SailPoint’s Second Act
A look behind the strategic and financial narrative for SailPoint's imminent return to public markets.
Shape the cybersecurity industry.
Strategy of Security combines cybersecurity's most valuable stories, ideas, and data to find insights that help you win.
Cybersecurity's IPO Pipeline: 2026 and Beyond
Analyzing cybersecurity-related companies who are further out in the IPO pipeline. When will it be their turn to go public?
Cybersecurity's IPO Pipeline: 2025 Candidates
2025 could be a big year for cybersecurity-related IPOs. Here's who the most likely candidates are.
Cybersecurity Is Going Private
Twelve cybersecurity-related companies have disappeared from public markets since 2022. Things might keep getting worse before they get better, but we're going to end up with more public companies soon enough.
Cybersecurity Business Models: A Dollar of Revenue Doesn't Equal a Dollar of Revenue
A practical evaluation of product and services businesses in cybersecurity through the thick glasses of Warren Buffett and Charlie Munger.