Latest news with #EnterpriseAIFactory
Yahoo
21-05-2025
- Business
- Yahoo
CRWD Rises 25% in 6 Months: Should You Buy, Sell or Hold the Stock?
CrowdStrike CRWD has benefited significantly from the recent gains in the technology sector, as renewed optimism about the U.S.–China trade negotiations boosted overall market sentiment. Despite experiencing significant volatility over the past six months, the stock returned 25.4%, outperforming the Zacks Security industry's 13% growth. However, the question remains whether this growth is short-lived or if CrowdStrike stock represents a viable long-term investment opportunity. Image Source: Zacks Investment Research CrowdStrike increased its Subscription revenues by 27% from the year-ago quarter to cross $1 billion in quarterly revenues in the fourth quarter of fiscal 2025. This was partly achieved due to the Falcon Flex Subscription Model, which allows customers to commit upfront and later choose modules, eliminating procurement friction. CrowdStrike's subscription customers, who adopted five or more cloud modules, represented 67% of the total subscription customers. Those with six or more cloud modules accounted for 48%, and those with seven or more cloud modules represented 32% as of Jan. 31, 2025. CrowdStrike's Falcon platform is gaining popularity as an 'AI-native SOC,' with strong adoption in Charlotte AI Agentic Detection Triage, Workflows and Response. CrowdStrike is partnering with other AI companies to expand its capabilities. CrowdStrike integrated its Falcon cybersecurity platform into NVIDIA's Enterprise AI Factory to enable enterprises to secure their AI systems, covering data ingestion, model training, and deployment. The company also collaborated with Extrahop to solve the rising concern of shadow AI. New introductions, including AI Model Scanning and AI Security Dashboard by CRWD, along with its strong partnerships, will likely help the company gain more customers. CrowdStrike is facing several challenges related to customers' negative sentiments since the global IT outage incident on July 19, 2024. The company has been implementing the Customer Commitment Package to retain its customers, which includes product additions and discounts, hence compressing its revenue recognition and profitability. Despite all these measures, the company's upsell into existing customers showed signs of slowdown and the churn rate remained moderate. Moreover, a report by Bloomberg reported that CrowdStrike is currently under federal investigation by the U.S. Department of Justice and the Securities and Exchange Commission (SEC) over a $32 million deal with Carahsoft Technology. The deal, meant to supply cybersecurity tools to the IRS, was reportedly never fulfilled, raising concerns of financial irregularities. Authorities are examining whether CrowdStrike engaged in pre-booking or channel stuffing to inflate financial results, while CRWD maintains that it handled the transaction appropriately. The ongoing investigation creates legal and reputational risks, softening investors' confidence. While CrowdStrike maintains that it handled the transaction appropriately, the ongoing investigation creates legal and reputational risks, softening investors' confidence. Amid customer backlash and ongoing regulatory scrutiny that could damage CrowdStrike's reputation, competitors may seize the opportunity to attract and convert its customer base. The cybersecurity space already contains players like Palo Alto Networks PANW, SentinelOne S and Cisco CSCO, who provide similar products like CrowdStrike. For instance, CrowdStrike's Falcon Extended Detection and Response that connects multiple layers, including email, endpoints, servers, cloud workloads, and network, to provide a comprehensive security competes with SentinelOne's Singularity platform, which provides AI-powered endpoint protection and extended detection and response (XDR). SentinelOne also offers Autonomous threat hunting and remediation like CRWD. Cisco also provides XDR features combined with other Cisco products. Like CRWD, Palo Alto Networks provides endpoint protection through Cortex XDR, which combines endpoint, network, and cloud data to detect and respond to threats. On the other hand, Palo Alto Networks' Prisma Cloud competes with CRWD's Falcon Cloud Security. All the above factors combinedly could weigh on CRWD's profitability in the near term. The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 12.5%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Image Source: Zacks Investment Research CrowdStrike is currently trading at a high price-to-sales (P/S) multiple, far above the Zacks Security industry. CrowdStrike's forward 12-month P/S ratio sits at 21.47X, significantly higher than the Zacks Security industry's forward 12-month P/S ratio of 14.20X. Image Source: Zacks Investment Research CrowdStrike's disappointing profit outlook for fiscal 2026, coupled with rising costs and deteriorating margins, makes this Zacks Rank #4 (Sell) stock less attractive in the near term. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report SentinelOne, Inc. (S) : Free Stock Analysis Report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
