Latest news with #SecurityHub
Yahoo
6 hours ago
- Business
- Yahoo
Can Amazon Continue to Dominate the Fast Cloud Security Market Growth?
Amazon AMZN, through its cloud unit Amazon Web Services ('AWS'), offers a wide range of security services that help organizations protect their data, applications and infrastructure. These services cover key areas like threat detection, identity and access management, application security, network protection, data encryption and compliance monitoring. Tools like GuardDuty, Security Hub and AWS Shield enable companies to detect risks early, automate responses and maintain control over their cloud environments. In addition to its built-in services, AWS provides access to hundreds of third-party tools through the AWS Marketplace, giving customers more flexibility to meet industry-specific security needs. This strong foundation comes at a time when demand for secure cloud solutions is rising rapidly. According to a report by Mordor Intelligence, the global cloud security software market is projected to grow from $50.11 billion in 2025 to $95.03 billion by 2030, witnessing a CAGR of 13.7%. AWS, with its integrated tools and extensive partner ecosystem, is well-positioned to capture a significant share of this expanding market. To stay ahead of evolving threats, AWS continues to strengthen its offerings. AWS launched new updates to GuardDuty, Security Hub and Shield to better support organizations using generative AI. AWS also continues to expand its Marketplace offerings to support a broader range of customer security requirements. Reflecting the impact of these efforts, AWS reported $29.3 billion in revenues for the first quarter of 2025, up 17% year over year, contributing 20.4% to Amazon's total revenues. Our model estimate for AWS revenues in fiscal 2025 is pegged at $126 billion, indicating 17.2% growth year over year. As more organizations turn to AWS for secure, scalable cloud solutions, its security services remain a key driver of continued growth. AWS is facing tough competition from Microsoft MSFT and Oracle ORCL as cloud security becomes a top priority for enterprises. Microsoft recently announced a strategic collaboration with the Cybersecurity and Infrastructure Security Agency and industry partners to standardize threat actor naming. Microsoft's move aims to improve clarity in cyber threat intelligence and foster better coordination across the security community. Meanwhile, Oracle launched a first-of-its-kind National Security Defense ecosystem, focused on advancing cybersecurity, intelligence and defense capabilities. By supporting secure, mission-critical infrastructure, Oracle is strengthening its position in public sector and national security cloud deployments. AMZN shares have lost 4.4% in the year-to-date (YTD) period, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's growth of 2.1% and 0.8%, respectively. Image Source: Zacks Investment Research From a valuation standpoint, AMZN stock is currently trading at a forward 12-month Price/Sales ratio of 3.07X compared with the industry's 2.01X. AMZN has a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.31 per share, which has remained steady over the past 30 days, indicating 6.5% year-over-year growth. Inc. price-consensus-chart | Inc. Quote The consensus mark for 2025 earnings is pegged at $6.22 per share, which has been revised upward by 4 cents over the past 30 days. The estimate indicates 12.48% year-over-year currently carries a Zacks Rank #3 (Hold). 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 Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
10 hours ago
- Business
- Globe and Mail
Can Amazon Continue to Dominate the Fast Cloud Security Market Growth?
Amazon AMZN, through its cloud unit Amazon Web Services ('AWS'), offers a wide range of security services that help organizations protect their data, applications and infrastructure. These services cover key areas like threat detection, identity and access management, application security, network protection, data encryption and compliance monitoring. Tools like GuardDuty, Security Hub and AWS Shield enable companies to detect risks early, automate responses and maintain control over their cloud environments. In addition to its built-in services, AWS provides access to hundreds of third-party tools through the AWS Marketplace, giving customers more flexibility to meet industry-specific security needs. This strong foundation comes at a time when demand for secure cloud solutions is rising rapidly. According to a report by Mordor Intelligence, the global cloud security software market is projected to grow from $50.11 billion in 2025 to $95.03 billion by 2030, witnessing a CAGR of 13.7%. AWS, with its integrated tools and extensive partner ecosystem, is well-positioned to capture a significant share of this expanding market. To stay ahead of evolving threats, AWS continues to strengthen its offerings. AWS launched new updates to GuardDuty, Security Hub and Shield to better support organizations using generative AI. AWS also continues to expand its Marketplace offerings to support a broader range of customer security requirements. Reflecting the impact of these efforts, AWS reported $29.3 billion in revenues for the first quarter of 2025, up 17% year over year, contributing 20.4% to Amazon's total revenues. Our model estimate for AWS revenues in fiscal 2025 is pegged at $126 billion, indicating 17.2% growth year over year. As more organizations turn to AWS for secure, scalable cloud solutions, its security services remain a key driver of continued growth. AMZN Faces Stiff Competition in Cloud Security AWS is facing tough competition from Microsoft MSFT and Oracle ORCL as cloud security