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The Mirage of Mandiant
Mandiant's run as an independent company has come and gone, but an exciting future lies ahead within Google Cloud.
Cole Grolmus
75 posts
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Earnings: Identity and Access Management 2021 Annual Earnings Recap
A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.
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Earnings: February 2022 Recap
Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
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Themes From Momentum Cyber's 2022 Cybersecurity Almanac
Interesting themes about the business of cybersecurity from the best data in the industry.
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What Is Security?
Understanding the true meaning of security and its impact beyond the cybersecurity industry.
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1Password's Blue Ocean Strategy
A deep dive into 1Password's strategy and future after its massive Series C funding announcement.
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The Rise of Security Augmentation
An exploration into the promise of security augmentation and a model for implementing it.
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Cybersecurity's 2022 IPO Pipeline (Part 2)
The last of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
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Cybersecurity's 2022 IPO Pipeline (Part 1)
The first of a two part series projecting the industry's most likely IPO candidates for the upcoming year.
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Product Hunt: 2021 Cybersecurity and Privacy Launches
Reviewing the most interesting cybersecurity and privacy launches on Product Hunt in 2021.
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Rhetoric, Reality, and Riots
Exploring the Online Disinhibition Effect and the January 6, 2021 attack on the U.S. Capitol.
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HashiCorp's IPO, Bottom-up Adoption, and Layering
A deeper look into the unique ingredients that made HashiCorp into a special company and propelled it to an IPO.
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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.
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CyberArk and the New Paradigm for Privileged Access
A deep dive into CyberArk's Q3 2021 earnings and how the company is changing the paradigm for privileged access.
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Q3 2021 Earnings: Strategies for Services, SaaS, and Platforms
The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.
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Tessian and Cybersecurity's Journey Towards Augmented Humanity
Humans are a massive security risk. They're also the only chance we've got. The future is security designed for humans and augmented with technology.
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Cybersecurity is Going Public
An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
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Observations About the Cybersecurity Ecosystem in 2021
Predictions and opportunities I observed from mapping the cybersecurity ecosystem.
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Recapping the Okta Showcase21 Event
A few takeaways about people, product, and growth from Okta's Showcase21 event.
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Mandiant and the Future of Cybersecurity Professional Services
Exploring Mandiant's path forward after FireEye, building productized services at scale, and the future of cybersecurity professional services.
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Mapping the Cybersecurity Ecosystem
An introduction to the cybersecurity ecosystem mapping project. It's time to reframe our view of cybersecurity and move our thinking from industries to ecosystems.
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ForgeRock's IPO, Identity Crisis, and Path Forward
ForgeRock had a long and arduous journey toward its IPO: 11 years, $233.7 million in funding, and three CEOs. This is a deeper look at ForgeRock's path to IPO and post-IPO trajectory.
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Okta and Auth0: Results, Challenges, and Opportunities
A look inside the story of Okta and Auth0 shortly after the acquisition closed. Thoughts on how Okta can capitalize on the excitement and opportunity of an industry-changing acquisition and overcome the chaos, confusion, and risk that comes with it.
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Y Combinator's Summer 2021 Cybersecurity Startups
Analyzing opportunities and challenges for the seven cybersecurity companies in Y Combinator's Summer 2021 batch.
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Welcome to Strategy of Security
Strategy of Security's mission is to provide perspectives for modern cybersecurity professionals. Its purpose is to help you find your way to the top of the field — however the journey looks for you.