Latest news with #DataSecurityEverywhere
Yahoo
10-06-2025
- Business
- Yahoo
Is CyberArk's AI Focus Enough to Sustain Its ARR Growth Momentum?
CyberArk Software CYBR reported solid first-quarter fiscal 2025 results with Annual Recurring Revenues (ARR) of $1.22 billion, up from $1.17 billion as reported in the last quarter. The company posted a net new ARR of $46 million in the first quarter, driven by the sustained growth of subscriptions and increased adoption of its identity security ARR alone is now more than $1.03 billion and accounts for nearly 85% of total ARR, which the company added $51 million in net new subscription ARR. This shift to a recurring revenue model gives the company more financial stability and is known for protecting human and machine identities. Now, it's moving into artificial intelligence (AI) with its new 'Secure AI Agent' product. This tool is designed to protect both autonomous and human-controlled AI more companies begin using AI tools, keeping these systems secure becomes important. CyberArk is trying to solve this problem early, which could help it stay ahead of the competition. During the first-quarter earnings call, CyberArk revealed that machine identity products featured in nine of the 10 largest deals in the quarter, reaffirming its ability to protect non-human sustained focus on enhancing portfolio strength is driving customer wins. New customer wins during the first quarter included a multi-six-figure ARR deal with a U.S.-based software company that replaced a competitive PAM vendor, and a large healthcare provider extended coverage across workforce, cloud, and machine aims for full-year fiscal 2025 ARR to land at $1.41 to $1.42 billion for approximately 21% year-over-year growth. The company seems to be well-positioned to maintain momentum in the long term, driven by a robust subscription base, new customer additions and the adoption of its AI-enabled enterprise-grade platform. Competitors like Zscaler ZS and SentinelOne S are also gaining ground through platform expansion and artificial intelligence (AI) innovation. Zscaler ended its third quarter of fiscal 2025 with $2.9 billion in ARR, reflecting 23% year-over-year growth. The robust growth was driven by Z-Flex and rapid traction across Zscaler's three strategic growth pillars, which include Zero Trust Everywhere, Data Security Everywhere and Agentic comparatively a small competitor, SentinelOne's ARR is also growing rapidly with reaching $948 million at the end of the first quarter of fiscal 2026. This represents year-over-year growth of 24%, fueled by the rising adoption of SentinelOne's AI-first Singularity platform and Purple AI. Shares of CyberArk have gained 19.5% year to date compared with the Zacks Security industry's growth of 22%. Image Source: Zacks Investment Research From a valuation standpoint, CYBR trades at a forward price-to-sales ratio of 13.76, below the industry's 14.77. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Zscaler's fiscal 2025 earnings is pegged at $3.79 per share, up by 3.56% over the past 30 days, which implies an increase of 25.08% year over year. The consensus mark for fiscal 2026 is also up by 2.15% over the past 30 days at $4.76 per share, indicating a year-over-year increase of 25.54%. Image Source: Zacks Investment Research CYBR stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SentinelOne, Inc. (S) : Free Stock Analysis Report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
10-06-2025
- Business
- Yahoo
Zscaler Nears $3B ARR Goal: Can It Maintain the Momentum Through FY25?
