dilutive effect of employee equity incentive plan awards in periods with GAAP net loss position as they are excluded from GAAP weighted-average shares. Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures (Continued)(In millions)(Unaudited)








Three Months Ended
Year Ended
July 31,
July 31,
2026
2025
2026
2025







Net cash provided by operating activities$      1,357
$      1,021
$    4,553
$    3,716Less: purchases of property, equipment, and other assets     103
87
440
247Free cash flow (non-GAAP)$      1,254
$        934
$    4,113
$    3,469Add: capital expenditures for headquarters(1)—
—
91
—Add: capital expenditures for certain corporate assets(2)7
20
42
38Add: payments of acquisition-related costs(3)28
—
164
—Add: litigation-related payment(4)—
—
4
—Adjusted free cash flow (non-GAAP)$      1,289
$        954
$    4,414
$    3,507Adjusted free cash flow margin (non-GAAP)37.8 %
37.6 %
38.4 %
38.0 %

(1)Consists of a land purchase of $91 million.(2)Consists of a one-time purchase of a corporate asset which was paid through July 2026.(3)Consists of payments of acquisition-related costs in connection with our acquisitions of CyberArk Software Ltd. and Koi Security Ltd.(4)Consists of a non-recurring litigation settlement payment during the three months ended January 31, 2026. Palo Alto Networks, Inc.Preliminary Condensed Consolidated Balance Sheets(In millions)

July 31, 2026
July 31, 2025
(unaudited)

Assets


Current assets:


Cash and cash equivalents$        2,514
$        2,269Short-term investments557
635Accounts receivable, net3,629
2,965Short-term financing receivables, net592
715Short-term deferred contract costs544
419Prepaid expenses and other current assets807
520Total current assets 8,643
7,523Property and equipment, net523
387Operating lease right-of-use assets700
347Long-term investments4,835
5,555Long-term financing receivables, net944
1,002Long-term deferred contract costs667
586Goodwill22,010
4,567Intangible assets, net7,017
763Deferred tax assets2,443
2,424Other assets678
422Total assets $       48,460
$       23,576Liabilities and stockholders' equity


Current liabilities:


Accounts payable $          290
$          232Accrued compensation1,048
608Accrued and other liabilities 838
846Deferred revenue7,747
6,302Total current liabilities 9,923
7,988Long-term convertible senior notes1,774
—Long-term deferred revenue7,009
6,450Deferred tax liabilities251
89Long-term operating lease liabilities726
338Other long-term liabilities1,285
887Total liabilities20,968
15,752Stockholders' equity:


Preferred stock—
—Common stock and additional paid-in capital24,772
5,292Accumulated other comprehensive income (loss)(71)
48Retained earnings2,791
2,484Total stockholders' equity27,492
7,824Total liabilities and stockholders' equity$       48,460
$       23,576   View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results-302866744.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results

Palo Alto Networks Acquires Console to Agentify SecuritySeptember 1, 2026 4:05 PM
PR Newswire (US)  Transforming how customers benefit from agentic-driven workflows that are purpose-built for the AI eraSANTA CLARA, Calif., Sept. 1, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced it has acquired Console, an AI-native platform that enables agentic capabilities. Console is designed to help organizations apply AI-driven analysis and action across their enterprise operations, giving organizations the force multiplier they need to resolve alerts, issues, and requests at machine speed.As AI reshapes the threat landscape, organizations need a security platform that can operate with speed, context, and operational discipline. Console will help advance this vision by deepening our agentic capabilities in Cortex®, supporting teams as they investigate signals, prioritize work, and take action across their environment. Nikesh Arora, Chairman and CEO, Palo Alto Networks"Security operations can no longer be about managing dashboards and queuing tickets just to help humans work faster. By bringing Console into Palo Alto Networks, our customers can have a direct conversation with data and build agentic workflows in natural language that helps alert and remediate issues automatically. This is the shift to software-as-an-agent, giving our platform the arms and legs to deliver autonomous security outcomes across the entire enterprise."Andrei Serban, Co-Founder and CEO, Console"We built Console around a simple idea: people should be able to express an operational goal, and intelligent software should handle the complexity required to achieve it. Our customers have already proven that agents can dramatically slash overhead and transform their business. Joining Palo Alto Networks gives our team the security expertise, platform foundation, and global scale to bring that vision to the world's largest enterprises. Together, we can make agentic operations faster to adopt, safer to govern, and far more consequential."Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties, and assumptions, including, but not limited to, statements regarding the anticipated benefits and impact of the acquisition of Console on Palo Alto Networks, Console and their customers. There are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, but not limited to: the effect of the announcement of the acquisition on the parties' commercial relationships and workforce; significant and/or unanticipated difficulties, liabilities or expenditures relating to acquisition, risks related to disruption of management time from ongoing business operations due to the acquisition and the ongoing integration of other recent acquisitions; our ability to effectively operate Console's operations and business, integrate Console's business and products into our products, and realize the anticipated synergies in the transaction in a timely manner or at all; changes in the fair value of our contingent consideration liability associated with acquisitions or the fair value of our convertible senior notes and capped call transactions; developments and changes in general market, political, economic and business conditions; failure of our platformization product offerings; risks associated with managing our growth; risks associated with new product, subscription and support offerings; shifts in priorities or delays in the development or release of new product or subscription or other offerings or the failure to timely develop and achieve market acceptance of new products and subscriptions, as well as existing products, subscriptions and support offerings; failure of our product offerings or business strategies in general; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our ability to attract and retain new customers; developments and changes in general market, political, economic, and business conditions; our competition; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.Additional risks and uncertainties that could affect our financial results are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Quarterly Report on Form 10-Q filed with the SEC on June 2, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that we make with the SEC from time to time. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.  View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-acquires-console-to-agentify-security-302866763.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks Acquires Console to Agentify Security

NTT DATA and Palo Alto Networks Sign Global Strategic Alliance to Accelerate Secure AI TransformationAugust 20, 2026 6:00 AM
Business Wire First-of-its-kind global alliance combines AI-powered security innovation with enterprise-scale consulting and managed services Helps organizations navigate Frontier AI with integrated governance, threat intelligence and cybersecurity expertise Backed by co-innovation, shared engineering, coordinated global delivery and more than 2,000 Palo Alto Networks-certified professionals NTT DATA, a global leader in AI, digital business and technology services, and Palo Alto Networks (NASDAQ: PANW) today announced a multi-year strategic alliance designed to help organizations securely adopt AI, modernize cybersecurity, simplify complex technology environments and build cyber resilience for the AI era. As Palo Alto Networks first strategic alliance of this kind with a global systems integrator, the agreement, which targets $1 billion in joint business by the end of three years (2029), combines Palo Alto Networks AI-powered cybersecurity platforms with NTT DATA's consulting, engineering and managed services. Leveraging joint engineering, co-innovation and coordinated global delivery, the alliance will help clients assess cyber risk, deploy AI securely and continuously optimize security. Through these joint solutions, clients will gain a unified approach that seamlessly spans cybersecurity strategy, implementation and managed services. Building on the companies’ Frontier AI collaboration, the alliance brings together Palo Alto Networks Unit 42® threat intelligence with NTT DATA’s global cybersecurity expertise, AI governance and managed services. Backed by joint investments, more than 2,000 certified experts as well as dedicated Forward Deployed Engineers, the alliance will deliver a seamless approach to streamline deployments and speed client outcomes. Through direct engineering collaboration, NTT DATA will gain early access to new platform features, further accelerating the delivery of AI security services to clients. Initial solutions will address the most pressing cybersecurity challenges facing clients in highly regulated and critical industries, including financial services, healthcare, manufacturing and the public sector, across six strategic transformation areas: Autonomous Security Operations Center (SOC) – Modernize security operations with Agentic AI and managed services that help organizations detect, investigate and respond faster to increasingly sophisticated, machine-speed cyber threats while reducing operational complexity. AI governance – Embed governance, security and risk management throughout the AI lifecycle, helping organizations manage emerging AI risks and confidently scale AI innovation with greater accountability, transparency and control. Identity security – Protect human, machine and AI agent identities, including workloads and devices, through an Identity Security Framework designed to discover, manage, secure and govern identities across the enterprise. Zero Trust & SASE – Helps secure users, applications and data across an increasingly complex attack surface through a unified Zero trust and secure edge architecture, leveraging AI-driven threat detection and prevention. Resilient cloud – Enables organizations to improve visibility, compliance and autonomous risk reduction across multi-cloud environments with AI-enabled security posture management and stronger governance. Firewall modernization – Modernize firewall environments to reduce complexity, improve visibility and strengthen enterprise security. “AI is reshaping both business and cybersecurity, making deep ecosystem collaboration more important than ever," said Nikesh Arora, Chairman and Chief Executive Officer, Palo Alto Networks. "Expanding our alliance with NTT DATA allows us to operationalize platformization at true global scale, helping enterprises eliminate legacy complexity and move fast without sacrificing safety." "AI is redefining every aspect of the enterprise, but it is also transforming the threat landscape at unprecedented speed. Organizations need a new approach to cyber resilience that combines AI-driven security, deep industry expertise and global scale,” said Abhijit Dubey, Chief Executive Officer and Chief AI Officer, NTT DATA, Inc. "Together with Palo Alto Networks, we're bringing AI-powered cybersecurity innovation together with NTT DATA’s consulting, engineering and managed services capabilities to help clients securely accelerate AI adoption and stay ahead of evolving threats.” NTT DATA brings world-class cybersecurity expertise to the collaboration, backed by over 7,500 cybersecurity professionals, 70+ delivery centers and 20+ Cyber Defense Centers. Paired with Palo Alto Networks AI-powered platforms and Unit 42 threat intelligence, the alliance delivers the technology, expertise and global reach enterprise organizations need to securely deploy AI across complex environments. About NTT DATA Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world’s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 70 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&D. Visit us at nttdata.com About Palo Alto Networks Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com. Palo Alto Networks, Unit 42, and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States or in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Forward-Looking Statements This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. View source version on businesswire.com: https://www.businesswire.com/news/home/20260820797762/en/ Media Contacts
Lori Bosio
Lori.bosio@nttdata.com Taryn Dawson
tdawson@paloaltonetworks.com Original: NTT DATA and Palo Alto Networks Sign Global Strategic Alliance to Accelerate Secure AI Transformation

Palo Alto Networks Introduces Frontier AI Critical Defense ProgramAugust 19, 2026 9:04 AM
PR Newswire (US) A collaboration of leading technology providers to protect critical infrastructure against the rapid rise of AI-discovered vulnerabilitiesSANTA CLARA, Calif., Aug. 19, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) today announced the Frontier AI Critical Defense Program, a first-of-its-kind initiative to protect critical infrastructure from AI-driven exploits. Through the program, leaders across operational technology (OT), healthcare, commercial software and open-source communities coordinate with Palo Alto Networks to deploy proactive "virtual patches," neutralizing vulnerabilities at the network-level before attackers can exploit them.Palo Alto Networks recently used Frontier AI models to uncover more than 14,000 previously unknown vulnerabilities in open source software, underscoring how AI could enable threat actors to automate cyberattacks and shrink attack timelines. Yet, critical infrastructure operators, constrained by strict uptime and safety testing, cannot patch at AI speed. This mismatch creates a significant exposure gap, leaving essential systems vulnerable long before software fixes can be safely deployed.True defense at AI speed requires joint action. This program builds on our existing collaborations with IBM and Red Hat (as part of Lightwell), Microsoft (as part of MAPP) and OT leaders like Siemens and the Idaho National Laboratory (as part of the OT Threat Research Lab).Today, the collaboration is expanding to include Anthropic, OpenAI, OT leaders like Mitsubishi and Axis Communications, industry consortiums for sharing risk information like Analysis and Resilience Center for Systemic Risk and Health-ISAC, OT research organizations like the independent, non-profit Energy R&D Institute (EPRI) and OSS initiatives like Akrites (an initiative from the Linux Foundation).Palo Alto Networks Frontier Virtual Patching puts these insights into action to deliver proactive protection for joint customers. By combining Frontier AI threat discovery with trusted vulnerability intelligence, it delivers rapid network-level patches while safeguarding sensitive vulnerability details from attackers.Lee Klarich, Chief Product Officer, Palo Alto Networks
"In the age of Frontier AI, the traditional, reactive race to build and deploy software patches before adversaries exploit a flaw is a losing battle. Protecting critical infrastructure requires a structural shift from isolated patching to collective, proactive intelligence. Through initiatives like our Frontier AI Critical Defense Program, we can neutralize threats at the network layer before they are weaponized."Help safeguard critical infrastructure by joining the expanding Frontier AI Critical Defense Program, today. Visit the website to learn more on how to get involved, or explore Palo Alto Networks broader Frontier AI Defense Initiative.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Forward-Looking Statements
This release contains forward-looking statements with respect to Palo Alto Networks that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of Palo Alto Networks products, technologies, and integrations or future products, technologies, and integrations. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. Palo Alto Networks identifies certain important risks and uncertainties that could affect its results and performance in its most recent Annual Report on Form 10-K, its most recent Quarterly Report on Form 10-Q, and its other filings with the Securities and Exchange Commission from time-to-time, each of which are available on Palo Alto Networks' website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this release regarding Palo Alto Networks are based on information available to Palo Alto Networks as of the date hereof, and Palo Alto Networks does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.  View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-introduces-frontier-ai-critical-defense-program-302855274.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks Introduces Frontier AI Critical Defense Program

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026August 3, 2026 8:30 AM
PR Newswire (US) SANTA CLARA, Calif., Aug. 3, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, announced today that it will release the financial results for its fiscal fourth quarter and fiscal year 2026, ending July 31, 2026, after U.S. markets close on Tuesday, September 1, 2026. 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. The timing of this release reflects standard scheduling considerations following the closing of the CyberArk acquisition earlier this year.A live video webcast will be accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com. A replay of the event will be available three hours after the conclusion of the webcast and archived for one year. Prior to commencement of the fiscal fourth quarter and fiscal year 2026 financial results webcast on September 1, 2026, a financial results press release will be accessible from the Palo Alto Networks website.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available. View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-to-announce-fiscal-fourth-quarter-and-fiscal-year-2026-financial-results-on-tuesday-september-1-2026-302840777.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026

3 cybersecurity stocks ready to benefit from a more uncertain digital worldJuly 29, 2026 10:40 AM
IH Market News The cybersecurity landscape rarely stands still. Organizations today face an ever-changing mix of cyberattacks, infrastructure disruptions, data breaches, and emerging AI-driven threats. At the same time, recent outages affecting major gaming platforms have highlighted how dependent consumers and businesses have become on interconnected digital services. A recent AWS-related disruption impacted PlayStation Network services, while Xbox users also experienced significant service interruptions, underscoring the importance of resilience across today’s technology ecosystem. For investors, these developments serve as a reminder that cybersecurity and operational continuity are becoming increasingly critical priorities. As enterprises, governments, and infrastructure operators devote more resources to safeguarding their digital environments, several cybersecurity-focused companies are attracting attention. This article is a journalistic opinion piece that has been written based on independent research. It is intended to inform investors and should not be taken as a recommendation or financial advice. BlackBerry strengthens its critical event response platform BlackBerry (NYSE: BB) continues its evolution from a former smartphone pioneer into a software and cybersecurity company focused on secure communications and mission-critical operations. In June, the company unveiled new enhancements to BlackBerry AtHoc, its mission orchestration platform. AtHoc is designed to help organizations manage critical incidents by coordinating personnel, information, and response activities from the initial alert through resolution, while maintaining real-time visibility and accountability across participating organizations. The latest update extends those capabilities through new integrations with Microsoft Teams and Microsoft Entra ID. BlackBerry also enhanced the platform’s response capture, situational mapping, and operator dispatch functionality. By embedding critical communications into systems employees already use, the company aims to help organizations react more effectively when minutes matter most. As cyber threats, geopolitical risks, and operational disruptions become more common, solutions that streamline emergency communications and incident response could remain an important growth area for BlackBerry. Palo Alto Networks continues to build a broad security ecosystem Palo Alto Networks (NASDAQ: PANW) remains one of the largest and most influential names in the cybersecurity industry. The company offers a wide range of products spanning network security, cloud protection, threat intelligence, and AI-powered security services. Its strategy centers on providing organizations with a unified platform capable of addressing multiple security challenges across complex technology environments. Many enterprises are looking to reduce complexity by consolidating security vendors, and Palo Alto Networks has positioned itself as a major beneficiary of that trend. With businesses increasingly shifting operations to cloud-based environments, demand for integrated security solutions continues to support the company’s long-term growth prospects. CrowdStrike maintains a strong position in endpoint protection CrowdStrike (NASDAQ: CRWD) has become a leading force in modern cybersecurity through its cloud-native Falcon platform. Initially recognized for its endpoint protection capabilities, the company has expanded into areas such as identity security, cloud workload protection, threat intelligence, and managed detection services. CrowdStrike’s emphasis on real-time threat detection and rapid incident response has helped establish it as a key partner for organizations seeking stronger cyber defenses. As cybercriminals continue to develop more sophisticated attack methods, businesses are placing greater value on proactive security solutions capable of identifying and stopping threats before they spread. That ongoing demand remains a significant driver for CrowdStrike’s business. A sector prime for continued relevance The cybersecurity industry benefits from a unique dynamic: organizations cannot afford to ignore security spending. Whether responding to ransomware attacks, protecting cloud infrastructure, or ensuring business continuity during unexpected disruptions, cybersecurity has become an essential component of modern operations. Recent service outages affecting high-profile consumer platforms have reinforced the importance of resilient technology infrastructure and effective incident response. Companies that help organizations navigate these challenges are likely to remain central players in the digital economy. Investor takeaway Cybersecurity continues to offer compelling opportunities for investors seeking exposure to long-term technology trends. BlackBerry, Palo Alto Networks, and CrowdStrike each provide distinct approaches to addressing the growing demand for digital security and operational resilience. However, investors should remember that headlines alone do not tell the full story. Product launches, partnerships, and industry developments can create interest, but thorough research remains essential. Evaluating a company’s financial health, competitive advantages, growth strategy, and valuation can help investors make more informed decisions. In a sector that changes as quickly as cybersecurity, staying informed and conducting ongoing due diligence can help ensure a portfolio remains aligned with both current opportunities and emerging risks.The post 3 cybersecurity stocks ready to benefit from a more uncertain digital world appeared first on US Editors. Original: 3 cybersecurity stocks ready to benefit from a more uncertain digital world