20-05-2025
- Business
- Techday NZ
JFrog teams with NVIDIA to boost secure enterprise AI adoption
JFrog has announced a new integration of its DevSecOps tools with the NVIDIA Enterprise AI Factory validated design, aiming to support enterprises in developing on-premises artificial intelligence systems. The collaboration is set to position JFrog as the primary software artifact repository and secure model registry for NVIDIA's agentic AI architecture. As businesses increasingly adopt AI-first strategies, the integration is intended to provide a blueprint for building secure, scalable, and efficient AI and machine learning operations (MLOps) on-premises, with particular attention to regulatory, privacy, and data control requirements. JFrog's platform is being integrated directly into the NVIDIA Enterprise AI Factory, which is described as a suite of validated technologies for enterprises intending to manage AI workloads, including agentic AI, physical AI, and high-performance computing, on their own infrastructure. This is especially relevant for industries facing stringent compliance and security demands. Shlomi Ben Haim, Chief Executive Officer and co-founder of JFrog, commented on the partnership: "The future of AI depends not only on innovation - but on trust, control, and seamless execution. To deliver AI at scale, enterprises need to adopt the same concepts applied to software: developer-friendly workflows, strong security, robust governance, and full lifecycle management. ML models are binaries, and they must be managed as first-class software artifacts. That's why we're excited to partner with NVIDIA to bring JFrog's Software Supply Chain Platform as the single source of truth for all software and AI assets to the NVIDIA Enterprise AI Factory so organisations can build and scale trusted AI solutions with confidence." Key features of the JFrog Platform within this partnership are designed to offer "single source of truth" management for all software components. This includes secure and governed visibility—allowing machine learning models, engines, and software artifacts to be scanned for security risks, versioned, and made traceable through every step of development. The platform also supports end-to-end management, providing seamless uploading, hosting, and deployment of AI models and datasets, containers, and other dependencies optimised for the NVIDIA Enterprise AI Factory. By eliminating the need for runtime environments to retrieve components from external sources, the system streamlines configuration and deployment for enterprise AI environments. Other capabilities include simplified versioning and upgrading of ML models, responding to the rapid evolution of generative AI solutions, and supporting scalable and robust handling of software supply chain requirements across MLOps pipelines. Justin Boitano, Vice President, Enterprise AI Software Products, NVIDIA, said: "Enterprises building AI factories need to manage the complexity of AI adoption while ensuring performance, governance and trust. JFrog's unified software supply chain platform, paired with the NVIDIA Enterprise AI Factory validated design, enables rapid, responsible AI innovation at scale." The partnership supports the JFrog Platform running natively on NVIDIA Blackwell systems, which is expected to reduce latency and enable more efficient processing of demanding AI workloads. This support extends to a range of enterprise applications, from agentic and physical AI to real-time data analysis and autonomous decision-making, across sectors such as finance, healthcare, telecommunications, retail, media, and manufacturing. The integration leverages NVIDIA's engineering expertise and partner network in order to help enterprises reduce deployment risks and expedite the time required to gain value from artificial intelligence solutions.
Yahoo
20-05-2025
- Business
- Yahoo
CRWD Rises 25% in 6 Months: Should You Buy, Sell or Hold the Stock?
