PODCAST · business
Cybersecurity Business with Fexingo: Security Companies, Breaches, and Enterprise Defense
by Fexingo
Lucas and Luna examine the business of cybersecurity: the companies that build defenses, the breaches that expose weaknesses, and the enterprise strategies that determine who survives a digital siege. Each episode dissects one security vendor's financial filings, contract wins, and R&D spend — CrowdStrike versus Palo Alto Networks, the Okta identity saga, how SentinelOne's AI detection affects its gross margins. They walk through actual breach post-mortems (Colonial Pipeline, SolarWinds, MOVEit) and ask: what did the insurance payout look like, which C-suite roles took the blame, and how did the stock move? Lucas reads directly from SEC filings and earnings call transcripts; Luna presses on competitive moats, customer churn, and the cost of zero-day exploits. The show serves investors tracking the cybersecurity ETF, CISOs benchmarking vendor spend, and product managers who need to understand how boardroom risk appetite translates into line-item budgets. Conversations stay grounded in m
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ABOUT THIS SHOW
Lucas and Luna examine the business of cybersecurity: the companies that build defenses, the breaches that expose weaknesses, and the enterprise strategies that determine who survives a digital siege. Each episode dissects one security vendor's financial filings, contract wins, and R&D spend — CrowdStrike versus Palo Alto Networks, the Okta identity saga, how SentinelOne's AI detection affects its gross margins. They walk through actual breach post-mortems (Colonial Pipeline, SolarWinds, MOVEit) and ask: what did the insurance payout look like, which C-suite roles took the blame, and how did the stock move? Lucas reads directly from SEC filings and earnings call transcripts; Luna presses on competitive moats, customer churn, and the cost of zero-day exploits. The show serves investors tracking the cybersecurity ETF, CISOs benchmarking vendor spend, and product managers who need to understand how boardroom risk appetite translates into line-item budgets. Conversations stay grounded in m
HOSTED BY
Fexingo
CATEGORIES
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