Cloud & Workload Security

Netskope shares have climbed about 24.5% since its last earnings report, outpacing the S&P 500, after the company posted second-quarter fiscal 2027 revenue of $220.5 million, up 29% year over year and above guidance. The company reported a non-GAAP loss of 3 cents per share, an improvement from a loss of 6 cents a year earlier, while annual recurring revenue reached $899 million, up 27%, and remaining performance obligations hit $1.35 billion, up 36%. Netskope raised its full-year fiscal 2027 revenue guidance to a range of $888 million to $892 million, roughly 26% growth, up from a prior range of $879 million to $883 million, and guided third-quarter revenue to $227 million to $229 million, about 24% growth. Management pointed to AI Security as the fastest pipeline build in company history, with roughly one-third of that pipeline in or entering the proof-of-concept phase, and said about 50% of sales representatives are still new or ramping, positioning the company for accelerated net new ARR in the second half. The company ended the quarter with approximately $1.1 billion in cash, cash equivalents and marketable securities, and carries a Zacks Rank #2 (Buy).

Cloudflare and Deutsche Telekom announced a new partnership to expand enterprise security and connectivity services across Europe. Under the deal, Deutsche Telekom plans to offer Cloudflare's security and connectivity products to its enterprise customers through its existing sales and service channels. The collaboration includes solutions designed for European corporates running AI workloads and other data intensive applications. Deutsche Telekom's T-Systems arm effectively becomes a regional force multiplier for Cloudflare, though leaning on a large carrier intermediates Cloudflare's customer relationships and could add to customer-concentration risk. The article was produced by Simply Wall St.

TrendAI, the AI security business unit of Trend Micro Incorporated, announced it has expanded support for Claude's Compliance API in TrendAI Vision One to cover Claude Code and Cowork session transcripts from Claude Enterprise. The move builds on the integration TrendAI announced with Anthropic in June 2026 and adds visibility into how engineering and knowledge-work teams use AI agents day to day. Claude's Compliance API returns session records for Claude Code and Cowork, including prompts, responses and tool calls, each tied to a verified user, and TrendAI now brings those records into TrendAI Vision One so security teams can investigate AI activity in context, correlate it with endpoint, identity, cloud and network signals, and build custom detections. Rachel Jin, Chief Platform and Business Officer and Head of TrendAI, said coding and knowledge-work agents are now doing real work inside the business and security teams should be able to see and investigate that work the same way they do everything else. TrendAI Vision One also continues to ingest activity logs from Claude Enterprise, covering user logins, admin actions and configuration changes, and from Claude Platform, covering admin, system and resource events. The Claude Compliance API integration in TrendAI Vision One is available now for TrendAI Vision One customers using Claude Enterprise.

Cantina unveiled The Brain, a shared context and memory layer that gives its autonomous security agents persistent knowledge of each customer's environment, connecting identities, infrastructure and prior investigations so agents can investigate alerts with less discovery work. The Brain combines structured records, which link entities through stable identifiers such as a repository, service and its cloud resources, with agentic memory that retains context not captured by relationships, including why a team considered a pattern benign or what an earlier investigation established about a suspicious IP address. Its current implementation covers identities, cloud assets such as AWS and Vercel, MDM-managed devices, repositories, vulnerabilities and the relationships between them, with data residing in individual workspaces and knowledge records supporting topic locks and review of proposed facts. In an observational comparison of 40 low-severity Okta alerts split across two workspaces, the Brain-enabled workspace averaged 170.8 seconds from alert creation to closure versus 220.4 seconds in the comparison workspace, 22.5% less elapsed time, and averaged 12.15 tool calls per alert versus 19, or 36.1% fewer calls; comparing the 20 Brain-enabled alerts with the 18 comparison alerts that ran on the same model, Claude Opus 4.8, the Brain-enabled sample averaged 22.5% less elapsed time and 27.8% fewer tool calls. Cantina launched from stealth in July backed by $8 million in funding led by Framework Ventures, bringing its total funding to $16.5 million, and its autonomous OffSec agent, Apex, used The Brain in one captured application-security investigation to retrieve surrounding topology from a GitHub repository, including its load balancer, database, cache, jobs, Datadog service, other repositories and AWS resources.

