$15B NGS ARR 2030 target
Palo AltoLong
$15B Next-Gen Security ARR 2030 target
Source: Leverage
$1B ARR Q3 FY26 milestone
SentinelOneLong
SentinelOne $1B ARR Q3 FY26 milestone
Source: 247
$213B global spending 2025
IndustryLong
Gartner $213B global cyber spending 2025
Source: TECHi
$248B 2026 forecast
IndustryLong
Cyber spending ~$248B 2026
Source: TECHi
$3B+ ARR growing 25%+
ZscalerLong
$3B+ ARR growing 25%+ rare
Source: Leverage
$4.3B mkt cap takeover target
SentinelOneMulti
SentinelOne $4.3B mkt cap takeover candidate
Source: TECHi
$5.25B ARR 24% growth
CrowdStrikeLong
CrowdStrike $5.25B ARR 24% growth
Source: TECHi
18x forward revenue
CrowdStrikeMulti
CrowdStrike 18x forward revenue
Source: TECHi
2022 cyberattack incident
OktaShort
Jan 2022 Okta cyberattack incident
Source: Fool
28.6% net margins
FortinetLong
Fortinet 28.6% net margins highest
Source: TECHi
29x forward P/E discount
ZscalerMulti
Zscaler 29x P/E - discount
Source: 247
3.5x forward revenue cheap
SentinelOneMulti
SentinelOne 3.5x forward revenue
Source: TECHi
30x forward earnings cheap
FortinetMulti
Fortinet 30x forward earnings cheapest
Source: TECHi
40% SaaS new logos
Palo AltoLong
40% SaaS customers net new
Source: Tech-insider
55x forward earnings
Palo AltoMulti
Palo Alto 55x forward earnings
Source: TECHi
80% gross margins
FortinetLong
Fortinet 80% gross margins
Source: TECHi
90x forward earnings
CrowdStrikeShort
CrowdStrike 90x forward earnings
Source: TECHi
97% gross retention
CrowdStrikeLong
CrowdStrike 97% gross retention
Source: TECHi
AI SIEM 50% bookings
SentinelOneLong
Emerging AI/cloud 50%+ Q bookings
Source: 247
AI threats driving budgets
IndustryLong
AI-driven threats accelerating budgets
Source: 247
ARR +23% YoY
SentinelOneMulti
SentinelOne ARR +23% YoY
Source: 247
Acquired by Palo Alto 2025
CyberArkMulti
CyberArk acquired by Palo Alto 2025
Source: TECHi
Akamai AKAM CDN security
AkamaiMulti
Akamai AKAM CDN security shift
Source: Fool
Anthropic Claude Mythos
IndustryMulti
Anthropic Claude Mythos vuln-finding capability
Source: 247
Auth0 acquired 2021
OktaMulti
Auth0 acquired by Okta 2021 $6.5B
Source: encyclopedia
Avoid sub-scale point solutions
StrategyShort
Avoid sub-scale point solution vendors
Source: Tech-insider
BUG Global X Cybersecurity
ETFsLong
Global X BUG Cybersecurity ETF
Source: encyclopedia
Branch + campus protection
FortinetLong
Fortinet branch + campus protection
Source: Tech-insider
Bundling pricing pressure
MicrosoftShort
Microsoft bundling pricing pressure
Source: TECHi
CIBR First Trust Cybersecurity
ETFsLong
First Trust CIBR Cybersecurity ETF
Source: encyclopedia
Cellebrite digital forensics
CellebriteMulti
Cellebrite CLBT digital forensics
Source: encyclopedia
Check Point CHKP firewall
Check PointMulti
Check Point CHKP firewall pioneer Israeli
Source: encyclopedia
Chronicle SIEM
GoogleLong
Google Chronicle SIEM
Source: encyclopedia
Chronosphere acquired observ
Palo AltoMulti
Palo Alto acquired Chronosphere observability
Source: TECHi
Cisco CSCO Splunk acquired
CiscoMulti
Cisco acquired Splunk SIEM 2024 $28B
Source: encyclopedia
Cloud data protection
RubrikLong
Rubrik cloud data protection + recovery
Source: encyclopedia
Cloudflare NET edge
CloudflareLong
Cloudflare NET edge + zero trust
Source: Fool
Copilot for Security AI
MicrosoftLong
Microsoft Copilot for Security AI
Source: TECHi
Cribl pipeline observability
CriblMulti
Cribl observability pipeline
Source: encyclopedia
CrowdStrike CRWD #1 endpoint
CrowdStrikeLong
CrowdStrike CRWD endpoint security leader
Source: TECHi
Cyber +50% faster than software
IndustryLong
Cyber spend growing 50% faster than software
Source: Stocktwits
CyberArk CYBR PAM
CyberArkMulti
CyberArk CYBR PAM Privileged Access Mgmt
Source: encyclopedia
CyberArk acquired
Palo AltoMulti
Palo Alto acquired CyberArk identity
Source: TECHi
Defender Microsoft 365
MicrosoftLong
Microsoft Defender Microsoft 365 security
Source: TECHi
Down ~36% YTD
ZscalerShort
Zscaler down ~36% YTD
Source: 247
F5 FFIV apps + API
F5Multi
F5 FFIV apps + API security
Source: encyclopedia
FY25 rev $2.67B +23%
ZscalerLong
Zscaler FY25 rev $2.67B +23%
Source: Tech-insider
FY27 guide $5.9B
CrowdStrikeLong
CrowdStrike FY27 guide $5.9B
Source: TECHi
Falcon Flex ARR +200%
CrowdStrikeLong
Falcon Flex ARR +200% YoY 27% of total
Source: Seeking
Fortinet FTNT integrated suite
FortinetLong
Fortinet FTNT integrated suite
Source: Fool
GAAP profitable now
CrowdStrikeLong
