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Yahoo
11-06-2025
- Business
- Yahoo
Zacks Industry Outlook Highlights A10 Networks and Ondas
Chicago, IL – June 11, 2025 – Today, Zacks Equity Research discusses A10 Networks ATEN and Ondas ONDS. Link: The Zacks Communication-Network Software industry players like A10 Networks and Ondas are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing better threat protection systems. However, the industry players are suffering from challenging macroeconomic conditions and persistent inflation. Small and medium businesses have deferred capital spending on infrastructure buildout due to higher interest rates and inflation, which does not bode well for industry players. The Zacks Communication-Network Software industry comprises companies that provide software solutions supporting cloud, on-premise and hybrid environments, communication technology solutions, including broadband and Voice Over Internet Protocol, digital communication services delivered as software-as-a-service and telecom solutions, supporting the proliferation and the deployment of 5G and 6G networks of the future. There are a few companies that offer solutions based on the Open Radio Access Network standard. Others offer wireless connectivity solutions for mission-critical Industrial Internet applications and services. Solutions from these companies support a variety of industries, including telecommunications, technology, industrial, government, retail, financial, gaming and education. : Rapid digitalization, driven by the disruption caused by the pandemic, has increased the demand for cloud-based applications, virtualized software and container-based software. Applications are being developed in the cloud, which is creating opportunities and, at the same time, challenges for industry participants in terms of performance and security. Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly preferred over legacy hardware-centric models due to the need for agility. : The ongoing rapid transition to the cloud has increased the importance of automation tools. Enterprises are adopting automated tools to deploy and operate security and application services. This is improving performance monitoring and detection, reporting security anomalies and reducing overall costs. : Industry participants are benefiting from a continued rise in demand for data-intensive bandwidth and the need for reduced latency associated with smartphones, tablets and machine-to-machine communication. The proliferation of data centers, big data, cloud-based services, streaming media content and IoT are key catalysts. The rapid deployment of 5G networks is creating a massive growth opportunity for telecom providers who are using solutions provided by industry participants. The Zacks Communication-Network Software industry is housed within the broader Zacks Computer And Technology sector. It carries a Zacks Industry Rank #93, which places it in the top 38% of more than 250 Zacks industries. The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. Given the bullish prospects, there are a handful of stocks worth watching in this prospering industry. But, before we present these stocks, it is worth looking at the industry's shareholder returns and current valuation first. The Zacks Communication-Network Software industry has outperformed the Zacks S&P 500 composite and its sector in the past year. The industry has appreciated 23% over this period compared with the Zacks Computer and Technology sector's return of 10.6% and the S&P 500's appreciation of 11.6%. On the basis of trailing 12-month EV/Sales, a commonly used multiple for valuing network software companies, we see that the industry is currently trading at 2.68X compared with the S&P 500's 5.19X and the sector's 7.08X. Over the past five years, the industry has traded as high as 2.83X and as low as 2.35X, with the median being 2.7X. A10 Networks: This Zacks Rank #2 (Buy) company is a leading provider of security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. A10 Networks is benefiting from strong demand for its solutions from AI-related data centers. ATEN's solutions offer industry-leading efficiency in terms of throughput and low latency, along with integrated security capabilities. A10 Networks' initiatives to develop solutions for Bot Protection, DDoS mitigation and technologies designed specifically for GPU-based AI infrastructure are noteworthy. ATEN's 2025 prospects are expected to be driven by strong security revenue growth. San Jose, CA-based A10 Networks' shares have declined 0.3% year to date. The Zacks Consensus Estimate for ATEN's 2025 earnings has been steady at 88 cents per share in the past 30 days. Ondas: This Zacks Rank #3 (Hold) company is a provider of private wireless, drone, and automated data solutions. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. Ondas Autonomous Systems' business unit develops and integrates drone-based solutions focusing on high-performance critical applications for government and Tier-1 commercial enterprises. The company is benefiting from strong demand for its Autonomous Drone platforms. At the end of the first quarter of 2025, order backlog was $16.8 million. Based on strong demand for both Iron Drone and Optimus Ondas expects orders to grow with revenues of at least $25 million for 2025. Shares of Boston, MA-based Ondas have declined 34.4% year to date. The Zacks Consensus Estimate for Ondas' 2025 loss has narrowed by a penny to 39 cents per share over the past 30 days. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Join us on Facebook: Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates. Media Contact Zacks Investment Research 800-767-3771 ext. 9339 support@ Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. 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 A10 Networks, Inc. (ATEN) : Free Stock Analysis Report Ondas Holdings Inc. (ONDS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
11-06-2025
- Business
- Yahoo
2 Network Software Stocks to Watch From a Prospering Industry
The Zacks Communication-Network Software industry players like A10 Networks ATEN and Ondas ONDS are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing better threat protection systems. However, the industry players are suffering from challenging macroeconomic conditions and persistent inflation. Small and medium businesses have deferred capital spending on infrastructure buildout due to higher interest rates and inflation, which does not bode well for industry players. Industry Description The Zacks Communication-Network Software industry comprises companies that provide software solutions supporting cloud, on-premise and hybrid environments, communication technology solutions, including broadband and Voice Over Internet Protocol, digital communication services delivered as software-as-a-service and telecom solutions, supporting the proliferation and the deployment of 5G and 6G networks of the future. There are a few companies that offer solutions based on the Open Radio Access Network standard. Others offer wireless connectivity solutions for mission-critical Industrial Internet applications and services. Solutions from these companies support a variety of industries, including telecommunications, technology, industrial, government, retail, financial, gaming and education. 3 Trends Shaping the Future of the Communication-Network Software Industry Increased Adoption of Cloud-based Solutions: Rapid digitalization, driven by the disruption caused by the pandemic, has increased the demand for cloud-based applications, virtualized software and container-based software. Applications are being developed in the cloud, which is creating opportunities and, at the same time, challenges for industry participants in terms of performance and security. Rising cyberattacks, including Distributed Denial of Service attacks and attacks using malware through Transport Layer Security and Secure Sockets Layer protocols, are redefining the cyber threat landscape. Enterprises are spending more on cloud-based security solutions. Moreover, the software-defined approach is increasingly preferred over legacy hardware-centric models due to the need for agility. Growing Importance of Automation Tools: The ongoing rapid transition to the cloud has increased the importance of automation tools. Enterprises are adopting automated tools to deploy and operate security and application services. This is improving performance monitoring and detection, reporting security anomalies and reducing overall costs. Rapid Evolution of 5G and 6G Networks: Industry participants are benefiting from a continued rise in demand for data-intensive bandwidth and the need for reduced latency associated with smartphones, tablets and machine-to-machine communication. The proliferation of data centers, big data, cloud-based services, streaming media content and IoT are key catalysts. The rapid deployment of 5G networks is creating a massive growth opportunity for telecom providers who are using solutions provided by industry participants. Zacks Industry Rank Indicates Bright Prospects The Zacks Communication-Network Software industry is housed within the broader Zacks Computer And Technology sector. It carries a Zacks Industry Rank #93, which places it in the top 38% of more than 250 Zacks group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one. Given the bullish prospects, there are a handful of stocks worth watching in this prospering industry. But, before we present these stocks, it is worth looking at the industry's shareholder returns and current valuation first. Industry Outperforms Sector and S&P 500 The Zacks Communication-Network Software industry has outperformed the Zacks S&P 500 composite and its sector in the past industry has appreciated 23% over this period compared with the Zacks Computer and Technology sector's return of 10.6% and the S&P 500's appreciation of 11.6%. Industry's Current Valuation On the basis of trailing 12-month EV/Sales, a commonly used multiple for valuing network software companies, we see that the industry is currently trading at 2.68X compared with the S&P 500's 5.19X and the sector's the past five years, the industry has traded as high as 2.83X and as low as 2.35X, with the median being 2.7X, as the charts below show. 2 Stocks to Watch Right Now A10 