A Post-Quantum Security Company Just Planted a Flag in Southeast Asia, Right as Governments Start Mandating the SwitchJuly 23, 2026 9:10 AM
PR Newswire (US) Issued on behalf of Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80)The migration to quantum-resistant encryption has shifted from a research topic to a procurement mandate, and one Canadian company is trying to turn that regulatory wave into regional footholds. Its latest move localizes its platform for Malaysia's critical-infrastructure rules.VANCOUVER, BC, July 23, 2026 /PRNewswire/ -- USA News Group News Commentary - For years, the threat that quantum computers could one day break the encryption protecting the world's data was treated as a problem for the future. That framing has changed. Governments are now writing quantum-resistant security into law, enterprises are being told to inventory and migrate their cryptography on fixed timelines, and the phrase "harvest now, decrypt later," the idea that adversaries are already stockpiling encrypted data to crack once quantum machines mature, has moved from conference panels into procurement documents. In that environment, the companies that can help organizations actually make the switch are the ones positioned to benefit. One of them just expanded its reach into Southeast Asia, and it did so by aligning itself directly with a national cybersecurity law that is about to force a wave of spending.Key TakeawaysQuantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) signed a memorandum of agreement with a Malaysia-based digital trust and certificate-management provider to build a Malaysia-specific version of its QPrime post-quantum platform.The tailored platform is designed to help Malaysia's National Critical Information Infrastructure organizations prepare for the country's Cyber Security Act 2024 (Act 854), with the solution hosted on Malaysian sovereign infrastructure and data residency kept in-country.The broader post-quantum and cybersecurity sector is running hot, with SEALSQ (NASDAQ: LAES), CrowdStrike (NASDAQ: CRWD), Palo Alto Networks (NASDAQ: PANW), and Fortinet (NASDAQ: FTNT) all riding the quantum-migration and AI-security demand cycle.A Partnership Built Around a National MandateQuantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage, and cryptographic migration readiness, announced that it has signed a memorandum of agreement with a Malaysia-based digital trust and certificate-management provider that forms part of a global digital trust ecosystem. Under the agreement, QSE and its Malaysian partner intend to develop a Malaysia-specific version of QSE's full secure posture platform, known as QPrime.The purpose of the tailored platform is specific and regulatory. It is intended to help Malaysia's National Critical Information Infrastructure organizations, referred to as NCII, prepare for requirements under Malaysia's Cyber Security Act 2024, known as Act 854. In plain terms, QPrime is designed to help organizations understand where encryption is used across their systems, where cyber and quantum-related exposure may exist, and what steps to prioritize as they plan their move toward post-quantum security. It is an assessment and migration-planning tool for the messy, essential first step of any cryptographic transition: figuring out what you have and where you are vulnerable.A notable feature of the arrangement is where the data will live. The parties intend to host the Malaysia-specific QPrime solution on Malaysian sovereign infrastructure, with data residency kept inside the country. For government agencies and regulated organizations, that detail matters: sensitive cybersecurity information, assessment results, and compliance records need to remain within national borders. Data sovereignty has become a central requirement in government technology procurement worldwide, and building it into the offering from the start is what makes a solution viable for public-sector and regulated buyers.Malaysia's Cyber Security Act 2024 has sharpened the focus on cybersecurity readiness for NCII organizations, a category that can span government, financial services, communications, energy, healthcare, transportation, and other critical services. That breadth is the commercial opportunity: each of those sectors houses organizations that now face a compliance obligation and will need tools to meet it."This MOA is important because it is focused on a clear market need," said Ted Carefoot, Chief Executive Officer of QSE. "Malaysia's NCII organizations need practical tools to understand their cybersecurity exposure, prepare for Act 854 and plan for post-quantum risk. By working with a Malaysian digital trust provider and supporting local data residency, we believe QPrime can become a practical starting point for organizations that need to move from awareness to action."Read the whole story on Quantum Secure Encryption by clicking hereA Strategy of Localizing, Not Just SellingThe Malaysia agreement is a window into how QSE is trying to grow. Rather than pushing a single, one-size-fits-all product into every market, the company says it is adapting its technology to local regulatory requirements, local data-residency needs, and real customer workflows, scaling its existing platform through regional partners. For QSE, the memorandum supports a broader strategy of moving QPrime from a general post-quantum assessment platform toward a local, compliance-focused solution built around the specific needs of Malaysian NCII organizations.It is a sensible approach for a smaller company in a market increasingly crowded with large incumbents. Competing head-to-head on scale against global security giants is difficult; embedding into specific national compliance regimes, alongside a local partner who understands the regulatory terrain and carries existing relationships, is a way to win business the incumbents may overlook or reach more slowly. The company describes its Malaysian partner as part of a global digital trust ecosystem, which suggests the relationship could open doors beyond a single market if the model works.QSE describes itself as a Canadian technology company specializing in post-quantum data security, encryption, and secure data infrastructure, built around quantum-delivered entropy and a zero-knowledge architecture, serving commercial, enterprise, and public-sector organizations that need long-term data confidentiality. The Malaysia move is a test of whether that technology can be packaged to meet a specific national law, and whether the regional-partner playbook can be repeated elsewhere.Why the Timing MattersThe backdrop to all of this is a global regulatory push that has turned post-quantum migration from optional to mandatory. In the United States, an executive order has accelerated the federal government's migration to post-quantum cryptography, and the National Institute of Standards and Technology has finalized quantum-resistant algorithm standards that are now being implemented. Canada has directed its federal departments to submit migration plans, and national-security agencies have set deadlines for full quantum-resistance of sensitive systems. Malaysia's Act 854 is part of that same global wave, and it is the specific mandate QSE is now aligning itself with.The market that results is sizable and growing quickly. Industry estimates put the post-quantum cryptography market in the low billions of dollars in 2025 and project rapid compound growth through the rest of the decade, driven precisely by the government mandates and enterprise compliance obligations now taking effect. For a company positioned as a pure-play in that space, the challenge is less about whether demand will materialize and more about capturing a share of it against far larger competitors, which is exactly what the regional-localization strategy is designed to address.Track the Signals Before the CrowdThe best positioning happens before the crowd catches on. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they form, so you see attention building instead of chasing it. Watch it live at eagle-eye.dev.The Companies Riding the Same Security WaveQSE is a micro-cap operating in a sector that also contains some of the best-performing large-cap technology stocks of 2026. The four companies below span the post-quantum and broader cybersecurity landscape, and while they differ enormously from QSE in size and stage, they show why capital has been flowing toward security names all year. They are referenced for market and sector context only and are not peers, competitors, or financial comparables to QSE.SEALSQ (NASDAQ: LAES)SEALSQ is the closest pure-play post-quantum comparison in the public market. The company builds post-quantum secure microcontrollers and digital-certificate technology, positioning itself at the silicon layer of the quantum-safe transition. It reported roughly 66% revenue growth for its 2025 fiscal year to about US$18.3 million, with a commercial pipeline it has described as exceeding US$200 million and a large cash position, and its shares have been an active trading vehicle for the post-quantum theme. Because SEALSQ's certificate and secure-chip focus overlaps conceptually with the digital-trust and certificate-management angle of QSE's Malaysia partnership, it is the most thematically relevant name here, even though it operates at a different layer of the stack and a far larger scale.CrowdStrike (NASDAQ: CRWD)CrowdStrike is one of the defining cybersecurity franchises of the era, and one of the few large-cap security names to keep compounding through the 2026 software correction. Its shares have risen roughly 75% year to date, trading near a 52-week high, and the company recently completed a four-for-one stock split that broadened retail access. Its Falcon platform is increasingly positioned as the layer through which enterprise crypto-agility and post-quantum policy enforcement will eventually be delivered, giving it structural exposure to the same regulatory tailwind driving pure-play post-quantum vendors. CrowdStrike illustrates the scale and market enthusiasm at the top of the security sector that QSE sits far below but shares a tailwind with.Palo Alto Networks (NASDAQ: PANW)Palo Alto Networks is integrating post-quantum cryptography capabilities directly into what is one of the largest security platforms in the industry. It is repeatedly named among the handful of companies leading enterprise-grade quantum-safe adoption, and its shares climbed in mid-July 2026 alongside the broader security group on read-throughs about elevated cyber demand. After a very strong run, the stock has also drawn analyst caution on valuation, a reminder that even the leaders in this theme carry risk. Palo Alto shows how the largest platform vendors are absorbing post-quantum capability into their existing suites, which is both the opportunity and the competitive pressure that shapes the environment smaller specialists like QSE operate in.Fortinet (NASDAQ: FTNT)Fortinet has quietly been one of the best-performing large-cap stocks in the entire market in 2026, up roughly 100% year to date and trading near its 52-week high, and it pairs that with elite profitability, including net margins above 27% and a very high return on equity. Known for its FortiGate firewalls and broader Security Fabric platform, Fortinet is among the firewall and network-security vendors most often cited as beneficiaries of the migration cycle and of rising AI-driven security demand. It rounds out the picture of a cybersecurity sector where capital has rewarded scale, profitability, and exposure to structural security spending, the same secular forces QSE is attempting to tap at the specialist end.A Small Company Aligned With a Large TrendQSE is a micro-cap with the risks that come with that profile: it is small, it competes against vastly larger and better-capitalized companies, and a memorandum of agreement is an intention to build, not a guarantee of revenue. The Malaysia platform still has to be developed, adopted, and paid for before it contributes materially to the business. Those are real caveats, and the gap in scale between QSE and the large-cap names sharing its sector is enormous.What QSE has done is align itself precisely with the force reshaping its industry: government mandates that turn post-quantum migration from a choice into a requirement. By localizing its platform to a specific national law, keeping data in-country, and partnering with a provider that already understands the market, the company has laid out a repeatable template for turning regulation into revenue. Whether it can execute on that template is the open question, but the strategy is aimed squarely at where the demand is being created.Read more on Quantum Secure Encryption hereArticle Source: Quantum Secure Encryption Corp., "QSE Expands Global Post-Quantum Cybersecurity Footprint Through Malaysia Partnership," July 23, 2026.USA News Group | info@usanewsgroup.comDISCLAIMERNothing in this publication should be considered personalized financial advice. We are not licensed under securities laws to address your particular financial situation, and no communication from us should be deemed personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This publication is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances.This article is being distributed by USA News Group, which is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL was previously paid a fee directly by Quantum Secure Encryption Corp. for advertising and digital media services under an agreement that has since expired, and MEL has not been paid any fee for this article. MEL expects to receive compensation in the future in connection with Quantum Secure Encryption Corp. as part of an anticipated ongoing digital media effort to increase visibility for the company. The content of this article was prepared independently by MEL. This present and expected future compensation, together with the share ownership described below, constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged not to use this publication as the basis for any investment decision.Market Equities and its owners, operators, directors, and affiliates own shares of Quantum Secure Encryption Corp., which were acquired through private placement and in the open market, and reserve the right to buy and sell shares of Quantum Secure Encryption Corp. at any time without further notice, commencing immediately and ongoing, in the open market, through private placements, and/or through other investment vehicles. There may also be third parties who hold shares of Quantum Secure Encryption Corp. and may liquidate their shares, which could have a negative effect on the price of the stock.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in this publication is not trustworthy unless verified by their own independent research. Because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may lose some or all of your investment.Cautionary Note Regarding Forward-Looking Statements. This article contains, and references a company news release that contains, forward-looking statements within the meaning of applicable Canadian securities legislation. Statements regarding the memorandum of agreement, the development of a Malaysia-specific QPrime platform, intended data-residency and sovereign-hosting arrangements, Act 854 readiness, the company's regional-partner strategy, and future demand for post-quantum cryptography are forward-looking and are not guarantees of future performance or results. A memorandum of agreement represents an intention and is subject to further development, definitive agreements, adoption, and execution risk; there is no assurance it will generate revenue. References to SEALSQ, CrowdStrike, Palo Alto Networks, and Fortinet are for market and sector context only; those companies are not peers, competitors, or comparables of Quantum Secure Encryption Corp., differ substantially in size, stage, and business, and their performance is not indicative of QSE's prospects. All third-party figures are approximate and subject to change. Readers are cautioned not to place undue reliance on forward-looking statements and should refer to the company's continuous-disclosure filings available under its profile on SEDAR+ at www.sedarplus.ca. This disclaimer, together with your access to and use of this content, shall be governed by and construed in accordance with the laws of Ireland.Eagle Eye Disclosure. Eagle Eye is an investor signal-intelligence platform affiliated with the publisher of this article, and this reference constitutes promotion of an affiliated product. Eagle Eye is not a broker-dealer, and nothing in the platform or in this article is financial, investment, tax, or legal advice. Data provided in the platform is for informational purposes only and may be delayed. Always do your own research before making any investment decision.  View original content to download multimedia:https://www.prnewswire.com/news-releases/a-post-quantum-security-company-just-planted-a-flag-in-southeast-asia-right-as-governments-start-mandating-the-switch-302833110.htmlSOURCE USA News Group Original: A Post-Quantum Security Company Just Planted a Flag in Southeast Asia, Right as Governments Start Mandating the Switch

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience MonitoringJuly 21, 2026 4:10 PM
PR Newswire (US) New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user doesSANTA CLARA, Calif., July 21, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Embrace, a leading provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) capabilities to the Palo Alto Networks Observability platform. Palo Alto Networks is also introducing Synthetics, a new capability built with its world-class Autonomous Digital Experience Management (ADEM) team, for proactively validating application performance from anywhere. These new capabilities will extend Palo Alto Networks Observability to Digital Experience Monitoring. Customers will gain a complete, unified view, from end-user interactions and proactive app validation to backend software and infrastructure, all on the industry's leading, innovative, cost-effective platform.Modern applications are increasingly complex and autonomous, and organizations need full performance visibility to ensure reliability. Legacy tools are fragmented, cost-prohibitive, and frequently miss when a user's experience is broken. Embrace's proven RUM capabilities are built for modern environments, allowing customers to deliver applications that scale at the pace of AI. Synthetics will leverage Palo Alto Networks' globally distributed infrastructure to proactively validate application availability and performance from strategic locations across the globe. With these new capabilities, organizations will be able to:Eliminate blindspots: Monitor user experiences and infrastructure health through a single interface to help ensure user-facing applications and workflows are seamlessly executing without introducing hidden digital issues.
 Prevent revenue impacting downtime: Combine Embrace's advanced monitoring with Palo Alto Networks' deep data analytics, to quickly pinpoint and resolve complex performance issues, protecting revenue and brand reputation.
 Catch problems before any user does: Palo Alto Networks' Observability platform and ADEM deliver a complete view of digital experience by catching issues before they impact both customers and employees.Following the acquisition of Chronosphere in January 2026, Palo Alto Networks continues to drive innovation across its Observability platform, surpassing $300M ARR in Q3 FY26. The company also earned recognition from Gartner® Magic Quadrant™ for Observability Platforms, where it was named a leader for the third consecutive year, earning the top ranking for Observability Cost Control in the 2026 Gartner® Critical Capabilities™ report.Lee Klarich, Chief Product & Technology Officer of Palo Alto Networks 
"To truly understand how their applications are performing, organizations need to see the whole picture - from the moment a user taps or clicks to what exactly happens on the backend. By combining Palo Alto Networks' leading Observability platform with Embrace's innovative Real User Monitoring and the organically developed Synthetic Monitoring capabilities, we'll deliver exactly that. And we're taking it a step further - by linking these capabilities with Cortex AgentiX, organizations will be able to both see and automatically fix issues across their ecosystem. This is what true platformization looks like in practice."The acquisition is subject to customary closing conditions, and is expected to close in Palo Alto Networks first quarter of fiscal 2027.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Cortex, Cortex AgentiX, and Chronosphere and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties, and assumptions, including, but not limited to, statements regarding the anticipated benefits and impact of the proposed acquisition of Embrace on Palo Alto Networks, Embrace and their customers. There are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, but not limited to: the effect of the announcement of the proposed acquisition on the parties' commercial relationships and workforce; the ability to satisfy the conditions to the closing of the acquisition; the ability to consummate the proposed acquisition on a timely basis or at all; significant and/or unanticipated difficulties, liabilities or expenditures relating to proposed transaction, risks related to disruption of management time from ongoing business operations due to the proposed acquisition and the ongoing integration of other recent acquisitions; our ability to effectively operate Embrace's operations and business following the closing, integrate Embrace's business and products into our products following the closing, and realize the anticipated synergies in the transaction in a timely manner or at all; changes in the fair value of our contingent consideration liability associated with acquisitions or the fair value of our convertible senior notes and capped call transactions; developments and changes in general market, political, economic and business conditions; failure of our platformization product offerings; risks associated with managing our growth; risks associated with new product, subscription and support offerings; shifts in priorities or delays in the development or release of new product or subscription or other offerings or the failure to timely develop and achieve market acceptance of new products and subscriptions, as well as existing products, subscriptions and support offerings; failure of our product offerings or business strategies in general; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our ability to attract and retain new customers; developments and changes in general market, political, economic, and business conditions; our competition; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.Additional risks and uncertainties that could affect our financial results are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Quarterly Report on Form 10-Q filed with the SEC on June 2, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that we make with the SEC from time to time. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.  View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-to-extend-leading-observability-platform-with-innovative-digital-experience-monitoring-302831253.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

A Global Insurer Just Bought This Canadian Company's Quantum-Risk Toolkit, and the Timing Is No AccidentJuly 14, 2026 8:55 AM
PR Newswire (US) Issued on behalf of QSE - Quantum Secure Encryption Corp.QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) has secured its first major financial-services purchase order for its Quantum Preparedness Assessment platform, from the Malaysian operations of a leading global insurance and asset-management group, a validation milestone as regulated industries begin preparing for a threat that has not fully arrived yet.Equity Insider News Commentary VANCOUVER, BC, July 14, 2026 /PRNewswire/ -- Some of the most consequential decisions in business are made years before the risk they address actually materializes. A driller commits capital to a deepwater project that will not produce for a decade. An insurer prices policies against events that may never happen. And now, a growing set of regulated enterprises are spending money today to defend against a computer that does not yet exist in usable form: a quantum machine powerful enough to break the encryption that protects the modern financial system. QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) just booked a notable data point in that shift. Key TakeawaysA financial-services first. QSE secured a purchase order for its Quantum Preparedness Assessment (QPA) platform from the Malaysian operations of a leading global insurance and asset-management group, its first major financial-services adoption of QPA.A high-bar customer. The buyer operates in one of the world's most heavily regulated industries, where cybersecurity, vendor-risk, privacy, and operational-resilience requirements face rigorous review, a signal that QPA cleared a demanding procurement process.A regulatory tailwind. Malaysia's Cyber Security Act 2024 names banking and finance as critical information infrastructure, and NIST has finalized its first post-quantum cryptography standards, moving migration from a technical discussion to an operational requirement.A repeatable model. QSE believes assessment-led adoption can be repeated across insurance, banking, asset management, fintech, healthcare, and public-sector customers that need to move from awareness to a migration plan.A pattern the market already rewards. Across sectors, from offshore energy to cybersecurity, some of this year's stronger-performing companies share one trait: they are positioned ahead of a long-horizon demand shift rather than chasing it.The Threat That Arrives Before the Machine DoesThe core idea behind post-quantum security is counterintuitive: the danger is here even though the quantum computer capable of causing it is not. The reason is a threat commonly called harvest now, decrypt later. Sensitive encrypted data, customer records, identity information, policy and claims files, payment and investment data, can be collected and stored today, then decrypted years from now once quantum capabilities mature. For a financial institution whose records must remain confidential for decades, that turns a future problem into a present one.QSE's Quantum Preparedness Assessment platform is designed to address exactly that gap. QPA helps an organization understand where its current encryption may be exposed to future quantum risk, identifying which systems, data, and digital assets may need to be upgraded before quantum computers become powerful enough to weaken widely used encryption. Rather than forcing an immediate rip-and-replace of core infrastructure, the platform helps enterprises build a structured view of cryptographic assets and dependencies, prioritize risk, develop migration roadmaps, and produce reporting for security, risk, audit, compliance, and executive stakeholders."This purchase order is an important milestone for QSE because it demonstrates that our QPA platform is being adopted by the type of customer that faces some of the highest security and compliance expectations in the market," said Ted Carefoot, Chief Executive Officer of QSE. "Large financial-services organizations do not move forward with cybersecurity vendors unless there is a real operational need and a rigorous review process."Why Malaysia, and Why NowThe location matters. Malaysia's Cyber Security Act 2024, known as Act 854, has introduced a stronger national framework for cybersecurity, including obligations tied to national critical information infrastructure, cyber threat and incident management, and regulated cybersecurity services. Banking and finance is one of Malaysia's identified critical information infrastructure sectors, alongside government, healthcare, energy, and other essential sectors. That regulatory backdrop turns quantum readiness from an optional exercise into part of a compliance conversation, and QSE believes the order strengthens its commercial positioning across Malaysia and Southeast Asia.The timing is global as well. NIST has released its first finalized post-quantum cryptography standards and has stated that organizations should begin migrating systems to quantum-resistant cryptography. Governments in the United States and Europe have moved toward formal transition timelines for public-sector systems, critical infrastructure, and other high-risk environments. In other words, the demand curve QSE is selling into is being shaped not only by technology but by regulation, which tends to make it more durable."QPA gives enterprises a lower-friction way to start," added Mr. Carefoot. "It allows a board, executive team, security team or compliance function to see what needs to be addressed, what should be prioritized first, and how a practical migration plan can be developed. That is why we believe assessment-led adoption can become a repeatable model across banks, insurers, asset managers, healthcare organizations, government entities and other regulated sectors."The Market's Tell: Positioning Ahead of the CurveQSE is a small, early-stage company, and the names below are far larger and are referenced here only as market and thematic context, not as peers, competitors, or financial comparables to QSE. What ties them together is a single idea the market has been rewarding in 2026: companies that position themselves ahead of a long-horizon demand shift, and build the tools or assets to meet it, tend to attract investor attention. Each of the companies below has been among the stronger performers in its corner of the market this year.Palo Alto Networks (Nasdaq: PANW) is the closest thematic reference point, because it operates in the same broad arena QSE does: enterprise cybersecurity. The company posted a record fiscal third quarter in 2026 with revenue up 31% year over year to roughly $3 billion and next-generation security annual recurring revenue climbing about 60%, and its shares have risen sharply year to date. Palo Alto's momentum reflects the same secular force underneath QSE's purchase order: regulated enterprises are increasing spending on next-generation security, and post-quantum readiness is becoming part of that budget. The scale differs enormously, but the demand driver is shared.Transocean (NYSE: RIG) offers the long-horizon-commitment parallel from a completely different industry. The offshore driller has been one of the energy sector's stronger performers this year, supported by a contract backlog exceeding $7 billion and new harsh-environment awards that extend its utilization into 2027 and 2028. Transocean's business is built on committing enormous capital today against demand that will not fully materialize for years, the same structural logic behind buying quantum-readiness tools now for a threat that arrives later. The market has rewarded that forward positioning with a strong year-to-date advance.Talos Energy (NYSE: TALO) reinforces the point that disciplined preparation for a long-dated payoff can be a winning strategy. The Gulf of America-focused operator has posted a year-to-date share-price gain in the low-to-mid twenties percent, backed by first-quarter 2026 adjusted EBITDA of roughly $293 million and a disciplined approach to developing assets that pay off over multi-year horizons. Talos illustrates the investor appetite for companies executing methodically toward future value, which is precisely the discipline QSE is applying as it converts early adoption into what it hopes becomes a repeatable enterprise model.Crescent Energy (NYSE: CRGY) rounds out the picture as another operator that has outperformed its sector year to date, with a gain in the low-to-mid twenties percent supported by record first-quarter 2026 production and captured operating synergies. Crescent's appeal to investors rests on steady execution and capital discipline rather than a single catalyst, a profile that maps onto QSE's assessment-led, land-and-expand approach: prove value on a first engagement, thenbuild a repeatable pipeline across regulated industries.From One Order to a Repeatable ModelThe strategic significance of the Malaysian order is less about its size and more about what it may represent. QSE believes the engagement can serve as a template for additional opportunities across insurance, banking, asset management, fintech, public-sector, and other regulated industries where long-term data confidentiality and cryptographic resilience are becoming strategic priorities. The assessment-led model is designed to be a practical first step: a lower-friction entry point that lets an enterprise move from awareness to planning without immediately replacing core infrastructure, and one that can naturally lead to deeper engagements as migration work begins.For a company of QSE's size, landing a demanding financial-services customer is the kind of proof point that can matter more than its dollar value suggests. It shows the platform can clear a rigorous enterprise procurement process, and it gives the company a reference case in exactly the sector where quantum risk is most acute. Whether that translates into the repeatable pipeline QSE envisions will depend on execution, the pace of regulatory adoption, and the company's ability to keep converting assessments into longer-term relationships. But the direction of travel, from awareness toward operational planning, is now clearly underway.CONTINUED… Stay ahead of QSE's expansion across regulated industries and get the full story and updates here.About QSE - Quantum Secure Encryption Corp.QSE - Quantum Secure Encryption Corp. is a Canadian technology company specializing in post-quantum data security, encryption, and secure data infrastructure. Built around quantum-delivered entropy and zero-knowledge architecture, QSE's solutions help protect sensitive data from current cyber threats and future quantum-enabled attacks. QSE serves organizations across commercial, enterprise, and public-sector environments requiring long-term data confidentiality and resilience. For more information, visit www.qse-corp.com or contact sales@qse-corp.com.The best positioning happens before the crowd catches on. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they form, so you see attention building instead of chasing it. Watch it live at eagle-eye.dev.Article Source
Equity Insider
editor@equity-insider.comDISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is wholly owned and operated by Market Equities Limited ("MEL"). MEL and/or it's affiliate, officers, directors, associates have previously been paid a fee directly by QSE — Quantum Secure Encryption Corp. for advertising and digital media (compensation term expired); MEL expects future compensation for ongoing digital media services. MEL, together with its owners, officers, directors, and affiliates, owns shares of QSE — Quantum Secure Encryption Corp. acquired both through private placement and through the open market, and MEL and its owners, officers, directors, and affiliates reserve the right to buy, sell, or hold shares at any time without further notice commencing immediately and ongoing. This article is being distributed for MEL. There may also be 3rd parties who may have shares of QSE — Quantum Secure Encryption Corp. and may liquidate their shares which could have a negative effect on the price of the stock. Previous and expected compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.The comparable companies referenced (PANW, RIG, TALO, CRGY) are provided solely as market and thematic context and are not peers, competitors, or comparables of QSE — Quantum Secure Encryption Corp. All third-party stock performance figures are approximate, measured year to date as of mid-July 2026, and are subject to change. View original content to download multimedia:https://www.prnewswire.com/news-releases/a-global-insurer-just-bought-this-canadian-companys-quantum-risk-toolkit-and-the-timing-is-no-accident-302824821.htmlSOURCE Equity Insider Original: A Global Insurer Just Bought This Canadian Company's Quantum-Risk Toolkit, and the Timing Is No Accident