Radware Ltd. introduced Radware Agent Trust Management, a new solution designed to help organizations participate more securely in the emerging AI agent economy by facilitating how trusted AI agents interact with their applications. The solution captures an agent's declared intent through active conversation, continuously assesses whether its actions remain consistent with that intent, and controls what agents are permitted to do, moving businesses beyond broad allow-or-block decisions. According to Radware's H1 Global Threat Analysis Report, 77% of organizations are actively deploying or implementing AI agents, yet only 17.2% report full visibility into the AI agents operating within their environments. Radware Agent Trust Management is available now as part of Radware Cloud Application Protection services, extending Radware's bot management capabilities to address the distinct visibility, trust assessment and governance requirements of AI agents. David Aviv, chief technology officer at Radware, said organizations need to be able to embrace this shift while maintaining visibility and control over agent activity.

Palo Alto Networks shares jumped 5.1% in the afternoon session after BTIG raised its price target on the cybersecurity provider to $425 from $404 and reiterated a Buy rating following discussions with management. BTIG analyst Gray Powell cited growth potential from Chronosphere, CyberArk, and Prisma AIRS, forecasting pro forma revenue growth above 17%. Separately, NVIDIA launched its Open Agent Safety Platform to govern and secure artificial intelligence agents across compute systems from testing to deployment, and named Palo Alto Networks as one of the industry leaders collaborating on the safety initiative. The shares closed the day at $391.64, up 4.5% from the previous close. Palo Alto Networks is up 118% since the beginning of the year and is trading close to its 52-week high of $396 from August 2026.

Cisco Systems reported double-digit order growth across its entire security portfolio, including Splunk, in the fourth quarter of fiscal 2026, with Security revenues rising 14% year over year to $2.23 billion. More than 1,500 customers bought newer offerings such as Secure Access, XDR, Hypershield and AI Defense in the quarter, lifting total net new customers since launch to more than 6,400, while firewall orders climbed more than 30% year over year. Observability revenues, a smaller part of the business, increased 6% to $275 million in the quarter, and for the full fiscal 2026 Security revenues grew 2% to $8.23 billion while Observability revenues rose 4% to $1.10 billion. Cisco also said nearly 4,500 enterprises signed up for Cisco Cloud Control and more than 8,600 customers use Resilient Infrastructure Services powered by Cisco IQ, and it launched Antares, a family of open-weight small language models for identifying known code vulnerabilities. The company faces intensifying competition from Datadog, which has more than 750 AI customers, and CrowdStrike, whose Falcon Flex annual recurring revenue surpassed $2.29 billion, up 101% year over year. Cisco shares have appreciated 38.5% year to date, and the Zacks Consensus Estimate for earnings stands at $1.32 per share, implying 32% growth.

SentinelOne announced that its Wayfinder Threat Hunting service now covers AWS, Azure, and Google Cloud, extending AI-powered Singularity telemetry and expert human-led hunting across endpoints, identities, and cloud control planes to address threats such as IAM privilege escalation, unauthorized access, and data exfiltration. A key element of the launch is a unified, continuous hunting workflow that fuses SentinelOne and Google Threat Intelligence, giving security teams consolidated visibility and enriched Purple AI summaries across their entire hybrid cloud environment. The move follows the earlier expansion of Wayfinder Frontier AI Services, which added AI-powered code risk analysis and compromise assessments using advanced OpenAI models, and reinforces SentinelOne's push beyond endpoint security into AI, identity, and cloud. SentinelOne's narrative projects $1.8 billion in revenue and $213.5 million in earnings by 2029, yielding a $24.25 fair value, an 8% upside to its current price, while the most pessimistic analysts still saw only about 16.7% annual revenue growth and no profitability in three years. Investors are still watching the risk that hyperscaler partners eventually prioritize their own security stacks, and that higher compliance costs and rising localization demands could reshape both narratives once the announcement is fully reflected in forecasts.

