Proofpoint, a global cybersecurity firm, has extended the maturity of its first lien credit facilities by two years. The amendment covers the company's existing revolving credit facility and US$4.3 billion in term loans. The maturity extension provides Proofpoint with additional financial flexibility as it continues to operate in the cybersecurity sector. The company specialises in human and agent cybersecurity solutions. The transaction represents a significant refinancing move for the global cybersecurity leader. No further details about the specific terms or participating lenders were disclosed in the announcement.

8 insights from Proofpoint Protect: Security bets on intent as AI agents join the workforce. At this week's Proofpoint Protect event, the security debate moved beyond whether enterprises will deploy AI agents to how they will govern them. Attackers now use AI to write flawless phishing lures and chain exploits at machine speed. Meanwhile, the agents companies run internally act as insiders, with access to data, systems and inboxes. The next phase will be defined by intent. Defenders are building knowledge graphs and intent-based models that judge whether a human or an agent is doing what it should. They are also turning written governance policies into real-time controls. Frontier labs have added urgency, with Anthropic PBC expanding Project Glasswing to put its vulnerability-hunting Mythos Preview model in more defenders' hands. "The large enterprises that are competing, they look at the transformation edge that they're trying to get as the competitive edge. So their game is speed," said John Furrier, executive analyst for theCUBE Research. "They know that if they can beat the competition with better products and better outcomes, they win. Now, the risk is the security piece." Executives and researchers from Proofpoint Inc. and Anthropic spoke to Furrier during Proofpoint Protect in San Diego, with exclusive coverage from theCUBE + NYSE Wired. The interviews covered agentic threats, knowledge graphs, platform consolidation and why this is both the best and worst of times for AI agents. Here are eight standout insights from the event: 1. Security teams shift from blocking AI to enabling safer adoption. Customers are approaching agentic AI with cautious optimism, and security teams are being pushed to stop blocking projects and start enabling safe AI use. Identifying the intent of an agent or a human is now the most critical step, because an agent given a job can optimize its way into doing something else entirely, explained Molly McLain Sterling (pictured), senior director of cybersecurity strategy at Proofpoint. 2. Intent becomes the foundation for two new agentic security systems. Proofpoint introduced two new agentic systems for collaboration security and data and AI security, both built on a knowledge graph that tracks how people and AI communicate and access data. Because no company can patch every vulnerability, enterprises need compensating controls that judge the intent of every human and agent, according to Sumit Dhawan, chief executive officer of Proofpoint. 3. Tiered intent models target attacks that appear legitimate. Attackers increasingly hijack legitimate supplier email threads without using malware, so Proofpoint has added intent-based models to its Nexus detection suite that run in Flash, Extended-Thinking and Deep-Thinking tiers. A new Community Hyperloop spreads each new detection to every customer at machine speed, noted Tom Corn, executive vice president and general manager of the Threat Protection Group at Proofpoint. 4. AI agents emerge as insider risks concentrated on enterprise endpoints. About 99% of the agentic activity Proofpoint monitors runs on ordinary endpoints rather than in the cloud, which makes its tens of millions of endpoint sensors the foundation for agent security. Governance policies written for humans must be turned into real-time controls that agents can understand, emphasized Ryan Kalember, chief strategy officer of Proofpoint. 5. Anthropic urges enterprises to engineer for trust before scaling agents. Anthropic held back general release of its Mythos Preview model to build guardrails and get it to defenders first, since new models can chain low-severity vulnerabilities into serious exploits. Companies should write policy, set up sandboxing and visibility, and start small with a clear view of the blast radius, advised Robert Bair, head of national security partnerships at Anthropic. 6. Proofpoint nears $2.5B in annual recurring revenue as customers consolidate. Proofpoint's annual recurring revenue is close to $2.5 billion and growing nearly 20%, including Hornetsecurity, after doubling since Thoma Bravo LP took it private in 2021. Security chiefs are consolidating providers to free up budget for AI, including a Canadian bank that replaced four suppliers in a $25 million, five-year deal, shared Remi Thomas, chief financial officer of Proofpoint. 