Public Companies

Billion-dollar scale is the new normal for late-stage companies in cybersecurity.

What technology's winner-take-all market dynamics mean for the cybersecurity industry.

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.

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.

Being a cybersecurity unicorn feels like a never-ending Dry January right now. It's not as bad as it sounds, I promise.

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.

A deeper look into the bold vision for cybersecurity's largest company and its impact on the future of the industry.

Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.

Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.

A discussion with Julie Preiss, Appgate's Chief Marketing Officer, about a "Zero BS" approach for Zero Trust marketing.

A recap of annual earnings and strategy for CrowdStrike and SentinelOne, two hypergrowth companies in the Endpoint Detection and Response market.

A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.

Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.

A deeper look into the unique ingredients that made HashiCorp into a special company and propelled it to an IPO.

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.

A deep dive into CyberArk's Q3 2021 earnings and how the company is changing the paradigm for privileged access.

The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.

An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.

A few takeaways about people, product, and growth from Okta's Showcase21 event.

Exploring Mandiant's path forward after FireEye, building productized services at scale, and the future of cybersecurity professional services.

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.

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.