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Check Out What Whales Are Doing With QUBT - Quantum Computing (NASDAQ:QUBT)
Benzinga· 2025-09-18 20:01
Investors with a lot of money to spend have taken a bullish stance on Quantum Computing QUBT.And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with QUBT, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted ...
Why CrowdStrike stock rallied today – and is it as far as it goes in 2025?
Invezz· 2025-09-18 19:10
CrowdStrike Holdings Inc (NASDAQ: CRWD) soared nearly 12% on Thursday following upbeat commentary and product reveals at the company's Fal.Con event. At the conference, the firm's management laid out ... ...
Cybersecurity firm Netskope notches $8.8 billion valuation as shares jump in Nasdaq debut
Yahoo Finance· 2025-09-18 16:06
By Atharva Singh, Arasu Kannagi Basil and Echo Wang (Reuters) - Cybersecurity firm Netskope commanded an $8.79 billion valuation as its shares jumped 21% in their Nasdaq debut on Thursday, adding to a string of successful tech IPOs this year. The Santa Clara, California-based company's shares opened at $23 apiece, well above the $19 offer price. Netskope raised $908.2 million in its IPO by selling 47.8 million shares at the top end of its bumped-up range of $17 to $19 apiece. The U.S. IPO market is enjo ...
CrowdStrike Jumps After Guiding Key Growth Metric Above Views
Investors· 2025-09-18 11:48
BREAKING: Futures Rise; Nvidia To Buy Intel Stake CrowdStrike Holdings (CRWD) delivered fiscal 2027 guidance on a key financial metric above consensus estimates as the company continues to rebound from a global IT outage last year. CrowdStrike stock rose solidly on Thursday, signaling a possible early entry. The cybersecurity firm hosted an investor day on Wednesday in Las Vegas that coincided with its Fal.con customer conference. Wall Street analysts have been focused on annual recurring revenue, or ARR. I ...
blackberry limited (TSX:BB) – profile & key information – CanadianValueStocks.com
Canadianvaluestocks· 2025-09-18 06:33
公司业务转型 - 从手机硬件制造商转型为专注于企业安全软件、网络安全服务和物联网平台的专业供应商 [1][2][5] - 核心能力包括安全端点管理(BlackBerry Enterprise套件)、AI驱动的威胁预防(通过收购Cylance技术)以及基于QNX的汽车级平台 [3] - 客户群涵盖政府机构、大型汽车制造商和需要集成端点控制及安全通信的企业 [4] 财务表现 - 市值约为25.5亿加元,年收入在7亿至10亿加元之间波动,具体取决于会计期间、产品组合和一次性项目 [9][12] - 收入驱动因素包括UEM和Dynamics套件的订阅和许可、物联网平台合同以及专业和托管安全服务 [10] - 净利润波动较大,从小幅正收益到与重组相关的亏损季度不等,反映公司的转型和投资周期 [10][12] 产品与服务 - 主要产品包括BlackBerry Enterprise(统一端点管理和Dynamics)、BlackBerry Workspaces(企业文件同步共享和文件权限管理)、BBM Enterprise(安全消息传递)、AtHoc(紧急通信)和QNX(车辆和工业设备的嵌入式系统) [18][19] - 在物联网领域,提供Radar资产跟踪和BlackBerry IVY边缘到云平台,针对物流和汽车数据货币化 [18] - 通过战略收购(如Good Technology、WatchDox和AtHoc)整合到捆绑套件中,改善交叉销售机会 [21] 行业地位与竞争 - 在网络安全、嵌入式汽车软件和紧急通信等相邻但互补的行业运营 [17] - 与利基网络安全公司和嵌入式软件供应商竞争,而非手机制造商 [5] - QNX的实时可靠性和在汽车安全方面的监管接受度提供持久的客户关系 [26] 历史与领导层 - 公司起源于1984年,最初名为Research In Motion,以无线数据解决方案和推送电子邮件设备取得成功 [23][27] - 2013年进行重大转型,转向企业软件和网络安全,加速在相邻安全和文件保护初创公司的并购活动 [24][27] - 领导层以转型为重点,具有软件和企业 emphasis,董事会积极参与战略转折和并购 [28][29] 市场定位与投资者关注 - 在多伦多证券交易所上市,股票代码为BB,在加拿大市场因其品牌传承、知识产权持有和在国家科技生态系统中的角色而备受关注 [30][35] - 投资者关注点包括经常性收入增长、软件毛利率以及来自大型OEM客户的合同可见性 [14][16] - 无定期股息计划,股息收益率为0%,投资者通常根据软件ARR、毛利率和OEM合同可见性评估股票 [13][39] 知识产权与 monetization - 长期知识产权作为货币化工具和防御资产 [32] - 专利和解和许可对定期收益有重要影响 [15] - 通过专利许可、合作伙伴关系和OEM软件许可作为运营杠杆 [16]
