“We believe it will be a small part of 2026 but has significant potential for the future.”

In context

“Nadav Zafrir (Chief Executive Officer): I'll say this: it's a process and we're making very meaningful investments. Six months ago we acquired Lakera to help build a foundational model for security. We believe that if you want the latency, accuracy and cost profile required for enterprise security, we will need to train models tailored for security, which is a significant investment. We're investing in researchers and GPUs, and we've even created a game called Gandalf with over one million worldwide users where thousands attack the environment every day; this feeds our small language model to improve it continuously. That's a big investment. On top of that, we're building security for AI as a platform for users, employees and applications, including agents. We're securing people, runtime, and infrastructure—integrations with Gemini and Microsoft Copilot are examples. This is a heavy investment and we are hiring salespeople to drive commercial adoption. We believe it will be a small part of 2026 but has significant potential for the future. Beyond that, it feeds into our other pillars: foundational models help our threat simulations and red team exercises, which in turn improve our e-mail security, endpoint and CTEM offerings. It's a large investment but essential and positions us well for what's coming.”