becomes a top priority for enterprises. Microsoft recently announced a strategic collaboration with the Cybersecurity and Infrastructure Security Agency and industry partners to standardize threat actor naming. Microsoft's move aims to improve clarity in cyber threat intelligence and foster better coordination across the security community. Meanwhile, Oracle launched a first-of-its-kind National Security Defense ecosystem, focused on advancing cybersecurity, intelligence and defense capabilities. By supporting secure, mission-critical infrastructure, Oracle is strengthening its position in public sector and national security cloud deployments. AMZN's Share Price Performance, Valuation and Estimates AMZN shares have lost 4.4% in the year-to-date (YTD) period, underperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector's growth of 2.1% and 0.8%, respectively. AMZN's YTD Price Performance Image Source: Zacks Investment Research From a valuation standpoint, AMZN stock is currently trading at a forward 12-month Price/Sales ratio of 3.07X compared with the industry's 2.01X. AMZN has a Value Score of C. AMZN Valuation Image Source: Zacks Investment Research The Zacks Consensus Estimate for second-quarter 2025 earnings is pegged at $1.31 per share, which has remained steady over the past 30 days, indicating 6.5% year-over-year growth. The consensus mark for 2025 earnings is pegged at $6.22 per share, which has been revised upward by 4 cents over the past 30 days. The estimate indicates 12.48% year-over-year growth. Amazon currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report
Techday NZ
6 days ago
- Business
- Techday NZ
SentinelOne partners with AWS to enhance AI-powered cloud security
SentinelOne has announced it is a launch partner for the new AWS Security Hub, strengthening its collaboration with Amazon Web Services to improve cloud security protection for organisations operating on AWS infrastructure. The AWS Security Hub is designed to identify, prioritise, and support the remediation of critical cybersecurity risks. It integrates information from sources such as threat detection and vulnerability management, and enhances these signals with visualisations, natural language summaries, and automated response actions. The goal is to help organisations strengthen their security posture, make informed decisions, and reduce potential operational disruption. SentinelOne's partnership with AWS on the Security Hub initiative means that enriched and correlated security findings within AWS Security Hub are now able to be ingested directly into SentinelOne's Singularity Platform. This platform supports AI-enabled detection and response capabilities, leveraging SentinelOne's Purple AI for automated security workflows through its Hyperautomation features. "Co-building with AWS is one of the most valuable ways we plan to help customers meet their evolving security goals," said Ric Smith, President of Product, Technology, and Operations at SentinelOne. "Our partnership with AWS Security Hub brings deep integrations that deliver the clarity, speed, and automation security teams need to defend complex cloud environments." The collaboration is an extension of a long-standing relationship between SentinelOne and AWS focused on advancing AI-powered security frameworks for businesses using AWS. Over the course of their partnership, the companies have co-developed a range of integrated solutions, with the current integration covering more than 20 AWS services. This enables organisations to streamline their security operations, enhance visibility across cloud assets, and improve defences against emerging threats. According to SentinelOne, working alongside AWS on shared security solutions allows the companies to innovate in areas that address the most demanding security requirements in the cloud computing sector. As a strategic AWS partner, SentinelOne states it is committed to ongoing development work with AWS to bring new features and joint offerings to market. SentinelOne's Singularity Platform, which now integrates findings from AWS Security Hub, provides customers with AI-driven threat detection, response, and automation capabilities. This is designed to assist security teams in handling complex cloud environments efficiently and to support enterprises in keeping ahead of evolving cyber risks. SentinelOne also says that these combined offerings enable customers to continue growing their businesses on AWS infrastructure while maintaining protections for critical workloads. SentinelOne has previously highlighted a focus on supporting secure cloud migrations for AWS customers. The company has described the AWS Marketplace as a key channel for distributing its Singularity AI SIEM offering, which it claims to be its fastest-growing product. SentinelOne's collaboration with AWS includes a range of technical integrations and shared cloud security initiatives intended to assist customers as they migrate to and operate within the AWS cloud environment. The AWS Security Hub, with support from launch partners such as SentinelOne, offers an environment for consolidating security data, automating responses, and potentially reducing the time and resource investment required to protect cloud applications and infrastructure. The integration with SentinelOne's technology extends this capability further by tying into AI-powered response systems designed for rapid and automated threat management. The companies have indicated that their partnership, encompassing over 20 AWS services, enables enterprises to focus on developing their businesses with the assurance that cloud security operations are backed by joint research and technological advances from both AWS and SentinelOne.
