Market context
Follow the story. See which markets it affects. Explore the context.
Amazon has appointed prominent cybersecurity veteran Kevin Mandia to its board of directors, expanding it to 12 members. Mandia brings deep public and private sector defense experience to Amazon's bo…
Palo Alto Networks posted record fiscal Q4 results, beating guidance across all metrics. RPO surged 34% to $21.2 billion, while next-generation security ARR climbed 63% to $9.1 billion. Strong enterp…
CrowdStrike announced a partnership with OpenAI to integrate GPT-5.6 Cyber into its Falcon platform. While expanding autonomous threat response and runtime monitoring for Codex agents, the deal does …
CrowdStrike's Falcon platform is now available on Google Cloud, enhancing security for AI workloads and meeting data sovereignty needs. This partnership strengthens Google Cloud's enterprise security…
Microsoft seized nearly 340 websites tied to Raccoon0365, a phishing service that harvested over 5,000 Microsoft credentials and generated at least $100,000 in crypto; Cloudflare and U.S. agencies he…
Rubrik expects robust Q2 revenues near $282M and growing ARR, citing partnerships with Microsoft and Google Cloud that should support top-line growth despite recent share underperformance.
Microsoft announces Azure will require mandatory multifactor authentication Phase 2 starting October 2025, triggering a near 2.2% stock decline.
SentinelOne expects strong Q2 fiscal 2026 revenue growth and cites AWS Marketplace listings and joint programs with Amazon as growth drivers, while macro uncertainty and competition remain headwinds.