In Double Top Breakout mode since 15 June 2026. GLTA

Palo Alto Networks and Deutsche Telekom Bring AI-Driven Security with Advanced Sovereignty Controls for European Regulated IndustriesJune 9, 2026 3:00 AM
PR Newswire (US) AMSTERDAM and MUNICH, June 9, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW) and Deutsche Telekom (XETRA: DTE) today announced Sovereign Cortex with T Security. This solution brings the Palo Alto Networks Cortex® AI-driven SecOps platform to Europe's most regulated industries, with data sovereignty controls independently governed by Deutsche Telekom.Today's AI-driven threat landscape demands immediate, real time effective cybersecurity. Yet many of Europe's regulated organisations – in healthcare, the public sector, financial services and critical national infrastructure – face a fundamental challenge: adopting cloud-delivered AI security, while meeting Europe's growing sovereignty requirements. Increasingly codified in GDPR, NIS2 and DORA and equivalent European frameworks, these requirements demand demonstrable controls that go beyond data residency: control over who can access data, how it is encrypted, how provider access is audited, and how it is handled in support operations.Sovereign Cortex with T Security addresses these requirements and enables Europe's most regulated organisations to adopt cloud-delivered security without sovereignty compromise. Anchored by Deutsche Telekom, as the independent European trust partner, it delivers the full capabilities of the Cortex platform with purpose-built sovereignty controls for Europe's regulatory environment.In addition to the data residency controls we provide customers for all of our cloud services, Sovereign Cortex with T Security provides additional sovereign controls for every layer of the environment. This includes customer and systems (telemetry) data, encryption keys, and independently audited access logs. Furthermore, all support personnel are based exclusively in Europe, and all contractual agreements are governed by European law.Helmut Reisinger, CEO of EMEA at Palo Alto Networks
"European organisations — from public authorities to critical infrastructure operators — have been clear with us: they need real time AI-driven security and they need verifiable data sovereignty controls, and they should not have to choose between them. This is our direct response to what customers and regulators across Europe have been asking for – a service that honours Europe's sovereignty, maintains the security effectiveness and modular platformization our customers depend on, and reflects the trust they place in us."Thomas Tschersich, CEO Deutsche Telekom Security GmbH and CSO Deutsche Telekom AG
"Our joint offering is currently unique in Europe at this level of quality. We meet the compliance requirements of NIS2, DORA, and KRITIS with respect to data sovereignty — without asking our customers to compromise on the effectiveness of their cyber defence."A customer-led approach to sovereignty
This solution reflects direct engagement with regulated organisations and public authorities across Europe — designed around the specific, verifiable controls they require, not a broad interpretation of sovereignty. It is built to evolve as sovereignty regulation across Europe develops.Sovereign Cortex with T Security will initially be available to organisations in healthcare, financial services, the public sector and critical national infrastructure, with broader availability to follow. The initial release is planned for Q3 2026.Learn more about how Palo Alto Networks and Deutsche Telekom are bringing AI-driven security to European industries.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.About Deutsche Telekom
Deutsche Telekom (XETRA:DTE) is Europe's leading digital telco company, serving around 220 million customers across mobile, fixed-network and IT services. Through its subsidiaries Deutsche Telekom Security and T-Systems, the Group is also one of Europe's largest providers of cybersecurity and managed security services. With security operations centers across Europe, an end-to-end European network and IT infrastructure, and decades of experience serving regulated industries and public-sector customers, Deutsche Telekom provides the European trust anchor for sovereign digital services. Learn more at www.telekom.com/companyprofile.Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC website at www.sec.gov. All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. View original content to download multimedia:https://www.prnewswire.co.uk/news-releases/palo-alto-networks-and-deutsche-telekom-bring-ai-driven-security-with-advanced-sovereignty-controls-for-european-regulated-industries-302794736.html Original: Palo Alto Networks and Deutsche Telekom Bring AI-Driven Security with Advanced Sovereignty Controls for European Regulated Industries

As Washington Pours Billions Into Quantum Computing, One Company Says the Real Race Is Defending the DataJune 4, 2026 12:07 PM
PR Newswire (US) Issued on behalf of Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80)
A wave of U.S. government investment is accelerating quantum computing — and with it, the urgency for organizations to protect data that must stay confidential for years or decades to come.NEW YORK, June 4, 2026 /PRNewswire/ -- USA News Group News Commentary – There is a quiet contradiction running through the most exciting technology story of the decade. The same breakthroughs that make quantum computing so promising — the ability to solve problems that would stall the most powerful classical machines — also threaten to unravel the encryption that protects nearly every sensitive digital record in existence. As governments rush to fund the race for quantum capability, a smaller field of companies — among them Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) — is making a pointed argument: the more powerful these machines become, the more urgent it is to defend the data they could one day break. That argument moved into sharper focus in late May, when Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) — a post-quantum cybersecurity company focused on quantum-resilient data protection, identity security, secure storage and cryptographic migration readiness — weighed in on a major signal from Washington. The company commented on reports that the U.S. Department of Commerce had entered into nine letters of intent to provide approximately US$2 billion to support the U.S. quantum computing sector, an investment QSE framed as evidence that quantum has crossed from research curiosity into national technology strategy."Government investment at this scale sends a clear message: quantum computing is moving from research into national technology strategy," said Ted Carefoot, Chief Executive Officer of QSE. "That progress is exciting, but it also accelerates the need for organizations to understand and address their post-quantum cybersecurity exposure. Sensitive data encrypted today may need to remain confidential for years or decades, which is why preparation cannot wait."The "Harvest Now, Decrypt Later" Problem
Carefoot's point about data that must remain confidential for years or decades gets at the heart of why post-quantum security is not a problem organizations can comfortably defer. Encrypted information that is intercepted today can be stored cheaply and indefinitely, waiting for the day a sufficiently capable quantum computer can unlock it. For records with long shelf lives — government files, financial data, healthcare records, critical-infrastructure systems and other long-lived sensitive information — the threat is not theoretical to the institutions responsible for protecting them. The clock on confidentiality starts the moment the data is created, not the moment quantum machines mature.It is against that backdrop that the U.S. funding commitment reads as something more than an industrial-policy headline. Each dollar accelerating quantum capability is, in QSE's framing, also a dollar shortening the runway organizations have to get their cryptographic houses in order. The company has argued that quantum investment and post-quantum readiness are, in Carefoot's words, "two sides of the same transformation" — and that as governments accelerate one, enterprises must accelerate the other.From Awareness to Action
What sets QSE's recent messaging apart from the broader chorus of quantum commentary is that the company says it has already moved past the product-development stage and into commercial deployment. In a corporate update earlier in May, QSE described itself as operating a fully built, commercially available post-quantum cybersecurity platform — one designed to help organizations move, as the company puts it, from awareness to action.The update carried specifics that are unusual for a company at this stage of a frontier market. QSE said it is generating revenue, currently serves 262 customer accounts, and is seeing growing pipeline activity across enterprise, government and regulated-industry channels. The company characterized this as a shift into a commercial scaling phase, following a period of product development, platform integration, certification milestones and strategic partner expansion."QSE is now operating from a position of commercial strength," Carefoot said in that update. "Our product suite is fully built, our technology is in market, and our focus has shifted decisively toward scaling revenue, expanding customer relationships and converting a growing pipeline of enterprise and government opportunities. We believe the combination of regulatory urgency, market readiness and QSE's differentiated platform creates a significant growth opportunity for the Company in 2026 and beyond."The platform itself is organized around three plain-language functions. The first, Assess, helps organizations understand where their data and encryption may be vulnerable to future quantum threats. The second, Protect, secures sensitive data using quantum-resilient encryption, secure storage and deployment tools designed to work alongside existing systems. The third, Control Access, governs who can reach sensitive systems and data through quantum-secure login and identity tools. Taken together, QSE says, those functions support customers across the full post-quantum security lifecycle — from initial assessment and planning through deployment, identity protection, secure storage and ongoing security infrastructure.Crucially, the company emphasizes that its approach is designed to strengthen existing security infrastructure without requiring a disruptive rip-and-replace process. For large institutions with sprawling legacy systems, the prospect of swapping out cryptography wholesale is daunting enough to encourage paralysis; QSE's pitch is that quantum resilience can be layered onto what organizations already run, lowering the barrier to getting started.A Multi-Stream Commercial Model
Behind the three-function framework is a revenue model built to capture demand in more than one way. QSE has said its commercial model is generating recurring SaaS revenue while continuing to scale enterprise deployments, usage-based entropy and secure storage services, and on-premises hardware deployments for customers that require greater data autonomy and internal key control. That last category matters in sectors where institutions are unwilling — or, for regulatory reasons, unable — to hand control of their most sensitive keys to an outside cloud.The company is also pursuing a partner-led expansion strategy, working through value-added distributors, resellers, system integrators and regional partners with established access to enterprise, government and regulated-industry customers. Management has said it believes this channel approach can accelerate market penetration, expand geographic reach and help convert pipeline opportunities into long-term customer relationships — a route that lets a relatively young company extend its reach without building out a massive direct sales force first.Deepening the Bench
Scaling a frontier-technology company is as much about people as product, and QSE moved on that front in late May with the appointment of Michael Massing as Chief Technology Officer, effective June 1, 2026. Massing brings more than 30 years of experience across cybersecurity, cryptography, secure data management, artificial intelligence, blockchain, network architecture and advanced computing systems — a breadth that maps closely onto the technical demands of a post-quantum platform.His résumé reads like a tour through the modern security industry. Massing previously served as CTO and VP of Engineering at TokenX Labs and LifeSite Inc., where he led the development of zero-knowledge authentication and secure digital asset management systems. He also served as Executive Director of Engineering at Dell SonicWall, where he managed the Unified Threat Management business unit and helped scale enterprise cybersecurity product lines to approximately US$400 million in annual sales. Earlier, he founded SecureCom Networks, later acquired by SonicWall, and Mass Technology Inc., providing technical solutions to organizations including Cisco, Sophos and NASA — with work on advanced computing systems and real-time operating systems supporting NASA's SETI initiatives. He holds eight issued patents in cryptography, networking and cybersecurity, and earned a B.S. in Electrical Engineering from Santa Clara University."Michael's appointment is an important step in QSE's next phase of growth," Carefoot said. "He brings deep cryptography expertise, enterprise cybersecurity experience and a proven record of building technologies that can scale into large commercial markets. As demand for post-quantum security accelerates, his leadership will be valuable as we continue expanding our platform, supporting customer deployments and pursuing larger commercial opportunities."The appointment comes as QSE continues expanding its enterprise post-quantum security platform, including its QPA migration readiness system, qREK entropy infrastructure, QAuth identity platform, and decentralized encrypted storage architecture — the named building blocks that sit beneath the Assess, Protect and Control Access functions the company markets to customers.A Crowded, Fast-Moving Field
QSE is not alone in racing to meet the post-quantum moment, and the breadth of the field underscores how seriously markets are taking the threat. On the cryptography-hardware side, SEALSQ Corp (NASDAQ: LAES) builds quantum-resistant semiconductors and public-key-infrastructure trust services, positioning itself as a pure-play in quantum-safe chips for connected-device, identity and IoT markets. On the software side, Arqit Quantum Inc. (NASDAQ: ARQQ) has pioneered a symmetric-key agreement platform designed to keep networked devices and data at rest secure against both conventional and quantum-enabled attacks, and has been expanding into telecom and enterprise channels through partnerships.The urgency these security firms describe is, of course, driven by the progress of the quantum-computing builders themselves. IonQ, Inc. (NYSE: IONQ) remains the bellwether among publicly traded quantum-hardware companies, developing trapped-ion processors and quantum-networking systems — the very class of machines whose maturation defines the timeline security vendors are racing against. And at the enterprise level, established cybersecurity giants such as Palo Alto Networks, Inc. (NASDAQ: PANW) frame quantum readiness as an emerging extension of the broader security mandate they already serve, a signal that post-quantum protection is migrating from niche concern toward mainstream enterprise requirement.Within that landscape, QSE's pitch is one of practicality and timing: a fully built platform, already in market, that layers quantum resilience onto existing systems. Readers can review the company's positioning in more detail on its USA News Group profile page.Why It Matters Now
QSE's read on its own market is that post-quantum cybersecurity is quickly becoming a board-level, compliance-level and national-security priority. The company points to a convergence of forces — regulatory pressure, cryptographic migration requirements and enterprise demand — that it believes positions it to capitalize on the accelerating global transition toward post-quantum security infrastructure. Governments, regulators and large enterprises, the company argues, are no longer treating post-quantum security as a future consideration; they are beginning to demand concrete action, including cryptographic inventories, preparedness assessments, migration roadmaps and the implementation of quantum-resilient controls."Post-quantum cybersecurity is quickly becoming a board-level, compliance-level and national-security priority," Carefoot said. "With a solid client-base and revenue generation established, a fully built platform in market and a growing pipeline of enterprise and government opportunities, QSE is now focused on scaling aggressively across the sectors where quantum-resilient security is becoming mission-critical."The story Washington is telling with its US$2 billion in letters of intent is, on its surface, a story about building quantum machines. QSE's contribution to the conversation is to flip the lens: every advance toward that capability is also a countdown for the data that quantum could one day expose. Whether the company's 262 customer accounts and multi-stream model prove to be an early foothold in a vast market or simply an early chapter, its central premise is hard to dismiss — that in the quantum era, building the machine and defending against it are not separate races, but the same one.TRACK THE TREND WITH EAGLE EYE:
To help investors track sentiment and market-forum activity around developing stories like this one, MIQ offers Eagle Eye, a free investor-signal tool that scans market-forum discussion for emerging trends. It is available to everyone at EagleEye.usanewsgroup.com as a research aid — not investment advice — to help investors make more informed decisions.CONTACT:
USANewsGroup.com
info @therooster-2873SOURCES:
[1] Quantum Secure Encryption Corp., "Quantum Secure Encryption Provides Corporate Update as Company Scales Commercial Deployment," May 12, 2026 (Newsfile Corp.).
[2] Quantum Secure Encryption Corp., "Quantum Secure Encryption Highlights Post-Quantum Cybersecurity Urgency Following U.S. Quantum Computing Investment," May 22, 2026 (Newsfile Corp.).
[3] Quantum Secure Encryption Corp., "Quantum Secure Encryption Appoints Cybersecurity and AI Technology Veteran Michael Massing as Chief Technology Officer," May 26, 2026 (Newsfile Corp.).
[4] U.S. Department of Commerce / NIST, "Department of Commerce Announces Letters of Intent With 9 Companies for $2 Billion to Accelerate U.S. Leadership in Quantum Computing," May 2026.DISCLAIMER:
Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has previously been paid a fee for QSE - Quantum Secure Encryption Corp. advertising and digital media from the company directly which has since expired. There may be 3rd parties who may have shares QSE - Quantum Secure Encryption Corp., and may liquidate their shares which could have a negative effect on the price of the stock. Previous compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of QSE - Quantum Secure Encryption Corp. which were purchased as a part of a private placement, and in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of QSE - Quantum Secure Encryption Corp. at any time hereafter without any further notice. We also expect further compensation in the future as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2838876/6003688/USA_News_Group_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/as-washington-pours-billions-into-quantum-computing-one-company-says-the-real-race-is-defending-the-data-302791826.html Original: As Washington Pours Billions Into Quantum Computing, One Company Says the Real Race Is Defending the Data

Palo Alto Networks Lifts Earnings Forecast as AI Security Demand Accelerates (PANW)June 3, 2026 6:20 AM
IH Market News Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.5% in premarket trading by 04:31 ET on Wednesday. Revenue Growth Driven by Platform Expansion The cybersecurity group has continued to broaden its offering beyond its traditional network security roots, expanding into cloud security, artificial intelligence protection, identity management and observability solutions. Recent acquisitions have also played a key role in strengthening its platform-based strategy. For the third quarter, Palo Alto Networks generated revenue of $3.0 billion, representing a 31% increase from the same period a year earlier and exceeding analyst expectations of $2.94 billion. The company’s Next-Generation Security Annual Recurring Revenue (ARR), a closely watched measure of subscription-based growth, surged 60% year-over-year to $8.1 billion. The increase reflected continued customer adoption of its cloud, AI, identity security and security operations offerings. Investors Focus on Disclosure Changes Following Acquisitions While the quarterly figures broadly exceeded expectations, some analysts highlighted concerns surrounding reporting transparency as the company integrates acquired businesses. Analysts at Raymond James noted that the results included “a number of moving pieces from recent M&A that will no longer be disclosed.” They added: “This point is likely to rub investors the wrong way considering management seems intent upon continuing M&A, but disclosures are constantly changing (re-segmentation coming in FY27) and make it difficult to assess core business trends.” The comments suggest that some investors remain cautious about evaluating underlying performance as the company adjusts reporting structures following multiple acquisitions. AI Adoption Fuels Cybersecurity Spending Chief Executive Officer Nikesh Arora said the rapid development of artificial intelligence technologies is increasing the importance of cybersecurity for enterprise customers. According to the company, organisations are increasingly turning to Palo Alto’s platforms to secure AI deployments, helping drive stronger organic bookings growth during the quarter. Management indicated that businesses are seeking broader and more integrated security solutions as AI adoption expands across industries. Profitability Improves and Outlook Raised Adjusted net income rose to $684 million, or $0.85 per diluted share, compared with $561 million, or $0.80 per diluted share, in the corresponding period last year. Looking ahead to the fiscal fourth quarter, Palo Alto Networks expects revenue to range between $3.345 billion and $3.355 billion, implying annual growth of approximately 32%. The company also projects Next-Generation Security ARR to reach between $8.9 billion and $8.95 billion. For fiscal 2026 as a whole, management raised its adjusted earnings per share forecast to between $3.77 and $3.79, up from its previous outlook of $3.65 to $3.70. The company also expects full-year revenue of between $11.42 billion and $11.43 billion, ahead of the Wall Street consensus forecast of $11.29 billion. Analysts Turn More Positive on the Stock Following the results, analysts at Truist Securities increased their price target on Palo Alto Networks shares to $375 from $275. The brokerage described the company as a “core cyber holding” that “should benefit from rising need for real-time inspection, AI- driven SOC automation, identity security and platformized defenses.” The revised target reflects confidence that Palo Alto Networks is well positioned to capitalize on growing enterprise spending in next-generation cybersecurity and AI-related security infrastructure. Palo Alto stock price Original: Palo Alto Networks Lifts Earnings Forecast as AI Security Demand Accelerates (PANW)

Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial ResultsJune 2, 2026 4:05 PM
PR Newswire (US) SANTA CLARA, Calif., June 2, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2026, ended April 30, 2026."Q3 was a standout quarter for Palo Alto Networks, with accelerating organic bookings growth as customers turn to us to secure their AI deployments at scale," said Nikesh Arora, chairman and chief executive officer of Palo Alto Networks. "The latest advancements at the AI frontier have increased the level of urgency around cybersecurity, and redefined the shape of the industry for the coming years.""Our Q3 results reflect strong growth across each of our platforms as we scale. We are executing ahead of our M&A integration plans and improving profitability across our businesses, which keeps us firmly on track to achieve 40% adjusted free cash flow margin in FY28," said Dipak Golechha, chief financial officer of Palo Alto Networks.Third Quarter Fiscal 2026 Financial HighlightsTotal revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere.Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This includes $1.6 billion in NGS ARR from CyberArk and Chronosphere.Remaining performance obligation grew 36% year over year to $18.4 billion. This includes $1.8 billion from CyberArk and Chronosphere.GAAP operating loss for the fiscal third quarter 2026 was $183 million, compared with GAAP operating income of $219 million, for the fiscal third quarter 2025. Non-GAAP operating income for the fiscal third quarter 2026 was $814 million, compared with non-GAAP operating income of $627 million for the fiscal third quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.GAAP net loss for the fiscal third quarter 2026 was $177 million, or ($0.22) per diluted share, compared with GAAP net income of $262 million, or $0.37 per diluted share, for the fiscal third quarter 2025. Non-GAAP net income for the fiscal third quarter 2026 was $684 million, or $0.85 per diluted share, compared with non-GAAP net income of $561 million, or $0.80 per diluted share, for the fiscal third quarter 2025. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Net cash provided by operating activities for the fiscal third quarter 2026 was $871 million, compared with net cash provided by operating activities of $628 million, for the fiscal third quarter 2025. Adjusted free cash flow for fiscal third quarter 2026 was $910 million, compared with adjusted free cash flow of $578 million, for the fiscal third quarter 2025. Trailing 12-month adjusted free cash flow margin of 38.5% was up 430 basis points year over year. A reconciliation between GAAP and non-GAAP information is contained in the tables below.Financial OutlookPalo Alto Networks provides guidance based on current market conditions and expectations.For the fiscal fourth quarter 2026, we expect:Next-Generation Security ARR of $8.90 billion to $8.95 billion, representing year-over-year growth of 59% to 60%.Remaining performance obligation of $20.9 billion to $21.0 billion, representing year-over-year growth of 32% to 33%.Total revenue in the range of $3.345 billion to $3.355 billion, representing year-over-year growth of 32%.Diluted non-GAAP net income per share in the range of $0.96 to $0.98, using 830 million to 840 million shares outstanding.For the fiscal year 2026, we expect:Next-Generation Security ARR of $8.90 billion to $8.95 billion, representing year-over-year growth of 59% to 60%.Remaining performance obligation of $20.9 billion to $21.0 billion, representing year-over-year growth of 32% to 33%.Total revenue in the range of $11.415 billion to $11.425 billion, representing year-over-year growth of 24%.Non-GAAP operating margin in the range of 28.9% to 29.2%.Diluted non-GAAP net income per share in the range of $3.77 to $3.79, using 763 million to 766 million shares outstanding.Adjusted free cash flow margin to be 37.5%.Guidance for non-GAAP financial measures excludes share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, change in fair value of convertible notes and capped calls, and income tax and other tax adjustments related to our long-term non-GAAP effective tax rate, along with certain non-recurring expenses and certain non-recurring cash flows. We have not reconciled non-GAAP operating margin guidance to GAAP operating margin, diluted non-GAAP net income per share guidance to GAAP net income (loss) per diluted share, or adjusted free cash flow margin guidance to GAAP net cash from operating activities because we do not provide guidance on GAAP operating margin, GAAP net income (loss) or net cash from operating activities and would not be able to present the various reconciling cash and non-cash items between GAAP and non-GAAP financial measures because certain items that impact these measures are uncertain or out of our control, or cannot be reasonably predicted, including share-based compensation expense, without unreasonable effort. The actual amounts of such reconciling items will have a significant impact on the company's GAAP net income (loss) per diluted share and GAAP net cash from operating activities.Earnings Call InformationPalo Alto Networks will host a video webcast for analysts and investors to discuss the company's fiscal third quarter 2026 results as well as the outlook for its fiscal fourth quarter and fiscal year 2026 today at 4:30 p.m. Eastern time/1:30 p.m. Pacific time. Open to the public, investors may access the webcast, supplemental financial information and earnings slides from the "Investors" section of the company's website at investors.paloaltonetworks.com. A replay will be available three hours after the conclusion of the webcast and archived for one year.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties and assumptions including statements regarding our financial and operating results and financial outlook for the fiscal fourth quarter 2026 and fiscal year 2026. There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including: developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of our platformization product offerings; failure to achieve the expected benefits of our strategic partnerships and acquisitions; changes in the fair value of our contingent consideration liability associated with acquisitions; changes in the fair value of our convertible senior notes and capped call transactions; our ability to successfully integrate the businesses, operations and technologies of companies and businesses that we acquire; the risk that the expected benefits and synergies of our acquisitions may not be fully achieved in a timely manner, or at all; the risk that we will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities, or expenditures relating to our acquisitions; the effect of the announcement, pendency or completion of acquisitions on our (including the companies that we acquire) business relationships and business operations generally; the effect of our acquisitions on our common share price and uncertainty as to the long-term value of our common stock; risks related to disruption of management time from ongoing business operations due to our acquisitions; risks associated with managing our growth; risks associated with new product, subscription and support offerings, including our product offerings that leverage or incorporate AI and the expansion of our offerings into new categories, such as the identity security and observability spaces; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.For additional risks and uncertainties on these and other factors that could affect our financial results and cause actual results to differ materially from those described in the forward-looking statements we make in this press release are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" and elsewhere in our Quarterly Report on Form 10-Q filed with the U.S. Securities and Exchange Commission (SEC) on February 18, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other documents that we file with or furnish to the SEC from time to time. All forward-looking statements in this press release are based on our current beliefs and information available to management as of the date hereof and are inherently uncertain, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Non-GAAP Financial Measures and Other Key MetricsPalo Alto Networks has provided in this press release financial information that has not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). The company uses these non-GAAP financial measures and other key metrics internally in analyzing its financial results and believes that the use of these non-GAAP financial measures and key metrics are helpful to investors as an additional tool to evaluate ongoing operating results and trends, and in comparing the company's financial results with other companies in its industry, many of which present similar non-GAAP financial measures or key metrics.The presentation of these non-GAAP financial measures and key metrics are not meant to be considered in isolation or as a substitute for comparable GAAP financial measures and should be read only in conjunction with the company's consolidated financial statements prepared in accordance with GAAP. A reconciliation of the company's historical non-GAAP financial measures to their most directly comparable GAAP measures has been provided in the financial statement tables included in this press release, and investors are encouraged to review these reconciliations.Non-GAAP operating income. Palo Alto Networks defines non-GAAP operating income as operating income (loss) plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, and litigation-related charges. The company believes that non-GAAP operating income provides management and investors with greater visibility into the underlying performance of the company's core business operating results.Non-GAAP net income and net income per share, diluted. Palo Alto Networks defines non-GAAP net income as net income (loss) plus share-based compensation-related charges, including share-based payroll tax expense, acquisition-related costs, including change in fair value of contingent consideration liability, amortization expense of acquired intangible assets, litigation-related charges, non-cash charges related to convertible notes, and change in fair value of convertible notes and capped calls. The company also excludes from non-GAAP net income tax adjustments related to our long-term non-GAAP effective tax rate in order to provide a complete picture of the company's recurring core business operating results. The company defines non-GAAP net income per share, diluted, as non-GAAP net income divided by the weighted-average diluted shares outstanding, which includes the potentially dilutive effect of the company's employee equity incentive plan awards and the company's convertible senior notes and related warrants, after giving effect to the anti-dilutive impact of the company's note hedge agreements and capped call transactions, which reduced the potential economic dilution that otherwise would have occurred in connection with the conversion and settlement of the company's convertible senior notes. Under GAAP, the anti-dilutive impact of the note hedge or capped calls is not reflected in diluted shares outstanding. The company considers these non-GAAP financial measures to be useful metrics for management and investors for the same reasons that it uses non-GAAP operating income.Adjusted free cash flow margin, adjusted free cash flow, and free cash flow. Palo Alto Networks defines adjusted free cash flow margin, a non-GAAP measure, as adjusted free cash flow divided by total revenue. The company defines adjusted free cash flow, a non-GAAP measure, as free cash flow, plus certain capital expenditures for our headquarters and certain corporate assets, plus payments of acquisition-related costs, plus litigation-related payments. The company defines free cash flow, a non-GAAP measure, as cash provided by operating activities less purchases of property, equipment, and other assets. We consider free cash flow, adjusted free cash flow, and adjusted free cash flow margin to be operating metrics as well as profitability and liquidity measures that provide useful information to management and investors about the amount of cash generated by the business after necessary capital expenditures and before the impact of certain qualifying non-recurring cash payments from operating activities, as applicable. A limitation of the utility of free cash flow or adjusted free cash flow as a measure of our financial performance and liquidity is that it does not represent the total increase or decrease in our cash balance for the period. In addition, it is important to note that other companies, including companies in our industry, may not use free cash flow or adjusted free cash flow, may calculate free cash flow or adjusted free cash flow in a different manner than we do, or may use other financial measures to evaluate their performance, all of which could reduce the usefulness of free cash flow or adjusted free cash flow as a comparative measure.Next-Generation Security ARR. Palo Alto Networks defines Next-Generation Security ARR as the annualized allocated revenue of all active contracts as of the final day of the reporting period related to all product, subscription and support offerings, excluding revenue from hardware products, and legacy attached subscriptions, support offerings and professional services. The company considers Next-Generation Security ARR to be a useful operating metric for management and investors to assess the performance of the company because Next-Generation Security is where the company has focused its innovation and the company expects its overall revenue to be disproportionately driven by this Next-Generation Security portfolio. Because Next-Generation Security ARR does not have the effect of providing a numerical measure that is different from any comparable GAAP measure, the company does not consider it a non-GAAP measure.Investors are cautioned that there are a number of limitations associated with the use of non-GAAP financial measures and key metrics as analytical tools. Many of the adjustments to the company's GAAP financial measures reflect the exclusion of items that are recurring and will be reflected in the company's financial results for the foreseeable future, such as share-based compensation, which is an important part of Palo Alto Networks employees' compensation and impacts their performance. Furthermore, these non-GAAP financial measures are not based on any standardized methodology prescribed by GAAP, and the components that Palo Alto Networks excludes in its calculation of non-GAAP financial measures may differ from the components that its peer companies exclude when they report their non-GAAP results of operations. Palo Alto Networks compensates for these limitations by providing specific information regarding the GAAP amounts excluded from these non-GAAP financial measures. In the future, the company may also exclude non-recurring expenses and other expenses that do not reflect the company's core business operating results.About Palo Alto Networks
Palo Alto Networks® (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42® threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Palo Alto Networks, Inc.Preliminary Condensed Consolidated Statements of Operations(In millions, except per share data)(Unaudited)