Microsoft Azure Red Hat OpenShift for Microsoft Azure Government has attained Department of Defense Impact Level 5 certification, Red Hat announced. The IL5 classification defines the highest level of security controls required for sensitive, mission-critical information and systems in cloud environments, covering Higher sensitivity Controlled Unclassified Information, Unclassified National Security Systems, and mission-critical information. The certification follows the platform's IL4 certification in July 2024 and adds to its existing FedRAMP High Authorization, ITAR, DFARS, IRS 1075, and CJIS credentials. Launched in 2023, the co-developed and jointly-operated turnkey application platform lets U.S. government agencies build, deploy, and run containerized applications at scale while meeting security and compliance requirements for highly-sensitive workloads. Chris Smith, vice president of North American Government Sales at Red Hat, said the service lets agencies accelerate cloud-native deployment without compromising lifecycle-wide security, while Leigh Madden, vice president of National Security at Microsoft, called the certification a significant milestone for mission-critical government workloads.

National Telecom Public Company Limited, or NT, has reaffirmed the readiness of its cloud security in line with international standards, in support of the Cloud Cybersecurity Standard B.E. 2567 issued by the National Cyber Security Agency, or NCSA, which takes effect from 10 September 2026. Dr. Yuthasak Nithipaichit, Senior Executive Vice President of NT's Digital Group, said during a panel discussion titled "Enabling Cloud with Trust" organised by the NCSA that NT has shifted its cloud service approach from a primary focus on resource access, or Cloud First, to placing equal emphasis on security, or Cloud Security First. NT currently holds several key certifications, including ISO/IEC 27001:2022, ISO/IEC 27701:2019, CSA STAR Certification, ISO/IEC 27017:2015 and ISO/IEC 27018:2019. NT believes that the enforcement of the NCSA standard, together with the availability of certified auditors, will make it easier and more systematic for cloud service providers in Thailand to undergo assessment. It also noted that cloud security requires cooperation from user agencies that own the data as well as users within the system, in order to achieve a secure and trustworthy Cloud Ecosystem overall.

CrowdStrike shares jumped 4.5% to a fresh 52-week high of $261.33, extending a multi-session rally. Morgan Stanley analyst Keith Weiss reaffirmed a buy rating and raised his price target to $254 from $238, citing a broader sector tailwind from emerging agentic AI safety concerns that is accelerating enterprise security spending and expanding identity-perimeter budgets. Nvidia Chief Executive Jensen Huang had previously highlighted CrowdStrike at a Goldman Sachs technology conference as Nvidia's primary cybersecurity partner, pointing to their joint SafeMind threat-detection architecture. Separately, cloud security firm Tamnoon announced it integrated its managed remediation workflows into CrowdStrike Falcon Cloud Security. The stock is up 131% since the beginning of the year.

Microsoft will spend $10 billion through 2030 across four Persian Gulf countries, building out infrastructure and strengthening cyber security, Microsoft President Brad Smith told Bloomberg's Ed Ludlow. Smith said the commitment reflects confidence in the Gulf nations, which he said are leading the world in AI transformation, and includes a digital resilience initiative to strengthen cyber security amid conflict in the region. He confirmed Microsoft remains committed to its earlier pledge to use 200 megawatts of capacity in Abu Dhabi, and said a new set of cloud services will go live in Saudi Arabia in just five weeks. On AI safety, Smith said safety will not advance if the world relies on only one or two companies or a single slice of the AI sector, arguing that safety should be built in at multiple layers, including model companies, software firms like Microsoft, and hyperscalers, and that independent evaluators must be capable, properly chosen, and genuinely independent. He noted Microsoft sits on a joint deployment safety board with OpenAI that must weigh in before the next major model is released, and said Microsoft updated its ethical guidelines last week for what he called the age of AI.

