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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.
Mergers and Acquisitions
9 posts
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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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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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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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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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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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Bravo, Thoma Bravo
A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
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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.
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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.