Zscaler CEO upbeat on fiscal 2025, but outlook falls short
The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike outage.
The company, known for its Zero Trust Exchange platform, is among the cybersecurity leaders and in the middle of the platformization debate that has been dented by the CrowdStrike outage.
CrowdStrike said it will take a $30 million subscription revenue impact for the third quarter and each of the remaining fiscal quarters in the fiscal year due to its recent outage. Fiscal 2025 revenue guidance “includes an estimated impact in the high-single digit millions to professional services revenue in the second half of fiscal year 2025.”
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SentinelOne CEO Tomer Weingarten said the company is seeing "a distinct rise in customer interest and appreciation" for its Singularity Platform following the CrowdStrike outage. Weingarten outlined multiple thoughts about the cybersecurity industry following the CrowdStrike outages
"I know there was significant consternation around our platformization guarantee six months ago," said Palo Alto Networks CEO Nikesh Arora. "All I want to say is, I wish it started down that path sooner."
Delta put some figures on its plans to recover at least $500 million in damages from CrowdStrike and Microsoft.