S
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Invalidation: The isolated read changes if S's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The remaining increase was attributable to a $4.8 million increase in cloud hosting expenses driven by expanded research and development activities, a $3.8 million increase in general services expenses primarily driven by higher software subscription costs, a…”10-Q · Aug 28, 2026 ↗
“This was partially offset by a $9.1 million decrease in restructuring charges related to the March 2025 Plan and July 2025 Plan, which included $3.9 million of contract termination charges, $3.0 million of severance and employee benefit charges, and $2.2 mill…”10-Q · Aug 28, 2026 ↗
“Gross margin decreased to 72% compared to 75% in the prior period, primarily due to higher costs of revenue associated with scaling operations to meet increased customer demand and sales volume.”10-Q · Aug 28, 2026 ↗
“We expect to continue to incur additional expenses as a result of operating as a public company, including costs to comply with the rules and regulations applicable to companies listed on a national securities exchange, costs related to compliance and reporti…”10-K · Mar 19, 2026 ↗
Valuation discipline
Price/sales 6.5× · EV/sales 6.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for S. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-28 against the comparable filing from 2025-05-28.
“This decrease was partially offset by the non-recurrence of a $4.7 million discrete tax benefit from the release of a valuation allowance on Israeli deferred tax assets recorded in the prior year, as well as $2.6 million of interest expense recognized in the current period on the ITA liability pursuant to the final settlement agreement reached in fiscal 2026.”
“Gross margin was 72% compared to 75% in the prior period, primarily due to higher costs of revenue associated with scaling operations to meet increased customer demand and sales volume.”
“The decrease was partially offset by a $1.2 million increase in sales-related expenses driven by higher sales conference and partner commission costs, and a $1.1 million increase in acquisition-related compensation expense.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our competitors include the following: • endpoint security providers, such as CrowdStrike Holdings, Inc.”
“Our competitors include the following: • endpoint security providers, such as CrowdStrike Holdings, Inc.”
“Our competitors include the following: • endpoint security providers, such as CrowdStrike Holdings, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
S is currently a Leader in the organic co-movement group Cybersecurity Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for S; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.