Cole Grolmus analyzes cybersecurity companies, comparing their financial performance, products, and competitive strategies. Their posts explain topics such as security-company revenue, platform expansion, and the challenges facing companies like Zscaler and SentinelOne.
Cole Grolmus is useful for analysis of cybersecurity company strategy, financial disclosures, and competition.
Best for
A cybersecurity investment research firm seeking competitive platform analysis and market education.
Not for
Product launch campaigns needing demos, trials, or neutral side-by-side comparisons.
Key takeaways
Judge a cybersecurity company against the rivals it actually competes with.
Platform expansion is a multi-year question, and the disclosures are the test.
The $1 billion revenue mark is the industry's scarcest milestone.
Check first: Confirm audience data and partnership terms, since posts do not provide them.
Main ideas
Judge a cybersecurity company against the rivals it actually competes with · Platform expansion is a multi-year question, and the disclosures are the test · The $1 billion revenue mark is the industry's scarcest milestone
Cole Grolmus writes about cybersecurity companies, financial results, and competition across product markets.
They look beyond headline growth to ask whether a company’s strategy is working against the rivals it actually faces.
Readers can follow their comparisons of SentinelOne and CrowdStrike, analysis of Zscaler’s move into SecOps, and explanations of business models such as Optiv’s reseller revenue.
One post takes a more enthusiastic view, arguing that CrowdStrike’s Fal.Con AI announcements arrived at a pivotal moment.
Ask Grolmus for details of any signature books, shows, or earlier work if those would affect your decision.
Grolmus connects company disclosures to strategic consequences, distinguishing reported figures from what they show.
In the SentinelOne comparison, they argue that growth above 20% looks different alongside CrowdStrike’s scale and net-new ARR, and that SentinelOne’s AI-product growth is promising but not proof of broader platform adoption.
The Zscaler post applies the same caution to product disclosures and acquisitions, asking whether the company can earn credibility in SecOps, not just whether it has assembled the technology.
The Optiv explainer breaks down gross reseller sales, partner payments, and services revenue to clarify why a billion-dollar claim depends on what is counted.
Together, these posts help readers understand how cybersecurity companies compete, not just track their announcements.
Cole Grolmus writes about public cybersecurity companies as competitive businesses rather than product categories.
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The recurring priority across the posts is comparison — which companies a business actually competes against, how much of its growth is platform-level rather than product-level, and whether the disclosed numbers support the story being told.
Another thread is explanation: walking readers through revenue models, scale thresholds and accounting details that make a headline figure misleading.
A third is timing, applied to AI security, where they treat a launch as significant mainly when the moment around it has shifted.
Judge a cybersecurity company against the rivals it actually competes with
Cole Grolmus argues that revenue size is the wrong comparison set for a platform company.
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SentinelOne's roughly $1 billion of revenue puts it in range of many solid cybersecurity businesses, but most are domain specialists, so the financial comparison is about all that carries over.
Because SentinelOne competes across endpoint, cloud, SecOps, data and AI security, they argue it has to be measured against companies competing in the same markets — and that "good for a company our size" does not survive that test.
The numbers: CrowdStrike at $5.84B ARR growing 25% and $332.8M of net-new ARR, against SentinelOne at $1.218B growing 22% and $56M of net-new ARR, about 5.9 times less.
Net-new ARR growth of 4% year over year and 13 additions to the $100K+ ARR customer cohort are the specific evidence they cite against a re-acceleration story.
SentinelOne has secured a place as a solid multi-product cybersecurity company, but the path from there to the industry's top tier is hard to see.
SentinelOne's combined Prompt and Purple ARR tripled year over year, but no absolute number was disclosed.
Cole Grolmus reads this as a test of whether a standalone AI purchase becomes the first step toward a broader relationship or remains an isolated product that larger competitors eventually bundle away.
Cohort and net-new ARR figures, not a growth percentage alone, will settle the platform question.
Platform expansion is a multi-year question, and the disclosures are the test
On Zscaler, Cole Grolmus separates the quarter from the strategic event after it.
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Q4'26 revenue and ARR grew 25%, reaching $3.77B ARR, but the more consequential move was the Agentic SOC launch, which they treat as the start of a new era and possibly the thing that defines Zscaler's next decade.
The components were assembled over several years: existing telemetry and enforcement, Avalor for combining data sources, Red Canary for SOC expertise, detection logic and third-party integrations, plus smaller acquisitions.
The test they apply is whether the disclosures keep up.
