BriefBites
The Business of Security
The death of hourly billing and the "dirty data" trap killing your AI pitch
We're in the final stretch of the year and your deals just got 3 months longer
Why your Q4 deals are stuck in CFO approval hell—and how flex licensing just unlocked $1.35B in ARR
How $100M platform deals are killing the "best-of-breed" security stack (and why your renewal cycle just got existential)
We sifted through and analyzed a bunch of earnings calls this week, here's what we found: Quantum crypto is here and is shipping today. Your software-only pitch just became obsolete.
What 32 earnings calls reveal about the AI security spending surge
Motorola +22% services, Rapid7's six-figure platform wins, and the end of point solutions