The startup expects a 130% revenue surge to $10.9 billion in the June quarter and its first operating profit, defying skeptics of the AI boom.
Tag: quarter
AI, Cloud Security, Cybersecurity, Data Breaches, Endpoint, Global Security News, Network Security, Risk Management
Why the best security investment a board can make in 2026 isn’t another tool
There is a conversation that happens in boardrooms every quarter that security leaders will recognize. The CISO presents the threat landscape. The board asks what the company needs. The answer, almost always, is another tool. Another platform, another module, another vendor to close the latest gap. The budget gets approved. The tool gets deployed. And…
AI, Global Security News, Network Security
CDW Q1 Sales Rise, but Margin Concerns Hit Shares
CDW delivered stronger-than-expected sales growth in the first quarter of 2026, but shrinking margins and investor worries over profitability overshadowed the company’s gains, sending shares tumbling nearly 20% on Wednesday. CDW reports stronger sales and AI demand The IT solutions provider reported rising demand for infrastructure hardware and AI-related technology projects as businesses ramped up…
AI, china, Global Security News
Apple Sales Top $111 Billion in Second Quarter, Powered by iPhone 17
The company, which reported strong sales in China for a second quarter in a row, said iPhone revenue rose nearly 22%.
Global Security News
Microsoft Reports Strong Cloud Growth, but Questions About AI Returns Persist
Sales reached $82.9 billion in the January-to-March quarter, exceeding Wall Street analysts’ expectations.
Global Security News
Microsoft Reports Strong Cloud Growth, Easing Fears Over AI Spending
Sales reached $82.9 billion in the January-to-March quarter, exceeding Wall Street expectations.
Global Security News
Google Reports 81% Jump in Profits, Beating Wall Street Expectations
The tech giant’s revenue rises 22% in the first quarter.
Global Security News
What to Look for in an Exposure Management Platform (And What Most of Them Get Wrong)
Every security team has a version of the same story. The quarter ends with hundreds of vulnerabilities closed. The dashboards are bursting with green. Then someone in a leadership meeting asks: “So, are we actually safer now?” Crickets. The room goes quiet because an honest answer requires context – which is something that patch counts…
AI, Global Security News
Tracking Corporate Layoffs in 2026
Private-sector job cuts were down 1% in the first quarter, but AI led to 40% more job cuts in tech.
AI, Global Security News
PC sales rise in Q1 despite memory shortage — IDC
In the first quarter of 2026, 65.6 million PCs were sold worldwide, according to data released this week by IDC. That represents a 2.5% increase compared to the same quarter a year ago. The research firm attributed the increase to customers moving to buy PCs now ahead of expected significant price hikes. The fact that…
AI, Global Security News
April 2026 Patch Tuesday forecast: Spring-cleaning of a preview
I just blinked and the first quarter of the year is GONE. Where does the time go? I looked back at my article from last month where I touched on the use of AI and some of the vulnerabilities associated with it and realized it was good precursor to some themes at RSAC this year.…
Global Security News, Government & Policy
U.S. Public Sector Under Siege: Threat Intelligence for Q1 2026
The first quarter of 2026 has reinforced a hard truth: U.S. government agencies and educational institutions are operating in the most hostile cyber threat environment ever recorded.
AI, Apps, Compliance, Cybersecurity, Europe, Global Security News, Government & Policy, Network Security, Risk Management, Venture
March 2026 Leadership Moves: Google Cloud Partner Chief Departs & More
As the first quarter of 2026 comes to a close, organizations around the channel have made significant moves to their leadership teams. Key figures have been appointed, promoted, or departed from their positions to make way for new faces. Take a look around at some of the signature moves that enterprises have made as they…
AI, APAC, Apps, Global Security News, Network Security, Risk Management, Venture
March 2026 M&A Recap: SAP, Eaton Headline Month’s Deals
At the end of the first quarter of 2026, the channel saw several key acquisitions in March. Significant players in the channel have made these moves to help provide their customers with improved services, stronger solutions, and expanded expertise. Dive into the acquisitions from the month and don’t forget to catch up on February’s M&As,…
AI, Global Security News
Rates Rise, Nerves Follow – RBA Lifts Rates Again to 4.1% and Signals the Fight Is Not Over
The Reserve Bank has lifted its benchmark cash rate by a quarter of a percentage point to 4.1 percent, returning it to where it sat a year ago. That symmetry is neat. The reality is not.
Global Security News, Network Security
Zero‑Day Attacks on Enterprise Software Reach Record High, Google Warns
Almost a quarter of the zero days detected by Google in 2025 targeted security and networking appliances