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$1,000 invested at the start of 2026, value at the end of Q3: Signals Cybersecurity Market Index $1,529, Nasdaq-100 $1,204, S&P 500 $1,118; Okta $2,418, CrowdStrike $2,259, Fortinet $2,251, Palo Alto $2,157, Cloudflare $1,762, Zscaler $887, Rapid7 $804, Check Point $692.

Q3 2026 in Cybersecurity: The Table Gets the Winners Wrong

Cyber beat the market by almost 19 points in Q3. The quarter…

From RSAC to HumanX - Security Reorganizes Around Agentic AI

From RSAC to HumanX: Security Reorganizes Around Agentic AI

Less than two weeks apart, RSAC and HumanX 2026 covered the …

How Sovereign Cloud Is Reshaping Europe’s Security Market

How Sovereign Cloud Is Reshaping Europe’s Security Market

In the past six months saw five major sovereign cloud moves.…

Cybersecurity Industry in Times of War

Cybersecurity Industry in Times of War

Cybersecurity behaves like software most of the time. But du…

How Platform Consolidation Repriced the Data Segment

How Platform Consolidation Repriced the Data Segment

The signal From Jan 26 to Feb 12, the SCMI declined 10.8%. B…

OpenClaw and the Shadow Agent Problem

OpenClaw and the Shadow Agent Problem

The signal In the past weeks, OpenClaw adoption accelerated …

How The Browser Redraws Security Categories

How the Browser Redraws Security Categories

The signal In recent months, multiple independent incidents …

Identity becomes runtime critical infrastructure

Identity Becomes Runtime Critical Infrastructure

The Signal Over the past few weeks, several independent move…

Signals Cybersecurity Market Index - SCMI

Signals Cybersecurity Market Index (SCMI)

Why another industry index Cybersecurity market indexes alre…

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