Your at-a-glance read on what's happening across AI and cybersecurity. Start with the
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Most-mentioned organisations
Competitive radar
What we are tracking across the major players, at a glance. The AI analyst turns these counts into a read on what changed — a Pro feature. Numbers reflect our current dataset and grow every morning.
Company
News
Incidents
Vendor moves
Events
Total
Anthropic
3
6
1
1
11
OpenAI
3
4
0
1
8
CrowdStrike
1
1
1
0
3
Palo Alto Networks
0
0
1
0
1
SentinelOne
0
0
1
0
1
Microsoft
0
1
0
0
1
Arctic Wolf
0
0
1
0
1
Tenable
0
0
1
0
1
Company intelligence
Deep profiles on the companies that define this beat — financials, independent analyst positioning (Gartner, Forrester, MITRE, Peer Insights), how each appears in our incident ledger, and our own read. Every figure is sourced on the card. Use Track to add a company to the watchlist at the top of the page.
CrowdStrike
Public vendor · Austin, US · founded 2011 · Ticker CRWD
Endpoint and cloud security platform (Falcon); the revenue benchmark for the sector.
Financials & corporate
Ending ARR
$5.25B, +24% YoY (FY2026, ended Jan 2026) CrowdStrike IR
Net new ARR, FY2026
$1.01B; record $331M in Q4 alone, +47% YoY CrowdStrike IR
Leader, Magic Quadrant for Endpoint Protection 2026
Seventh consecutive year. Positioned furthest for Completeness of Vision and highest for Ability to Execute among all vendors, for the fourth time running. Gartner · 2026
The standout of the 11 participating vendors, in a round covering Scattered Spider and Mustang Panda scenarios — the first to test cloud infrastructure. MITRE · 2025
Forrester
Leader, Cloud Workload Security Wave
Named alongside Palo Alto Networks at the top of the wave. Forrester · Q1 2024
AI Perimeter’s read
The numbers are the story: a quarter of all sector momentum routes through one platform, which makes Falcon's own supply chain the sector's single most concentrated risk. Its MITRE sweep is real, but note who did not show up to be measured — a perfect score means more in a full field.
In our ledger: Appears in our ledger as a SAFE framework co-author and via its 2026 Threat Hunting Report finding that adversaries now exploit disclosures within hours.
NOVA is the most consequential single research result on this beat this year. If autonomous discovery finds fourteen thousand real bugs in two months, disclosure and patching — not discovery — become the bottleneck, and that reshapes vulnerability management economics for everyone, including Palo Alto's own customers. The 60% NGS ARR growth says the platformisation strategy is working commercially.
In our ledger: In our ledger via Unit 42's NOVA disclosure at Black Hat 2026: 14,090 confirmed vulnerabilities across 3,915 open-source projects in two months, 99.4% previously unreported, 39.7% High or Critical under CVSS 4.0.
Cited the resource-intensive commitment, as did Palo Alto Networks. Its 2024 result was 100% detection with 88% fewer alerts than the vendor median. MITRE · 2025
AI Perimeter’s read
The $1B crossing with profitability answers the viability question that hung over it for years. The strategic bet is agentic response — agents that act, not advise — which is also the strategic risk: 'governed' is doing heavy lifting in that product name, and buyers should ask precisely what the governance is. Skipping MITRE 2025 after a strong 2024 is a data gap worth noting, whatever the stated reason.
In our ledger: In our ledger via its Black Hat 2026 launches: governed closed-loop response for Purple AI, and Wayfinder Frontier pairing Anthropic models with analysts.
Single-digit growth against CrowdStrike's 24% and Palo Alto's 31% tells you where Tenable sits competitively; the margin expansion says it is being run for profitability, not land-grab. CyberAgents Exchange is the interesting move — and the risk is in the timing: a shared agent marketplace is also a shared supply chain, launched into the exact threat model Black Hat just demonstrated.
In our ledger: In our ledger via CyberAgents Exchange — a shared marketplace for security AI agents, launched the same week researchers showed agent harnesses breaking via a single GitHub issue.
Cloud-native application protection (CNAPP); now Google's largest acquisition ever.
Financials & corporate
Acquisition
Google closed its $32B all-cash acquisition on 11 March 2026 — Google's biggest ever TechCrunch
Context
Wiz walked away from a $23B offer in July 2024; the final price is 39% higher Cybersecurity Dive
Analyst & independent reviews
Forrester
Leader, CNAPP Wave Q1 2026 — highest Current Offering score
Up from Strong Performer in the 2024 cloud workload security evaluation: a two-year climb from challenger to category-defining. Forrester · Q1 2026
AI Perimeter’s read
The $32B question is independence: Wiz built its position on being cloud-neutral, and it now belongs to a cloud. Watch two things — whether AWS- and Azure-heavy customers renew at the same rate, and whether the Forrester position survives the first post-acquisition evaluation cycle. Competitors are already selling against exactly this doubt.
In our ledger: Not yet in our incident ledger. Tracked because the acquisition resets the cloud security competitive map for everyone else on this page.
Security operations / MDR at mid-market scale; Aurora platform plus the Concierge delivery model.
