Product Line Growth:
Acquisitions across 2024–2025 (Resmo, Stack Identity, VaultOne, Breez) expanded capabilities into SaaS discovery, PAM, and identity threat detection alongside continued 2025–2026 feature releases. These moves signal an aggressive roadmap to unify identity, device, and access under a broader platform.
Market Expansion:
Regional and channel investments, including an EU data center for PAM and a Brazil-focused go-to-market push via an MSP acquisition in early 2026, indicate geographic and segment expansion. Ongoing integrations and releases through 2025–2026 reinforce active investment across markets.
Strong Revenue Growth:
Independent sources indicate ARR rose from 2020 through 2023, showing sustained momentum entering 2024–2026. Historical scale indicators (large organizational footprint and thousands of paying customers) provide a base for further monetization.
