Strategy of Security
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Information Security
Cybersecurity
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Overview
About Strategy of Security analyzes the business and strategy of cybersecurity. A few of the topics I cover are: Broad trends and events across the cybersecurity industry and ecosystem.
News
DTEX: Security at the Speed of Intent
Estimated reading time: 13 minutes - Intent could either be cybersecurity's next buzzword or breakthrough. Here's why we need to get it right.
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Report
Mapping the U.S. Federal Government Ecosystem for Cybersecurity, Privacy, and Trust
Estimated reading time: 16 minutes - 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.
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Report
SailPoint's Authorization Opportunity
Estimated reading time: 11 minutes - Authorization is about to have a moment, and SailPoint is here for it.
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Report
SailPoint's Second Act
Estimated reading time: 13 minutes - A look behind the strategic and financial narrative for SailPoint's imminent return to public markets.
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Report
Varonis and the Price of Accountability at Scale
Estimated reading time: 7 minutes - A look at the long-term strategy for Varonis beyond the near-term questions from their Q3'25 earnings report.
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Report
What's Next for Netskope
Estimated reading time: 27 minutes - A deep dive into Netskope's past, present, and future as a public company.
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Report
The Case For and Against Palo Alto Networks Acquiring CyberArk
Estimated reading time: 18 minutes - A deep dive into the strategic and financial rationale for Palo Alto Networks' industry-altering acquisition of CyberArk.
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Report
The Rise of Security Augmentation
Estimated reading time: 7 minutes - An exploration into the promise of security augmentation and a model for implementing it.
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Report
Cybersecurity's IPO Pipeline: 2026 and Beyond
Estimated reading time: 9 minutes - Analyzing cybersecurity-related companies who are further out in the IPO pipeline. When will it be their turn to go public?
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Report
Cybersecurity's IPO Pipeline: 2025 Candidates
2025 could be a big year for cybersecurity-related IPOs. Here's who the most likely candidates are.
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Report
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