Three Months Ended
Nine Months Ended
April 30,
April 30,
2026
2025
2026
2025Revenue:






Product$          594
$          453
$        1,542
$        1,228Subscription and support2,408
1,836
6,528
5,457Total revenue3,002
2,289
8,070
6,685Cost of revenue:






Product167
101
371
277Subscription and support807
518
1,926
1,495Total cost of revenue974
619
2,297
1,772Total gross profit2,028
1,670
5,773
4,913Operating expenses:






Research and development734
494
1,773
1,480Sales and marketing1,161
793
2,804
2,271General and administrative316
164
673
416Total operating expenses2,211
1,451
5,250
4,167Operating income (loss)(183)
219
523
746Interest expense—
(1)
—
(3)Other income, net27
93
282
261Income (loss) before income taxes(156)
311
805
1,004Provision for income taxes21
49
216
124Net income (loss)$         (177)
$          262
$          589
$          880







Net income (loss) per share, basic$         (0.22)
$          0.39
$          0.81
$          1.33Net income (loss) per share, diluted$         (0.22)
$          0.37
$          0.79
$          1.24







Weighted-average shares used to compute net income (loss) per share, basic801
665
729
659Weighted-average shares used to compute net income (loss) per share, diluted801
707
744
708
Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures(In millions, except per share amounts)(Unaudited)
Three Months Ended
Nine Months Ended
April 30,
April 30,
2026
2025
2026
2025







GAAP operating income (loss)$       (183)
$        219
$        523
$        746Share-based compensation-related charges517
355
1,225
1,014Acquisition-related costs(1)198
7
227
32Amortization expense of acquired intangible assets280
43
357
127Litigation-related charges(2)2
3
13
(35)Non-GAAP operating income$        814
$        627
$      2,345
$      1,884







GAAP net income (loss)$       (177)
$        262
$        589
$        880Share-based compensation-related charges517
355
1,225
1,014Acquisition-related costs(1)198
7
227
32Amortization expense of acquired intangible assets280
43
357
127Litigation-related charges(2)2
3
13
(35)Change in fair value of convertible notes and capped calls(3)38
—
38
1Income tax and other tax adjustments(4)(174)
(109)
(371)
(347)Non-GAAP net income$        684
$        561
$      2,078
$      1,672







GAAP net income (loss) per share, diluted$      (0.22)
$       0.37
$       0.79
$       1.24Share-based compensation-related charges0.64
0.52
1.64
1.46Acquisition-related costs(1)0.25
0.01
0.31
0.05Amortization expense of acquired intangible assets0.35
0.06
0.48
0.18Litigation-related charges(2)0.00
0.00
0.02
(0.05)Change in fair value of convertible notes and capped calls(3)0.05
0.00
0.05
0.00Income tax and other tax adjustments(4)(0.22)
(0.16)
(0.50)
(0.49)Non-GAAP net income per share, diluted$       0.85
$       0.80
$       2.79
$       2.39







GAAP weighted-average shares used to compute net income (loss) per share, diluted801
707
744
708Weighted-average dilutive effect of potentially dilutive securities(5)6
—
—
—Weighted-average anti-dilutive impact of note hedge agreements—
(6)
—
(9)Non-GAAP weighted-average shares used to compute net income per share, diluted807
701
744
699(1)Consists of acquisition transaction costs, share-based compensation related to the cash settlement of certain equity awards, change in fair value of contingent consideration liability, and costs to terminate certain employment, operating lease, and other contracts of the acquired companies. During the three and nine months ended April 30, 2026, it also includes integration costs related to our acquisition of CyberArk Software Ltd.(2)Consists of the amortization of intellectual property licenses and covenant not to sue, and legal contingency charges (credit). During the nine months ended April 30, 2026, it also includes a litigation settlement charge.(3)Consists of changes in fair value of convertible senior notes acquired from CyberArk Software Ltd. that are included in earnings and changes in fair value of the related capped calls. During the nine months ended April 30, 2025, it also includes non-cash interest expense for amortization of debt issuance costs related to the company's convertible senior notes.(4)Consists of income tax adjustments related to our long-term non-GAAP effective tax rate.(5)Consists of potentially dilutive effect of employee equity incentive plan awards in periods with GAAP net loss position as they are excluded from GAAP weighted-average shares. Palo Alto Networks, Inc.Reconciliation of GAAP to Non-GAAP Financial Measures (Continued)(In millions)(Unaudited)








Three Months Ended
Trailing 12-Month Ended
April 30,
April 30,
2026
2025
2026
2025







Net cash provided by operating activities$        871
$        628
$    4,217
$    3,208Less: purchases of property, equipment, and other assets83
68
424
208Free cash flow (non-GAAP)$        788
$        560
$    3,793
$    3,000Add: capital expenditures for headquarters(1)—
—
91
—Add: capital expenditures for certain corporate assets(2)5
18
55
18Add: payments of acquisition-related costs(3)117
—
136
—Add: litigation related payment(4)—
—
4
20Adjusted free cash flow (non-GAAP)$        910
$        578
$    4,079
$    3,038Adjusted free cash flow margin (non-GAAP)30.3 %
25.3 %
38.5 %
34.2 %(1)Consists of a land purchase of $91 million.(2)Consists of a one-time purchase of a corporate asset which is expected to be paid through July 2026.(3)Consists of payments of acquisition-related costs in connection with our acquisitions of CyberArk Software Ltd. and Koi Security Ltd.(4)Consists of non-recurring litigation settlement payments during the three months ended July 31, 2024 and January 31, 2026. Palo Alto Networks, Inc.Preliminary Condensed Consolidated Balance Sheets(In millions)

April 30, 2026
July 31, 2025
(unaudited)

Assets


Current assets:


Cash and cash equivalents$        2,364
$        2,269Short-term investments747
635Accounts receivable, net2,852
2,965Short-term financing receivables, net591
715Short-term deferred contract costs454
419Prepaid expenses and other current assets705
520Total current assets 7,713
7,523Property and equipment, net506
387Operating lease right-of-use assets678
347Long-term investments3,881
5,555Long-term financing receivables, net779
1,002Long-term deferred contract costs551
586Goodwill21,902
4,567Intangible assets, net7,283
763Deferred tax assets2,380
2,424Other assets593
422Total assets $       46,266
$       23,576Liabilities and stockholders' equity


Current liabilities:


Accounts payable $          293
$          232Accrued compensation680
608Accrued and other liabilities 760
846Deferred revenue7,113
6,302Short-term convertible senior notes160
—Total current liabilities 9,006
7,988Long-term convertible senior notes1,192
—Long-term deferred revenue6,492
6,450Deferred tax liabilities259
89Long-term operating lease liabilities719
338Other long-term liabilities930
887Total liabilities18,598
15,752Stockholders' equity:


Preferred stock—
—Common stock and additional paid-in capital24,608
5,292Accumulated other comprehensive income (loss)(13)
48Retained earnings3,073
2,484Total stockholders' equity27,668
7,824Total liabilities and stockholders' equity$       46,266
$       23,576  View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results-302789148.htmlSOURCE Palo Alto Networks, Inc. Original: Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial Results

Share price $293.52 Change +$11.83 (4.49%). GLTA

A Microcap Just Staked a Claim in the AI Agent Security Land GrabMay 29, 2026 9:48 AM
PR Newswire (US) Issued on behalf of Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G)As enterprises rush to deploy autonomous AI agents, a new security problem is emerging that the old cybersecurity playbook wasn't built for — and a small Vancouver-based company just put a flag in the ground with a framework called MASQ.USA News Group News Commentary NEW YORK, May 29, 2026 /PRNewswire/ -- Every few years, enterprise technology produces a category that didn't exist the year before. In 2026, that category is AI agent security. Autonomous AI agents — software that can reason, make decisions, and take actions across a company's systems without a human pressing every button — are moving from pilot projects into production at remarkable speed. And with them comes a problem the traditional security stack was never designed to solve: how do you control what an AI agent is allowed to see, what it's allowed to do, and how its internal reasoning is protected while it's doing it? Integrated Cyber Solutions Inc., doing business as Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G), just announced its answer. The company has initiated the patent process for MASQ™ — short for Machine Action Security Quotient — a governance and security framework built specifically for AI agents and autonomous AI systems.What MASQ is actually trying to solveThe pitch is straightforward once you see the problem it targets. Today's AI agents don't just answer questions; they connect to APIs, call external tools, query enterprise databases, and increasingly talk to other agents through emerging plumbing like MCP (Model Context Protocol) servers. Each of those connection points is a place where an agent could access something it shouldn't, take an action nobody authorized, or leak sensitive information held in its working memory.MASQ is designed to sit across those control points and govern four things: what permissions and actions an agent is authorized to perform; what enterprise systems and data it can reach; how it interacts with APIs, external tools, and MCP servers; and — the most distinctive piece — how the sensitive information inside an agent's context window, internal attention states, and reasoning environment is protected during machine-to-machine interaction. That last element is the part most traditional cybersecurity architectures simply don't address, because they were built to protect networks and endpoints, not the live reasoning state of an autonomous machine."AI agents are becoming increasingly autonomous and interconnected, and organizations will require governance systems capable of controlling not only what agents can access and execute, but also how sensitive contextual reasoning data is protected during machine-to-machine interaction," said Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation at Integrated Quantum, who joined the company in January 2026 after serving as Principal Data and AI Scientist for Digital Identity Engineering at Equifax and is credited as the inventor of the company's VEIL technology. "This patent initiative reflects our continued focus on building foundational infrastructure for secure enterprise AI deployment."A piece of a bigger platformMASQ isn't a standalone bet. The company intends it to become a core component of its broader AIQu™ platform — a security-first, privacy-preserving, and what the company describes as quantum-resilient AI infrastructure layer. AIQu's first commercial product, VEIL™ (Vector-Encoded Information Layer), is the company's patent-pending technology aimed at protecting sensitive data across the enterprise AI and machine-learning pipeline by reducing the need to expose raw data in the first place. The company also markets a SecureGuard360™ cybersecurity platform and a managed-services offering.It's worth being precise about where MASQ stands today, because the language matters. The company has initiated the patent process and engaged intellectual property counsel — this is the beginning of a filing effort, not a granted patent or even, on its face, a completed application. MASQ is described as "being developed." For investors, that distinction is the difference between a roadmap and a shipping product, and it should be read as the former. The company's earlier AIQu provisional patent filing (30 claims, filed in January 2026) is a separate matter from this MASQ initiative.Why the timing is the storyThe reason a framework like MASQ is getting attention has less to do with this one microcap and more to do with how fast the surrounding market is moving. The numbers from the established players tell the story.In January 2026, Gartner projected that AI-cybersecurity spending — covering both securing AI and using AI to defend — would grow at a roughly 74% compound annual rate from 2024 through 2029, more than double the growth rate of AI spending overall. That is the kind of forecast that pulls every serious security vendor into the space, and they have arrived. The agentic-AI-security category now has real product from the largest names in cybersecurity, which is both validation of the thesis and a sharp reminder of how much competition a microcap faces.How IQT sits among the companies defining this spaceTo understand the market MASQ is entering, it helps to look at what the established public companies are already shipping. These are not peers of IQT in scale — they are giants, and the contrast is the point: IQT is a microcap staking an early claim in a category these companies are pouring resources into.CrowdStrike (NASDAQ: CRWD) has moved aggressively into agentic security, launching its Charlotte AI AgentWorks ecosystem and tools explicitly designed to secure AI agents and govern "shadow AI" across endpoints, SaaS, and cloud. CrowdStrike's scale — and the breadth of its launch partners — illustrates how central agent governance has become to the enterprise security roadmap.Palo Alto Networks (NASDAQ: PANW) made the category's biggest statement by completing its roughly US$25 billion acquisition of identity-security leader CyberArk in February 2026, explicitly to secure "human, machine, and agentic identity." That deal — one of the largest in cybersecurity history — is the clearest possible signal that controlling what autonomous agents can access and do is now seen as foundational infrastructure, not a niche feature.Okta (NASDAQ: OKTA) has reframed identity itself around the agentic era with "Okta for AI Agents," a platform (generally available April 30, 2026) built to discover both sanctioned and unsanctioned AI agents, treat them as governed identities, and apply lifecycle controls. Okta's framing — that identity becomes a runtime system continuously evaluating what an agent does — maps closely to the problem MASQ describes.SentinelOne (NYSE: S) introduced Prompt AI Agent Security, a real-time discovery and governance control plane for AI agents and agentic workflows that explicitly enforces policy across MCP servers operating in a customer's environment — the same machine-to-machine connection layer MASQ targets. SentinelOne's product is perhaps the closest functional analog to what IQT describes, deployed at enterprise scale.The honest takeaway from that lineup cuts both ways. On one hand, the presence of CrowdStrike, Palo Alto, Okta, and SentinelOne validates that AI agent governance is a real and rapidly growing market. On the other, it means a pre-revenue microcap with a framework still in development is entering a field crowded with extraordinarily well-resourced incumbents. Both things are true at once, and investors should hold them together.The market-awareness pieceAlongside the MASQ news, IQT announced two business-development moves. It appointed Euroswiss Capital Partners Inc., a Switzerland-based capital-markets advisory firm, as a strategic marketing and financial-advisory partner under a 12-month, non-exclusive consulting agreement (fixed fee of $100,000) to raise the company's profile across central Europe; an affiliate of Euroswiss holds 200,000 common shares, and the agreement was negotiated at arm's length. Separately, the company entered an investor-awareness agreement to support North American financial-news distribution. These are visibility initiatives — the kind small-cap issuers commonly use to broaden their investor reach — and they should be understood as marketing arrangements rather than indicators of commercial traction for MASQ itself.The bottom lineMASQ is an early-stage idea aimed squarely at a real and fast-growing problem. The thesis behind it — that autonomous AI agents need a governance layer purpose-built for what they can access, what they can do, and how their reasoning is protected — is being independently validated by the largest companies in cybersecurity, which are spending billions to address exactly that. That's the bull case.The bear case is equally plain: IQT is a microcap that has initiated a patent process on a framework still in development, in a category where it competes against some of the best-capitalized security companies on the planet. Whether MASQ becomes a defensible product, a licensed piece of intellectual property, or simply an early marker of ambition is a question that only execution — and time — will answer. What the company has done is plant a flag in one of the most consequential enterprise-technology shifts of the decade. What it builds on that claim is the part still to be written.For full company detail and ongoing updates, visit IQT's USA News Group landing page: https://usanewsgroup.com/ics-landing/Contact:USA News Group
info @therooster-2873Sources:Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies, "Integrated Quantum Technologies Debuts MASQ™, an AI Agent Governance and Security Architecture, Initiates Patent Process, and Announces Strategic Market Awareness Initiatives," Newsfile Corp., May 28, 2026.Integrated Quantum Technologies, "Files Provisional Patent for Post-Quantum AI Infrastructure Platform, AIQu" (30 claims; VEIL™), January 13, 2026; EVP AI appointment (Jeremy Samuelson), January 2026.CrowdStrike Holdings, "CrowdStrike Launches the Charlotte AI AgentWorks Ecosystem," March 25, 2026; "Secure AI Agents and Govern Shadow AI," March 2026.Palo Alto Networks, "Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era," February 11, 2026.Okta, "Okta announces new blueprint for the secure agentic enterprise" / "Okta for AI Agents" (GA April 30, 2026), March 2026.SentinelOne, "SentinelOne Unveils New AI Security Offerings" (Prompt AI Agent Security; MCP-server policy enforcement), March 23, 2026; Gartner AI-cybersecurity spend forecast (~73.9% CAGR, 2024–2029), January 2026.DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group (MIQ). MIQ has been paid a fee for Integrated Cyber Solutions (ICS). advertising and digital media from the company directly. There may be 3rd parties who may have shares of ICS, and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of ICS which were purchased in the open market, and/or through private placements, and reserve the right to buy and sell, and will sell shares of ICS at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by ICS; this is a paid advertisement, we currently own shares of ICS and will sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg View original content:https://www.prnewswire.com/news-releases/a-microcap-just-staked-a-claim-in-the-ai-agent-security-land-grab-302785726.htmlSOURCE USA News Group Original: A Microcap Just Staked a Claim in the AI Agent Security Land Grab