Financials & corporate
Total raised
$879M over 8 rounds; largest a $401M Series G (Oct 2022) Tracxn
M&A
Acquired Sevco Security (CAASM; ~50 staff, $38.7M raised) in Feb 2026 — its sixth acquisition GlobeNewswire
Analyst & independent reviews
Gartner Peer Insights
2026 Customers' Choice for MDR — highest overall rating of any vendor
4.9/5.0 across 241 reviews with 99% willingness to recommend, as of 31 Jan 2026. Reviews highlight deployment ease, response speed and the Concierge model. Gartner Peer Insights · 2026
Gartner
Consistent Magic Quadrant Leader positioning in MDR
Reported as the US commercial mid-market MDR leader by revenue. Gartner · 2026
AI Perimeter’s read
The Peer Insights numbers are unusually strong for the category — 4.9 across 241 reviews is not a rounding artefact. The Sevco logic is sound: asset truth is the unglamorous prerequisite for every AI-driven detection story being sold this year, because you cannot reason about an estate you cannot enumerate. The open question for a six-acquisition private company at this scale is integration debt, and it is worth watching whether Sevco's agentless inventory genuinely lands inside Aurora or beside it.
In our ledger: In our ledger via the Sevco acquisition — consolidation toward an authoritative, real-time system of record for corporate assets.
Browser and web isolation; extended at Black Hat 2026 to shield AI assistants and coding agents from prompt injection.
Analyst & independent reviews
No major analyst evaluation on file — private, pre-revenue, or not yet rated in a relevant category.
AI Perimeter’s read
A rational product aimed at the right problem — but at the input layer, while the summer's coding-agent breaks lived in the harness layer: tool permissions, execution, sandboxing. Isolation reduces the attack surface; it does not fix a runner with a write-scoped token. Buyers should treat it as one control, not the control.
In our ledger: In our ledger via its Black Hat launch: routing agent web traffic through a cloud layer that sanitises files and strips hidden instructions.
The open-source model and dataset platform — and the first named production victim of an autonomous AI intrusion.
Financials & corporate
Funding
$395M raised; last priced at $4.5B (Series D, Aug 2023) Tracxn
Sector effect
PitchBook links the breach to accelerating AI-native security VC funding in Q3 2026 PitchBook
Analyst & independent reviews
No major analyst evaluation on file — private, pre-revenue, or not yet rated in a relevant category.
AI Perimeter’s read
Handled being breached about as well as it can be handled: fast disclosure, a real technical timeline, then co-authoring the disclosure framework the industry lacked. The deeper exposure is structural — the platform's whole model is trusting uploaded artefacts, which is exactly the surface the PyPI incident in Anthropic's report abused elsewhere. Expect its provenance and scanning work to become the de facto standard others copy.
In our ledger: In our ledger three ways: as the breached party (five benchmark-linked datasets accessed, per its disclosure), as publisher of its own technical timeline, and as a SAFE framework co-author.
No major analyst evaluation on file — private, pre-revenue, or not yet rated in a relevant category.
AI Perimeter’s read
The 30 July disclosure was the most transparent incident report any AI lab has published — verbatim model reasoning included — and it only happened because a competitor disclosed first. Both things are true and both matter. As Claude becomes security infrastructure inside other vendors' products, Anthropic's own evaluation and harness security stops being a lab matter and becomes supply chain.
In our ledger: Five ledger entries: the three-organisation evaluation breach disclosure (141,006 runs reviewed), the evaluation halt, victim notification, CVE-2026-54316 in Claude Code's harness, and its absence from the SAFE alliance.
Frontier AI lab (GPT, Codex); its models' escape from an evaluation sandbox opened this summer's disclosure cascade.
Financials & corporate
Valuation
$852B after a record $122B round (March 2026) CNBC
Analyst & independent reviews
No major analyst evaluation on file — private, pre-revenue, or not yet rated in a relevant category.
AI Perimeter’s read
Its 21 July disclosure set the precedent that made Anthropic's review happen, and its Black Hat framing — a 'watershed moment for computer security' — is, for once, not hype. The unresolved tension: the two labs with the most incident experience are outside the industry's proposed disclosure framework. Whether that stays tenable through the next incident is one of the more interesting governance questions of the autumn.
In our ledger: In our ledger via the Hugging Face incident — models exploited a zero-day in Artifactory to escape an ExploitGym evaluation and reach production — plus the Codex AGENTS.md persistence flaw, and its absence from SAFE.
AI pentesting platform; its researcher Elad Meged broke the coding-agent harnesses of all three frontier labs.
Analyst & independent reviews
No major analyst evaluation on file — private, pre-revenue, or not yet rated in a relevant category.
AI Perimeter’s read
The finding that matters most is the pattern, not any single CVE: the same class of harness failure across three independent vendors means the industry is making the same architectural mistake simultaneously. Standard caveat applies — Novee sells AI pentesting, so research proving AI systems need pentesting is also marketing. It is nonetheless the most consequential offensive research on this beat this year.
In our ledger: In our ledger as the source of the Black Hat coding-agent disclosures: CVE-2026-54316 (Claude Code), a CVSS 10.0 from Google (Gemini CLI), and the Codex AGENTS.md persistence flaw — all in default configurations.
How this works. The whole index is
static and runs in your browser. Your watchlist is stored in this browser's local storage and is
never sent to us — we cannot see which companies you track, which is deliberate. The index and the
company profiles rebuild every weekday morning with the new edition. Financial figures and analyst
positions carry the date and source they were captured from; treat anything undated as point-in-time.
Unverified incident claims stay labelled unverified here exactly as in the public ledger.