Zscaler ZS ended third-quarter fiscal 2025 with $2.9 billion in annual recurring revenues (ARR), representing the third consecutive quarter of 23% year-over-year growth. The management stated that it remains confident in achieving its $3 billion ARR target by the end of the fourth quarter of fiscal key driver is the Z-Flex purchasing program launched during the third quarter, which simplifies procurement and allows customers to scale adoption of Zscaler's platform. Z-Flex generated $65 million in TCV bookings in its first quarter, with large clients like a Fortune 500 tech firm increasing their ARR by more than 40% to nearly $19 is also leaning heavily into three strategic pillars – Zero Trust Everywhere, Data Security Everywhere, and Agentic Operations (its artificial intelligence [AI]-driven initiative). Together, these areas now account for nearly $1 billion in standout here is Zero Trust Everywhere. Zscaler ended the third quarter with more than 210 enterprise customers in this segment, up 60% from the previous quarter. ZS intends to triple the customer base for this offering from 130 to over 390 by the end of fiscal 2026, and it's well on track to do just Zscaler ended the quarter with 642 customers generating more than $1 million in ARR and 3,363 customers with ARR over $100,000. Its 114% trailing 12-month net retention rate shows continued expansion within existing accounts. With a strong platform, disciplined execution, and growing demand for AI and Zero Trust capabilities, Zscaler appears well-positioned to drive the next phase of ARR growth. Competitors like CyberArk CYBR and SentinelOne S are also gaining ground through platform expansion and AI innovation. CyberArk ended its first quarter of fiscal 2025 with $1.215 billion in ARR, representing a year-over-year increase of 50%. The robust growth was driven by the sustained growth of subscriptions and increased adoption of CyberArk's identity security a small competitor, SentinelOne's ARR is also growing rapidly with reaching $948 million at the end of the first quarter of fiscal 2026. This represents a year-over-year rise of 24% fueled by growing adoption of SentinelOne's AI-first Singularity platform and Purple AI. Shares of Zscaler have surged 66.3% year to date compared with the Zacks Security industry's growth of 22%. Image Source: Zacks Investment Research From a valuation standpoint, ZS trades at a forward price-to-sales ratio of 15.21, slightly above the industry's 14.77. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Zscaler's fiscal 2026 earnings is pegged at $3.18 per share, up by 3.92% over the past 30 days, which implies a 0.31% drop year over year. The consensus mark for fiscal 2027 is also up by 2.01% over the past 30 days at $3.55 per share, indicating a year-over-year increase of 11.86%. Image Source: Zacks Investment Research ZS stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SentinelOne, Inc. (S) : Free Stock Analysis Report CyberArk Software Ltd. (CYBR) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Zawya
07-04-2025
- Business
- Zawya
Forcepoint completes acquisition of Getvisibility
DUBAI, United Arab Emirates – Global data security leader Forcepoint today announced it has completed its acquisition of Getvisibility, a pioneer in AI-powered Data Security Posture Management (DSPM) and Data Detection and Response (DDR). This milestone expands Forcepoint's Data Security Everywhere platform, giving organizations real-time visibility and control over data risk across hybrid cloud and GenAI environments. The acquisition strengthens Forcepoint's ability to deliver full-lifecycle data security—from discovery and classification to real-time risk mitigation—across hybrid environments, cloud platforms and GenAI ecosystems. 'Data moves fast—so does risk,' said Ryan Windham, CEO of Forcepoint. 'By bringing Getvisibility fully into the Forcepoint family, we're making it possible to see risk as it happens and stop it before it spreads. We built modern DLP—and now, together with Getvisibility, we're building out AI Mesh and risk insights to understand, adapt and secure data before it's lost or misused—while helping our customers embrace innovation with confidence.' AI Mesh + Data Security Everywhere = Smarter, Faster Protection Getvisibility's patented AI Mesh technology—an interconnected network of fine-tuned, task-specific AI models—delivers exceptional accuracy and context in data discovery, classification, and risk-based prioritization and mitigation. These AI-driven DSPM and DDR capabilities now serve as a foundational layer within Forcepoint's Data Security Everywhere architecture, giving customers a unified solution to: Continuously discover and classify sensitive data across SaaS, GenAI, cloud, on-prem and email environments Instantly detect risky behavior and enforce policies before data loss occurs—without slowing down innovation Dynamically adapt to protect sensitive information shared through email, networks, endpoints, including BYOD, and web, SaaS and GenAI tools like ChatGPT Enterprise, Microsoft Copilot, and Google Gemini Forcepoint and Getvisibility had partnered for over two years before the acquisition, delivering advanced DSPM and DDR capabilities to customers around the world. This combination makes deeper integration possible, enabling MSSPs, channel partners, enterprises, and government agencies to unlock the full power of AI to prevent data loss, meet compliance goals and mitigate cyber risk—without adding operational complexity. 