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Citrix's Desktop as a Service now includes UniconOS, a lightweight, write-protected Linux environment installed alongside Windows on a separate partition. If Windows is disabled by ransomware or a bad update, employees can boot into UniconOS instead and reach their virtual apps and desktops through Citrix DaaS and SecurAccess, while Windows itself remains untouched and unrepaired.
CrowdStrike CEO George Kurtz said on CNBC that artificial intelligence is accelerating cyberattacks faster than older security systems can respond, leaving even well-funded companies exposed. His comments came a day after CrowdStrike's strong earnings sent shares up more than 20% to a record close near $228. Kurtz cited incidents like Anthropic's Mythos model and an OpenAI agent that breached Hugging Face's systems as evidence of AI's growing offensive capabilities.
More than 100 companies spanning AI, cloud, finance and cybersecurity—including OpenAI, Google, Microsoft, Anthropic, AWS and CrowdStrike—signed an open letter urging coordinated action against AI-powered cyberattacks. The letter warns that AI-enabled attacks will grow more widespread and sophisticated as models improve, and calls on governments, industry and AI developers to build stronger defensive tools and monitoring systems.
More than 100 companies, including OpenAI, Anthropic, Google, Microsoft, Crowdstrike, Okta and Fortinet, signed an open letter calling for coordinated action between industry and governments to counter AI-driven cyberattacks. The letter warns that increasingly capable AI models will soon enable more widespread and sophisticated attacks on critical infrastructure like hospitals and utilities, and urges new defensive partnerships across local, national and international levels.
CrowdStrike reported record net-new annual recurring revenue of $333 million for its fiscal Q2, up 51% year-over-year and $45 million above guidance, driven by AI-related demand. The company also raised its full-year revenue growth forecast, citing a record pipeline, sending shares up more than 17% and boosting rival Palo Alto Networks by over 10%.
CrowdStrike and Okta both topped Wall Street's second-quarter estimates and raised their forecasts, pointing to rising AI-related cyberattacks as a driver of increased customer spending on security tools. CrowdStrike shares rose 15% and Okta jumped 20%, while Palo Alto Networks, SailPoint and Rubrik each gained roughly 9% as the sector rallied broadly.
CrowdStrike beat Wall Street expectations for its fiscal second quarter, posting adjusted earnings of 31 cents per share and revenue of $1.47 billion, up 26% year over year. Annual recurring revenue climbed 25% to $5.84 billion, and the company swung to net income of $5.3 million from a loss a year earlier. Shares rose more than 11% in after-hours trading following the results and raised guidance.
Okta reported quarterly revenue up 11% to over $800 million and net income more than doubling to $116 million, beating Wall Street estimates and sending shares up 19%. The company said new products, including its Okta for AI Agents tool now available to all customers, drove 30% of total bookings, with dozens of new AI-related deals closed including a multi-million-dollar healthcare contract.