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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?
Cole Grolmus
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Cybersecurity's IPO Pipeline: 2025 Candidates
2025 could be a big year for cybersecurity-related IPOs. Here's who the most likely candidates are.
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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.
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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.
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What Would It Take for SailPoint to Go Public Again?
If it’s true that Thoma Bravo is once again exploring a SailPoint IPO, here’s what needs to happen for the exit to succeed.
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The Strategic Impact of Mastercard's Recorded Future Acquisition
How Mastercard's acquisition of Recorded Future connects the past, present, and future (no pun intended) of the cybersecurity industry.
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Cyberse and the Marketplace Era of Cybersecurity Purchasing
The marketplace era of cybersecurity purchasing is arriving before our eyes. Cyberse is a new startup leading the way.
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Billions: The New Significance of Billion-Dollar Scale in Cybersecurity
Billion-dollar scale is the new normal for late-stage companies in cybersecurity.
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Y Combinator's Winter 2024 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the six cybersecurity, privacy, and trust startups in Y Combinator's Winter 2024 batch.
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Themes From (And Beyond) Altitude Cyber's 2023 Cybersecurity Year In Review
Exploring five easy-to-overlook themes from 13 years of cybersecurity industry data and research.
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Cybersecurity's Class Conundrum: Winner-Take-All Market Dynamics
What technology's winner-take-all market dynamics mean for the cybersecurity industry.
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How Could Platformization Work in Cybersecurity?
There is no such thing as a cybersecurity platform...yet. What would it take for platformization to happen?
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Cybersecurity's Class Conundrum
Cybersecurity has a class conundrum, and the gap is only getting wider.
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Bigger, Faster, Stronger: The New Standard for Public Cybersecurity Companies
Cybersecurity companies who want to go public in 2024 and beyond need to be bigger, faster, and stronger than the companies that came before them.
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Demystifying Cybersecurity’s Public Companies
It's a lot harder to come up with a list of public cybersecurity companies than you'd think. Here are the reasons why, plus an honest attempt to get the list right.
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Dry January: The Sobering State of Public Markets for Cybersecurity Companies
Being a cybersecurity unicorn feels like a never-ending Dry January right now. It's not as bad as it sounds, I promise.
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Okta's Cinderella Story
Okta can still be a Cinderella story. If they can get their own security right, history will look back on this as the low point before a happy ending.
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The Endless Pursuit of the Ecosystem
It isn't possible to fully understand the cybersecurity ecosystem, but that's the only motivation you need to keep trying.
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Cisco's Cybersecurity Shopping Spree (Part 2)
What the Alaska Purchase and Seward's Folly can teach us about the strategy and upside for Cisco's acquisition of Splunk.
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The Cybersecurity Revolutions
Rak Garg is the Oracle who gave us cybersecurity estates. Take the red pill, bend the spoon, and break free from the simulation.
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No Way Out: The Changing World of Cybersecurity Exits
Cybersecurity has too many companies with high valuations for all of them to have successful exits. Good strategic choices can ease the pain and set us on a trajectory higher than ever before.
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Why We're Stuck With Passwords
Passkeys are the future, but the future is definitely not evenly distributed yet. We're all stuck with passwords until a lot more companies offer passkeys.
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Cisco’s Cybersecurity Shopping Spree (Part 1)
The first of a two-part series about the past, present, and future of Cisco's cybersecurity business after its game-changing acquisition of Splunk.
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Y Combinator's Summer 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 10 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2023 batch.
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The Audacious Future of Palo Alto Networks
A deeper look into the bold vision for cybersecurity's largest company and its impact on the future of the industry.
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An Interview with Mitiga’s Tal Mozes on Charting a New Path in Cloud Incident Response
A discussion about building a product company from a services background, the unique risks and advantages of cloud IR (incident response), the value of tech-enabled services, and the future of his cloud and SaaS IR company, Mitiga.
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The Convergence of Cybersecurity and Everything
Exploring the convergence of cybersecurity with adjacent markets, the impact of this trend so far, and what we can expect in the future.
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Momentum Cyber's RSA Conference 2023 Recap
Recapping the trends and highlights from RSA Conference 2023 with Momentum Cyber.
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An Interview with Ryan Cooke about JumpWire and Data Encryption
A discussion about new developments in the data encryption market, what to think about when implementing it, and overcoming the fears people have about encryption.
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Y Combinator's Winter 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the nine cybersecurity, privacy, and trust startups in Y Combinator's Winter 2023 batch.
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2022 Cybersecurity Annual Earnings Recap (Part 2)
Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.
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An Interview With dope.security Founder and CEO Kunal Agarwal
A discussion about re-imagining the Secure Web Gateway (SWG) with fly direct, building an authentic brand, and the future of dope.security.
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2022 Cybersecurity Annual Earnings Recap (Part 1)
Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.
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An Interview With Ron Nissim About Entitle and the Cloud IGA Renaissance
Co-founder and CEO Ron Nissim and I discussed the launch of Entitle, a Cloud Identity Governance and Administration (IGA) company emerging from stealth today.
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The Evolution of Cybersecurity Services
A special report on the impact of Google Cloud's acquisition of Mandiant and the convergence of next-generation cybersecurity services.
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Agency: Personalized Managed Cybersecurity
Exploring a new paradigm to secure personal devices for individuals and defend against cyber attacks.
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The Mirage of Mandiant: Post-Acquisition Follow-Up
Revisiting the strategic implications of Google Cloud and Mandiant following the Google Cloud Next conference.
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Y Combinator's Summer 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 13 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2022 batch.
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Revisiting Cybersecurity's 2022 IPO Pipeline
Assessing the impact of the current economic downturn on cybersecurity's IPO candidates.
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The Strategic Impact of Verizon's 2022 Data Breach Investigations Report
Analyzing the themes and impact of security incidents and breaches from Verizon's 2022 DBIR.
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SYN Ventures and the Specialization of Cybersecurity Venture Capital
A deep dive into SYN Ventures and the rise of specialist venture capital funds within the cybersecurity ecosystem.
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Momentum Cyber RSA Conference 2022 Recap
Recapping the trends and highlights from RSA Conference 2022 with Momentum Cyber.
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BalkanID and the Evolution of Access Governance
A deeper look into BalkanID's product launch and the dawn of a new era for access governance.
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An Intro to Consolidation and Aggregation in Cybersecurity
Exploring the industry-defining concepts of consolidation and Aggregation Theory within cybersecurity.
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What Developers Need to Know About the Strategy of Security
A wide view of strategic trends across application security, their impact, and ideas for making the most of the changes we're facing.
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Bravo, Thoma Bravo
A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
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Cybersecurity Ecosystem Mapping Updates: April 2022
Reflection, future plans, and a large set of updates to the original cybersecurity ecosystem mapping.
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Decoding Zero Trust Marketing With Appgate's Chief Marketing Officer
A discussion with Julie Preiss, Appgate's Chief Marketing Officer, about a "Zero BS" approach for Zero Trust marketing.
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Y Combinator's Winter 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 12 cybersecurity, privacy, and trust startups in Y Combinator's Winter 2022 batch.
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Earnings: CrowdStrike and SentinelOne 2022 Annual Earnings Recap
A recap of annual earnings and strategy for CrowdStrike and SentinelOne, two hypergrowth companies in the Endpoint Detection and Response market.