*Invite* Security Channel Trends: April Update Industry Expert Call. May 19, 11 AM ET

Research evidence excerpt

*Invite* Security Channel Trends: April Update Industry Expert Call. May 19, 11 AM ET

Security & Infrastructure Software

EQUITY RESEARCH Industry Report

May 18, 2026

*Invite* Security Channel Trends: April Update

Companies mentioned

Ticker Price Rating Target Industry Expert Call. May 19, 11 AM ET

CRWD $618.83 Overweight $550.00

OKTA $87.04 Overweight $100.00 Security Channel Trends: April Update

PANW $247.55 Overweight $220.00 Cantor Host: Jonathan Ruykhaver, Security Software Analyst; Robert

RBRK $64.98 Overweight $85.00 Harrington, Crypto Sector Specialist & Justin Martos, Tech Sector Specialist

S $17.54 Overweight $18.00

May 19 SAIL $14.59 Overweight $23.00

11:00 AM ET

Research Analysts: Conference Call Jonathan Ruykhaver, CFA

617-443-4473 Virtual

Jonathan.Ruykhaver@cantor.com Register Here

Ben Mitchell

212-428-5917 Participating Speakers

Ben.Mitchell@cantor.com Joe Hlavin, CEO, H III Enterprises, LLC

Michael Scampini, CEO, The Global Channel Group

Discussion Topics

●Update on 2026 spending trends for Federal / Public Sector &

Enterprise

●IT Security budget forecast, including Federal IT spending

●Pipeline, Backlogs, & Budget Flush; updates pertaining to security &

enterprise software

●Latest view on recent cybersecurity government initiatives & security

breaches

●Deeper look at Fiscal Jan quarter-end names: PANW; CRWD; ZS; OKTA;

SAIL; RBRK; NTSK; S

This event is for Institutional Clients of Cantor Only

- Please contact your Cantor Sales Rep if interested!

Speaker Biographies

Joe Hlavin, CEO, H III Enterprises, LLC

Joe Hlavin currently serves as CEO of H III Enterprises, LLC (01/22-present).

The company assists VARs in developing and designing cybersecurity

offerings. He has over 25 years of experience assisting VARs in developing