The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We’ll dig into all of this and more!
The index is now made up of the following 25 stocks:
SAIL Sailpoint Inc
PANW P...
The cybersecurity industry is undergoing a consolidation wave that is moving far faster than many realize. This isn’t at all about CISOs wanting fewer tools as much as some would like to think - the changes are happening at the macro level. Ross Haleliuk joins BSW to present the most comprehensive illustration ever made of how our industry has con...
After Sophos acquires Secureworks, Sailpoint's IPO saves the index. The Security Weekly 25 index is now made up of the following pure play security vendors:
SAIL SailPoint Ord Shs
PANW Palo Alto Networks Inc
CHKP Check Point Software Technologies Ltd
RBRK Rubrik Inc
GEN Gen Digital Inc
FTNT Fortinet Inc
AKAM Akamai Techn...
This week, it's time for Security Money. Of course Okta should be in the Security Weekly 25 Index, Duh!
Here are all the companies that now comprise the index:
SCWX Secureworks Corp
PANW Palo Alto Networks Inc
CHKP Check Point Software Technologies Ltd.
RBRK Rubrik Inc
GEN Gen Digital Inc
FTNT Fortinet Inc
AKAM Akamai Techn...
This week, it’s time for security money, our quarterly review of the money of security, including public companies, IPOs, funding rounds and acquisitions from the previous quarter. This quarter, Crowdstrike crashes the index, as Thoma Bravo acquires another index company. The index is currently made up of the following 25 pure play cybersecurity pu...
This week, it’s time for security money, our quarterly review of the money of security, including public companies, IPOs, funding rounds and acquisitions from the previous quarter. This quarter, Rubrick's IPO saves the index, as Cisco finishes the acquisition of Splunk. The index is now made up of the following 25 pure play cybersecurity public c...
A longtime cybersecurity venture capitalist explains why some of his best investments are in people with military backgrounds who have an offensive mindset.