Share price Last $257.67 Change +$9.20 (+3.70%) at this time. GLTA

AI Is Rewriting How Brands Reach Customers -- and How They Defend Themselves. This Small-Cap NASDAQ Stock Is Quietly Betting on BothMay 28, 2026 11:22 AM
PR Newswire (Canada) Issued on behalf of Digital Brands Group, Inc.Digital Brands Group (NASDAQ: DBGI) just announced a new AI brand protection collaboration with a globally recognized outdoor performance label — its latest step in a deliberate pivot from apparel operator to AI-enabled platform.NEW YORK, May 28, 2026 /CNW/ -- Equity Insider News Commentary – Two AI stories are unfolding inside consumer brands at the same time. The first is well-known: AI agents are starting to do the shopping. According to Adobe Analytics, AI-driven traffic to U.S. retail sites jumped roughly 693% year-over-year during the 2025 holiday shopping season, and McKinsey now estimates the global agentic commerce opportunity could reach $3 trillion to $5 trillion by 2030. The second story is quieter but in many ways more urgent: the same AI tools that are reshaping discovery are also being used by counterfeiters and bad actors to scale brand abuse, fake listings, and IP infringement at levels traditional enforcement was never built for. The most recent OECD-EUIPO data estimates the global trade in fake goods at roughly $467 billion, and industry reporting suggests that as much as 83% of online counterfeiting now flows through social and e-commerce channels. Most public companies are picking one of those two stories to chase. One small-cap NASDAQ name has been steadily building toward both.On May 28, 2026, Digital Brands Group, Inc. (NASDAQ: DBGI) announced a new strategic AI and brand protection collaboration with a globally recognized outdoor performance apparel brand. The release describes the partner as one of the leading premium outdoor brands worldwide — known for technical outerwear, an innovation-driven product ecosystem, and significant international retail presence. The initiative is being supported through DBG's existing relationship with SECUR3D Inc., the Vancouver-based AI brand protection company whose technology is expected to assist in identifying unauthorized digital assets, counterfeit-related listings, and broader online intellectual property concerns across digital marketplaces and emerging online channels."This collaboration represents another important step in Digital Brands Group's broader technology strategy," said Hil Davis, CEO of Digital Brands Group. "We believe AI-powered tools will become increasingly important as global brands continue navigating rapidly evolving digital commerce environments. Our goal is to continue building relationships and technology partnerships that create meaningful long-term value across the broader retail and consumer brand landscape."Why it matters: the new collaboration is not the first signal of where DBG is headed — it's the latest in a clearly accelerating sequence.In November 2025, Digital Brands Group introduced SECUR3D and its AssetSafe platform as the anchor of an AI-driven brand protection ecosystem. In March 2026, the Company released early data from its first major SECUR3D deployment — a partnership with retro backpack brand Herschel Supply Co. — where the initial scan phase alone identified counterfeit activity tied to an estimated $500,000 in losses from unauthorized listings and brand misuse. Just last week, DBG announced a separate partnership with applied AI company Renov AI, supported by the MITACS innovation ecosystem, to advance data intelligence, automation, and analytics across the Company's brand protection and eCommerce roadmap.Layered together, those moves describe a company that started as a digitally native vertical apparel brand and is being rebuilt — partnership by partnership — into something closer to an AI infrastructure play for modern consumer brands. The DTC apparel business gives the technology a live operating environment. The technology gives the apparel business a thesis institutional investors don't typically associate with small-cap fashion tickers.Founded in Vancouver, BC, SECUR3D is an AI-powered brand and intellectual property protection company helping brands, creators, and platforms detect and protect digital assets across online marketplaces and digital ecosystems. Through its proprietary technology suite — including AssetSafe, Sentry, and Sherlock AI — SECUR3D delivers an end-to-end protection layer for detecting unauthorized IP use, monitoring infringement risk, supporting enforcement intelligence, and preserving brand integrity and consumer trust across fashion, entertainment, gaming, and digital commerce.Digital Brands Group has signaled that this is the direction of travel. The Company sees AI-powered infrastructure and monitoring technologies becoming increasingly important for global brands seeking to protect intellectual property, strengthen digital trust, and better manage large-scale online retail environments — and intends to continue exploring a broader suite of AI partnerships across digital commerce, brand protection, operational intelligence, customer engagement, and emerging online ecosystems.DBG is operating in a category where capital is concentrated, the public-market opportunity is narrow, and large software incumbents are now openly competing on AI commerce and AI security positioning. A handful of NYSE- and NASDAQ-listed names have been moving in adjacent corners of the same opportunity over the last several weeks.Other Public Names Moving in the AI Commerce and Brand Protection StackKlaviyo (NYSE: KVYO) reported its first-quarter 2026 results on May 6, 2026, with revenue of $358 million (up 28% year-over-year), GAAP net income of $9 million (versus a $14 million net loss a year earlier), and a full-year revenue outlook raised to a range of $1.514 billion to $1.522 billion. The B2C marketing platform also introduced new AI capabilities through Custom Skills for its Customer Agent product, positioning itself as what it describes as an "Autonomous B2C CRM." On May 7, 2026, Klaviyo separately announced an expanded integration with Anthropic, extending its Model Context Protocol (MCP) server across Claude.ai and Claude Cowork to bring agentic marketing workflows directly into the AI tools brands are increasingly adopting.Shopify (NYSE: SHOP) has been one of the most aggressive incumbents in agentic commerce. Speaking on the Company's Q1 2026 earnings call, President Harley Finkelstein highlighted that AI-driven traffic to Shopify stores ran roughly 8x year-over-year in Q1 2026, while orders from AI-powered searches were up 13-fold. As of March 2026, Shopify made its Agentic Storefronts generally available to millions of merchants, giving them out-of-the-box access to major AI channels including ChatGPT, Microsoft Copilot, AI Mode in Google Search, and the Gemini app, all managed from the Shopify Admin.Palo Alto Networks (NASDAQ: PANW) has been pushing harder into AI-era trust and identity. On May 12, 2026, the cybersecurity leader unveiled Idira, a next-generation identity security platform designed for AI enterprises, with capabilities aimed at discovering, controlling, and governing human, machine, and agentic identities. Around the same time, the Company highlighted a frontier AI-focused partnership with Armadin that adds autonomous, AI-based offensive testing to its Unit 42 Frontier AI Defense stack — reinforcing PANW's positioning at the center of AI-era cyber defense for enterprises.AppLovin (NASDAQ: APP) reported first-quarter 2026 revenue of $1.84 billion and net income of $1.21 billion in early May, beating consensus estimates and prompting bullish target revisions from UBS, Deutsche Bank, Macquarie, Wedbush, Oppenheimer, and Jefferies. The Company guided Q2 revenue to a range of $1.915 billion to $1.945 billion, with adjusted EBITDA of $1.615 billion to $1.645 billion — both above Street expectations. AppLovin's AXON AI advertising engine remains the core growth driver, with the Company also announcing that AXON will open to all advertisers worldwide in June 2026 — a shift management has described as ending more than a decade of operating AXON as a closed system.A Different Way to Get Public-Market ExposureMost of the well-known names in AI brand protection — MarqVision, Red Points, BrandShield, Corsearch — remain private. The publicly traded names sitting nearest to the theme are large-cap incumbents like Shopify, Klaviyo, Palo Alto Networks, and AppLovin, each playing different positions on the same AI-meets-commerce field. What makes Digital Brands Group unusual is the angle of attack: a small-cap NASDAQ ticker that is layering AI brand protection (SECUR3D), applied AI engineering (Renov AI), and AI-powered influencer marketing (Aha, formerly HeadAI) on top of a real direct-to-consumer apparel operating business that serves as the proving ground.The newly announced collaboration with a globally recognized outdoor performance brand adds a high-visibility validation customer in a category — premium technical outerwear — that has been a long-standing target for counterfeiters. If the Herschel scan-phase data is any indication of what the AssetSafe platform can identify at scale, the new partnership could become an important reference deployment as DBG continues onboarding additional brands into the AI brand protection ecosystem it is building.The Company has said its strategy is to continue building relationships and technology partnerships that create long-term value across the broader retail and consumer brand landscape. For investors looking for an unusual public-market angle on AI in commerce — one that touches both the growth side (how brands reach customers) and the defense side (how brands protect themselves) — that roadmap is one of the more differentiated setups on NASDAQ heading into the second half of 2026.CONTINUED READING: To learn more about Digital Brands Group, Inc. (NASDAQ: DBGI), visit https://ir.digitalbrandsgroup.co.CONTACT:
Equity Insider
Email: info @therooster-2873Article Sources:[1] Digital Brands Group, Inc. – "Digital Brands Group Advances Enterprise AI Strategy Through Collaboration with Globally Recognized Outdoor Apparel Brand," May 28, 2026.[2] Digital Brands Group, Inc. – "Digital Brands Group Expands Suite of eCommerce Tools Through Partnerships With SECUR3D," November 14, 2025. https://www.globenewswire.com/news-release/2025/11/14/3188348/0/en/Digital-Brands-Group-Expands-Suite-of-eCommerce-Tools-Through-Partnerships-With-SECUR3D.html[3] Consumer Goods Technology – "Herschel Supply Co., Digital Brands Group Fight Counterfeiting With AI," March 27, 2026. https://consumergoods.com/herschel-supply-co-digital-brands-group-fight-counterfeiting-ai[4] Shopify – "Agentic Commerce on Shopify: How It Works (2026)," April 2026. https://www.shopify.com/blog/how-agentic-commerce-works[5] Anaqua – "Using AI to Protect Brands from Counterfeiting in E-Commerce," citing 2025 OECD figure of $467 billion in global trade in fake goods. https://www.anaqua.com/resource/using-ai-to-protect-brands-from-counterfeiting-in-e-commerce/[6] Investing.com – "Klaviyo Q1 2026 slides: AI push drives beat, margins hit record high," May 5, 2026. https://www.investing.com/news/company-news/klaviyo-q1-2026-slides-ai-push-drives-beat-margins-hit-record-high-93CH-4661437[7] eMarketer – "Shopify expects agentic commerce to lift ecommerce adoption," citing Q1 2026 earnings call. https://www.emarketer.com/content/shopify-expects-agentic-commerce-lift-ecommerce-adoption[8] Palo Alto Networks – "Palo Alto Networks Introduces Idira: the Next-Generation Identity Security Platform Built for the AI Enterprise," May 12, 2026. https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-introduces-idira--the-next-generation-identity-security-platform-built-for-the-ai-enterprise[9] Simply Wall St – "AppLovin's AI-Fueled Profit Surge and Capital Moves Could Be A Game Changer For AppLovin (APP)," May 2026. https://simplywall.st/stocks/us/software/nasdaq-app/applovin/news/applovins-ai-fueled-profit-surge-and-capital-moves-could-be[10] StocksToTrade – "APP Stock Jumps As Street Embraces Ad-Tech Growth Story," May 27, 2026. https://stockstotrade.com/news/applovin-corporation-app-news-2026_05_27-2/DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Digital Brands Group, Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of Digital Brands Group, Inc., and may liquidate their shares which could have a negative effect on the price of the stock. 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Any non-compensated alerts are purely for the purpose of expanding our database for the benefit of our future opt-in subscribers.This document contains forward-looking statements regarding Digital Brands Group, Inc. that are based on the beliefs of the Company's management as well as assumptions made by, and information currently available to, the Company's management. Words such as "will," "anticipate," "estimate," "expect," "should," "may," and similar expressions are intended to identify forward-looking statements. Although Digital Brands Group, Inc. believes these statements are based on reasonable assumptions, actual results could differ materially from those expressed or implied in the forward-looking statements as disclosed in the Company's filings with the U.S. Securities and Exchange Commission, including but not limited to its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K. 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Readers should verify all claims and do their own due diligence before investing in any securities mentioned.By reading this article, you agree and acknowledge that you have read the entire disclaimer and agree to the terms and conditions contained therein, or you may contact us via email at info@equity-insider.com. Article issued on behalf of Digital Brands Group, Inc. by Equity Insider/MIQ.Logo - https://mma.prnewswire.com/media/2840019/5992054/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-is-rewriting-how-brands-reach-customers--and-how-they-defend-themselves-this-small-cap-nasdaq-stock-is-quietly-betting-on-both-302784430.htmlSOURCE Equity Insider Original: AI Is Rewriting How Brands Reach Customers -- and How They Defend Themselves. This Small-Cap NASDAQ Stock Is Quietly Betting on Both

JVP Marks Strong Q1 2026 with Four Strategic ExitsMay 26, 2026 12:41 PM
PR Newswire (US) Latest acquisitions across Cybersecurity and Vertical AI underscore JVP's long-term investment model and leadership in building international category leading companies.JERUSALEM, May 26, 2026 /PRNewswire/ -- JVP, a leading international venture capital firm, today announced a strong first quarter of 2026, marked by four significant portfolio company exits spanning cybersecurity and vertical AI. The deals highlight JVP's continued ability to identify, build, and scale category-defining companies, and reflect the strength and maturity of its investment platform across key sectors. The quarter was led by JVP's exit from its position in DealHub, delivering a return of more than 6x on invested capital, with the company valued at hundreds of millions of dollars — a significant validation of the original investment thesis. JVP was instrumental in helping launch DealHub from Margalit Startup City Jerusalem in its early stage and is proud of the achievements that Eyal Elbahary and the DealHub team were able to achieve.An AI-powered revenue automation platform that helps enterprise sales teams manage increasingly complex deal cycles, DealHub reached meaningful scale and customer adoption among mid-market and enterprise buyers, ultimately positioning the company as an attractive acquisition target in the fast-growing RevOps category.In parallel, ServiceNow announced the acquisition of JVP portfolio company Pyramid Analytics, an Israeli-founded AI-driven decision intelligence platform led by Omri Kohl, in an undisclosed transaction. JVP led Pyramid Analytics' round in 2020 and partnered closely with the company through its growth phase, helping it break into new international markets and become a global leader in enterprise decision intelligence. Gartner named the company the most innovative vendor in its category on Gartner's Magic Quadrant, leading 4 out of the 4 product categories.JVP also marked a major milestone with the merger of Covera Health, backed by Insight Ventures, and JVP's portfolio company Medmo. The combined company will deliver an end-to-end diagnostic imaging platform, integrating scheduling, imaging, and quality assurance into a single unified offering. Medmo was a New York–originated initiative led by  founder Lucas Takahashi, who launched the company out of Columbia University through its partnership with JVP's scale up hub in New York.Everpure (formerly Pure Storage) also announced the acquisition of 1touch.io, a JVP portfolio company founded and incubated within JVP's Cyber Labs in Beer Sehva. 1touch.io pioneered enterprise data intelligence at the source – the foundation for AI-ready data – pairing data discovery with semantic context so enterprises can move generative and agentic AI initiatives safely from pilot into production. Joining Everpure, 1touch.io will extend the Everpure Platform's data management capabilities, an essential foundation in the AI era, while drawing on Everpure's enterprise storage to enrich its knowledge graph. The deal validates JVP's early conviction in the convergence of data, privacy, and AI, and underscores the growing demand for AI-native security infrastructure.These deals were valued at hundreds of millions of dollars in revenue, respectively, and were able to achieve a significant multiple for the JVP investments.Erel Margalit, JVP's Founder and Executive Chairman: "I'm proud of the JVP team and especially my partners Yoav Tzruya and Gadi Porat for leading these deals. These deals reflect more than a strong financial performance. They demonstrate the need of some of the largest international technology leaders to bring AI to operational levels of managing the enterprise, to bring the data sources within the enterprise to a level which the AI application can work on, and to bring vertical AI into the different categories of business."JVP's performance in Q1 2026 builds on its long-standing model of thematic investing through dedicated innovation platforms, alongside a distinctive ecosystem-to-ecosystem strategy connecting Israel, U.S., and Europe. As global demand accelerates for cybersecurity resilience and vertical AI for highly regulated industries, JVP is positioned to continue driving growth across its portfolio and delivering value to its investors and partners.ABOUT JVPJVP™ is an international venture capital firm with over three decades of experience scaling more than 165 companies into category-leading businesses. JVP has led some of the most significant IPOs and M&A transactions to emerge from Israel and the U.S. and Europe including CyberArk, recently sold to Palo Alto Network for $25B, Qlik's $3B sale, and Cogent Communications' $3.5B sale. Today, JVP is the leading shareholder in companies like Earnix, ControlUp, Nanit, ThetaRay and many others, growing the group of portfolio companies surpassing $100 million in revenue, known as the JVP $100M Club. JVP combines venture-capital company-building with private equity-style leadership: maintaining significant ownership positions across its portfolio, investing thematically in cybersecurity and vertical AI, and opening international markets for its CEOs through the JVP Triangle Method — ecosystem-to-ecosystem networks across Israel, the US, and Europe that create a unified path for international growth. JVP operates regional innovation hubs in Jerusalem, Tel Aviv, and New York that fuel both economic growth and social impact. Learn more: www.jvpvc.comPhoto - https://mma.prnewswire.com/media/2987968/JVP.jpgContact details:
Raoul Wootliff
Raoul@number10strategies.com View original content:https://www.prnewswire.co.uk/news-releases/jvp-marks-strong-q1-2026-with-four-strategic-exits-302782102.html Original: JVP Marks Strong Q1 2026 with Four Strategic Exits

AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an AnswerMay 26, 2026 10:06 AM
PR Newswire (Canada) Issued on behalf of Integrated Cyber Solutions Inc.As Chinese state-sponsored actors weaponize frontier AI against U.S. enterprises and Washington reframes data exposure as a national security problem, Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) has published an updated white paper reporting 95%+ compression of sensitive data — removing it from the AI attack surface entirely while maintaining model performance across healthcare, financial services and enterprise-scale environments.NEW YORK, May 26, 2026 /CNW/ -- Equity Insider News Commentary — In November 2025, Anthropic disclosed that Chinese state-sponsored actors had used its Claude model to run a largely automated cyberespionage campaign across roughly thirty targets, with the AI performing 80 to 90 percent of the operational work. [9] Five months later, in April 2026, the White House Office of Science and Technology Policy issued a memo warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns against U.S. frontier AI systems. [10] On May 18, 2026, the Council on Foreign Relations published an assessment titled "The Security Foundations Beneath America's AI Ambitions Are Cracking." [11] In the span of six months, enterprise data exposure to AI systems has stopped being a corporate IT problem and started being a national security problem. That reframing matters at the boardroom level, because every enterprise running a serious AI program eventually runs into the same wall. The data that would make their models genuinely useful — patient records, transaction history, claims data, internal financial filings, regulated images — is also the data their legal and security teams will not let near a model pipeline. So they ship synthetic substitutes, or they aggressively anonymize, or they encrypt and pay the latency cost, or they just narrow the project until the data risk goes away. Whichever path they pick, the model that ships at the end is a weaker version of what was actually possible. And in a threat environment where state-sponsored actors are now using AI itself to harvest that data, the cost of leaving it exposed has gone up sharply.Stay ahead of the AI security and post-quantum stories investors are watching. Sign up for the Equity Insider newsletter for ongoing coverage.That is the bottleneck. And it is the bottleneck that a Canadian-listed company called Integrated Cyber Solutions Inc. (CSE: ICS | OTCQB: IGCRF | FSE: Y4G), which now operates publicly as Integrated Quantum Technologies ("Integrated Quantum," "IQT," or the "Company"), has been quietly working to dissolve.On May 26, 2026, the Company released an expanded version of its white paper on VEIL™, its commercial product for privacy-preserving machine learning. [1] The paper, authored by Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation, is titled "Informationally Compressive Anonymization: Non-Degrading Sensitive Input Protection for Privacy-Preserving Supervised Machine Learning," and is available here. The title alone is the thesis: the central claim of the work is that an enterprise can compress sensitive inputs by between approximately 95% and 99.96%, demonstrate resilience against reconstruction and attribute inference attacks under the testing conditions described, and at the same time match — or in some cases beat — the predictive performance of a model trained on the raw data. [1]If that holds up under real-world deployment, it is a meaningful claim. Privacy-preserving ML has historically been a graveyard of "almost" solutions. Differential privacy degrades accuracy by injecting noise. Homomorphic encryption multiplies computational cost. Federated learning still leaks gradients under the right attack. In each case, the engineer running the project has had to decide which tax to pay: the accuracy tax, the compute tax, or the security tax. The pitch in the Samuelson paper is that VEIL™ materially narrows that trilemma by removing sensitive information before it ever enters the ML pipeline, rather than trying to protect it once it gets there.What the Paper Actually ShowsThe updated paper is not a marketing one-pager. It evaluates VEIL™ across multiple supervised machine learning tasks and datasets, in image recognition, financial services, healthcare, regression modeling and large-scale enterprise data environments. The benchmark and enterprise datasets it tests include MNIST, Fashion-MNIST, Ames Housing, YearPredictionMSD, Home Credit Default Risk, Default of Credit Card Clients, CBIS-DDSM medical imaging data and the E2006 financial filings dataset. [1] That is a deliberately wide net — toy benchmarks alongside enterprise-grade data — because the company is making a generalizability argument, not a single-benchmark argument.The two headline numbers are worth restating. Reported compression levels across the evaluated datasets and machine learning tasks ranged from approximately 95% to 99.96%, depending on the dataset, dimensionality and model architecture utilized. [1] And in each evaluation, VEIL™ maintained predictive utility comparable to and/or exceeding baseline raw-data model performance. [1] The combination matters. Either one in isolation would be unremarkable: compression without utility is just lossy data, and utility without compression is just regular ML on regular data. The claim is that you get both.The paper also benchmarks VEIL™ directly against the two privacy-preserving approaches most often discussed in enterprise procurement conversations: Differential Privacy and Homomorphic Encryption. Both are associated with predictive performance trade-offs in addition to computational overhead, privacy-budget management requirements and ciphertext expansion characteristics under certain implementations and testing conditions. [1] Under the evaluated testing conditions described in the paper, VEIL™ outperformed Differential Privacy across the reported attack simulations — simulations that include reconstruction attacks and attribute inference analyses intended to assess resilience under various threat scenarios and attacker assumptions. [1]The Company is careful, to its credit, about overclaiming. The paper notes that in certain enterprise deployment scenarios involving vulnerabilities elsewhere in a system environment — leaked sensitive indices, external data correlation — VEIL™ may still permit limited sensitive information leakage under specific adversarial conditions. [1] That is the honest version of the claim. The findings, performance observations and comparative analyses contained in the paper are based on internal research, simulations, validation studies, datasets, configurations and assumptions utilized by the Company and the paper's author; results may not be indicative of performance in all commercial deployments. [1]An external endorsement also accompanies the release. Dr. Mohammad Tayebi, Assistant Professor in the School of Computing Science at Simon Fraser University, who was referenced in the Company's original white paper announcement, supports and endorses the updated paper. The Company has disclosed that Dr. Tayebi has no affiliation with Integrated Quantum and has received no compensation from the Company in connection with the endorsement, the white paper or the underlying research. [1]Why the Compression Number Matters Beyond PrivacyThere is a second story tucked inside the headline. The Company believes that the ability to materially reduce dataset size while preserving model utility may have broader implications for enterprise AI infrastructure efficiency, including potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows. [1]Put plainly: if an enterprise can shrink the information footprint of its sensitive training data by 95%-plus and still get the same model performance, the downstream implications for compute and storage envelopes may be material. The Company itself frames this as "potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows." [1] The privacy benefit is the on-ramp, but the infrastructure-cost benefit is what could keep VEIL™ on a finance team's radar after the security team is already convinced. Enterprise AI has become a budget line item large enough that even modest reductions in compute and storage translate into meaningful savings.Samuelson framed it this way: "Our research continues to support the view that informational compression and architectural isolation may provide a viable framework for privacy-preserving machine learning without requiring the substantial computational overhead commonly associated with certain existing approaches. We also believe the compression characteristics demonstrated in the paper could have meaningful implications for enterprise AI efficiency and infrastructure optimization in certain deployment scenarios." [1]The Public-Market Read-Across: A Sector Repricing in Real TimeThe capital markets have not been subtle about what they think of companies positioned at the intersection of AI security and enterprise data protection. Four public names — each operating at a different layer of the same broad stack — give a sense of how investors are paying for this thesis right now.Palo Alto Networks, Inc. (NASDAQ: PANW) is the index name for the AI-era cybersecurity narrative. The shares touched an intraday record of approximately US$252.22 on May 21, 2026, putting the stock at a fresh all-time high heading into its fiscal third-quarter 2026 results, scheduled for release after market close on June 2, 2026. [2] The same day the record was set, Palo Alto published a blog post announcing an integration between its Cortex Cloud Data Security Posture Management (DSPM) platform and Anthropic's Claude Compliance API, designed to give enterprises programmatic visibility into how sensitive data is being used inside Claude Enterprise — covering prompt content, uploaded files, generated outputs and behavioral activity — and to detect prompt injection attempts, sensitive data exposure and anomalous behavior in real time. [3] That is adjacent to the problem space VEIL™ is operating in: Palo Alto's integration governs what users can do with sensitive data once they sit down at an AI chat interface, while VEIL™ changes what sensitive data actually enters the ML pipeline in the first place.Arqit Quantum Inc. (NASDAQ: ARQQ) is the closest pure-play read-across to the post-quantum side of the Integrated Quantum thesis. The Company's own framing describes its mission as building "privacy-preserving and post-quantum enterprise AI infrastructure technologies" — a two-pronged thesis. [1] Arqit represents the second prong as a pure-play. On May 21, 2026, Arqit reported financial results for the first half of fiscal year 2026, with revenue of US$623,000 for the six months ended March 31, 2026, compared to US$67,000 in the comparable period the prior year. [4] Revenue was generated from eleven contracts in the first half of fiscal year 2026, compared to seven contracts for all of fiscal year 2025, with eight of the eleven contracts coming from government, defence and enterprise organizations and three from telecom network operators. [4] The Company ended the period with cash and cash equivalents of approximately US$28.9 million as of March 31, 2026, rising to approximately US$35.9 million as of May 20, 2026. [4] Arqit's commercial focus is quantum-safe symmetric key agreement encryption — a different technical primitive than what VEIL™ does — but it is operating within the same broader enterprise-readiness thesis: large institutions preparing for a post-quantum world, and willing to pay for the infrastructure to get there.SEALSQ Corp (NASDAQ: LAES), a subsidiary of WISeKey International Holding (NASDAQ: WKEY), has had one of the more visible run-ups in the post-quantum cohort. On May 20, 2026, SEALSQ and parent WISeKey launched the WISeRobot.ch platform, integrating post-quantum semiconductors into a human-centric AI robotics roadmap targeting government, healthcare and smart-infrastructure verticals. [6] Shares traded up roughly 15% intraday the following day, May 21, 2026, on heavy volume. [5] The WISeRobot launch sits on top of a broader build-out at SEALSQ: a recent patent filing for a technique that protects polynomial-based post-quantum cryptography from side-channel attacks during the message-encoding stage, the sampling phase of the QS7001 Quantum Shield secure microcontroller (which embeds NIST-approved ML-KEM/Kyber and ML-DSA/Dilithium algorithms in silicon), and a commercial pipeline that management now describes as exceeding US$200 million for the 2026–2029 period — with more than US$60 million specifically tied to the QS7001 and QVault TPM post-quantum chips. [5] The signal SEALSQ is sending — that enterprises and governments are now making real procurement decisions assuming a post-quantum world is real — is adjacent to the signal embedded in the VEIL™ paper: both companies sit inside Integrated Quantum's self-described "privacy-preserving and post-quantum enterprise AI infrastructure" theme, just at different layers of the stack.SentinelOne, Inc. (NYSE: S) represents the AI-securing-everything-else variation of the same theme. On April 30, 2026, the Company launched its Wayfinder Frontier AI Services offering, a proactive exposure-management service that pairs frontier AI models — including Anthropic's Claude Opus 4.7 — with the Company's offensive and defensive security experts to map exploitation chains and prioritize remediations across a customer's full attack surface. [7] One week earlier, on April 22, 2026 at Google NEXT, SentinelOne was named a 2026 Google Cloud Partner of the Year for Security: Google Threat Intelligence. [8] SentinelOne is using frontier AI to defend enterprise infrastructure end-to-end — and notably, like Palo Alto Networks' Cortex Cloud integration with the Claude Compliance API, SentinelOne's flagship Wayfinder service is built on top of Anthropic's Claude. VEIL™ is operating one floor lower, at the data layer that feeds those AI systems in the first place. The three are addressing different sections of the same enterprise security perimeter.Put together, the four names sketch the perimeter of where institutional capital is currently betting that the next decade of enterprise AI security spend gets allocated. Palo Alto is the platform incumbent. Arqit and SEALSQ are the post-quantum specialists. SentinelOne is the AI-native security operator. What none of them is doing — and what the VEIL™ paper argues Integrated Cyber Solutions is doing — is reaching all the way back to the data itself, before it ever reaches a model, and changing what is actually fed in. That is a structurally different point of intervention in the pipeline.Read the full Integrated Cyber Solutions profile, the VEIL™ white paper, and ongoing coverage at usanewsgroup.com/ics-landing/.The Bottom LineEnterprise AI has been operating with a private understanding that the projects that ship are the ones where the data was already either non-sensitive or already de-risked through synthetic substitutes. Anything involving real patient records, real financial filings, real customer transaction histories — the data that would make the model meaningfully more accurate — has tended to die quietly in compliance review.The updated white paper out of Integrated Cyber Solutions Inc. is a credible argument that the architectural assumption underneath that compromise can be revisited. Reported 95% to 99.96% compression. Predictive utility maintained or exceeded versus raw-data baselines. Outperformance against Differential Privacy in the reported attack simulations. Endorsed by an independent academic. And, critically, framed by the Company with appropriate caveats about real-world deployment variability. [1]If the architecture holds up in commercial deployments, the same enterprises that have been routing around their best data for years will have to revisit the assumption. That is a large prize. Continued reading on Integrated Cyber Solutions Inc. and the VEIL™ white paper is available at https://usanewsgroup.com/ics-landing/.Contact: editor @acblanke1Article Sources[1] Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) press release, May 26, 2026 — "EVP of Integrated Quantum Technologies Publishes Updated VEIL™ White Paper Demonstrating 95%+ Compression Rates Without Performance Tradeoffs."[2] Palo Alto Networks, Inc. press release, May 1, 2026 — "Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results" (release scheduled after U.S. markets close on Tuesday, June 2, 2026); intraday all-time high of approximately US$252.22 per Investing.com, May 21, 2026.[3] Palo Alto Networks corporate blog, May 21, 2026 — "Securing Enterprise AI Adoption: Palo Alto Networks Integrates with the Claude Compliance API to Enable Safe Use of Claude," by Arpit Bhatt (Cortex Cloud DSPM + Anthropic Claude Compliance API integration).[4] Arqit Quantum Inc. press release / Form 6-K, May 21, 2026 — "Announces Financial Results for First Half of Fiscal Year 2026," London, UK.[5] SEALSQ Corp press release, April 28, 2026 — "SEALSQ Patent Portfolio of 126 Active Patents Ideally Positioned to Meet Market Demand Following Google's 2029 Post-Quantum Cryptography Migration Timeline Announcement" (patent filing for side-channel attack protection on polynomial-based PQC; QS7001 Quantum Shield sampling phase confirmation) (GlobeNewswire). Commercial pipeline commentary (>US$200M for 2026–2029; >US$60M tied to QS7001 + QVault TPM) from WISeKey International Holding 6-K disclosures (May 6, 2026 CEO letter). Intraday move of approximately 15% on May 21, 2026 reported by StocksToTrade.[6] WISeKey International Holding Ltd / SEALSQ Corp press release, May 20, 2026 — launch of the WISeRobot.ch platform for human-centric AI robotics secured with post-quantum cryptographic technology.[7] SentinelOne, Inc. press release, April 30, 2026 — launch of Wayfinder Frontier AI Services proactive exposure-management offering, integrating frontier AI models including Anthropic's Claude Opus 4.7.[8] SentinelOne, Inc. press release, April 22, 2026 (Google NEXT) — "SentinelOne Wins a 2026 Google Cloud Partner of the Year Award" (Security: Google Threat Intelligence category) (BusinessWire).[9] Anthropic disclosure, November 2025 — first AI-orchestrated cyberespionage campaign by Chinese state-sponsored actors using the Claude model, targeting approximately 30 entities with 80–90% of operational work performed autonomously by the AI. Disclosure also referenced in "China, AI and a Federal Retreat Set Cyber Agenda for 2026" (Information Security Media Group, December 25, 2025) and U.S. Senate letter from Senators Hassan and Ernst to National Cyber Director Sean Cairncross.[10] White House Office of Science and Technology Policy memo, April 2026 — warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns to distill U.S. frontier AI systems through proxy accounts and other coordinated methods. Referenced in U.S. House Select Committee on the CCP correspondence to Anysphere and Airbnb (May 2026).[11] Vinh X. Nguyen, Senior Fellow for Artificial Intelligence, Council on Foreign Relations, May 18, 2026 — "Scaling Intelligence: The Security Foundations Beneath America's AI Ambitions Are Cracking."DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Integrated Cyber Solutions Inc. advertising and digital media directly by the company. There may be 3rd parties who may have shares of Integrated Cyber Solutions Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision.The owner/operator of MIQ does not currently own any shares of Integrated Cyber Solutions Inc. but reserves the right to buy and sell, and will buy and sell shares of the Company at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the Company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industries. The publisher of these statements assumes no responsibility to update any such forward-looking statements. Forward-looking statements by their nature involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the subject companies to be materially different from those expressed or implied by such forward-looking statements. Issued on behalf of Integrated Cyber Solutions Inc. by Equity Insider / Market IQ Media Group, Inc.Logo : https://mma.prnewswire.com/media/2840019/5987575/Equity_Insider_Logo.jpg  View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-enabled-cyberespionage-is-a-national-security-threat-integrated-cyber-solutions-has-an-answer-302781938.htmlSOURCE Equity Insider Original: AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an Answer

In Ascending Triple Top Breakout pattern since 21 May 2026.

The Cryptographic Migration Calendar Just Got Real: Inside the Tooling Gap That QSE Just ClosedMay 14, 2026 11:15 AM
PR Newswire (US) Issued on behalf of QSE — Quantum Secure Encryption Corp.From NIST FIPS standards to NSA's CNSA 2.0 framework to municipal pilot programs — QPA v2 lands at the operational gap between regulatory deadline and enterprise executionVANCOUVER, BC, May 14, 2026 /PRNewswire/ -- Equity Insider News Commentary — Regulatory deadlines have a way of clarifying conversations that have meandered for years. The post-quantum cryptography conversation is one of them. For most of the last decade, "quantum risk" was a category the largest enterprises and government agencies acknowledged in strategy documents but kept several quarters away from any operational workstream. Then, in August 2024, the National Institute of Standards and Technology finalized the first three post-quantum cryptography standards — FIPS 203, 204, and 205 — and the conversation changed.[1] What had been a forecasting exercise became a compliance calendar. The compliance calendar is now precise. The NSA's CNSA 2.0 framework, scheduled to take effect in January 2027, requires all new national security systems to implement quantum-safe algorithms. By 2030, all custom and legacy applications must be migrated. By 2035, the entire cryptographic infrastructure of every system touching national security must be quantum-resilient, with no exceptions written into the framework.[1] Boston Consulting Group's 2025 assessment of the migration trajectory was direct: starting in 2030 will already be too late, given the asset-by-asset, certificate-by-certificate, protocol-by-protocol enumeration that any credible enterprise migration requires.[1] Google, in February 2026, joined the chorus of voices urging governments and industry to "prepare now."[1]The standards exist. The deadlines are set. Until very recently, the missing piece has been the enterprise tooling needed to actually plan, assess, and execute a post-quantum migration across thousands of cryptographic dependencies spanning software, hardware, certificates, keys, and protocols. The gap has been operational rather than theoretical — every CISO knows quantum risk is real; the question has been how to translate that knowledge into a budgeted, sequenced, governed program of work that can be executed across complex enterprise environments while business continues to run.[1]QSE — Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) on March 31, 2026 announced the official launch of QPA v2 — its enterprise post-quantum cryptographic migration platform — directly addressing that operational gap.[2] The launch is the culmination of a Q1 2026 sequence of platform and engagement milestones that, viewed together, describe a company shifting from awareness-building into execution support across the enterprise and public-sector tiers.QPA v2 turns what has traditionally been a fragmented, manual process — assessing cryptographic posture across a complex enterprise environment — into a structured, data-driven workflow with real-time visibility into quantum readiness, risk levels, and migration progress.[2] The platform introduces a PQC Planning Wizard supporting governance design, budgeting, timelines, and migration strategy development; AI-enhanced assessment modules that evaluate cryptographic posture and compliance readiness; integrated inventory analysis covering software, hardware, and cryptographic components and identifying risk exposure across complex environments; and a centralized executive dashboard providing real-time visibility into quantum readiness, risk levels, and migration progress across the organization.[2] The Company indicated QPA v2 is already live with both current and prospective clients.[3]Review the complete profile on QSE here
 The platform launch followed a clear ramp through the early months of 2026. On February 19, 2026, the Company formalized its enterprise post-quantum migration methodology through the Quantum Preparedness Platform. On February 24, the Company strengthened its post-quantum infrastructure with entropy-enabled Single Sign-On and government-aligned migration integration. On March 10, QSE expanded its global footprint to 13 countries, with continued commercial growth highlighted in the corporate update. On March 12, the Company announced participation in several major international cybersecurity and post-quantum security conferences across North America, Europe, and the Asia-Pacific region throughout 2026 — expanding engagement with global industry, government, and enterprise stakeholders preparing for the transition to post-quantum cryptographic standards.[4] On March 18, QSE announced its first municipal government post-quantum security pilot through engagement with MISA (Municipal Information Systems) — an early signal of public-sector engagement that has consistently been one of the harder customer segments for enterprise cybersecurity tooling to penetrate.[4]On April 7, 2026, the Company announced the grant of stock options to purchase up to 2,600,000 common shares to its directors, officers, employees, and consultants, exercisable at $0.40 per share with a five-year term — an incentive structure aligned with the multi-year migration calendar that QPA v2 is built to support.[5]The economic backdrop to the QSE platform launch has continued to widen. The global post-quantum cryptography market has been projected to reach approximately US$17.69 billion by 2034, with annual global cybercrime costs projected to hit US$10.5 trillion in 2026 and the broader zero-trust security market projected to balloon past US$73 billion by 2032 as enterprises scramble for identity-centric defense.[6] The convergence of regulatory deadlines, advancing quantum computing capability, and rising threat exposure has positioned organizations that can deliver practical, implementation-ready post-quantum migration tooling at the center of one of the more consequential infrastructure cycles of the decade.Around the same window QSE was advancing QPA v2 into its first deployments, the broader cybersecurity infrastructure stack continued to deliver the contract and revenue signals that frame the market QSE's tooling is positioned to plug into.CrowdStrike Holdings, Inc. (NASDAQ: CRWD) has continued to expand its Falcon platform as one of the leading endpoint and cloud security stacks at large enterprises and government agencies — a customer footprint that overlaps materially with the organizations now facing the most complex post-quantum migration timelines. The integration of endpoint detection and response with cryptographic asset management represents a natural adjacency for the kind of cryptographic-posture visibility QPA v2 is designed to deliver across the same customer environments.Palo Alto Networks, Inc. (NASDAQ: PANW) has continued to expand the Cortex and Strata product families, with Prisma Cloud increasingly providing one of the more comprehensive cloud security platforms in the public-cloud universe. As enterprises consolidate cybersecurity onto fewer, larger platforms, the operational layering of cryptographic governance — including post-quantum readiness assessment — into existing security platforms has become a structural opportunity for purpose-built tools at the migration-planning layer.Fortinet, Inc. (NASDAQ: FTNT), one of the largest network-security platform vendors in the public markets, has continued to invest in its Security Fabric architecture and FortiAI-enabled capabilities through 2026. The trajectory of large network-security vendor consolidation is a relevant adjacency for the QPA v2 platform thesis: as encryption is increasingly governed at the network and identity layer, the cryptographic inventory and assessment capabilities QSE has built become integration points across the network-security stack rather than standalone tooling.Zscaler, Inc. (NASDAQ: ZS), the zero-trust cloud security platform, has continued to drive the architectural shift from perimeter-based security toward identity-centric, zero-trust architectures. The zero-trust trajectory creates a natural fit with post-quantum migration: the cryptographic certificates, keys, and protocols underpinning zero-trust workflows are exactly the assets that must be inventoried, assessed, and migrated under the CNSA 2.0 timeline — the workflow QPA v2 is built to manage.For QSE, the broader-stack context provides the customer environment within which QPA v2 will operate. The Company's CEO and the Q1 2026 corporate sequence have framed the platform as a layer designed to plug into the cybersecurity infrastructure enterprises already run — not to replace it, but to govern the cryptographic transition that the existing infrastructure cannot, on its own, plan or execute. As the regulatory deadlines move forward and the migration window narrows, that positioning has continued to attract attention.Read more about QSE — Quantum Secure Encryption Corp. at: https://equity-insider.com/qse-landingCONTACT:Equity Insider, editor @acblanke1SOURCES:PRNewswire / Cantech Letter — "Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platform," April 6, 2026, https://www.cantechletter.com/newswires/quantum-secure-encryption-corp-announces-official-launch-of-qpa-v2-its-enterprise-post-quantum-cryptographic-migration-platform/QSE — Quantum Secure Encryption Corp. — "QSE Launches QPA v2, Its Enterprise Post-Quantum Cryptographic Migration Platform," Newsfile Corp., March 31, 2026.The Quantum Insider — "Quantum Secure Encryption Corp. Launches QPA v2 for Post-Quantum Migration," April 7, 2026, https://thequantuminsider.com/2026/04/07/quantum-secure-encryption-qpa-v2-launch/QSE — Quantum Secure Encryption Corp. — Q1 2026 corporate news releases (Feb 19, Feb 24, Mar 10, Mar 12, Mar 18, 2026).QSE — Quantum Secure Encryption Corp. — "QSE Grants Stock Options," Newsfile Corp., April 7, 2026.USA News Group — "The Q-Day Gold Rush: Why This $30B Tech Shift is the Next Defensive Supercycle," GlobeNewswire, January 8, 2026, https://www.globenewswire.com/news-release/2026/01/08/3215695/0/en/The-Q-Day-Gold-Rush-Why-This-30B-Tech-Shift-is-the-Next-Defensive-Supercycle.htmlDISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has previously been paid a fee directly by QSE — Quantum Secure Encryption Corp. for advertising and digital media (compensation term expired); MIQ expects future compensation for ongoing digital media services. MIQ owns shares of QSE — Quantum Secure Encryption Corp. acquired both through private placement and through the open market and reserves the right to buy and sell shares at any time without further notice commencing immediately and ongoing. This article is being distributed for MIQ. There may also be 3rd parties who may have shares of QSE — Quantum Secure Encryption Corp. and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Let this disclaimer serve as notice that all material, including this article, has been approved by QSE — Quantum Secure Encryption Corp.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo - https://mma.prnewswire.com/media/2840019/5969816/Equity_Insider_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/the-cryptographic-migration-calendar-just-got-real-inside-the-tooling-gap-that-qse-just-closed-302771661.html Original: The Cryptographic Migration Calendar Just Got Real: Inside the Tooling Gap That QSE Just Closed

In Ascending Triple Top Breakout mode since 7 May 2026. GLTA

Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026May 1, 2026 8:30 AM
PR Newswire (US)

SANTA CLARA, Calif., May 1, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal third quarter 2026, ending April 30, 2026, after U.S. markets close on Tuesday, June 2, 2026. 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. The timing of this release reflects standard scheduling considerations following the recent closing of the CyberArk acquisition.A live video webcast will be accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com. A replay of the event will be available three hours after the conclusion of the webcast and archived for one year. Prior to commencement of the fiscal third quarter 2026 financial results webcast on June 2, 2026, a financial results press release will be accessible from the Palo Alto Networks website.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com. Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in certain jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available. 





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Original: Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026

Palo Alto Networks to Acquire Portkey to Secure the Rise of AI AgentsApril 30, 2026 4:10 PM
PR Newswire (US)

Establishes the AI Gateway as mission-critical control plane for autonomous agentsSANTA CLARA, Calif., April 30, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Portkey, a pioneer in AI Gateways. Portkey delivers a critical centralized control plane to manage and protect autonomous AI agents, already processing trillions of tokens per month with the low latency required for agent-to-agent communication. By ensuring that security governance never comes at the expense of developer speed, Portkey allows enterprises to accelerate AI innovation with confidence.As adoption in the enterprise expands from copilots and AI applications to autonomous agents, the AI security gap has significantly widened. These agents act as highly privileged insiders, executing a large volume of automated decisions across internal and external systems. To help organizations address this challenge, Portkey will serve as the AI Gateway for Prisma® AIRS™, acting as the central nervous system that can monitor, route, and secure every AI transaction across the enterprise.Lee Klarich, Chief Product & Technology Officer of Palo Alto Networks 
"As autonomous agents join the enterprise workforce, they also become a new, unmanaged attack surface. By integrating Portkey into Prisma AIRS, organizations will be able to confidently deploy and govern AI agents. With Portkey, we are providing enterprises with visibility into all their agentic traffic, and enabling them to control and protect against agentic threats."Control Plane for AI Agents
Fragmented security tools have forced a choice between innovation and safety. By establishing Portkey as the AI Gateway for Prisma AIRS, Palo Alto Networks is eliminating that trade-off. The unified architecture allows organizations to move autonomous workloads into production with built-in security, reliability and management, designed to:Secure AI Interactions. Following the close of the transaction, Portkey will be the AI Gateway for Prisma AIRS, inspecting AI traffic and enforcing security and governance policies for prevention at runtime, to identify threats and safeguard data. By enforcing AI Identity Security, it will apply strict least-privilege controls to every agent interaction, ensuring all AI workloads remain secure and compliant.Ensure Mission-Critical Reliability. Organizations can achieve 99.99% uptime for autonomous workloads through semantic routing and automated failovers, ensuring peak performance at scale. This reliability is paired with deep technical telemetry and audit logs, providing the real-time visibility and governance required to inspect every AI interaction.Global AI Governance. Centralized artifact management allows seamless versioning and secure access control across all AI models, agents, and MCP servers, transforming fragmented AI experiments into a disciplined, global production engine. In addition, organizations can now eliminate "bill shock" and dramatically reduce operational costs through caching techniques and granular quotas, while accessing over 3,000 LLMs and MCP tools via a unified interface.Rohit Agarwal, CEO and Co-Founder of Portkey
"Scaling AI in production requires a delicate balance between total flexibility for developers and absolute control for security teams. By joining Palo Alto Networks, we will establish the AI Gateway as the foundational layer of the secure AI enterprise. Together, we will provide the infrastructure that allows every organization to deploy autonomous agents with the confidence that their data and operations are fully protected."Following the close, Palo Alto Networks will continue to support existing and new Portkey customers, who will also be able to benefit from the tighter integration with Prisma AIRS as part of a comprehensive AI Security platform. Subject to customary closing conditions, the transaction is expected to close in Palo Alto Networks fourth quarter in fiscal 2026.Learn more about our intent to acquire Portkey. Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto NetworksPalo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma, and Prisma AIRS and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release contains forward-looking statements that involve risks, uncertainties, and assumptions, including, but not limited to, statements regarding the anticipated benefits and impact of the proposed acquisition of Portkey on Palo Alto Networks, Portkey and their customers. There are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, but not limited to: the effect of the announcement of the proposed acquisition on the parties' commercial relationships and workforce; the ability to satisfy the conditions to the closing of the acquisition; the ability to consummate the proposed acquisition on a timely basis or at all; significant and/or unanticipated difficulties, liabilities or expenditures relating to proposed transaction, risks related to disruption of management time from ongoing business operations due to the proposed acquisition and the ongoing integration of other recent acquisitions; our ability to effectively operate Portkey's operations and business following the closing, integrate Portkey's business and products into our products following the closing, and realize the anticipated synergies in the transaction in a timely manner or at all; changes in the fair value of our contingent consideration liability associated with acquisitions; developments and changes in general market, political, economic and business conditions; failure of our platformization product offerings; risks associated with managing our growth; risks associated with new product, subscription and support offerings; shifts in priorities or delays in the development or release of new product or subscription or other offerings or the failure to timely develop and achieve market acceptance of new products and subscriptions, as well as existing products, subscriptions and support offerings; failure of our product offerings or business strategies in general; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; our customers' purchasing decisions and the length of sales cycles; our ability to attract and retain new customers; developments and changes in general market, political, economic, and business conditions; our competition; our ability to acquire and integrate other companies, products, or technologies in a successful manner; our debt repayment obligations; and our share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of our common stock.Additional risks and uncertainties that could affect our financial results are included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our Quarterly Report on Form 10-Q filed with the SEC on February 18, 2026, which is available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov. Additional information will also be set forth in other filings that we make with the SEC from time to time. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents

Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platformApril 6, 2026 11:53 AM
PR Newswire (US)

Issued on behalf of QSE — Quantum Secure Encryption Corp.FlyOnWallStreet.com News CommentaryVANCOUVER, BC, April 6, 2026 /PRNewswire/ -- In August 2024, the National Institute of Standards and Technology finalized the first three post-quantum cryptography standards — FIPS 203, 204, and 205 — after an eight-year global evaluation process. In January 2027, the NSA's CNSA 2.0 framework requires all new national security systems to implement quantum-safe algorithms. By 2030, all custom and legacy applications must be migrated. By 2035, the entire cryptographic infrastructure of every system touching national security must be quantum-resilient. No exceptions.This is not a theoretical risk exercise. Intelligence agencies in multiple countries are already exfiltrating encrypted data at scale under the "harvest now, decrypt later" doctrine — capturing encrypted communications, classified files, financial records, and healthcare data today, banking on quantum computing capability to decrypt it within a decade. Google's Willow quantum processor, unveiled in late 2024, demonstrated error correction capabilities many physicists considered a decade away. In February 2026, Google publicly called on governments and industry to "prepare now" for quantum-era cybersecurity. The Boston Consulting Group's 2025 assessment was blunt: starting migration in 2030 will already be too late.And yet, most organizations haven't started. The reason is not ignorance. It's infrastructure. The NIST standards exist. The regulatory deadlines are set. But the enterprise tooling to actually plan, assess, and execute a post-quantum migration across thousands of cryptographic dependencies — software, hardware, certificates, keys, protocols — has been largely absent. It's the difference between knowing you need to move and having the logistics to actually do it.That gap just closed. Companies actively developing post-quantum security solutions include QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8), CrowdStrike Holdings (Nasdaq: CRWD), Palo Alto Networks (Nasdaq: PANW), and Arqit Quantum (Nasdaq: ARQQ).The Migration Platform That Didn't Exist — Until NowQSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8) announced the official launch of QPA v2, its enterprise post-quantum cryptographic migration platform, on March 31, 2026. QPA v2 transforms what has traditionally been a fragmented, manual process — assessing cryptographic posture across complex enterprise environments — into a structured, data-driven workflow with real-time visibility into quantum readiness, risk levels, and migration progress.The platform introduces a PQC Planning Wizard supporting governance design, budgeting, timelines, and migration strategy development. AI-enhanced assessment modules evaluate cryptographic posture and compliance readiness. Integrated inventory analysis covers software, hardware, and cryptographic components, identifying risk exposure across complex environments. A centralized executive dashboard provides real-time visibility into quantum readiness. And integrated reporting tools support governance, audit, and internal decision-making."Organizations are now moving from understanding quantum risk to actively planning for it," said Ted Carefoot, CEO of QSE. "QPA v2 is designed to support that transition by providing a structured, repeatable framework that enables enterprises and public-sector organizations to assess their current state, prioritize risk, and plan their migration toward post-quantum cryptographic standards."QPA v2 integrates with QSE's broader security ecosystem — including qREK quantum-resilient key infrastructure, QAuth identity and authentication platform, and decentralized encrypted storage solutions — supporting a full-stack approach to long-term cryptographic resilience. The platform is already live and being utilized by both existing and prospective clients.This is what separates QSE from the dozens of companies talking about post-quantum security. QSE is not building a single algorithm or a point solution. It is building the enterprise migration infrastructure — the planning layer, the assessment layer, the inventory layer, and the execution layer — that organizations need to actually move from vulnerable to quantum-resilient. And it's already in production.CONTINUED… Read this and more on QSE at: FlyOnWallStreet.comThe Cybersecurity Giants Are Scrambling to Catch UpCrowdStrike Holdings (Nasdaq: CRWD) — CrowdStrike is the dominant force in endpoint detection and response, with approximately $4 billion in fiscal 2025 revenue and a market capitalization exceeding $100 billion. The company's Falcon platform protects endpoints, cloud workloads, and identity infrastructure for organizations worldwide. But CrowdStrike's core competency is detecting and responding to threats — not migrating the underlying cryptographic infrastructure that those threats will eventually exploit. As quantum computing compresses the timeline for breaking RSA and ECC encryption, the companies providing migration tooling — not just threat detection — will command the next wave of enterprise security spending.Palo Alto Networks (Nasdaq: PANW) — Palo Alto Networks reported fiscal year 2025 revenue exceeding $9 billion and has begun integrating post-quantum cryptography capabilities into its security platforms. The company's $25 billion acquisition of CyberArk in 2025 brought identity security into its platform, and Palo Alto is positioning itself as the enterprise consolidation platform for cybersecurity. But PQC migration — the process of inventorying, assessing, planning, and executing the replacement of every quantum-vulnerable cryptographic component across an enterprise — requires purpose-built tooling that no general cybersecurity platform currently provides. That is exactly the gap QSE's QPA v2 fills.Arqit Quantum (Nasdaq: ARQQ) — Arqit is a quantum encryption company offering QuantumCloud, a SaaS-based quantum-safe key exchange platform. The company represents the emerging class of pure-play quantum security firms addressing the post-quantum transition. While Arqit focuses on key distribution and exchange, QSE's approach is broader — encompassing the entire migration lifecycle from assessment through execution, with an integrated ecosystem spanning key infrastructure, identity, authentication, and encrypted storage.The NIST standards are finalized. The NSA deadlines are set. The "harvest now, decrypt later" threat is active. Google is calling for urgent preparation. And most organizations haven't started because the migration tooling didn't exist. QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8) just launched QPA v2 — the enterprise post-quantum migration platform designed to close that gap. The standards are here. The deadlines are real. The platform is live. The migration starts now.For more information on QSE — Quantum Secure Encryption Corp. (CSE: QSE | OTCQB: QSEGF | FSE: VN8), visit FlyOnWallStreet.comArticle Source: https://usanewsgroup.com/qse-profile/CONTACT:
FLY ON WALL STREET
info @acblanke1Sources:[1] NIST, 'Post-Quantum Cryptography FIPS Approved,' August 13, 2024. https://csrc.nist.gov/news/2024/postquantum-cryptography-fips-approved[2] NIST, 'Post-Quantum Cryptography Standardization Process,' initiated 2016. https://csrc.nist.gov/projects/post-quantum-cryptography[3] NSA, 'Commercial National Security Algorithm Suite 2.0 (CNSA 2.0),' September 2022.[4] Google Quantum AI, 'Willow Quantum Chip Error Correction Breakthrough,' December 2024.[5] Google, public statement on quantum-era cybersecurity preparedness, February 2026.[6] Boston Consulting Group, Post-Quantum Cryptography Assessment, 2025.[7] CISA, NSA, and NIST, 'Quantum-Readiness: Migration to Post-Quantum Cryptography,' 2023.[8] CrowdStrike Holdings Inc., Fiscal Year 2025 Annual Report / SEC Filing.[9] Palo Alto Networks Inc., Fiscal Year 2025 Earnings Release / SEC Filing.[10] Palo Alto Networks Inc., 'Definitive Agreement to Acquire CyberArk Software,' July 30, 2025.[11] The Quantum Insider, 'Quantum-Safe Cryptography: Companies and Players Across the Landscape,' March 2026.[12] Arqit Quantum Inc., Corporate Disclosures / SEC Filings.DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Fly On Wall Street is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has previously been paid a fee for QSE - Quantum Secure Encryption Corp. advertising and digital media from the company directly, which has since expired. There may be 3rd parties who may have shares QSE - Quantum Secure Encryption Corp., and may liquidate their shares which could have a negative effect on the price of the stock. Previous compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of QSE - Quantum Secure Encryption Corp. which were purchased as a part of a private placement, and in the open market. MIQ reserves the right to buy and sell, and will buy and sell shares of QSE - Quantum Secure Encryption Corp. at any time hereafter without any further notice. We also expect further compensation in the future as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement, and we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.



View original content:https://www.prnewswire.com/news-releases/quantum-secure-encryption-corp-announces-official-launch-of-qpa-v2-its-enterprise-post-quantum-cryptographic-migration-platform-302734784.htmlSOURCE Fly On Wall Street

Original: Quantum Secure Encryption Corp. announces official launch of QPA v2, its enterprise post-quantum cryptographic migration platform

In Low Pole Reversal pattern/mode since 30 March 2026. GLTA

Palo Alto shares gain after CEO buys $10 million worth of stockMarch 30, 2026 8:24 AM
IH Market News
Shares of Palo Alto Networks (NASDAQ:PANW) climbed about 2% in premarket trading on Monday after Chief Executive Officer Nikesh Arora disclosed that he had purchased $10 million of company shares on the open market.The disclosure, released after the close of trading on Friday, came during a broader decline in cybersecurity stocks. Palo Alto’s shares had dropped roughly 6% on Friday, while the wider sector — tracked by the HACK ETF — fell about 4%, compared with an approximately 2% decline in the S&P 500.The selloff followed a Fortune report that artificial intelligence startup Anthropic was testing a new model called Mythos with advanced cybersecurity features. According to the report, details about the system were leaked due to weak controls within Anthropic’s content management system.Arora’s transaction represents “the largest open market purchase we have seen from our coverage management teams, which reads bullish, particularly amidst market worries that AI vendors like Anthropic are focusing more on security,” said Barclays analyst Saket Kalia.Barclays noted that one concern raised earlier this year was the limited amount of personal share buying by software executives, which some investors interpret as a lack of confidence in long-term valuations. Those concerns have intensified amid broader uncertainty over how artificial intelligence could reshape the software industry.Unlike share buyback programs, an open-market purchase involves executives investing their own funds directly into company stock. “While many teams have announced repurchase authorizations, which are of course bullish, a personal purchase on the open-market arguably “puts their money where their mouth is”,” Kalia said.Regarding the potential competitive threat from Anthropic, Kalia expressed doubt that the AI company would gain significant traction in cybersecurity. Horizontal technology firms “have historically had mixed success in cybersecurity,” he wrote, adding that Arora’s purchase likely reflects a similar assessment.Palo Alto stock price

Original: Palo Alto shares gain after CEO buys $10 million worth of stock

Palo Alto Networks introduces Prisma AIRS 3.0 to secure autonomous AI agentsMarch 24, 2026 6:43 AM
IH Market News
Palo Alto Networks (NASDAQ:PANW) unveiled Prisma AIRS 3.0 on March 23, 2026, a new platform designed to protect autonomous AI agents across their entire operational lifecycle. The cybersecurity firm said the technology is intended to address emerging security risks as organizations increasingly deploy AI systems capable of performing tasks independently.The platform includes three core functions. It can identify AI agents operating across cloud infrastructures, SaaS platforms and local endpoints; continuously evaluate risks using Agent Artifact Security mapping and AI Red Teaming simulations; and deliver real-time protection through an AI Agent Gateway, which is currently available in limited preview.“Agentic AI represents a massive leap forward, moving beyond simple conversation to autonomous action that will redefine productivity,” said Anand Oswal, Executive Vice President of AI & Network Security at Palo Alto Networks. “But this shift from ’AI that talks’ to ’AI that acts’ introduces new risks – from unmanaged agentic identities to unpredictable runtime behaviors.”Palo Alto Networks added that Prisma AIRS 3.0 will eventually integrate Agentic Endpoint Security once its proposed acquisition of Koi is completed. The feature is expected to provide greater visibility into AI-driven endpoint applications, including coding agents.Harpreet Sidhu, Global Lead at Accenture Cybersecurity, said the platform helps organizations identify where AI agents are operating, what information they access and how they behave once deployed. Accenture plans to work with Palo Alto Networks to assist enterprises in implementing security frameworks as they scale AI agent deployments.The launch comes as companies increasingly adopt AI systems capable of autonomous decision-making and task execution, introducing cybersecurity risks that go beyond traditional AI monitoring methods.Palo Alto stock price

Original: Palo Alto Networks introduces Prisma AIRS 3.0 to secure autonomous AI agents

Palo Alto Networks Secures Agentic AI with Prisma AIRS 3.0March 23, 2026 6:35 PM
PR Newswire (US)

Delivering end-to-end discovery, risk assessment and protection across the agentic lifecycle SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today advances its AI security platform with the launch of Prisma® AIRS™ 3.0. As organizations transition toward a future defined by autonomous agents, Prisma AIRS 3.0 secures the entire Agentic AI lifecycle – enabling enterprises to move from simply observing AI interactions to safely authorizing autonomous execution.The shift toward an AI-powered enterprise introduces systemic security challenges – ranging from unmanaged Shadow AI to the critical new frontiers of agentic identity, runtime security, and automated governance. While many enterprises monitor what AI says, they remain blind to what AI does. Prisma AIRS 3.0 closes this gap, providing visibility and securing agents from design to runtime as they execute complex tasks independently.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"Agentic AI represents a massive leap forward, moving beyond simple conversation to autonomous action that will redefine productivity. But this shift from 'AI that talks' to 'AI that acts' introduces new risks - from unmanaged agentic identities to unpredictable runtime behaviors. Prisma AIRS 3.0 provides a comprehensive platform to discover, assess and protect agentic AI, giving our customers the unique ability to confidently, and securely, scale the AI-powered enterprise."Prisma AIRS replaces fragmented point solutions with a single platform to manage the primary threats and risks of AI apps and autonomous agents. The new capabilities allow teams to future-proof their operations as agent ecosystems evolve:Discover AI Agents Wherever They Live. Organizations can now instantly inventory AI agents, models, and connections across their entire environment. Prisma AIRS identifies agents running in cloud environments, SaaS platforms and locally on endpoints that traditional tools miss.Assess AI Agent Risk Continuously. Security teams can stop guessing if an agent is safe. Agent Artifact Security maps out an agent's architecture and scans for vulnerabilities. AI Red Teaming for agents simulates context-aware agentic attacks, discovers AI-related vulnerabilities, and recommends runtime security policies.Protect AI Ecosystems in Real-Time at Scale. The AI Agent Gateway, currently available in limited preview, provides a central control plane to enforce agent runtime and identity security, governance and observability. Following the close of the proposed Koi acquisition, Agentic Endpoint Security will offer the visibility needed to secure various AI endpoint applications, empowering teams to deploy tools like coding agents at speed without sacrificing safety.Harpreet Sidhu, Global Lead, Accenture Cybersecurity
"Scaling agentic AI requires clearing critical hurdles around visibility and control. To do this, organizations must know where agents reside, what data they access and how they behave post-deployment. By providing a comprehensive, end-to-end view of the AI lifecycle, Prisma AIRS helps clients mitigate risk. We are excited to collaborate with Palo Alto Networks to help enterprises enforce consistent guardrails allowing them to scale agentic AI securely."Learn more about Prisma AIRS and Palo Alto Networks latest innovations for the agentic enterprise.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma, Prisma AIRS and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, without limitation: our pending transaction with Koi and integration of Koi's business and products; developments and changes in general market, political, economic, and business conditions; risks associated with managing our growth; risks associated with new products and subscription and support offerings; shifts in priorities or delays in the development or release of new offerings, or the failure to timely develop, release and achieve market acceptance of new products and subscriptions as well as existing products and subscription and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products and subscription and support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; and our ability to acquire and integrate other companies, products, or technologies.  We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-secures-agentic-ai-with-prisma-airs-3-0--302722579.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Secures Agentic AI with Prisma AIRS 3.0

Palo Alto Networks Unlocks the Agentic Enterprise with Prisma AIRSMarch 23, 2026 5:30 PM
PR Newswire (US)

World's most comprehensive AI security platform secures autonomous agents at every step of the AI lifecycleSANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today accelerated its vision for the future of AI with the next evolution of Prisma® AIRS™, the only unified security platform to deliver end-to-end security across the entire agentic AI lifecycle. Engineered for the agentic enterprise, Prisma AIRS enables customers to see, fix and secure agentic workflows at every step of the AI journey.Enterprise AI adoption has rapidly expanded from one-off pilots to broad-scale deployments. However, as autonomous agents now independently access databases and execute workflows, new trust gaps and attack surfaces emerge without the proper guardrails. Prisma AIRS bridges the gap by securing not only what an AI says but also what an agent does at every point of the AI supply chain.New capabilities of Prisma AIRS enable customers to:Assess agents as they move through the AI lifecycle with continuous visibility and risk evaluation from artifact scanning, red teaming and real-time posture management.Protect sensitive data by proactively securing autonomous processes and stopping AI-specific threats at runtime.Govern the agentic enterprise from one, unified security platform that centralizes enforcement, automates risk remediation and enforces identity-based policies.Anand Oswal, Executive Vice President, Palo Alto Networks
"We are witnessing a pivot where AI is moving from an assistant to an actor, and that requires a new blueprint for security. Prisma AIRS goes beyond just another layer of defense. It is the foundational control plane for the agentic enterprise. By securing the intent and the action of AI agents, we are giving our customers the confidence to bravely deploy autonomous systems at scale."TBD, Chief Security Information Officer, [PANW Customer]
"Before Prisma AIRS, the challenge with scaling AI stemmed from the lack of visibility into what those models were actually doing once deployed. With Prisma AIRS, we've moved from reactive security to proactive governance. It allows us to track every agent and model across our global footprint, ensuring that as our AI acts, it does so within the guardrails we've set. It's the only platform that gives us a complete, end-to-end view of our AI deployments, mitigating risk while creating opportunity."TBD, ServiceNow
"As enterprises move from experimental AI to agentic workflows, the boundary between productivity and risk has blurred. By integrating Prisma AIRS with ServiceNow AI Control Tower, we are giving organizations a 'command center' for the autonomous enterprise. This partnership ensures that every AI agent is not only visible and governed through ServiceNow's workflows but also protected end to end by Prisma AIRS' industry-leading security posture."To learn more about Prisma AIRS and securing the agentic enterprise, watch the recap of the "Tomorrow Secured" event.Follow Palo Alto Networks on X (formerly Twitter), LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-unlocks-the-agentic-enterprise-with-prisma-airs-302722513.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Unlocks the Agentic Enterprise with Prisma AIRS

Palo Alto Networks Unveils the Industry's Most Secure Browser Built for Agentic AIMarch 23, 2026 5:30 PM
PR Newswire (US)

Prisma SASE enhancements secure AI-driven work across the entire modern enterprise SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today unveiled a major evolution of Prisma Browser, introducing the industry's most secure browser built for the Agentic AI era. As employees shift from merely using AI as a tool to now utilizing autonomous agents that act on their behalf, Prisma Browser converts the web into a secure AI-driven workspace. Users can now unlock new levels of productivity with Agentic AI, without compromising security. Today, the browser is the primary engine of modern work and where users spend 85% of their workday. However, the browser's role is rapidly expanding beyond a simple window to the web and is now the central hub for agentic AI interactions. While this shift unlocks unprecedented efficiency, a new class of sophisticated risks unique to autonomous AI has emerged, such as shadow AI agents, prompt injection attacks and agent hijacking. Prisma Browser paves the way for this new era of work by providing agentic capabilities in combination with a secure foundation to protect these autonomous workflows.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"Organizations are unleashing a new workforce of agents, however, you cannot give autonomy without security. By embedding AI-powered data protection and securing AI interactions directly in the browser, leaders can now confidently greenlight strategic AI initiatives that were previously stalled. Prisma Browser isn't just securing an interface, it's securing a new way of work."Prisma Browser introduces key innovations that bring secure agentic AI to end users by:Powering the Agentic Workspace: Enables organizations to leverage the LLM of their choice across all models and platforms. Prisma Browser allows teams to utilize the most effective AI tools for any specific task, maximizing productivity and accelerating autonomous workflows.Securing AI Interactions: Automatically discovers user AI activity and enforces content-aware boundaries to keep agents within their intended scope. Prisma Browser prevents sensitive data from leaking to unmanaged or public AI tools during automated tasks.Preventing Agent Hijacking: Identifies and blocks prompt injection attacks—including malicious instructions hidden within websites designed to hijack AI agents—keeping automated workflows on track and preventing agents from being manipulated into unauthorized actions.Enabling Global Compliance: Provides real-time distinction between human actions and automated AI tasks. By assessing the intentions of both human and non-human identities, Prisma Browser enables total accountability and compliance with evolving global AI regulations.Jonathan Jaffe, Chief Information Security Officer, Lemonade
"The browser has evolved to deal with a whole new landscape of threats with AI threats, like prompt injection or the use of AI extensions that are unsafe. The browser will continue to be the single control point as agents end up doing things on behalf of the user, but through the browser. So I see the browser as being the dominant control point for protecting employees against bad actions. As we allow people to experiment with agents that use the browser to run tasks, we feel more comfortable doing that with Prisma Browser."The Industry's Most Comprehensive SASE Solution for the Agentic AI Era
AI-driven productivity starts in the browser but must be secured across the entire enterprise. Prisma Browser's evolution is just one of the critical innovations made to Prisma SASE, the most comprehensive SASE solution built for the agentic AI era. Powered by Precision AI, Prisma SASE delivers Universal Zero Trust, providing consistent protection and unmatched performance wherever work happens. By converging secure agentic browsing, autonomous operations, and AI-powered data protection into a unified solution built on a resilient architecture, Prisma SASE transforms AI-driven workflows into a secure growth engine that operates at machine speed.Prisma SASE extends best-in-class capabilities by:Enabling Autonomous Operations: Empowers IT to accelerate productivity by eliminating the manual troubleshooting and "ticket fatigue" that stall operations, allowing teams to focus on strategic AI growth.Securing Data End-to-End: Discovers and protects sensitive data throughout the entire AI lifecycle—within AI tools and agents and across the entire organization—to prevent leakage into shadow AI environments and protect information across endpoints, network, and SaaS.Providing Business Continuity: Delivers cloud-scale security and operational resilience to high-bandwidth campuses, helping ensure seamless performance and uninterrupted operations for critical resources.Learn more about Palo Alto Networks Prisma SASE and how it's redefining secure access for the agentic AI era.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Prisma Browser, and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This press release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this press release, including, without limitation: developments and changes in general market, political, economic, and business conditions; risks associated with managing our growth; risks associated with new products and subscription and support offerings; shifts in priorities or delays in the development or release of new offerings, or the failure to timely develop, release and achieve market acceptance of new products and subscriptions as well as existing products and subscription and support offerings; failure of our business strategies; rapidly evolving technological developments in the market for security products and subscription and support offerings; our customers' purchasing decisions and the length of sales cycles; our competition; our ability to attract and retain new customers; and our ability to acquire and integrate other companies, products, or technologies.  We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this press release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made. 





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Original: Palo Alto Networks Unveils the Industry's Most Secure Browser Built for Agentic AI

Palo Alto Networks Introduces Next-Generation Trust Security to Automate and Future-Proof Digital ResilienceMarch 23, 2026 5:30 PM
PR Newswire (US)

Certificate lifecycle automation prevents outages and accelerates post-quantum readinessSANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today defined a new standard for operational resilience with the launch of Next-Generation Trust Security (NGTS). As the industry moves toward a mandatory 47-day certificate renewal cycle, NGTS transforms cryptographic trust from a manual, human error prone process to an automated network control, eliminating service outages and dramatically improving operational efficiency.