Networks: This Zacks Rank #2 (Buy) company is a leading provider of security and infrastructure solutions for on-premises, hybrid cloud, and edge-cloud environments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. A10 Networks is benefiting from strong demand for its solutions from AI-related data centers. ATEN's solutions offer industry-leading efficiency in terms of throughput and low latency, along with integrated security capabilities. A10 Networks' initiatives to develop solutions for Bot Protection, DDoS mitigation and technologies designed specifically for GPU-based AI infrastructure are noteworthy. ATEN's 2025 prospects are expected to be driven by strong security revenue Jose, CA-based A10 Networks' shares have declined 0.3% year to date. The Zacks Consensus Estimate for ATEN's 2025 earnings has been steady at 88 cents per share in the past 30 days. Ondas: This Zacks Rank #3 (Hold) company is a provider of private wireless, drone, and automated data solutions. Ondas Networks provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. Ondas Autonomous Systems' business unit develops and integrates drone-based solutions focusing on high-performance critical applications for government and Tier-1 commercial company is benefiting from strong demand for its Autonomous Drone platforms. At the end of the first quarter of 2025, order backlog was $16.8 million. Based on strong demand for both Iron Drone and Optimus Ondas expects orders to grow with revenues of at least $25 million for of Boston, MA-based Ondas have declined 34.4% year to date. The Zacks Consensus Estimate for Ondas' 2025 loss has narrowed by a penny to 39 cents per share over the past 30 days. 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 A10 Networks, Inc. (ATEN) : Free Stock Analysis Report Ondas Holdings Inc. (ONDS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio


Channel Post MEA
03-06-2025
- Business
- Channel Post MEA
Help AG Deepens Partnership With F5
Help AG, the cybersecurity arm of e& enterprise, has inked a strategic partnership agreement to be the first Managed Services Provider (MSP) partner for F5 in the Middle East region. Building on a long-standing partnership with F5, Help AG has launched its next-generation Managed App and API Protection Service based on the F5 Distributed Cloud Platform. This is an always-on, cloud-delivered managed service for the AI era, designed to secure modern digital infrastructure across public, private, edge, and hybrid cloud environments. Today's threat landscape is more complex, with malicious actors being able to access a broader attack surface as enterprises rapidly shift towards API-driven architectures, edge computing, and cloud-native applications. From automated bot attacks and API abuse to sophisticated Distributed Denial of Service (DDoS) attempts, the pressure on security teams has never been greater. The problem is exacerbated by the fact that many enterprises lack the knowledge and tools to protect themselves against these types of attacks Help AG's Managed App and Application Protection service directly addresses these evolving challenges by providing multi-layered protection as a managed, Software-as-a-Service (SaaS) offering. Backed by F5's globally recognised F5 Distributed Cloud Services and operated 24×7 by Help AG's expert SOC team, the new service enables clients to simplify operations, ensure compliance, and respond to threats in real time. Leveraging Help AG's local expertise and managed service leadership, businesses can now deploy resilient, compliant, and cost-efficient application protection. Stephan Berner, Chief Executive Officer of Help AG, said: 'This is a strategic leap forward for enterprise security. Our collaboration with F5 reflects our shared vision of securing every application, API, and digital interaction, at scale. With this new service, we are providing regional organisations with enterprise-grade security that is proactive, cost-effective, and built for the cloud-first era.' The solution provides unified protection that includes Web Application Firewall (WAF), advanced bot mitigation, API discovery and security, plus DDoS defence; all accessible through a centralised SaaS-based management console that ensures full visibility and control. Clients benefit from flexible deployment models across regional and customer edge locations, hybrid setups, and full support and continuous tuning by Help AG's expert teams. Mustapha Hlil, Director of Channel Sales for the Middle East, Türkiye and Africa at F5, commented: 'As cyber threats become more sophisticated and widespread, the need for always-on, adaptable security has become mission-critical. Help AG's security expertise, managed services leadership and state-of-the-art SOC with 24×7 support – combined with the F5 Distributed Cloud platform – provides a powerful solution for customers navigating complex digital transformation journeys. It will also significantly help enterprises lacking the expertise to deploy and manage security solutions.' The launch marks a new chapter in the Help AG and F5 partnership, further strengthening their joint commitment to securing the region's digital future and helping organisations build trust in every digital interaction. 0 0


