Security Software Results Arrive in Stages, With Another Report Set for Nov. 18

NEW YORK, Nov. 12, 2026 /CNW/ -- Equity Insider News Commentary - Cybersecurity software companies have spent the past two weeks putting new quarterly numbers and new AI security products on the record, and the reporting calendar is not finished. Palo Alto Networks said in a Nov. 3 release that it will release the financial results for its fiscal first quarter 2027, ending Oct. 31, 2026, after U.S. markets close on Wednesday, Nov. 18, 2026. Active Companies from around the markets with current developments this week include: Tenable Holdings, Inc. (NASDAQ: TENB), Gen Digital Inc. (NASDAQ: GEN), Cloudflare, Inc. (NYSE: NET), Varonis Systems, Inc. (NASDAQ: VRNS), and SentinelOne, Inc. (NYSE: S).

Ahead of that scheduled report, four of the five companies below reported quarterly results between Oct. 28 and Nov. 5, and two of those four said they raised their full-year outlooks or guidance. The fifth announced on Nov. 2 an integration that will extend its AI Security coverage to an agentic work application from Anthropic.

AI runs through the releases. One company said it integrated Anthropic's Claude Mythos into its exposure management platform, another said three new capabilities add coverage where employees use AI every day and where AI connects to models, tools, and data, and a third described itself as building the security and trust layer to empower people and their agents to navigate digital life more safely. On Wednesday, Nov. 11, shares of four of the five companies closed higher than their Tuesday closing prices, and all five closed above their final closing prices of 2025.

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Tenable Holdings, Inc. (Nasdaq: TENB)

Tenable announced third quarter 2026 financial results on Oct. 28, with revenue of $276.4 million, a 9.5% increase year-over-year. GAAP income from operations was $16.7 million, compared to $7.1 million in the third quarter of 2025, and non-GAAP operating margin was 27.1%, compared to 23.3% a year earlier. For the year ending Dec. 31, 2026, the company said it currently expects revenue in the range of $1.084 billion to $1.087 billion.

Tenable said it added 413 new enterprise platform customers and 39 net new six-figure customers, and that its dollar-based net expansion rate was 107%, compared to 106% in the second quarter of 2026. It also said it integrated Anthropic's Claude Mythos into its Tenable One Exposure Management Platform to power Tenable One Adversary View. "We delivered an excellent third quarter, exceeding every one of our guided metrics," said Steve Vintz, Co-CEO of Tenable.

Gen Digital Inc. (Nasdaq: GEN)

Gen Digital released its results for its second quarter fiscal year 2027, which ended Oct. 2, 2026, on Oct. 28. On a GAAP basis, revenue was $1.369 billion, up 12%, and operating income was $507 million, up 16%. Non-GAAP bookings were $1.347 billion, up 10%. The company raised its non-GAAP fiscal year 2027 guidance and now expects revenue in the range of $5.465 billion to $5.515 billion, compared to prior guidance of $5.375 billion to $5.475 billion.

Gen, whose brands include Norton, Avast, LifeLock, MoneyLion and Engine, also said its Board of Directors approved a regular quarterly cash dividend of $0.125 per common share to be paid on Dec. 9, 2026, to all shareholders of record as of the close of business on Nov. 16, 2026. "We delivered our sixth consecutive quarter of double-digit bookings growth," said Vincent Pilette, CEO of Gen.

Cloudflare, Inc. (NYSE: NET)

Cloudflare announced third quarter 2026 financial results on Nov. 5, with total revenue of $782.5 million, representing an increase of 39% year-over-year, and Current RPO year-over-year growth of 37%. GAAP loss from operations was $67.9 million, or 8.7% of revenue, while non-GAAP income from operations was $137.1 million, or 17.5% of revenue. Free cash flow was $82.1 million, or 10% of revenue.

For the full year fiscal 2026, Cloudflare said it expects total revenue of $2,963.0 to $2,964.0 million. "The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year. We accelerated growth, delivering our fastest revenue growth in nearly four years, while expanding profitability," said Matthew Prince, co-founder & CEO of Cloudflare.

Varonis Systems, Inc. (Nasdaq: VRNS)

Varonis announced third quarter 2026 financial results on Nov. 3. Total revenues were $189.5 million, compared with $161.6 million in the third quarter of 2025, and SaaS revenues were $185.1 million, compared with $125.8 million. GAAP operating loss was $47.7 million, compared to a GAAP operating loss of $35.9 million in the third quarter of 2025, while non-GAAP operating income was $7.6 million, compared to $0.2 million. SaaS ARR was $774.6 million as of the end of the third quarter, up 42% year-over-year and up 24% year-over-year, excluding conversions.

In light of the pending acquisition by Proofpoint, a portfolio company of Thoma Bravo, Varonis said it will not be providing forward-looking guidance and will not conduct an earnings conference call or webcast for its third quarter fiscal 2026 results. On Nov. 9, the company announced three new capabilities for Varonis Atlas: Browser Protection, Endpoint Protection, and an AI Gateway. "You can't control AI you can't see, and you can't see AI by watching one touchpoint at a time," said Ron Bennatan, VP of AI and Data Security Strategy at Varonis.

SentinelOne, Inc. (NYSE: S)

SentinelOne announced an integration with Anthropic's Claude Cowork on Nov. 2 that will extend SentinelOne's AI Security coverage to the agentic work application. The company said Claude Cowork does its work inside a virtual machine on the employee's device, and that the integration will place SentinelOne's runtime security directly inside that VM. The integration will support Claude Cowork across macOS and Windows devices, and IT teams will enable it through device management.

On Nov. 5, SentinelOne said it had been named the 2026 Technology Ecosystem Partner of the Year by Cloudflare. In March 2026, the two companies expanded their partnership so joint customers can get AI-driven insights from one place, with Cloudflare's Logpush telemetry ingested into SentinelOne's Singularity Platform. Melissa K. Smith, SVP, Global Strategic Partnerships and Initiatives, at SentinelOne, said: "Our integration strategy across the AI ecosystem is simple: secure AI work where it happens."

With four of these five companies reporting their latest quarters since Oct. 28 and another cybersecurity company scheduled to report on Nov. 18, the sector's reporting season continues. To learn how to read the news and the charts behind stocks like these, get the free Knowledge is Power guide from Stock Preachers at https://equity-insider.com/sp/

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