Cyera

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• bullish assessment Unattributed

  But they managed to create a platform in which the developers, which actually need to solve the problems, fix the problems that, uh, uh, their platform identified. So the developers are able to do that within their ecosystem and they like doing that within the ecosystem.

• bullish assessment Unattributed

  I think that for the cybersecurity market, it's, uh, honestly, it's a bummer. Right. Uh, Wiz was, uh, a rising star that many customers looked at as the next, uh, great, uh, platform in cyber. And, uh, for their reasons, uh, they, they chose to, to partner with Google and become part of that.

• bullish assessment Unattributed

  The incumbents have no way to compete with that. They're fundamentally like their position in the market is much more established and it's much slower.

• bullish fact_claim Unattributed

  We acquired a company last year for $162 million. If you would have told me that when Sierra will be three years old, we will acquire a company for $162 million. I would have told you, you're drunk.

• bullish assessment Unattributed

  I think that as Sayera as a company becomes more complex, we do need to, to make it accessible for them, right? Like we do need to ask them, okay, like to show them the Sayera perspective on this.

• neutral assessment Yotam Segev

  I think we're still so much on the expansion part of the story that I'm not sure I know where we stop or, uh, or where the line should be drawn, but it is very important for us to keep two things as our principles while we're expanding. And those two things are first of all, like a platform approach. And what I mean by that, I mean, one plus one equals three. If we're developing a new product and it's one plus one equals two, then it's probably not the right investment for us. And like, if there

• bullish prediction Unattributed

  I will say it was actually a pretty simple thesis of like, uh, data volumes just keep going up. Cloud, uh, is like an accelerant of that. Uh, and more stuff is going to the cloud and then security is increasingly important. And we sort of, those are like the three sort of simple primitives of it. And we think this team's best to execute on it. And then, and we'll talk a little bit more about this, but then AI could be an accelerant for all of these things in some way.

• bullish endorsement Unattributed

  Not even a bad quarter. No, not even a bad quarter. Everything's been up and to the right.

• bullish fact_claim Yotam Segev

  Luckily enough for us, there were enough customers in the world that had that specific problem and it was an urgent enough problem that they took a bet on us.

• bullish assessment Yotam Segev

  And what we did is we plugged on into that event and we told them, okay, the cloud has many dangers, many risks in terms of security, but it also has many advantages. And we can actually turn the fact that the data is in the cloud into an advantage.

• neutral fact_claim Yotam Segev

  The market was definitely not quite ready for it yet. I think we were coming out with this DSPM positioning, which was new to the market.

• neutral assessment Yotam Segev

  We didn't have the facts. This market was very early.

• bullish fact_claim Yotam Segev

  And I think that here we are almost five years later. And when I ask one of our champions in a very big account, we're walking in, you've got so many problems. Why are you spending time with Sayera? Why are you looking at solving data security? It tells me, you know, what's the worst thing that can happen in my company? When you get a question mark email from the CEO on something that happens. And when there's data incidents and data leakage events, that happens all the time. And I want to elimi

• bullish assessment Yotam Segev

  I think I would say that there were other spaces that we considered entering. And for me, one of the reasons that we chose data security was more of an emotional reason. I couldn't feel it with the other spaces. I knew there was a problem. The problem was logical. Customers validated that there's a pain and a problem. But I couldn't feel it in my gut that this is like, this really, really, really hurts me.

1. 2026-09-22 unknown · $400M

VentureSignalScore 73.8/100 for cyera, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage