DTEX: Security at the Speed of Intent
Intent could either be cybersecurity’s next buzzword or breakthrough. Here’s why we need to get it right.
2026/5/14
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Strategy of Security
An Interview with Matt Mills About SailPoint in the AI Era
An in-depth discussion about the past, present, and future of SailPoint as it moves into the AI era.
2026/4/1
阅读更多SailPoint's Authorization Opportunity
Authorization is about to have a moment, and SailPoint is here for it.
2025/12/4
阅读更多Varonis and the Price of Accountability at Scale
A look at the long-term strategy for Varonis beyond the near-term questions from their Q3'25 earnings report.
2025/10/29
阅读更多What's Next for Netskope
A deep dive into Netskope's past, present, and future as a public company.
2025/10/15
阅读更多How Much Capital Does It Take for a Cybersecurity Company to Go Public?
A data-driven analysis of funding trends and outcomes for cybersecurity's public and later-stage companies.
2025/8/7
阅读更多The Case For and Against Palo Alto Networks Acquiring CyberArk
A deep dive into the strategic and financial rationale for Palo Alto Networks' industry-altering acquisition of CyberArk.
2025/7/31
阅读更多The Case For and Against Palo Alto Networks Acquiring SentinelOne
A thought exercise about the strategic and financial rationale behind the speculation about Palo Alto Networks and SentinelOne.
2025/7/29
阅读更多Palo Alto Networks, Protect AI, and the Platformization of AI Security
Palo Alto Networks acquiring Protect AI is a decisive, platform-level play to shape the nascent AI/ML-security market while it's still early.
2025/5/13
阅读更多Mapping the U.S. Federal Government Ecosystem for Cybersecurity, Privacy, and Trust
A deep dive into federally-funded cybersecurity, privacy, and trust initiatives in the United States in the wake of our near-miss with the NVD.
2025/4/25
阅读更多W is for Wiz: Alphabet’s Audacious Acquisition
Starting to make sense of Alphabet, Wiz, and the day that changed the cybersecurity industry forever.
2025/3/19
阅读更多Themes From (And Beyond) Altitude Cyber's 2024 Cybersecurity Year In Review
A deeper look into ten of the most interesting insights from Altitude Cyber's 2024 Cybersecurity Year In Review.
2025/2/28
阅读更多SailPoint’s Second Act
A look behind the strategic and financial narrative for SailPoint's imminent return to public markets.
2025/1/30
阅读更多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?
2024/12/12
阅读更多Cybersecurity's IPO Pipeline: 2025 Candidates
2025 could be a big year for cybersecurity-related IPOs. Here's who the most likely candidates are.
2024/11/14
阅读更多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.
2024/10/16
阅读更多Cybersecurity Business Models: A Dollar of Revenue Doesn't Equal a Dollar of Revenue
A practical evaluation of product and services businesses in cybersecurity through the thick glasses of Warren Buffett and Charlie Munger.
2024/10/10
阅读更多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.
2024/10/1
阅读更多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.
2024/9/25
阅读更多Cyberse and the Marketplace Era of Cybersecurity Purchasing
The marketplace era of cybersecurity purchasing is arriving before our eyes. Cyberse is a new startup leading the way.
2024/7/31
阅读更多Billions: The New Significance of Billion-Dollar Scale in Cybersecurity
Billion-dollar scale is the new normal for late-stage companies in cybersecurity.
2024/6/12
阅读更多Y Combinator's Winter 2024 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the six cybersecurity, privacy, and trust startups in Y Combinator's Winter 2024 batch.
2024/4/22
阅读更多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.
2024/4/5
阅读更多Cybersecurity's Class Conundrum: Winner-Take-All Market Dynamics
What technology's winner-take-all market dynamics mean for the cybersecurity industry.
2024/3/19
阅读更多How Could Platformization Work in Cybersecurity?
There is no such thing as a cybersecurity platform...yet. What would it take for platformization to happen?
2024/3/5
阅读更多Cybersecurity's Class Conundrum
Cybersecurity has a class conundrum, and the gap is only getting wider.
2024/2/22
阅读更多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.