CrowdStrike GAAP profitable
Source: TECHi
Google acquired Wiz $32B 2025
GoogleMulti
Google acquired Wiz $32B March 2025
Source: Tech-insider
HACK Amplify Cybersecurity
ETFsLong
Amplify HACK Cybersecurity ETF
Source: Amrita
Hypershield AI security
CiscoLong
Cisco Hypershield AI security
Source: encyclopedia
IronNet Keith Alexander
IronNetMulti
IronNet failed - Keith Alexander founded
Source: encyclopedia
July 2024 outage incident
CrowdStrikeShort
July 2024 CrowdStrike global outage
Source: encyclopedia
Lacework Fortinet acquired
LaceworkMulti
Lacework acquired by Fortinet 2024
Source: encyclopedia
Lenovo distribution partnership
SentinelOneLong
Lenovo Purple AI bundling deal
Source: TECHi
Long platform consolidators
StrategyLong
Long platform consolidators (PANW CRWD)
Source: Tech-insider
M&A target speculation
ZscalerMulti
Zscaler M&A target speculation
Source: Tech-insider
Mandiant acquired 2022 $5.4B
GoogleMulti
Google acquired Mandiant 2022 $5.4B
Source: encyclopedia
Microsoft $37B largest vendor
IndustryLong
Microsoft $37B cyber rev largest vendor
Source: TECHi
NGS ARR $6.33B +33%
Palo AltoLong
NGS ARR $6.33B +33% YoY
Source: Tech-insider
Negative 2025 returns
FortinetShort
Fortinet negative 2025 returns
Source: Stocktwits
Okta OKTA identity
OktaLong
Okta OKTA identity & access mgmt
Source: Fool
Organic cloud development
FortinetLong
Fortinet organic cloud devel vs M&A
Source: Fool
Palo Alto PANW platformization
Palo AltoLong
Palo Alto PANW platformization strategy
Source: TECHi
Ping Thoma Bravo private
Ping IdentityMulti
Ping Identity private (Thoma Bravo)
Source: encyclopedia
Platform 120% net retention
Palo AltoLong
Platform customers 120% NRR
Source: Tech-insider
Project Glasswing coalition
IndustryLong
Project Glasswing $100M Anthropic credits
Source: 247
Project Glasswing partner
CrowdStrikeLong
CrowdStrike named Glasswing partner
Source: 247
Project Glasswing partner
Palo AltoLong
Palo Alto named Glasswing partner
Source: 247
Project Glasswing partner
CloudflareLong
Cloudflare Project Glasswing partner
Source: 247
Purple AI threat hunting
SentinelOneLong
SentinelOne Purple AI threat hunting
Source: TECHi
Q1 FY26 rev $2.5B +16%
Palo AltoLong
Q1 FY26 rev $2.5B +16% YoY
Source: Leverage
Q1 FY26 rev $788M +26%
ZscalerLong
Zscaler Q1 FY26 $788M +26% YoY
Source: Leverage
Q3 FY26 Net New ARR +73%
CrowdStrikeLong
CrowdStrike Q3 FY26 Net New ARR +73% YoY
Source: Seeking
Q3 FY26 results
OktaLong
Okta Q3 FY26 financial results
Source: Leverage
Q4 FY25 rev $614.51M +34%
CloudflareLong
Cloudflare Q4 rev $614M +34% YoY
Source: 247
Qualys QLYS cloud security
QualysMulti
Qualys QLYS cloud security
Source: encyclopedia
RPO +48% YoY
CloudflareLong
Cloudflare RPO +48% YoY
Source: 247
Rapid7 RPD vuln mgmt
Rapid7Multi
Rapid7 RPD vuln mgmt
Source: encyclopedia
Rubrik RBRK data security
RubrikLong
Rubrik RBRK data security 2024 IPO
Source: Amrita
Rule of 40 = 78
ZscalerLong
Zscaler Rule of 40 = 78 (rare)
Source: Leverage
SGNL acquired identity
CrowdStrikeMulti
CrowdStrike acquired SGNL identity
Source: Tech-insider
SailPoint identity governance
SailPointMulti
SailPoint SAIL identity governance
Source: encyclopedia
Sentinel SIEM
MicrosoftLong
Microsoft Sentinel SIEM
Source: encyclopedia
SentinelOne S AI-native
SentinelOneLong
SentinelOne S AI-native EDR
Source: TECHi
Splunk SIEM Cisco-owned
Splunk CiscoMulti
Splunk SIEM now Cisco-owned
Source: encyclopedia
Symantec Broadcom-owned
SymantecMulti
Symantec part of Broadcom
Source: encyclopedia
Take-private candidates
StrategyMulti
Look for take-private candidates
Source: Tech-insider
Tenable TENB vuln mgmt
TenableMulti
Tenable TENB vulnerability mgmt
Source: encyclopedia
Trellix Symphony XDR
TrellixMulti
Trellix XDR (formerly McAfee)
Source: encyclopedia
Trend Micro Japanese
Trend MicroMulti
Trend Micro Japanese cyber
Source: encyclopedia
Varonis VRNS data security
VaronisMulti
Varonis VRNS data security
Source: encyclopedia
Wiz $32B Google 2025
Wiz GoogleMulti
Wiz cloud security $32B Google 2025
Source: Tech-insider
Workers AI agentic platform
CloudflareLong
Cloudflare Workers AI agentic infra
Source: 247
Zero Trust Exchange
ZscalerLong
Zscaler Zero Trust Exchange platform
Source: Tech-insider
Zero-trust identity
OktaLong
Okta zero-trust identity pioneer
Source: Fool
Zscaler ZS zero trust
ZscalerLong
Zscaler ZS zero-trust SASE leader
Source: Tech-insider
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.