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Your CFO just became your security vendor's worst nightmare
Nov 27, 2025

Your CFO just became your security vendor's worst nightmare

How $100M platform deals are killing the "best-of-breed" security stack (and why your renewal cycle just got existential)

Brief Bites
Brief Bites
EXEC INTELLIGENCE: Hardware security is back. Here's why it matters.
Nov 20, 2025

EXEC INTELLIGENCE: Hardware security is back. Here's why it matters.

We sifted through and analyzed a bunch of earnings calls this week, here's what we found: Quantum crypto is here and is shipping today. Your software-only pitch just became obsolete.

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Brief Bites
The AI trend that's unlocking frozen security budgets
Nov 13, 2025

The AI trend that's unlocking frozen security budgets

What 32 earnings calls reveal about the AI security spending surge

Brief Bites
Brief Bites
RingCentral went from $100M to $500M by cutting vendors. You're the vendor getting cut.
Nov 06, 2025

RingCentral went from $100M to $500M by cutting vendors. You're the vendor getting cut.

Motorola +22% services, Rapid7's six-figure platform wins, and the end of point solutions

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Brief Bites
The Business of Security

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The Business of Security

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