Filing Flows

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Cybersecurity

Platform and point security vendors: revenue, contracted backlog and margins.

10 companies, $37.6B of revenue in the last twelve months. Trailing twelve months to Sep 30, 2026, from SEC filings.

Open the interactive money-flow chart →

Cybersecurity money flow chart
The money-flow chart (open the interactive one above).
Cybersecurity: the largest companies by revenue in the chainCybersecurity: the largest companies by revenue in the chainPANW · Palo Alto Networks$11.5BFTNT · Fortinet$7.9BCRWD · CrowdStrike$5.4BZS · Zscaler$3.4BOKTA · Okta$3.1BNET · Cloudflare$2.7BS · SentinelOne$1.1BTENB · Tenable$1.1BRPD · Rapid7$850MQLYS · Qualys$703M

The theme quarter by quarter

Cybersecurity: the chain's revenue by calendar quarterCybersecurity: the chain's revenue by calendar quarter$6.2BQ4 2023$6.4BQ1 2024$6.7BQ2 2024$7.1BQ3 2024$7.4BQ4 2024$7.5BQ1 2025$7.8BQ2 2025$8.3BQ3 2025$8.7BQ4 2025$8.9BQ1 2026$9.7BQ2 2026$10.2BQ3 2026
Each supplier's quarterly revenue scaled by the share of it this chain takes (its attributed share of the trailing twelve months), summed; 9 companies in the latest quarter, +23% against a year earlier.

Companies