'Our mandate has always been simple: help customers secure their data,' said Mark Brosnan, co-founder and CEO of Getvisibility. 'Joining Forcepoint allows us to take that mission further and faster—bringing real-time risk visibility and automated protection to organizations operating in the most complex and high-stakes environments.' As part of the transition, Brosnan joins Forcepoint as Global Engineering Lead for DSPM, and co-founder Ronan Murphy comes onboard as Chief Data Strategy Officer. This acquisition is the next step in Forcepoint's mission to redefine data security for the AI era – where data moves fast, and protection must move faster. To learn more about Forcepoint's Data Security Everywhere solutions, visit: Paul Hastings LLP (U.S.) and O'Flynn Eshams LLP (Ireland) served as legal advisors to Forcepoint in the transaction. Experience it at RSA 2025 During the week of the RSA conference, April 28-May 1, the company will provide hands-on opportunities with the company's Data Security Everywhere portfolio including DLP, DSPM, DDR and AI-Mesh at the Forcepoint Experience Center on the fourth floor of the St. Regis San Francisco. Organizations that want to learn more and get demos can request a meeting. For additional information, see: Blog: Why Getvisibility Joined Forcepoint: Delivering Clarity, Context and Control for the Age of AI News Release: Forcepoint to Acquire Getvisibility, Expanding AI-driven Data Security and Risk Visibility Forcepoint DSPM product page Forcepoint DDR product page Forcepoint Data Security Everywhere About Forcepoint Forcepoint simplifies security for global businesses and governments. The company's Data Security Everywhere architecture makes it easy to adopt Zero Trust and prevent the theft or loss of sensitive data and intellectual property no matter where people are working. Based in Austin, Texas, Forcepoint creates safe, trusted environments for customers and their employees in more than 150 countries. About Getvisibility Getvisibility empowers organizations with comprehensive data, visibility and context across all environments. Our tailored AI solutions seamlessly integrate with your technology landscape, continuously identify and rank risks, and proactively manage your protected surface. Media Contact: ForcepointUAE@
TECHx
07-04-2025
- Business
- TECHx
Forcepoint Acquires Getvisibility to Boost Data Security Solution
Forcepoint Acquires Getvisibility to Boost Data Security Solution Forcepoint has completed its acquisition of Getvisibility, an AI-powered Data Security Posture Management (DSPM) and Data Detection and Response (DDR) firm. This acquisition strengthens Forcepoint's Data Security Everywhere platform, providing organizations with real-time visibility and control over data risks in hybrid cloud and GenAI environments. The deal enhances Forcepoint's ability to offer full-lifecycle data security. From discovery and classification to real-time risk mitigation, it now supports hybrid environments, cloud platforms, and GenAI ecosystems. 'Data moves fast—so does risk,' said Ryan Windham, CEO of Forcepoint. 'With Getvisibility now part of the Forcepoint family, we can identify risks as they occur and prevent them from spreading. Together, we're building AI Mesh and risk insights to secure data before it's lost or misused, enabling customers to innovate confidently.' Getvisibility's AI Mesh technology, an interconnected network of task-specific AI models, offers exceptional accuracy in data discovery, classification, and risk mitigation. This technology is now a core component of Forcepoint's Data Security Everywhere platform. As a result, customers can continuously discover and classify sensitive data across SaaS, cloud, on-premises, and email environments. They can also detect risky behavior and enforce policies to prevent data loss without slowing innovation. Additionally, the solution dynamically adapts to protect sensitive data shared through various tools, including ChatGPT Enterprise, Microsoft Copilot, and Google Gemini. Forcepoint and Getvisibility had partnered for over two years prior to the acquisition, delivering advanced DSPM and DDR capabilities globally. This acquisition enables deeper integration, helping MSSPs, channel partners, enterprises, and government agencies mitigate cyber risks, achieve compliance, and prevent data loss without increasing operational complexity. Mark Brosnan, co-founder and CEO of Getvisibility, said, 'Our goal has always been to help customers secure their data. Joining Forcepoint allows us to accelerate that mission by providing real-time risk visibility and automated protection in the most complex environments.' As part of the transition, Brosnan will serve as Global Engineering Lead for DSPM, while co-founder Ronan Murphy will become Chief Data Strategy Officer. This acquisition is a key step in Forcepoint's mission to redefine data security in the AI era, where data moves quickly, and protection must move faster.
