Public Companies

24 posts
Cybersecurity Is Going Private 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 Companies 10 min read
Demystifying Cybersecurity’s Public Companies 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 Companies 7 min read
Okta's Cinderella Story 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 Companies 9 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.
Public Companies 14 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.
Public Companies 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
ForgeRock's IPO, Identity Crisis, and Path Forward 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 Companies 12 min read
Okta and Auth0: Results, Challenges, and Opportunities 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.
Public Companies 13 min read
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