For decades, digital certificates - the "passports" of the digital economy - lasted years and changed rarely. Today, however, the enterprise has entered a period of continuous cryptographic reset: certificate lifetimes are shrinking by over 90%, encryption standards are shifting for a post-quantum world, and sudden decertification of global trust authorities can now force the immediate replacement of thousands of certificates.Anand Oswal, Executive Vice President of AI & Network Security, Palo Alto Networks
"When digital trust breaks, the business stops. Expired or non-compliant certificates trigger outages that take business-critical applications, infrastructure, and cloud services offline. Managing updates manually takes considerable time and coordination across several teams, and with increased scale and speed requirements, a manual approach is no longer viable. With NGTS, and our quantum-safe security solution, the network becomes the ultimate control point to automate the cryptographic reset."NGTS is the industry's first network-native platform that unifies certificate lifecycle management (CLM) with real-time network visibility and enforcement. Available today, this unified defense enables businesses to:Gain Increased Visibility: Discover where trust lives across all network services and applications, eliminating the "shadow" certificates and blind spots that lead to security gaps.Facilitate Operational Resilience: Protect the business from certificate-related outages and trust failures by automatically identifying and refreshing credentials before they disrupt customer transactions or internal services.Build Cryptographic Agility: Accelerate the transition to a post-quantum future with automated lifecycle management built to handle faster renewal cycles and evolving encryption standards without manual effort.Emanuel Figueroa, Senior Research Analyst, Identity and Access Management Security, Worldwide, IDC
"For years, the industry relied on a checkpoint model of trust — authenticate once and assume safety. But in a post-quantum world with shrinking certificate lifecycles, that assumption no longer holds. Trust now has to adjust as quickly as the environment it protects. By moving certificate lifecycle management out of manual spreadsheets and into a network-native platform, Palo Alto Networks is turning cryptographic maintenance into a continuous automated process rather than a periodic task. This isn't only about avoiding outages; it's about creating a unified security fabric where cryptographic agility is built in, keeping the business resilient even as encryption standards evolve beneath the stack."While legacy tools manage certificates in a vacuum, Palo Alto Networks is the only provider that embeds trust directly into the network layer. By integrating CyberArk's best-in-class machine identity intelligence into the network, NGTS closes the gap between the teams managing certificates and the teams responsible for uptime.Learn more about how NGTS is redefining operational resilience.Follow Palo Alto Networks on X, LinkedIn, Facebook and Instagram.About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or services marks used or mentioned herein belong to their respective owners. 



View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-introduces-next-generation-trust-security-to-automate-and-future-proof-digital-resilience-302722225.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Introduces Next-Generation Trust Security to Automate and Future-Proof Digital Resilience

Stryker shares climb after company says cybersecurity incident containedMarch 23, 2026 10:57 AM
IH Market News
Shares of Stryker (NYSE:SYK) gained 2.82% to $345.14 in premarket trading on Monday after the medical device manufacturer said it had contained a recent cybersecurity incident.The company said its investigation has found no indication that the event affected systems belonging to customers, suppliers, vendors or other partners.Stryker said the breach involved a malicious file that was used to conceal activity but was unable to propagate either within the company’s internal systems or externally. The investigation was carried out with support from Palo Alto Networks’ (NASDAQ:PANW) Unit 42 cybersecurity team.According to the company, the incident impacted parts of its corporate network, including elements of its Microsoft (NASDAQ:MSFT) environment.The investigation remains ongoing, and Stryker said it has not yet determined whether the incident could have any material impact on its business operations or financial results.Stryker stock price

Original: Stryker shares climb after company says cybersecurity incident contained

Digital Checkmate: How Unit 8200 Subjugated the West
While the world watches the "useless steel" of aircraft carriers in the Strait of Hormuz, the real capitulation has already occurred within the servers. Israel does not hold America’s hand through lobbying; it holds it through code. Via the elite Unit 8200, Tel Aviv has installed its digital DNA into the very marrow of Western power.

1. The Architecture of Dependency
Giants like Palo Alto Networks, Check Point, and Wiz are not merely corporations—they are outposts of the Israeli intelligence elite. Washington has allowed its "nervous system" to be built by engineers trained in 8200. Today, the Pentagon and Wall Street cannot breathe without Israeli software. This is not a partnership; it is a digital occupation masked as cybersecurity.

2. Software Eats Iron
The iron in the Gulf is blind without its AI brain. Companies like Palantir and Israeli surveillance algorithms are the ones telling American weapons what to see. America has become a technological addict, and Israel is the sole dealer. The moment software became more vital than the shell, sovereignty ceased to exist.

3. The Silent Capitulation
The reason the West remains silent while Hormuz burns is simple: they dare not turn against the one who holds the "Master Key" to their networks. Palo Alto and 8200 are the digital noose that tightens every time autonomy is mentioned. Western dominance died physically this morning in Hormuz, but in the servers of Tel Aviv, it has been dead for a long time.

Double Top Breakout on 03 March 2026. GLTA

Palo Alto Networks and Global Partners Announce Secure by Design AI FactoriesMarch 2, 2026 12:12 AM
PR Newswire (US)

Unified ecosystem scales for sovereign AI by securing the physical and digital AI Factory foundationBARCELONA, Spain, March 2, 2026 /PRNewswire/ -- As global networks pivot to operating high-performance AI Factories, Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, today announced an expanded security ecosystem designed to protect this new industrial backbone. At Mobile World Congress 2026, the company unveiled four collaborations with Nokia, U Mobile, Aeris, and Celerway that allow enterprises to scale for sovereign AI and secure the autonomous edge without compromising performance.Anand Oswal, Executive Vice President, Palo Alto Networks
"We are establishing the secure foundation for the AI economy through extensive ecosystem collaboration. By seamlessly integrating our AI-powered security services directly from the datacenter into the most vital 5G and IoT networks globally, we are ensuring the AI Factory is secure by design. These partnerships enable us to create a secure digital infrastructure capable of managing the multi-terabit throughput required for training AI models."Palo Alto Networks and Nokia are positioning their proven data center security to support the rise of European 'Gigafactories'. By combining Nokia's AI Data Center infrastructure with Palo Alto Networks industry leading AI platforms, customers can scale high-performance AI workloads while achieving their data sovereignty needs.Greg Dorai, Senior Vice President and General Manager, IP Networks, Nokia
"In the race to build the world's AI Factories, you cannot leave the door open at the infrastructure layer. Nokia and Palo Alto Networks jointly envision comprehensive architectural and operational frameworks that expand security solutions from the network layer to workloads. The validated architecture will allow our customers to build future-proof, sovereign data centers. We aren't just providing connectivity, we are protecting the physical and digital integrity of industrial digitization at scale."In addition, Palo Alto Networks is showcasing three additional partnerships at MWC Barcelona that extend security from the core infrastructure of telcos to deliver foundational resilience through a unified partner ecosystem:U Mobile: Real-Time Protection for Consumers and Businesses: Palo Alto Networks has signed an MoU with U Mobile, Malaysia's newest 5G network provider, to collaborate on a network-embedded Security-as-a-Service (SECaaS) solution to protect its customers from rising cybersecurity threats. By integrating Next-Generation Firewalls and AI-powered security directly into its 4G and 5G infrastructure, U Mobile looks to provide customers with proactive, built-in defense against digital risks.Aeris: Unified Visibility for Global IoT Fleets: Mission-critical industries such as healthcare, manufacturing, retail, and utilities will now benefit from the ability to scale AI and 5G initiatives globally while reducing the attack surface of the billions of devices feeding data into the AI Factory. By integrating Aeris IoT Watchtower with Prisma® SASE 5G, enterprises can apply data loss prevention and zero-trust policies to millions of wireless devices from a single point of control, closing the traditional security gap at the wireless edge.Celerway Communication: Enterprise Security Perimeter Extended to the Distributed Edge: First responders and remote teams will now benefit from data-center-class protection in the field. This integration with Celerway and Palo Alto Networks VM-Series Next-Generation Firewalls (NGFWs) enables mission-critical 5G edge devices to maintain a consistent, rigorous security posture and encrypted data integrity, even when operating in high-mobility or harsh environments far from the central hub.Learn more about how Palo Alto Networks is securing AI Factories.Follow Palo Alto Networks on X (formerly Twitter), LinkedIn, Facebook and Instagram. About Palo Alto Networks
Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks, Cortex XSIAM, Prisma, and the Palo Alto Networks logo are registered trademarks of Palo Alto Networks, Inc. in the United States and in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners.Forward-Looking Statements
This release contains forward-looking statements that involve risks, uncertainties and assumptions, including, without limitation, statements regarding the benefits, impact, or performance or potential benefits, impact or performance of our products and technologies or future products and technologies. These forward-looking statements are not guarantees of future performance, and there are a significant number of factors that could cause actual results to differ materially from statements made in this release. We identify certain important risks and uncertainties that could affect our results and performance in our most recent Annual Report on Form 10-K, our most recent Quarterly Report on Form 10-Q, and our other filings with the U.S. Securities and Exchange Commission from time-to-time, each of which are available on our website at investors.paloaltonetworks.com and on the SEC's website at www.sec.gov.  All forward-looking statements in this release are based on information available to us as of the date hereof, and we do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-and-global-partners-announce-secure-by-design-ai-factories-302700637.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks and Global Partners Announce Secure by Design AI Factories

CYBERSECURITY IS NOW INFRASTRUCTURE

The digital economy has become critical infrastructure.
Control over digital security increasingly determines operational continuity, economic stability, and national resilience.

Cyber attacks are no longer isolated IT events.
They are instruments of geopolitical competition, industrial espionage, and systemic disruption.

Within this structural shift, Palo Alto Networks represents more than a software vendor — it operates at the intersection of enterprise defense and national digital resilience.

Structural Demand, Not Cyclical Hype

Digital transformation is accelerating

AI expands the attack surface

Security budgets are becoming non-discretionary

Cyber defense is no longer optional — it is foundational.

Platform Economics

The market is consolidating around integrated security platforms.
Vendor consolidation increases customer stickiness, reduces operational complexity, and enhances lifetime value.

This is a long-duration economic model, not a short-term theme.

Investment Perspective

The thesis does not depend on isolated breaches.
It rests on systemic digital dependency.

The core question for capital markets is not whether demand will persist —
but which platforms will capture durable margins and convert structural demand into sustained free cash flow.

Cybersecurity has become a permanent layer of global infrastructure.
Capital allocation will increasingly reflect that reality.

AI tools already disrupting major tech business models
Anthropic’s new Claude Code and Claude Code Security tools triggered sharp declines in software, IT services, and cybersecurity stocks. Investors see this as direct revenue cannibalization. $PANW

Morgan Stanley sees mixed signals in AI disruption narrativeFebruary 20, 2026 10:56 AM
IH Market News
Analysts at Morgan Stanley say the rapid rollout of new artificial intelligence models poses “structural risks” to equity markets, but they also point to several “contradictory elements” within the broader AI-driven disruption story.Shares across the global software sector have come under pressure in recent weeks, as investors react to the launch of advanced AI tools capable of replicating or enhancing services traditionally offered by listed companies.The weakness has extended beyond software, affecting industries ranging from data analytics to logistics and real estate, amid concerns on Wall Street about the far-reaching implications of AI adoption.Since January 28, the tech-focused Nasdaq Composite has fallen more than 5%, while the so-called Magnificent Seven group of mega-cap technology stocks has dropped over 8%. Market heavyweights Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) have declined 17% and 18%, respectively, amid questions about the returns on substantial hyperscaler investment in AI infrastructure.In a research note, analysts including Michael Wilson and Andrew Pauker highlighted what they described as “contradictory elements” in the prevailing AI narrative, particularly “in the sense that they all seem to be in focus at the same time.”“For instance, if AI is going to be highly disruptive and far-reaching in terms of its effectiveness, doesn’t that support the investment case for the infrastructure/compute enablers, especially since the market is broadly rewarding high capex/sales, cost of capital is contained, cost of compute is still elevated, and valuation has not expanded since ’23 for the mega cap enablers?” the analysts wrote.“Further, if AI adoption is likely to lead to more job loss, isn’t there a phase-in period where natural attrition isn’t replaced, efficiencies are realized and margins expand?”They added that near-term volatility may persist as the economic cycle enters what they termed a “weak seasonal window” and liquidity “remains tight.” However, they noted that a broadening of earnings growth is supporting capital rotation into cyclical stocks.Given this backdrop, the analysts expressed a preference for the S&P 600 Small Cap Index over the Russell 2000, arguing that it offers higher quality exposure and less sensitivity to speculative growth segments. They also favor large-cap healthcare stocks as a form of “defensive exposure” against potential market swings.On a stock-specific basis, the team sees “attractive entry points” in software names such as Palo Alto Networks (NASDAQ:PANW) and Intuit (NASDAQ:INTU), alongside business services and real estate-related firms including S&P Global, TransUnion, and CBRE Group.Microsoft stock priceAmazon stock price

Original: Morgan Stanley sees mixed signals in AI disruption narrative

Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.'s 0.00% Convertible Senior Notes due 2030February 19, 2026 4:15 PM
PR Newswire (US)

SANTA CLARA, Calif., Feb. 19, 2026 /PRNewswire/ -- Today, Palo Alto Networks, Inc. (NASDAQ: PANW) ("Palo Alto Networks") announced that, in connection with the closing of the transaction (the "Acquisition") contemplated by the Agreement and Plan of Merger, dated as of July 30, 2025, by and among Palo Alto Networks, CyberArk Software Ltd., a company organized under the laws of the State of Israel ("CyberArk"), and Athens Strategies Ltd., a company organized under the laws of the State of Israel, Palo Alto Networks has made an offer to purchase (the "Offer to Purchase") for cash, any and all of CyberArk's 0.00% Convertible Senior Notes due 2030 (the "Notes").Palo Alto Networks is making the Offer to Purchase in satisfaction of CyberArk's obligations related to such Notes in accordance with the Indenture, dated as of June 10, 2025 (the "Base Indenture"), among CyberArk and U.S. Bank Trust Company, National Association, as trustee (the "Trustee") and the First Supplemental Indenture, dated as of February 11, 2026 (the "Supplemental Indenture," and the Base Indenture, as amended, supplemented or otherwise modified from time to time, including by the Supplemental Indenture, the "Indenture"), among the Palo Alto Networks, CyberArk and the Trustee, as a result of the occurrence of the Fundamental Change (as defined in the Indenture) and Make-Whole Fundamental Change (as defined in the Indenture) that occurred as a result of the consummation of the Acquisition.The Acquisition closed on, and therefore the Effective Date (as defined in the Indenture) of the Make-Whole Fundamental Change (as defined in the Indenture) was, February 11, 2026. In connection with the Fundamental Change, and as more fully described in the Offer to Purchase, on or before 5:00 p.m., New York City time, on March 20, 2026, each holder of Notes shall, subject to certain conditions, have the right to require the repurchase of all of such holder's Notes, or any portion of the principal amount thereof that is equal to $100,000 or an integral multiple of $100,000 in excess thereof, on March 24, 2026 (the "Fundamental Change Repurchase Date") at a repurchase price equal to 100% of the principal amount of such Notes or such portion of the principal amount of Notes, as applicable, plus any accrued and unpaid Special Interest (as defined in the Indenture) thereon from February 11, 2026 to, but excluding, the Fundamental Change Repurchase Date. As more fully described in the Offer to Purchase, as a result of the Make-Whole Fundamental Change, all or any portion of a holder's Notes may be surrendered for conversion at any time from or after the Effective Date until March 20, 2026, which is the second business day immediately prior to the Fundamental Change Repurchase Date (the "Make-Whole Conversion Period"), at an increased conversion rate. Holders who tender all or part of their Notes in accordance with the Offer to Purchase may not surrender such Notes for conversion unless they validly withdraw their Notes from the tender in accordance with the Offer to Purchase.If a holder does not convert its Notes during the Make-Whole Conversion Period and thus does not convert its Notes "in connection with" a Make-Whole Fundamental Change, such holder may convert its Notes during certain periods and upon the occurrence of certain conditions specified in the Indenture until the close of business on June 13, 2030, the second scheduled trading day immediately preceding the maturity date. Holders of Notes should read carefully the Offer to Purchase regarding their conversion rights in connection with the Make-Whole Fundamental Change and their rights to require the repurchase of their Notes, as it contains important information as to the procedures and timing for the exercise of such rights.About Palo Alto NetworksPalo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, protects our digital way of life with a comprehensive portfolio of cybersecurity solutions and platforms across Network, Cloud, Security Operations, AI and Identity. Trusted by 70,000+ customers and powered by Unit 42 threat intelligence, our AI-driven platforms eliminate complexity, empowering enterprises to modernize with confidence and securing the speed of innovation. Explore the future of security at www.paloaltonetworks.com.Palo Alto Networks and the Palo Alto Networks logo are trademarks of Palo Alto Networks, Inc. in the United States or in jurisdictions throughout the world. All other trademarks, trade names, or service marks used or mentioned herein belong to their respective owners. Any unreleased services or features (and any services or features not generally available to customers) referenced in this or other press releases or public statements are not currently available (or are not yet generally available to customers) and may not be delivered when expected or at all. Customers who purchase Palo Alto Networks applications should make their purchase decisions based on services and features currently generally available.Forward-Looking StatementsThis press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical or current facts made in this press release may be forward-looking. We use words such as "anticipates," "believes," "continue," "estimate," "expects," "future," "intends," "may," "plan," and similar expressions to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Forward-looking statements reflect management's current expectations and are inherently uncertain. Actual results could differ materially for a variety of reasons.There are a significant number of factors that could cause actual results to differ materially from forward-looking statements made or implied in this press release, including:  Palo Alto Networks' ability to successfully integrate CyberArk's businesses and technologies; the risk that the expected benefits and synergies of the transaction may not be fully achieved in a timely manner, or at all; the risk that Palo Alto Networks or CyberArk will be unable to retain and hire key personnel; significant and/or unanticipated difficulties, liabilities or expenditures relating to the integration of CyberArk into Palo Alto Networks; the effect of the completion of the transaction on the parties' business relationships and business operations generally; the effect of the completion of the transaction on Palo Alto Networks' common share price and uncertainty as to the long-term value of Palo Alto Networks' common shares; risks related to disruption of management time from ongoing business operations due to the integration efforts required for the transaction; developments and changes in general or worldwide market, geopolitical, economic, and business conditions; failure of Palo Alto Networks' platformization product offerings; failure to achieve the expected benefits of Palo Alto Networks' strategic partnerships and acquisitions; changes in the fair value of Palo Alto Networks' contingent consideration liability associated with acquisitions; risks associated with managing Palo Alto Networks' growth; risks associated with new product, subscription and support offerings, including product offerings that leverage AI; shifts in priorities or delays in the development or release of new product or subscription or other offerings, or the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; failure of Palo Alto Networks' business strategies; rapidly evolving technological developments in the market for security products, subscriptions and support offerings; defects, errors, or vulnerabilities in our products, subscriptions or support offerings; Palo Alto Networks' customers' purchasing decisions and the length of sales cycles; Palo Alto Networks' competition and the expanded scope of its competitors as a result of completing the CyberArk transaction; Palo Alto Networks' ability to attract and retain new customers; Palo Alto Networks' ability to acquire and integrate other companies, products, or technologies in a successful manner; Palo Alto Networks' share repurchase program, which may not be fully consummated or enhance shareholder value, and any share repurchases which could affect the price of its common stock; and Palo Alto Networks' debt repayment obligations.For additional risks and uncertainties on these and other factors that could cause actual results to differ materially from those described in the forward-looking statements, please refer to Palo Alto Networks' periodic reports and other filings with the Securities and Exchange Commission"", including the risk factors contained in Palo Alto Networks' most recent annual report on Form 10-K and periodic quarterly reports on Form 10-Q. All forward-looking statements in this press release are based on current beliefs and information available to management as of the date hereof, and Palo Alto Networks does not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date on which they were made.Other Important InformationThis communication is for informational purposes only and is neither an offer to purchase nor a solicitation of an offer to sell securities, nor is it a substitute for the tender offer materials that Palo Alto Networks has filed with the SEC. THE TENDER OFFER MATERIALS (INCLUDING THE OFFER TO PURCHASE) CONTAIN IMPORTANT INFORMATION. HOLDERS OF NOTES ARE URGED TO READ THESE DOCUMENTS (AS THEY MAY BE AMENDED FROM TIME TO TIME) CAREFULLY BECAUSE THEY CONTAIN IMPORTANT INFORMATION THAT HOLDERS OF NOTES SHOULD CONSIDER BEFORE MAKING ANY DECISION REGARDING THE TENDER OFFER. The Offer to Purchase is available to all holders of the Notes at no expense to them. The tender offer materials are available for free at the SEC's website at www.sec.gov. Additional copies may be obtained for free by contacting Palo Alto Network's Corporate Secretary at 3000 Tannery Way, Santa Clara, California 95054, or (408) 753-4000.





View original content to download multimedia:https://www.prnewswire.com/news-releases/palo-alto-networks-announces-offer-to-purchase-relating-to-cyberark-software-ltds-0-00-convertible-senior-notes-due-2030--302693019.htmlSOURCE Palo Alto Networks, Inc.

Original: Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.'s 0.00% Convertible Senior Notes due 2030

Double Bottom Breakdown on 18 Feb 2026. BLTA

Palo Alto Networks Falls in Premarket Trade After Weaker Annual Profit OutlookFebruary 18, 2026 5:21 AM
IH Market News
Palo Alto Networks (NASDAQ:PANW) shares dropped in U.S. premarket trading after the cybersecurity firm posted quarterly results that topped expectations but issued a softer-than-forecast earnings outlook for the year ahead.Based in Santa Clara, California, Palo Alto provides AI-powered cybersecurity platforms designed to safeguard networks and cloud environments. Its offerings include firewalls, threat intelligence, zero-trust network security, and secure access service edge (SASE) solutions.According to the company, nine of the Fortune 10 firms are among its clients, along with eight of the 10 largest U.S. banks and six of the world’s 10 biggest oil and gas companies.In its fiscal second quarter, Palo Alto reported earnings of $1.03 per share on revenue of $2.59 billion, exceeding analyst estimates of $0.94 per share on revenue of $2.58 billion.“We saw continued strength in platformizations, a trend that is accelerating due to AI – customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach. We also saw steady and strong adoption of AI security, which we expect will be a long term trend,” Palo Alto CEO Nikesh Arora said in a statement.However, the company revised its fiscal 2026 full-year earnings guidance to a range of $3.65 to $3.70 per share, down from a prior outlook of $3.80 to $3.90. The consensus estimate stood at $3.87.Full-year revenue is now projected between $11.28 billion and $11.31 billion, compared with an earlier forecast of $10.50 billion to $10.54 billion, and above market expectations.For the current quarter, Palo Alto expects earnings of $0.78 to $0.80 per share on revenue of $2.941 billion to $2.945 billion. Analysts had been forecasting earnings of $0.92 per share on revenue of $2.61 billion.“[W]e expect AI revenues to inflect meaningfully in revenues over the next two years,” analysts at BofA Securities said in a statement. “Even in a more extreme scenario where AI materially reshapes the security landscape, meaningful disruption remains unlikely in the near term as [large language models] lack the precision needed to displace core security controls.”Palo Alto stock price

Original: Palo Alto Networks Falls in Premarket Trade After Weaker Annual Profit Outlook