CrowdStrike CRWD has benefited significantly from the recent gains in the technology sector, as renewed optimism about the U.S.–China trade negotiations boosted overall market sentiment. Despite experiencing significant volatility over the past six months, the stock returned 25.4%, outperforming the Zacks Security industry's 13% growth. However, the question remains whether this growth is short-lived or if CrowdStrike stock represents a viable long-term investment opportunity. Image Source: Zacks Investment Research CrowdStrike increased its Subscription revenues by 27% from the year-ago quarter to cross $1 billion in quarterly revenues in the fourth quarter of fiscal 2025. This was partly achieved due to the Falcon Flex Subscription Model, which allows customers to commit upfront and later choose modules, eliminating procurement friction. CrowdStrike's subscription customers, who adopted five or more cloud modules, represented 67% of the total subscription customers. Those with six or more cloud modules accounted for 48%, and those with seven or more cloud modules represented 32% as of Jan. 31, 2025. CrowdStrike's Falcon platform is gaining popularity as an 'AI-native SOC,' with strong adoption in Charlotte AI Agentic Detection Triage, Workflows and Response. CrowdStrike is partnering with other AI companies to expand its capabilities. CrowdStrike integrated its Falcon cybersecurity platform into NVIDIA's Enterprise AI Factory to enable enterprises to secure their AI systems, covering data ingestion, model training, and deployment. The company also collaborated with Extrahop to solve the rising concern of shadow AI. New introductions, including AI Model Scanning and AI Security Dashboard by CRWD, along with its strong partnerships, will likely help the company gain more customers. CrowdStrike is facing several challenges related to customers' negative sentiments since the global IT outage incident on July 19, 2024. The company has been implementing the Customer Commitment Package to retain its customers, which includes product additions and discounts, hence compressing its revenue recognition and profitability. Despite all these measures, the company's upsell into existing customers showed signs of slowdown and the churn rate remained moderate. Moreover, a report by Bloomberg reported that CrowdStrike is currently under federal investigation by the U.S. Department of Justice and the Securities and Exchange Commission (SEC) over a $32 million deal with Carahsoft Technology. The deal, meant to supply cybersecurity tools to the IRS, was reportedly never fulfilled, raising concerns of financial irregularities. Authorities are examining whether CrowdStrike engaged in pre-booking or channel stuffing to inflate financial results, while CRWD maintains that it handled the transaction appropriately. The ongoing investigation creates legal and reputational risks, softening investors' confidence. While CrowdStrike maintains that it handled the transaction appropriately, the ongoing investigation creates legal and reputational risks, softening investors' confidence. Amid customer backlash and ongoing regulatory scrutiny that could damage CrowdStrike's reputation, competitors may seize the opportunity to attract and convert its customer base. The cybersecurity space already contains players like Palo Alto Networks PANW, SentinelOne S and Cisco CSCO, who provide similar products like CrowdStrike. For instance, CrowdStrike's Falcon Extended Detection and Response that connects multiple layers, including email, endpoints, servers, cloud workloads, and network, to provide a comprehensive security competes with SentinelOne's Singularity platform, which provides AI-powered endpoint protection and extended detection and response (XDR). SentinelOne also offers Autonomous threat hunting and remediation like CRWD. Cisco also provides XDR features combined with other Cisco products. Like CRWD, Palo Alto Networks provides endpoint protection through Cortex XDR, which combines endpoint, network, and cloud data to detect and respond to threats. On the other hand, Palo Alto Networks' Prisma Cloud competes with CRWD's Falcon Cloud Security. All the above factors combinedly could weigh on CRWD's profitability in the near term. The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings indicates a year-over-year decline of 12.5%. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Image Source: Zacks Investment Research CrowdStrike is currently trading at a high price-to-sales (P/S) multiple, far above the Zacks Security industry. CrowdStrike's forward 12-month P/S ratio sits at 21.47X, significantly higher than the Zacks Security industry's forward 12-month P/S ratio of 14.20X. Image Source: Zacks Investment Research CrowdStrike's disappointing profit outlook for fiscal 2026, coupled with rising costs and deteriorating margins, makes this Zacks Rank #4 (Sell) stock less attractive in the near term. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report SentinelOne, Inc. (S) : Free Stock Analysis Report Palo Alto Networks, Inc. (PANW) : Free Stock Analysis Report CrowdStrike (CRWD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
19-05-2025
- Business
- Techday NZ
NVIDIA unveils RTX PRO Servers & AI Factory for enterprises
NVIDIA has introduced NVIDIA RTX PRO Servers and a new NVIDIA Enterprise AI Factory validated design to support the increased transition of enterprise IT infrastructure towards AI-driven data centres. The new servers, which feature the NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, are intended to enhance performance and energy efficiency across enterprise workloads by adopting the NVIDIA Blackwell architecture. According to NVIDIA, these servers have been developed to handle a variety of applications, including AI, engineering simulation, business systems, and digital AI agents. In addition to the new hardware, NVIDIA is offering the Enterprise AI Factory validated design for constructing on-premises infrastructure. The design bundles RTX PRO Servers with NVIDIA Spectrum-X Ethernet networking, NVIDIA BlueField DPUs, NVIDIA-Certified Storage systems and NVIDIA AI Enterprise software. This combination aims to accelerate workflows in product design, engineering simulations, and a rapidly expanding range of AI-enabled business systems. Jensen Huang, Founder and Chief Executive Officer of NVIDIA, said, "AI is revolutionising every industry — every company will build or rent AI factories to run their businesses and power the intelligence of their products. With our global partner ecosystem, we're helping enterprises infuse AI into their workforce, automate their factories and build AI-native products." Initial adopters of the NVIDIA Enterprise AI Factory validated design include companies such as Cadence, Foxconn and Lilly. These organisations plan to integrate the technology with RTX PRO Servers to advance their operations and modernise processes. Foxconn is one of the businesses announcing plans to implement the technology across its global semiconductor and electronics manufacturing operations. The company will also use the solution for smart electric vehicles, factory digital twins, healthcare, and robotics applications. Young Liu, Chairman of Foxconn, commented, "Foxconn is harnessing the performance of NVIDIA Blackwell to build AI infrastructure that will transform every facet of electronics manufacturing. Through our close collaboration with NVIDIA, we will accelerate the integration of AI across our global operations and deliver smarter electronics for the world." The RTX PRO 6000 Blackwell is positioned by NVIDIA as a universal data centre GPU capable of running demanding workloads such as multimodal AI inference, physical AI, scientific computing, graphics, and video processing. Global system partners can deliver servers supporting up to eight RTX PRO 6000 Blackwell GPUs, and include options such as NVIDIA BlueField-3 DPUs and NVIDIA ConnectX-8 SuperNICs with PCIe Gen 6 switches. NVIDIA aims to support enterprises in accelerating AI and data science workloads with its NVIDIA AI Enterprise software platform. Developers will have access to NVIDIA NIM and NeMo microservices to optimise AI inference performance and agent accuracy, with additional NVIDIA AI Blueprints available for digital human and AI query engine applications. The servers can also be used for industrial digital twin and robotics simulation workflows with the NVIDIA Omniverse platform. The new validated design is based on recommended hardware configurations from NVIDIA Enterprise Reference Architectures. It serves to provide customers with AI software stack recommendations, deployment best practices, and scaling guidance to help them efficiently meet growing AI business requirements. Customers with large-scale or advanced workloads may also consider deploying NVIDIA HGX B200 systems within their Blackwell AI factories. NVIDIA's ecosystem of partners building these types of AI factory infrastructures include system makers such as Cisco, Dell Technologies, Hewlett Packard Enterprise and Lenovo. These companies will offer full-stack solutions with NVIDIA RTX PRO Servers and NVIDIA AI Enterprise software. Additionally, data centre system partners including Advantech, ASRock Rack, ASUS, Compal, Foxconn, GIGABYTE, Inventec, MiTAC Computing, MSI, Pegatron, Quanta Cloud Technology, Supermicro, Wistron and Wiwynn will provide RTX PRO Servers to their customers. The infrastructure is compatible with a wide range of enterprise software platforms, including Ansys, Cadence, CrowdStrike, Elastic, Red Hat, Siemens and Synopsys. For storage, enterprises deploying the new GPUs can choose from NVIDIA-Certified Storage partners such as DDN, Dell, HPE, Hitachi Vantara, IBM, NetApp, Nutanix, Pure Storage, VAST Data and WEKA to support a broad spectrum of workloads. Consulting businesses including Accenture, Deloitte, EY, Infosys, Tata Consultancy Services and Wipro are assisting enterprises with the transition to Blackwell-accelerated data centres, using the Enterprise AI Factory design to enhance application performance across their operations.