2024/1/30
阅读更多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.
2024/1/19
阅读更多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.
2024/1/11
阅读更多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.
2023/12/15
阅读更多The Endless Pursuit of the Ecosystem
It isn't possible to fully understand the cybersecurity ecosystem, but that's the only motivation you need to keep trying.
2023/12/8
阅读更多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.
2023/11/16
阅读更多The Cybersecurity Revolutions
Rak Garg is the Oracle who gave us cybersecurity estates. Take the red pill, bend the spoon, and break free from the simulation.
2023/11/9
阅读更多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.
2023/11/2
阅读更多Why We're Stuck With Passwords
Passkeys are the future, but the future is definitely not evenly distributed yet. We're all stuck with passwords until a lot more companies offer passkeys.
2023/10/25
阅读更多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.
2023/10/11
阅读更多Y Combinator's Summer 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 10 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2023 batch.
2023/9/28
阅读更多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.
2023/8/30
阅读更多An Interview with Mitiga’s Tal Mozes on Charting a New Path in Cloud Incident Response
A discussion about building a product company from a services background, the unique risks and advantages of cloud IR (incident response), the value of tech-enabled services, and the future of his cloud and SaaS IR company, Mitiga.
2023/8/8
阅读更多The Convergence of Cybersecurity and Everything
Exploring the convergence of cybersecurity with adjacent markets, the impact of this trend so far, and what we can expect in the future.
2023/7/19
阅读更多Momentum Cyber's RSA Conference 2023 Recap
Recapping the trends and highlights from RSA Conference 2023 with Momentum Cyber.
2023/5/23
阅读更多An Interview with Ryan Cooke about JumpWire and Data Encryption
A discussion about new developments in the data encryption market, what to think about when implementing it, and overcoming the fears people have about encryption.
2023/5/16
阅读更多Y Combinator's Winter 2023 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the nine cybersecurity, privacy, and trust startups in Y Combinator's Winter 2023 batch.
2023/4/28
阅读更多2022 Cybersecurity Annual Earnings Recap (Part 2)
Part 2 of a series analyzing annual earnings announcements, including Qualys, Rapid7, and Tenable.
2023/4/6
阅读更多An Interview With dope.security Founder and CEO Kunal Agarwal
A discussion about re-imagining the Secure Web Gateway (SWG) with fly direct, building an authentic brand, and the future of dope.security.
2023/3/24
阅读更多2022 Cybersecurity Annual Earnings Recap (Part 1)
Part 1 of a series analyzing annual earnings announcements, including Cloudflare, Check Point, CyberArk, and Fortinet.
2023/3/21
阅读更多An Interview With Ron Nissim About Entitle and the Cloud IGA Renaissance
Co-founder and CEO Ron Nissim and I discussed the launch of Entitle, a Cloud Identity Governance and Administration (IGA) company emerging from stealth today.
2023/2/22
阅读更多The Evolution of Cybersecurity Services
A special report on the impact of Google Cloud's acquisition of Mandiant and the convergence of next-generation cybersecurity services.
2023/1/30
阅读更多Agency: Personalized Managed Cybersecurity
Exploring a new paradigm to secure personal devices for individuals and defend against cyber attacks.
2022/11/17
阅读更多The Mirage of Mandiant: Post-Acquisition Follow-Up
Revisiting the strategic implications of Google Cloud and Mandiant following the Google Cloud Next conference.
2022/10/31
阅读更多Y Combinator's Summer 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 13 cybersecurity, privacy, and trust startups in Y Combinator's Summer 2022 batch.
2022/9/30
阅读更多Revisiting Cybersecurity's 2022 IPO Pipeline
Assessing the impact of the current economic downturn on cybersecurity's IPO candidates.
2022/8/31
阅读更多The Strategic Impact of Verizon's 2022 Data Breach Investigations Report
Analyzing the themes and impact of security incidents and breaches from Verizon's 2022 DBIR.
2022/7/27
阅读更多SYN Ventures and the Specialization of Cybersecurity Venture Capital
A deep dive into SYN Ventures and the rise of specialist venture capital funds within the cybersecurity ecosystem.