Techday NZ
28-05-2025
- Business
- Techday NZ
Radware honours Bell Canada & Presidio for cybersecurity work
Radware has named Bell Canada and Presidio as its Partners of the Year, recognising their contributions to cybersecurity and service delivery. Bell Canada, the largest communications company in Canada, and Presidio, a technology services provider with a presence in APAC, were honoured by Radware for their performance as partners in the area of application security and delivery solutions for multi-cloud environments. The annual award is designed to acknowledge partners that demonstrate dedication to cyber security innovation, customer service excellence, and strong business performance. Yoav Gazelle, Radware's Chief Business Officer, said, "We are proud to recognize Bell and Presidio for their continued partnership and outstanding achievements. They are on the frontlines each day equipping customers with the critical cloud security solutions needed to mitigate risks and stay ahead of emerging threats to networks and applications. Together, we have created a powerful force for fighting cybercrime." Both Bell Canada and Presidio make use of Radware's Distributed Denial of Service (DDoS) and Cloud Application Protection Services to defend their own infrastructures. In addition, they offer these security solutions to their respective customer bases. Presidio incorporates Radware's applications and API security solutions, bot manager, and DDoS protection into its cyber security suite, which is available to customers managing on-premise, cloud, and hybrid environments. The company is known for its established expertise in IT, artificial intelligence, automation, security, networking, digital transformation, and cloud computing. Justin Tibbs, Vice President, Cyber Security Practice at Presidio, commented, "This award recognizes Presidio's expertise in helping companies navigate the complexities of deploying and running an end-to-end cybersecurity solution, mitigating risk, and achieving compliance. Our goal is to help make cybersecurity an innovation accelerator rather than a blocker, and our work with Radware plays an essential role in that approach." Bell delivers Radware's comprehensive cloud security suite through its security-as-a-service offering. This includes Radware's integrated Cloud Application and DDoS Protection Services, which are part of Bell's portfolio for customers seeking to protect against cyberthreats affecting web and application environments. Errol Fernandes, Bell's National Director, Solution Sales – Security and Cloud, said, "Winning Radware's Partner of the Year award for the second consecutive year is a tremendous honour. Our collaboration with Radware is a key component of our approach to safeguarding our customers from web and application cyberthreats." Radware's broader global partner programme supports resellers, managed security service providers, carriers, and cloud service providers, offering training, financial incentives, and support materials. The programme aims to foster sales growth and enhance value delivery throughout the customer lifecycle using Radware's cloud services and solutions. Enterprises and carriers across the world utilise Radware's technology to address challenges in cybersecurity and to protect their business operations and brands from evolving threats, while managing costs.


eNCA
25-05-2025
- Business
- eNCA
After brief X outage, Musk says refocusing on businesses
WASHINGTON - Social media platform X was hit by a two-hour outage on Saturday, prompting owner Elon Musk to say he needs to spend more time focusing on his companies. His statement echoed comments earlier this month suggesting he would reduce his role in US President Donald Trump's administration. The world's richest person has an extraordinarily full plate as owner/CEO of X, xAI (developer of the AI-powered chatbot Grok), electric-car maker Tesla and rocket builder SpaceX -- not to mention his recent polarising efforts to help Trump slash the size of the US federal government. As backlash to those cuts grew and Tesla share prices slipped, Musk began drawing away from the government role, confirming last week that he was down to one or two days a week at the so-called "Department of Government Efficiency." Still, the man who contributed more than $235-million to Trump's election campaign remains a close advisor to the US president, attending an Oval Office meeting with the South African president on Wednesday. After the X outage on Saturday, Musk suggested that he may have been away from his companies for too long. "As evidenced by the X uptime issues this week, major operational improvements need to be made," he said. "The failover redundancy should have worked, but did not." X had largely returned to normal service by 3pm Saturday. The SITE Intelligence Group reported that hacker-activist group DieNet had claimed responsibility for the outage. DieNet, it said, had called the attack a "test" of its so-called Distributed Denial of Service (DDoS) capabilities -- flooding the system with online traffic to make it inaccessible to legitimate users.