Cole Grolmus

Cole Grolmus

57 posts
The Cybersecurity Revolutions public

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.
Ecosystems 8 min read
No Way Out: The Changing World of Cybersecurity Exits public

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.
Trends 7 min read
Why We're Stuck With Passwords public

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.
Trends 5 min read
Cisco’s Cybersecurity Shopping Spree (Part 1) public

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.
Mergers and Acquisitions 6 min read
The Evolution of Cybersecurity Services public

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.
Cybersecurity Services 1 min read
Bravo, Thoma Bravo public

Bravo, Thoma Bravo

A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
Mergers and Acquisitions 14 min read
The Mirage of Mandiant public

The Mirage of Mandiant

Mandiant's run as an independent company has come and gone, but an exciting future lies ahead within Google Cloud.
Mergers and Acquisitions 23 min read
Earnings: February 2022 Recap public

Earnings: February 2022 Recap

Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
Earnings 14 min read
What Is Security? public

What Is Security?

Understanding the true meaning of security and its impact beyond the cybersecurity industry.
Theory 14 min read
1Password's Blue Ocean Strategy public

1Password's Blue Ocean Strategy

A deep dive into 1Password's strategy and future after its massive Series C funding announcement.
Case Studies 26 min read
Rhetoric, Reality, and Riots public

Rhetoric, Reality, and Riots

Exploring the Online Disinhibition Effect and the January 6, 2021 attack on the U.S. Capitol.
Theory 19 min read
CrowdStrike and the Bundling of Cybersecurity public

CrowdStrike and the Bundling of Cybersecurity

CrowdStrike is bundling the cybersecurity ecosystem in a way that's never been done before. This article examines their strategy, its impact on the industry, and their future growth potential.
Earnings 14 min read
Cybersecurity is Going Public public

Cybersecurity is Going Public

An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
Public Companies 8 min read
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