Core Insights - Zscaler reported a wider net loss of $34.3 million in Q2, significantly up from a loss of $7.7 million a year prior, attributed to increased spending on sales, marketing, and R&D in a competitive environment [1] - The company's total operating expenses rose to $676.3 million, compared to $539.5 million in the same quarter last year, driven by higher costs in sales, marketing, and R&D [1] - Despite the losses, Zscaler's revenue increased by 26% to $815.8 million, surpassing analysts' expectations of $798.8 million [1] - The adjusted profit per share was $1.01, exceeding the estimate of 90 cents, and the company forecasts Q3 adjusted earnings per share of $1.00 to $1.01, above the analysts' estimate of 95 cents [1] Financial Performance - Net loss for Q2: $34.3 million, up from $7.7 million year-over-year [1] - Total operating expenses: $676.3 million, compared to $539.5 million in the previous year [1] - Revenue for Q2: $815.8 million, a 26% increase, beating the average estimate of $798.8 million [1] - Adjusted profit per share: $1.01, exceeding the estimate of 90 cents [1] - Q3 revenue forecast: $834 million to $836 million, above expectations of $831.9 million [1] Market Context - The cybersecurity sector is experiencing cautious spending from clients due to tight IT budgets amid economic uncertainty, although cybersecurity budgets are under less pressure compared to general capital expenditures [1] - Zscaler competes with companies like Palo Alto Networks and Cloudflare, and the overall market sentiment has been affected by the potential impact of AI tools on the cybersecurity industry [1] - The demand for security solutions is being driven by the need for secure AI adoption, as highlighted by Zscaler's CEO [1]

It has been about a month since the last earnings report for F5 Networks (FFIV) . Shares have lost about 4.7% in that time frame, underperforming the S&P 500.But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is F5 due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for F5, Inc. before we dive into how investors and analysts have reacted as of late.F5 ...

Core Insights - F5 and Scality have expanded their partnership to enhance secure scaling of AI, analytics, and data-intensive workloads by integrating F5's Application Delivery and Security Platform with Scality's S3-compatible object storage [1][3] Industry Context - The demand for enterprise AI is increasing, leading organizations to manage large volumes of data while ensuring performance, availability, and compliance [2] - Analysts predict a significant rise in the use of AI APIs and generative models, with S3 object storage becoming a foundational protocol for these workloads [2] Technical Integration - The collaboration aims to create a unified data delivery architecture that addresses performance bottlenecks, scalability, and data protection across distributed environments [3][5] - The joint solution combines F5 BIG-IP with Scality RING object storage to establish a resilient and high-performance S3 environment [6] Customer Benefits - The integrated solution supports various use cases, including AI training, multi-site data protection, and hybrid multicloud storage architectures, while simplifying management and reducing total cost of ownership [7] - F5's application delivery and security capabilities, combined with Scality's object storage, provide a robust foundation for AI-ready environments, ensuring consistent performance and strong security [4][7]

Core Viewpoint - Class action lawsuits have been filed on behalf of shareholders of several publicly-traded companies, with deadlines for filing lead plaintiff motions approaching [1] Group 1: F5, Inc. (NASDAQ: FFIV) - The class period for F5, Inc. is from October 28, 2024, to October 27, 2025, with a lead plaintiff deadline of February 17, 2026 [2] - The complaint alleges that F5's management made materially false and misleading statements and failed to disclose a significant security incident that jeopardized client security and the company's future prospects [2] Group 2: SLM Corporation (NASDAQ: SLM) - The class period for SLM Corporation is from July 25, 2025, to August 14, 2025, with a lead plaintiff deadline of February 17, 2026 [3] - The complaint claims that SLM's management failed to disclose a significant increase in early-stage delinquencies and overstated the effectiveness of its loss mitigation programs, leading to materially misleading statements about the company's stability [3] Group 3: Charming Medical Limited (NASDAQ: MCTA) - The class period for Charming Medical Limited is from October 10, 2025, to November 12, 2025, with a lead plaintiff deadline of February 17, 2026 [4] - The complaint alleges that Charming was involved in a fraudulent stock promotion scheme and that insiders facilitated the dumping of shares during a price inflation campaign, resulting in materially misleading statements about the company's operations [4] Group 4: Klarna Group plc (NYSE: KLAR) - The class period for Klarna Group plc is from September 7, 2025, to December 22, 2025, with a lead plaintiff deadline of February 20, 2026 [5] - The complaint states that Klarna's management materially understated the risk of increased loss reserves shortly after the IPO, leading to misleading statements about the company's business and operations [5][6]

