Introduced new solutions for securing AI, including Zero Trust for AI Agents and AI Protect, with rapid innovation and integration of recent acquisitions like SPLX and Symmetry Systems.
Enhanced AI asset management, prompt inspection, and policy enforcement for over 250 GenAI applications, with expanded endpoint and SaaS visibility.
Launched Agentic SecOps and Agentic Exchange, leveraging Red Canary technology and focusing on transaction-based monetization for agentic traffic.
Announced continuous automated red teaming and AI-powered segmentation, with a focus on simplifying security operations and reducing complexity.
Highlighted a shift toward consumption-based pricing models, with 30% of new ACV now from non-seat-based sources.
Addressable market estimated at over $120 billion, with a $65 billion SAM for Zero Trust Everywhere, including users, cloud, and branches.
Achieved $3.5 billion in ARR, with strong growth in data security ($500M+ ARR, 30%+ YoY growth) and AI Protect ($100M+ in 12 months since launch).
Customer base includes 4,500 of 20,000 target enterprises, with significant runway for new logo acquisition, especially in the 2K–10K employee segment.
Zero Trust Everywhere adoption surpassed 500 enterprises, reflecting broad platform uptake.
Customers emphasized the critical need for AI observability, agent governance, and integrated security across endpoints, cloud, and applications.
AI security budgets are growing, often as incremental spend or through reallocation from less effective controls.
Zero Trust Branch and Zero Trust Cloud are seen as essential for segmentation and risk reduction, especially in manufacturing and financial services.
Regulatory scrutiny on AI and data governance is increasing, driving demand for continuous compliance and automated controls.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Explore our global coverage