https://securitymarketpulse.com/ Weekly issues of the Security Market Pulse, one per ISO week. en-us https://securitymarketpulse.com/issues/2026-w36/ https://securitymarketpulse.com/issues/2026-w36/ Sat, 19 Sep 2026 00:00:00 GMT Record earnings from CrowdStrike, Zscaler, Palo Alto, Rubrik and NVIDIA meet thin VC and quiet M&A — the infra-to-security lag call holds. https://securitymarketpulse.com/corrections/#C-2026-09-21-01 https://securitymarketpulse.com/corrections/#C-2026-09-21-01 Mon, 21 Sep 2026 00:00:00 GMT Correction, 21 September 2026. The Platform pressure table described three closed acquisitions as cloud security absorbed into a hyperscaler: Palo Alto Networks acquiring Protect AI, and F5 acquiring CalypsoAI and SurePath AI. Neither Palo Alto Networks nor F5 is a hyperscaler, and all three targets are AI security companies, not cloud security companies. Each of those three rows now reads "AI security absorbed into a platform vendor. Watch whether it survives as a product or becomes a feature." and is dated to this approval. The row for Wiz, bought by Google, was correct as printed and is unchanged. Jesse Pike. https://securitymarketpulse.com/corrections/#C-2026-09-20-01 https://securitymarketpulse.com/corrections/#C-2026-09-20-01 Sun, 20 Sep 2026 00:00:00 GMT Correction, 20 September 2026. In the issue for the week ending 6 September 2026, two headlines gave a quarterly revenue figure as a full-year figure. Zscaler's revenue of $898.2 million and Palo Alto Networks' revenue of $3.41 billion are each for the fiscal fourth quarter ended 31 July 2026, not for fiscal year 2026. The growth rates and the recurring-revenue figures were stated correctly. The same issue described Palo Alto's 63 percent growth in Next-Generation Security recurring revenue as the fastest of the week's results; that figure is a company-defined segment and is not comparable with other companies' total revenue growth, so the comparison is withdrawn. The original text is unchanged in the record. Jesse Pike.