Israel’s SIGINT backbone in brief
Palantir has reported 93% year‑over‑year revenue growth to $1.94 billion for Q2 and raised full‑year revenue guidance to about $8.15–8.16 billion. Government and commercial demand are driving the surge, while investors weigh the sustainability of the expansion amid broader AI questions.
The UK Competition and Markets Authority has begun a fourth investigation under its new powers to assess whether Microsoft’s bundled software—including Windows, Word, Excel, Teams and Copilot—reduces competition. The CMA is also examining how AI competitors integrate with Microsoft’s business software and whether cloud licensing practices hinder competition. The review is due to conclude by February 2027.
Cyera will integrate Oasis’s technology for managing non-human identities into its data security platform, strengthening protection as AI agents proliferate across enterprise systems. The deal follows Oasis’s $195 million funding and Cyera’s aggressive acquisition spree. The collaboration aims to unify data protection with identity governance in the AI era.