TECHx
20-03-2025
- Business
- TECHx
Forcepoint Announces Key Leadership Appointments - TECHx Media Forcepoint Announces Key Leadership Appointments
Forcepoint, a global data security company, has announced three key leadership appointments aimed at accelerating its AI-driven Data Security Everywhere strategy. Guy Shamilov has been named Chief Information Security Officer (CISO), Bakshi Kohli as Chief Technology Officer (CTO) and Head of Global Engineering, and Naveen Palavalli's role has expanded to Chief Product Officer and Chief Marketing Officer (CPO and CMO). These strategic moves are designed to strengthen Forcepoint's vision to unify visibility and control across all stages of the data security lifecycle, from discovery and classification to monitoring, prioritization, and risk mitigation. As data continues to spread across hybrid environments and generative AI (GenAI) introduces new risks, Forcepoint underscores the need for dynamic, adaptive data security solutions. With automated, AI-powered platforms, businesses and governments can protect sensitive information and intellectual property from increasingly sophisticated AI-driven threats. Legacy security tools that operate in silos are no longer enough, and Forcepoint's platform aims to simplify the management of security policies, reduce risk, and enhance compliance by unifying data protection strategies. Ryan Windham, CEO of Forcepoint, emphasized the importance of AI in simplifying security management. 'Our mission is to embed AI automation into every aspect of data security,' said Windham. 'With AI Mesh at the heart of Forcepoint's insights and adaptive controls for risk, we provide full-lifecycle data security across hybrid and AI environments. Guy, Bakshi, and Naveen's leadership will play a critical role in accelerating innovation and strengthening customer security.' Guy Shamilov brings over 20 years of experience in cybersecurity and will lead Forcepoint's global security strategy. Before joining Forcepoint, Shamilov held key roles as CISO at Varonis, Tata Consultancy Services, and Traiana. He has been recognized for driving security innovation and risk management, earning the CISO of the Year award in 2023. Shamilov stated, 'With AI-driven attacks on the rise, businesses are struggling to adapt to evolving threats. Forcepoint's AI-powered platform offers end-to-end visibility and control to simplify management and mitigate risk.' Bakshi Kohli, with over 30 years of experience, will lead Forcepoint's global engineering teams and drive the company's architectural vision for its Data Security Everywhere platform. Kohli previously helped Zscaler grow its recurring revenue 15x and played a key role in its IPO. Kohli emphasized, 'GenAI is transforming security, and organizations must understand both the data fed into AI models and the insights they produce. Forcepoint is the only vendor delivering such a comprehensive, AI-powered data security platform.' Naveen Palavalli, who has nearly 25 years of experience in the cybersecurity industry, now oversees product strategy, roadmap, and marketing at Forcepoint. Since joining as CMO in April 2024, Palavalli has played a key role in launching solutions such as Data Security Posture Management (DSPM) and Data Detection and Response (DDR). Palavalli remarked, 'Security must evolve as rapidly as emerging threats, and this is essential for businesses to thrive in the AI era.' Forcepoint is also expanding its AI-driven data security capabilities with the planned acquisition of Getvisibility, a leader in AI-powered security solutions. This acquisition will integrate Getvisibility's DSPM, DDR, and AI-Mesh solutions into Forcepoint's existing portfolio, further strengthening its unified Data Security Everywhere architecture. By integrating these capabilities, Forcepoint enhances its ability to identify and protect sensitive data across cloud, web, and endpoint environments, providing customers with real-time protection without the complexity of managing multiple security tools.
