Signals
Q3 2026 in Cybersecurity: The Table Gets the Winners Wrong
Cyber beat the market by almost 19 points in Q3. The quarterly scoreboard: 17 SCMI companies, valuations, deals, and what to watch in Q4.
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Signals Cybersecurity Market Index (SCMI)
Why another industry index Cybersecurity market indexes alre…
Strategy
Win at Positioning: How Cybersecurity Leaders Differentiate
In the ever-evolving landscape of cybersecurity, differentia…
Strategy
Positioning strategy: How to drive growth
The product positioning strategy is the cornerstone of any e…
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From RSAC to HumanX: Security Reorganizes Around Agentic AI
Less than two weeks apart, RSAC and HumanX 2026 covered the …
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How Sovereign Cloud Is Reshaping Europe’s Security Market
In the past six months saw five major sovereign cloud moves.…
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Cybersecurity Industry in Times of War
Cybersecurity behaves like software most of the time. But du…
Signals
How Platform Consolidation Repriced the Data Segment
The signal From Jan 26 to Feb 12, the SCMI declined 10.8%. B…
Signals
OpenClaw and the Shadow Agent Problem
The signal In the past weeks, OpenClaw adoption accelerated …
Signals
How the Browser Redraws Security Categories
The signal In recent months, multiple independent incidents …