Cisco Systems has pushed Splunk AI deeper into private infrastructure with a new Nvidia-backed AI POD built for self-managed and air-gapped environments. The platform, available now, pairs Cisco infrastructure with Nvidia computing and Kubernetes, while Splunk's Tokenomics tool is designed to track AI spending across agents and employee coding tools and estimate future consumption before the billing cycle closes. Cisco is also widening the commercial opportunity beyond the data center after signing a multiyear agreement with Amazon Web Services to jointly develop security products. Cisco said it received $9.3 billion of hyperscaler AI-infrastructure orders during fiscal 2026, equal to roughly 14.7% of its $63.3 billion annual revenue, though orders are not revenue. Cisco shares were up roughly 0.1% at $110.24.

Palantir and Nvidia have reportedly tightened restrictions around Anthropic's advanced AI models over data-retention concerns, with Palantir demanding irrevocable zero-data-retention guarantees before making the models available through its software and Nvidia limiting Claude to less-sensitive internal work. Palantir's September 10 sovereign-AI push with Nvidia uses Nvidia Nemotron open models and customer-controlled infrastructure, while Anthropic said on September 1 it would roll out Enterprise Frontier Safeguards later this fall, storing data in customer-controlled cloud infrastructure with zero-data-retention protections. Microsoft's Sovereign Private Cloud can run large AI models in fully disconnected, customer-controlled environments, a proposition it expanded with Mistral on July 21, though Microsoft also offers Anthropic models across Copilot and Foundry and says Anthropic models used in its online services are excluded from some in-country processing commitments and unavailable in certain sovereign-cloud environments. Palantir's second-quarter U.S. commercial revenue rose 149%, and Insider Monkey tracked 86 hedge funds long PLTR in the second quarter of 2026, down from 96 in the first quarter, while 273 hedge funds held reportable MSFT longs in the second quarter, down from 282. Short positioning is more pointed in Palantir, with 65.13 million shares sold short as of August 31, 3.00% of float, and 2.2 days to cover.

Palantir Technologies, Nvidia and Booz Allen Hamilton could restrict or stop using models from Anthropic and OpenAI unless the companies provide stronger guarantees around customer data and intellectual property, Reuters reported, citing The Information. Palantir has pushed Anthropic for irrevocable zero-data-retention guarantees before making its models available through Palantir software. Nvidia is taking a different approach, reportedly limiting Anthropic models to less sensitive work and using its own Nemotron models for some internal tasks. Booz Allen has also barred employees from using Anthropic's commercial model for proprietary cybersecurity work, as AI labs face more scrutiny over how usage logs and customer information are stored. Microsoft may have an opening, reportedly pitching isolated cloud environments and its own AI products to customers worried about data exposure.

The National Cyber Security Agency, or NCSA, has announced its readiness to drive cloud cybersecurity standards from requirements into real-world implementation, following its CLOUD SECURITY STANDARD: READY TO GO event, which aims to propel Thailand toward a secure and trusted cloud. Held on September 10, 2026, the event drew more than 500 participants from the public sector, private sector, and related parties, joining online and via Facebook Live. Air Vice Marshal Amorn Chomchoey, Secretary-General of the National Cyber Security Agency, said that cloud plays a direct role in driving the country's Data Economy, Digital Economy, and AI, making it necessary to raise security standards in tandem. Major General Teerawut Wittayakorn, Deputy Secretary-General, said that cloud is becoming critical national infrastructure, and that a good standard must serve as a framework for assessing risk, setting controls, and genuinely improving operations. It should not be merely a checklist, but a guardrail that helps organizations see their own risks and gaps. The NCSA also exchanged approaches with the Personal Data Protection Committee, or PDPC, the Digital Government Development Agency, or DGA, and cloud service providers, in order to bring the standard from the policy level down to practice. The agency used the results of advisory assessments conducted under the Cloud Cybersecurity Standard of 2024 to develop mechanisms and prepare readiness ahead of this declaration of intent.