2022/6/30
阅读更多Momentum Cyber RSA Conference 2022 Recap
Recapping the trends and highlights from RSA Conference 2022 with Momentum Cyber.
2022/6/27
阅读更多BalkanID and the Evolution of Access Governance
A deeper look into BalkanID's product launch and the dawn of a new era for access governance.
2022/5/31
阅读更多An Intro to Consolidation and Aggregation in Cybersecurity
Exploring the industry-defining concepts of consolidation and Aggregation Theory within cybersecurity.
2022/5/11
阅读更多What Developers Need to Know About the Strategy of Security
A wide view of strategic trends across application security, their impact, and ideas for making the most of the changes we're facing.
2022/5/3
阅读更多Bravo, Thoma Bravo
A deeper look into Thoma Bravo, the audacious private equity firm that's reshaping the cybersecurity ecosystem.
2022/4/25
阅读更多Cybersecurity Ecosystem Mapping Updates: April 2022
Reflection, future plans, and a large set of updates to the original cybersecurity ecosystem mapping.
2022/4/18
阅读更多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.
2022/4/11
阅读更多Y Combinator's Winter 2022 Cybersecurity, Privacy, and Trust Startups
Analyzing opportunities and challenges for the 12 cybersecurity, privacy, and trust startups in Y Combinator's Winter 2022 batch.
2022/4/4
阅读更多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.
2022/3/28
阅读更多The Mirage of Mandiant
Mandiant's run as an independent company has come and gone, but an exciting future lies ahead within Google Cloud.
2022/3/21
阅读更多Earnings: Identity and Access Management 2021 Annual Earnings Recap
A recap of annual earnings and strategy for public Identity and Access Management (IAM) companies.
2022/3/7
阅读更多Earnings: February 2022 Recap
Recapping a busy month of annual earnings announcements and their impact on the cybersecurity ecosystem.
2022/2/28
阅读更多Themes From Momentum Cyber's 2022 Cybersecurity Almanac
Interesting themes about the business of cybersecurity from the best data in the industry.
2022/2/21
阅读更多What Is Security?
Understanding the true meaning of security and its impact beyond the cybersecurity industry.
2022/2/14
阅读更多1Password's Blue Ocean Strategy
A deep dive into 1Password's strategy and future after its massive Series C funding announcement.
2022/2/7
阅读更多The Rise of Security Augmentation
An exploration into the promise of security augmentation and a model for implementing it.
2022/2/1
阅读更多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.
2022/1/24
阅读更多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.
2022/1/17
阅读更多Product Hunt: 2021 Cybersecurity and Privacy Launches
Reviewing the most interesting cybersecurity and privacy launches on Product Hunt in 2021.
2022/1/10
阅读更多Rhetoric, Reality, and Riots
Exploring the Online Disinhibition Effect and the January 6, 2021 attack on the U.S. Capitol.
2022/1/3
阅读更多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.
2021/12/14
阅读更多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.
2021/12/8
阅读更多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.
2021/11/22
阅读更多Q3 2021 Earnings: Strategies for Services, SaaS, and Platforms
The top highlights in recent Q3 2021 earnings announcements from Mandiant, SailPoint, and Qualys.
2021/11/15
阅读更多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.
2021/11/9
阅读更多Cybersecurity is Going Public
An overview of public cybersecurity companies, trends in performance, and IPO activity within the ecosystem.
2021/11/3
阅读更多Observations About the Cybersecurity Ecosystem in 2021
Predictions and opportunities I observed from mapping the cybersecurity ecosystem.
2021/10/25
阅读更多Recapping the Okta Showcase21 Event
A few takeaways about people, product, and growth from Okta's Showcase21 event.
2021/10/18
阅读更多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.
2021/10/4
阅读更多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.
2021/9/29
阅读更多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.
2021/9/20
阅读更多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.
2021/9/13
阅读更多Y Combinator's Summer 2021 Cybersecurity Startups
Analyzing opportunities and challenges for the seven cybersecurity companies in Y Combinator's Summer 2021 batch.
2021/9/7
阅读更多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.
2021/8/27
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