Question · Q2 2026
Charlie Zhou asked about the overall deal pipeline's trend compared to six to twelve months ago, any incremental macro pressures observed, and new trends in the public sector threat landscape.
Answer
CEO Elad Sharon described a healthy demand environment globally, driven by increasing security pressures, blurred lines between criminal and terror activities, and adversaries leveraging advanced technology. He emphasized the growing need for customers to modernize solutions, handle more data, and utilize advanced analytics and predictive capabilities to stay ahead. Sharon noted strong traction in POCs, demos, existing customer upgrades, and industry conferences, indicating robust demand drivers.