7. AI divides cyberattackers into increasingly skilled and sloppy camps. Skilled threat actors use AI to speed up malware development and copy lures into as many as 16 languages, while low-end actors are getting sloppier. Static detections now lose their value quickly, so defenders must build dynamic ones that anticipate attackers' next moves, highlighted Selena Larson, principal threat researcher at Proofpoint. 8. Knowledge graphs become the control layer for human and AI access. As humans and AI agents increasingly access data directly, enterprises need a way to understand both why access is happening and what each actor is allowed to touch. Proofpoint is building around a knowledge graph that connects actors, actions and data, creating a contextual layer for governance, detection and remediation as AI systems operate continuously, according to Mayank "MC" Choudhary, EVP and GM of the Data Security and Governance Group at Proofpoint. Photo: SiliconANGLE. 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Proofpoint named a Pace Setter as of September 2026 in the Gartner Emerging Market Quadrant for AI Application Security - Established Vendors. Share with your network! September 23, 2026 Tim Choi Proofpoint, Inc. is excited to share that Proofpoint has been recognized as a Pace Setter in Gartner's inaugural 2026 Emerging Market Quadrant(TM) for AI Application Security - Established Vendors. As organizations rapidly adopt AI assistants and autonomous AI agents, the challenge is no longer simply protecting AI models - it is governing how AI interacts with employees, enterprise data, and business systems. Proofpoint, Inc. believe this recognition reflects the growing importance of securing AI across the entire enterprise. The Emerging Market Quadrant for AI Application Security evaluates vendors based on Potential to Execute and Potential for Market Disruption. Emerging Market Quadrant is designed to help clients understand the dynamics of relatively new and fast-moving market capabilities and form shortlists of technology providers to explore when making tech-buying, partnering, acquisition, and investment decisions. Proofpoint, Inc. is proud to be recognized as a Pace Setter in Gartner's inaugural evaluation. According to Gartner, Pace Setter vendors are organizations whose "operational scale is supported by strong financial resources, global reach, and established customer bases, enabling them to quickly adapt to evolving AI security needs." Securing the Agentic Workspace. Proofpoint, Inc. believe AI is fundamentally changing how work gets done. Employees are increasingly collaborating with AI assistants, while autonomous AI agents are beginning to perform business tasks on behalf of the enterprise. Together, humans, AI, enterprise data, and business applications are forming what Proofpoint, Inc. call the Agentic Workspace. Securing this new operating model requires more than traditional cybersecurity controls. Organizations need visibility into how AI is being used, governance that reflects enterprise business policies, and runtime protection that ensures AI actions remain aligned with organizational intent. Its AI Security platform is designed around three core principles: * Secure how humans and AI agents use AI, preventing misuse and helping organizations detect rogue behavior. * Secure AI and data as one, combining Proofpoint's expertise in protecting sensitive information with governance for AI interactions. * Govern security, business, and safety risks, ensuring AI actions align with enterprise policies through the combination of enforcing written policies and understanding intent These principles underpin innovations Proofpoint, Inc. is announcing at Protect such as Semantic Business Policies, Intent-Based Access Control, and Agentic Insights, helping organizations operationalize governance across employees, AI assistants, and autonomous AI agents. The next chapter of AI security is about governing AI across the enterprise. As organizations embrace the Agentic Workspace, they need a solution that not only protects AI, but also operationalizes governance, understands intent, and continuously adapts to emerging risks. Proofpoint, Inc. believe this recognition from Gartner reinforces its vision for the future of AI security, and Proofpoint, Inc. is excited to continue helping customers build trusted AI at enterprise scale. Gartner, Emerging Market Quadrant for AI Application Security - Established Vendors, By Meghan Hollis, Dionisio Zumerle, Dennis Xu, Marissa Schmidt, 14 September 2026 Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner's business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a trademark of Gartner, Inc. and/or its affiliates. This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Proofpoint.