public
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?
Public Companies
26 posts
public
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.
public
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.
public
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.
public
Billions: The New Significance of Billion-Dollar Scale in Cybersecurity
Billion-dollar scale is the new normal for late-stage companies in cybersecurity.
public
Cybersecurity's Class Conundrum: Winner-Take-All Market Dynamics
What technology's winner-take-all market dynamics mean for the cybersecurity industry.
public
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.
public
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.
public
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.
public
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.
public
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.
public
2022 Cybersecurity Annual Earnings Recap (Part 2)
Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.
public
2022 Cybersecurity Annual Earnings Recap (Part 1)
Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.
public
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.
public
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.
public
Earnings: Identity and Access Management 2021 Annual Earnings Recap
A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.
public
Earnings: February 2022 Recap
Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
public
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.
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.
public
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.
public
Q3 2021 Earnings: Strategies for Services, SaaS, and Platforms
The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.
public
Cybersecurity is Going Public
An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
public
Recapping the Okta Showcase21 Event
A few takeaways about people, product, and growth from Okta's Showcase21 event.
public
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.
public
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.
public
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.