EPAM Systems IncEPAM
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Partnership with Wiz adds cybersecurity capabilities, potentially boosting demand despite slowing growth.
Impact on assets 3
Artificial Intelligence
EPAM Systems Inc
Alphabet Inc Class CGOOG
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United States▲
Netskope Shares Jump 24.5% Since Earnings as Full-Year Revenue Guidance Raised
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).
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NTSK · Capital · Positive Netskope posted Q2 FY2027 revenue of $220.5M up 29% and raised full-year revenue guidance to $888-892M.
NTSK · Demand · Positive Management cited AI Security as the fastest pipeline build in company history, with about a third in proof-of-concept.
European UnionUnited Statesimpact 4
EU Set to Place AWS and Microsoft Azure Under Digital Markets Act
Amazon Web Services and Microsoft Azure are expected to be designated under the European Union's Digital Markets Act, according to Bloomberg, which cited people familiar with the situation. EU regulators are preparing to release the results of an investigation into whether the cloud businesses meet the criteria to fall under the DMA, and sources indicated they do qualify, with a final decision set for issuance as soon as November. A statement from the European Commission said no final decision has been taken. If Azure and AWS receive the designation, they might have to meet new interoperability requirements and place protections against customer lock-ins or self-preferencing. The EU has previously fined Apple, Google and Meta, with Google's fine earlier this year the most substantial at about $1B, and U.S. President Donald Trump said in July the U.S. will launch a formal investigation into the EU's trade practices, specifically targeting the DMA.
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Cloud & Digital Infrastructure › Mega-cap Hyperscalers ▼Regulation
Cloud & Digital Infrastructure › Hyperscale Cloud (IaaS / PaaS) ▼Regulation
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AMZN · Regulation · Negative AWS is expected to be designated under the EU's Digital Markets Act, potentially forcing new interoperability and anti-lock-in requirements.
MSFT · Regulation · Negative Microsoft Azure is expected to be designated under the EU's Digital Markets Act, potentially forcing new interoperability and anti-lock-in requirements.
JapanHENNGE Approved for TSE Prime Market Transition, to Raise Up to 2.363 Billion Yen via Public Offering
HENNGE, a company engaged in the cloud security business, announced on the 2nd that its change of market segment to the Prime Market has been approved by the Tokyo Stock Exchange. The change from the current Growth Market will take effect on the settlement dates for the new share issuance and secondary offering, October 20 to 22, which are being conducted to meet listing criteria such as net asset requirements. The new share issuance will be 1.1 million shares, with a secondary offering of 1.38 million shares by founder and president Kazuhiro Ogura and others, and an additional secondary offering via over-allotment is also planned. The maximum amount to be raised is 2.363 billion yen, which is planned to be allocated to the main service, advertising and promotion, and hiring.
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Cybersecurity & Digital Trust › Cloud & Workload Security Capital
Cybersecurity & Digital Trust › Network Security & SASE Capital
Cybersecurity & Digital Trust › Endpoint & Network Security Capital
4475.JP · Capital · Positive Approved for TSE Prime Market transition and raising up to 2.363 billion yen via new share issuance and secondary offering to fund advertising, promotion, and hiring.