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Cybersecurity

Zscaler Beat Earnings—Then Fell as Investors Focused on a Sharp Growth Slowdown

Sep 4, 2026

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1 min read

Zscaler Beat Earnings—Then Fell as Investors Focused on a Sharp Growth Slowdown

AI security demand remains healthy, but fiscal 2027 guidance suggests the company’s expansion rate is entering a more mature phase.

CrowdStrike Is Betting AI Agents Will Create a New Security Category

Sep 1, 2026

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3 min read

CrowdStrike Is Betting AI Agents Will Create a New Security Category

Falcon IQ and Falcon Guardian extend CrowdStrike’s platform from protecting employees and endpoints to monitoring autonomous software that can act on their behalf.

Palo Alto’s Earnings Will Test Whether Cybersecurity Consolidation Is Paying Off

Sep 1, 2026

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3 min read

Palo Alto’s Earnings Will Test Whether Cybersecurity Consolidation Is Paying Off

Investors expect another quarter of rapid growth. The harder question is whether platform adoption can produce durable margins and cash flow.

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