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CybersecurityCybersecurity

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Cybersecurity Earnings Rise as AI Dominates Strategies

By Kim S. Nash

 

Hello. Artificial intelligence and weakening federal demand had dual impacts on the earnings of large cybersecurity companies.

F5 warned of potential sales disruptions stemming from a breach by nation-state hackers. Varonis experienced weaker-than-expected renewals in its unit that provides on-premises software to the federal government. Check Point is on the prowl for an AI acquisition. Read our full story.

More news below.

 

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CONTENT FROM: ZSCALER
Why CIOs Are Adopting A Cafe-like Branch Architecture

Ransomware attacks often start with one compromised user — a single user in a branch can infect everything on your network. This is facilitated by an underlying design principle of MPLS and SD-WAN — lateral movement. Zscaler CEO Jay Chaudhry explains why CIOs are embracing cafe-like branches to stop ransomware, increase business agility and reduce cost.

It’s time to embrace cafe-like branches

 

More Cyber News

PHOTO: JOSE LUIS GONZALEZ/REUTERS

Jaguar hack dents earnings at Lear. The company, which makes vehicle seats and electronics, estimated a sales shortfall of $111 million for its most recent quarter because of a dive in orders from Jaguar Land Rover after a cyberattack at the car maker. Lear said Friday the hack aftermath caused profits for the quarter to drop by $31 million.

23%

Percentage of companies hit with ransomware that paid the ransom in the third quarter of 2025, according to new research from incident-response company Coveware. That's down from 28% in the same period a year ago. 

 

Privacy

PHOTO: DADO RUVIC/REUTERS

6 ChatGPT settings to consider changing: A few tweaks can help make your conversations much smoother and more focused—and protect your privacy. By default, OpenAI can use your interactions with ChatGPT as training content for future AI models. (WSJ)

Newly disclosed documents show how immigration officials pressed the Internal Revenue Service earlier this year for quick, expansive disclosures of sensitive taxpayer information such as bank names and employers as the government pursued mass deportations, and how the IRS pushed back.

  • The ICE efforts to obtain taxpayer information were reported earlier this year and spurred objections from taxpayer-privacy advocates and Democrats. The documents filed in federal court shed new light on months of back-and-forth talks among government officials. (WSJ)
 

About Us

The WSJ Pro Cybersecurity team is Deputy Bureau Chief Kim S. Nash and reporters Angus Loten, James Rundle and Catherine Stupp. Follow us on X @WSJCyber. Reach the team by replying to any newsletter you receive or by emailing Kim at kim.nash@wsj.com.

 
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