The global cloud security market is projected to grow from USD 34.37 billion in 2026 to USD 59.34 billion by 2031, a CAGR of 11.5%, according to MarketsandMarkets. The firm attributes the expansion to increasingly sophisticated cyber threats, tighter regulatory and data protection requirements, and the growing complexity of multicloud and hybrid IT environments. Within the market, the CNAPP segment is expected to register the highest CAGR, driven by demand for unified protection across application development, cloud infrastructure, and runtime environments, while hybrid cloud is expected to post the highest CAGR by deployment mode. North America is likely to hold the largest market share throughout the forecast period, supported by early cloud adoption, mature digital infrastructure, and the presence of leading vendors, with Asia Pacific the fastest growing region. Key players cited include Microsoft, Palo Alto Networks, AWS, Wiz, Zscaler, Fortinet, Akamai, Cloudflare, IBM, CrowdStrike, and SentinelOne.

Visa has unveiled its Singapore Security Roadmap 2026 and Beyond, a comprehensive strategy to strengthen the resilience of Singapore's digital payments ecosystem against evolving fraud, scams, and cyber threats. The roadmap outlines six strategic priorities, including strengthening cybersecurity, advancing authentication, enabling safer transactions through tokenisation, transforming eCommerce checkout experiences, leveraging foundational standards and risk programs, and building a resilient payments ecosystem to combat fraud and scams in the AI era. Visa's study shows that close to seven in 10 Singapore residents trust digital payments, but 42 per cent have encountered scams, with only 8 per cent losing money. To address these threats, Visa is investing in AI-powered fraud detection, tokenisation, and authentication innovations like passkeys and biometrics, deploying over 150 AI and machine learning models globally. The roadmap emphasizes ecosystem-wide collaboration with regulators, financial institutions, merchants, and fintechs to enhance cyber resilience and intelligence sharing.

EPAM Systems has announced a partnership with Wiz, the cloud and AI security platform now owned by Google Cloud, joining the Wiz Partner Alliance to help large organizations turn cloud risk data into engineering fixes. The move comes as EPAM's core business decelerates, with second-quarter revenue growth of only 4.5% and a softer outlook ahead. The partnership pairs Wiz's AI Application Protection Platform with EPAM's engineering capabilities, adding an offensive security layer through its White Hat unit, and builds on existing Wiz implementation work across six industries. Financially, EPAM reported GAAP diluted EPS of $1.97, up 26.3% year over year, and non-GAAP diluted EPS of $3.38, up 22%, while returning $409 million to shareholders through buybacks in the first half of 2026. However, full-year revenue growth guidance is now 3.2% to 4.2%, with third-quarter revenue expected at $1.410 billion to $1.425 billion, implying roughly 1.7% growth at the midpoint, and cash flow turned negative in the first half. The stock trades at a forward P/E of 9.03, reflecting market skepticism despite margin expansion and double-digit EPS growth.

Zscaler reported fiscal second-quarter revenue of $898.2 million, up 24.9% year over year and beating analyst estimates of $877.2 million, while non-GAAP earnings per share of $1.19 surpassed consensus by 9.2%. The company guided third-quarter revenue to $937 million at the midpoint, above expectations, and raised its full-year adjusted EPS guidance to $4.88, beating estimates by 6.1%. Management attributed the strong performance to accelerating adoption of its Zero Trust platform and a surge in AI security bookings, which grew over 50% sequentially. However, shares fell after the announcement, reflecting concerns about sales leadership transitions and integration costs. Zscaler also announced a workforce restructuring affecting about 3% of employees to reallocate resources toward AI initiatives.