Core Viewpoint - Faruqi & Faruqi, LLP is reminding investors of F5, Inc. about the deadline for a securities class action lawsuit, which is set for February 17, 2026, due to allegations of misleading statements related to a significant security breach affecting the company's capabilities [1] Group 1: Company Overview - F5, Inc. (NASDAQ: FFIV) is facing a federal securities class action lawsuit alleging violations of federal securities laws by making false or misleading statements regarding its security capabilities [1] - The lawsuit claims that F5 was experiencing a significant security breach that impacted its ability to secure client data, which was not disclosed to investors [1] Group 2: Financial Impact - On October 27, 2025, F5 reported fourth quarter fiscal year 2025 results that fell significantly below market growth expectations for fiscal 2026, largely attributed to the security breach [1] - Following the announcement, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share by October 29, 2025, marking a decline of 10.9% in just two days [1] Group 3: Legal Proceedings - The deadline for investors to seek the role of lead plaintiff in the class action lawsuit is February 17, 2026, and any member of the class can move the court to serve as lead plaintiff [1] - Faruqi & Faruqi encourages individuals with information regarding F5's conduct, including whistleblowers and former employees, to come forward [1]

Core Viewpoint - A class action lawsuit has been announced against F5, Inc. for alleged securities violations during the specified class period from October 28, 2024, to October 27, 2025 [1] Group 1: Company Overview - F5, Inc. is identified as a global multicloud application security and delivery company [1] Group 2: Legal Proceedings - The Rosen Law Firm is leading the investigation into allegations against F5, Inc. related to its securities [1]

Core Viewpoint - Hagens Berman is notifying investors about a pending securities class action against F5, Inc. due to allegations of misleading statements regarding the security of its BIG-IP products, which resulted in significant financial losses for investors [1][2]. Group 1: Allegations and Impact - The lawsuit claims that F5 executives misled the market about the security of its core products, particularly after a sophisticated nation-state threat actor allegedly accessed F5's systems and exfiltrated sensitive source code [2][4]. - Following the revelation of the security breach in October 2025, F5's market value dropped by over $2 billion due to a significant decline in stock price [2]. - The breach was disclosed on October 15, 2025, revealing that a nation-state actor had maintained long-term access to F5's systems, which included the BIG-IP product development environment [7]. Group 2: Financial Performance and Guidance - F5's disappointing 4Q FY25 results, released on October 27, 2025, indicated a significant reduction in expected sales and renewals, elongated sales cycles, and increased expenses due to ongoing remediation efforts [7]. - The stock price fell by $22.83, or 7%, the day after the poor performance announcement, which was compounded by several analyst downgrades [7]. - The class period for the lawsuit is defined as October 28, 2024, to October 27, 2025, with a lead plaintiff deadline set for February 17, 2026 [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities between October 28, 2024, and October 27, 2025, of the upcoming lead plaintiff deadline for a class action lawsuit on February 17, 2026 [1]. Group 1: Class Action Details - Investors who bought F5 securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - To serve as a lead plaintiff, individuals must file a motion with the Court by February 17, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company and being ranked No. 1 for securities class action settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. Group 3: Case Allegations - The lawsuit alleges that F5's management misled investors about the company's revenue outlook and growth potential while downplaying risks related to seasonality and macroeconomic factors [5]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, leading to investor damages when the truth was revealed [5].

Core Viewpoint - Rosen Law Firm is reminding investors who purchased F5, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought F5 securities between October 28, 2024, and October 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 17, 2026 [3]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [4]. Group 3: Case Allegations - The lawsuit alleges that F5's management misled investors about the company's revenue outlook and growth potential while downplaying risks associated with seasonality and macroeconomic factors [5]. - It is claimed that F5 was experiencing a significant security incident that jeopardized both client security and the company's future prospects, leading to investor damages when the truth was revealed [5].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against F5, Inc. due to allegations of violations of federal securities laws related to misleading statements about the company's security capabilities and a significant security breach impacting its operations [3][4]. Group 1: Allegations and Impact - The complaint alleges that F5 and its executives made false and misleading statements regarding the company's security capabilities, failing to disclose a significant security breach affecting key offerings [3]. - The security breach has led to significantly below-market growth expectations for fiscal 2026, with anticipated reductions in sales and renewals, elongated sales cycles, and increased expenses for remediation efforts [4]. - F5's highest revenue product, BIG-IP, was the subject of the security breach, amplifying the impact of the disclosure on the company's financial outlook [4]. Group 2: Stock Performance - Following the announcement of the security breach and disappointing fiscal results, F5's stock price dropped from $290.41 per share on October 27, 2025, to $258.76 per share on October 29, 2025, marking a decline of 10.9% within two days [5]. Group 3: Legal Proceedings - Investors who suffered losses in F5 are encouraged to contact Faruqi & Faruqi to discuss their legal rights and options, with a deadline of February 17, 2026, to seek the role of lead plaintiff in the class action lawsuit [1][6]. - The lead plaintiff is defined as the investor with the largest financial interest in the relief sought, who will oversee the litigation on behalf of the class [6].