Cybersecurity firm Netskope raises $908.2 million in US IPO
Yahoo Finance· 2025-09-17 23:03
By Echo Wang NEW YORK (Reuters) - Cybersecurity firm Netskope raised $908.2 million in an initial public offering in the United States, the cloud-based cybersecurity company said on Wednesday. The Santa Clara, California-based company sold about 47.8 million shares at $19 apiece, at the higher end of its target range, which it had previously raised to $17 to $19 per share, confirming an earlier report by Reuters. This gives the company a valuation of $7.26 billion, compared with the $7.5 billion it fetc ...
New York Orders Banks to Embrace Blockchain Analytics in Crypto Crackdown
Yahoo Finance· 2025-09-17 17:09
The New York State Department of Financial Services (NYDFS) has issued new guidance requiring banks to integrate blockchain analytics into their compliance programs, marking its latest step in tightening oversight of digital assets. In a notice released on Wednesday, Superintendent Adrienne Harris directed all New York banking organizations, including branches of foreign banks, to adopt blockchain monitoring tools to address emerging risks tied to virtual currency activities. Banks Told to Screen Wallets ...
Kering Customer Data Stolen, Amid Surge In Cyberattacks Against Luxury Brands
Forbes· 2025-09-17 16:55
ToplineFollowing recent high-profile cyberattacks against LVMH, Chanel, Cartier and Jaguar Land Rover, French luxury conglomerate Kering, parent of Gucci, Saint Laurent, Bottega Veneta, Balenciaga, Alexander McQueen and others, has confirmed that consumer data affecting potentially millions of its high-end customers was stolen in an April cyberattack, according to the BBC. LONDON, ENGLAND - FEBRUARY 17: A general exterior view of the Gucci luxury fashion label store in Sloane Street, Knightsbridge on Februa ...
Analysts Are Pounding the Table on This Red-Hot AI Stock
Yahoo Finance· 2025-09-17 16:07
Broadcom (AVGO) is a global technology leader specializing in the design, development, and supply of semiconductor and infrastructure software solutions for diverse sectors, including data centers, networking, broadband, wireless, storage, and industrial markets. Broadcom has expanded its portfolio through strategic acquisitions such as VMware, positioning itself at the forefront of cloud computing, AI, and cybersecurity advancements. Headquartered in California, it was founded in 1991 and has expanded it ...
CrowdStrike Guidance On Key Metric Takes Center Stage At Investor Day
Investors· 2025-09-17 14:53
RETIREMENT: Should You Take Social Security ASAP? When CrowdStrike Holdings (CRWD) hosts an investor day on Wednesday, Wall Street analysts will look for updated guidance on a key financial metric and management views on rising competition. CrowdStrike stock has gained 30% in 2025 but has been retreating since early July. The investor day coincides with the cybersecurity firm's Fal.con customer conference. CrowdStrike's October quarter revenue guidance (Q3 of fiscal 2026) came in below expectations, amid th ...