00:00Numbers look good. We don't have to rehash them here, but give me a sense here.
00:03You're pretty confident here that you can continue this growth story for the next few quarters.
00:09Broadbased performance, double digit growth, and we've seen a rise in demand for cybersecurity solutions as the anxiety with everything
00:16that's happening with AI, agentic solutions is penetrating into the overall environment.
00:22So, yes, we feel very confident about the future and that enable us to raise our annual guidance.
00:27Let's talk about the risk out there, because this is a good week to have you, because we've seen, of
00:32course, some interesting stories with regards to LLM sort of, I guess, venturing out on their own outside of the
00:38yard, other types of risk out there with regards to our digital footprints.
00:42What does your Fearless Planet Index do? And more importantly, what does it show right now?
00:49So, we have a broad-based customer environment, 500 million users across the globe, and we see a lot of
00:56what the consumers see in the overall digital environment.
00:59We've seen a rise of scams, a rise in personalized hacking for the consumers.
01:06And so, we put this index together to show the consumers the overall threat environment they face in a specific
01:14country, in a specific cities, with the type of risk they can face.
01:19So, when we talk about some of these risks, I mean, obviously, I mean, we talk about, obviously, whatever AI
01:24and these LLMs could do, but there are some more pedestrian risks out there, too.
01:29Obviously, most of us are familiar with the phishing scams.
01:31Just last week, we had the head of Verizon's products here trying to come up with new SIM cards that
01:37provide a little bit more protection for our phones.
01:39Are you seeing that as a tailwind for your business?
01:44Absolutely.
01:45And initially, we classified the risk in two layers.
01:47The one that hits you directly, and there you have to be careful to not give your password, go on
01:52fake websites, provide different things.
01:54And then the indirect one, when an enterprise is breached or a local shop is breached and your personal data
02:00was used in the past for a transaction,
02:02and suddenly your personal data is out there in the dark web for people to use and create some adverse
02:09effect with a malicious intent.
02:11A third one now, in terms of risk and desire for the consumer to be protected, is what an agentic
02:16solution will do.
02:17What if an agent suddenly process a transaction on your behalf, whether it's malicious, conscious, or simply a risk because
02:24the agentic solution is barely designed,
02:26and that's a new level of risk the consumer needs to protect themselves for.
02:31So we embedded agentic security inside our Norden 360 so the customer can have a better control and visibility of
02:38what an agent would do on their behalf.
02:40Well, that's what I'm curious about.
02:41We've spoken with a lot of companies, CEOs, who run consumer-facing companies, and they are really hot on this
02:47idea of agentic shopping.
02:50The idea that their agents that are trying to sell me something can talk to my agent that is trying
02:54to buy something.
02:55But how do I have the confidence that they're going to be acting in my best interest and it's not
03:02just going to be hijacked and someone's going to empty out my bank account or my credit card?
03:07You're totally right.
03:07And everybody would like to benefit from those great solutions, frankly, and agentic solutions to manage your financials, to manage
03:14scheduling your events, etc.
03:16It's all for the benefit of the consumers, but there is some risk associated with that, whether it's designed by
03:24hackers or if it's just a badly designed agent.
03:27And I think we are providing the same security we were doing in a normal scam environment to an agentic
03:34solutions, filtering the agent, going through an agentic trust hub that able to verify the design of the agents and
03:42then giving you transparency and control on where you want to share your personal data on your behalf for that
03:50agent.
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