The "emerging products" category rose from 14% to 27% of new business between FY'22 and FY'25 amid inconsistent reporting; Data Security passed $500M ARR in Q3 with no Q4 update, and an AI-security figure above $400M from Q1 had not been updated.
Management expects Agentic SecOps to contribute financially in the second half of FY'27, with a larger impact in FY'28.
They also name the open risk: Zscaler is not usually thought of as a SecOps company alongside established SIEM vendors or CrowdStrike, Palo Alto Networks and SentinelOne, and will have to earn the confidence of the leaders running security operations centers.
The launch date — September 9 — is not the milestone in this reading; a disclosed financial contribution is.
Cole Grolmus notes that Agentic SecOps revenue figures are too early to report and that standalone Red Canary revenue is the only comparable number disclosed so far.
Their position is hedged both ways: if the push works, Zscaler has a path into the industry's leading multi-domain platforms; if not, users, branches, workloads and devices still leave it room to remain a network security leader.
The $1 billion revenue mark is the industry's scarcest milestone
Cole Grolmus frames a single number as the organizing fact of the market: only eight public cybersecurity companies have $1 billion or more in annual revenue.
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Stretching the definition to hybrid companies with a material share of revenue from cybersecurity raises the total only to 14.
They call the billion-dollar mark one of the most evasive milestones in the story of the industry so far and note it is the number every cybersecurity company with big aspirations is chasing.
This short framing post sets the yardstick used in the company-specific writing: which businesses belong in a top-tier comparison at all, and why the count stays small no matter how it is counted.
The count itself is the example — eight under a strict public-cybersecurity definition, 14 once hybrid companies are included — and it makes the peer comparisons elsewhere a short list rather than a broad market map.
Some revenue figures mean something different from what they appear to mean
The Optiv post is a teaching piece about how hardware and software value-added reseller revenue works, starting with a two-sided answer to whether Optiv is a billion-dollar cybersecurity business.
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Third-party software and hardware that Optiv resells counts as Optiv revenue, and by that measure the company sells billions of dollars annually.
But most of that gross sales money goes to the product partners who build the products, leaving Optiv a low-percentage margin that nets to hundreds of millions.
Its services business — consulting, implementations, managed services — is also in the hundreds of millions, smaller than the Big Four or a firm like Accenture.
Counting gross VAR sales makes Optiv a billion-dollar business; excluding them, the net VAR margin plus services would need to exceed a billion, which Cole Grolmus guesses is close but cannot confirm.
They credit named contributor Dino B. at Altitude Cyber and unnamed contributors for helping sort out the question.
The practical lesson is that a reseller's headline revenue is not comparable to a product company's revenue, which is why the same question can be answered yes or no depending only on which line is counted. Cole Grolmus flags the simplifications directly rather than presenting the accounting as settled.
AI security matters most when the timing around it changes, not just the product
Describing CrowdStrike's Fal.Con conference, Cole Grolmus calls it cybersecurity's Lollapalooza and ranks it alongside a World Series, Super Bowl and other major events in their experience.
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The argument is about timing: SafeMind and Guardian, the AI security announcements, landed just as the debate over frontier AI safety, alignment and pacing intensified, and they read that sequence as making the announcements potentially world-changing.
They agree with a view attributed to George Kurtz — that there is no going back, that the threats are already here, and that frontier AI is needed for cybersecurity now.
The reasoning: CrowdStrike assembled people, research, data, products and partnerships to give defenders better tools than they have had.
The post reflects on the announcements; the longer article has the detail.
The contrast with the SentinelOne post is the clearest guide to how Cole Grolmus weighs AI security.
For CrowdStrike, an AI announcement is treated as a platform-level shift with the resources to work at scale; for SentinelOne, a standalone AI win is treated cautiously as possibly isolated or eventually bundled away.
The distinction in the two posts is whether the AI work sits inside a broad platform effort or stands as a product sale on its own.
Answers “how big is this industry, really?” in a few lines and shows the yardstick Cole Grolmus uses elsewhere: which companies count, and why the number stays small.
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The post states that only eight public cybersecurity companies have $1 billion or more in annual revenue today, rising to fourteen if you include hybrid companies whose revenue only partly comes from cybersecurity.
Cole Grolmus calls the billion-dollar mark “one of the most evasive milestones in the story of our industry so far” and notes it is the number every ambitious cybersecurity company chases.
The post frames the comparisons made elsewhere: who is actually in the top tier, and who is trying to reach it.
For brands planning a campaign
Useful positioning context for campaigns that lean on a vendor’s scale or category leadership, and a quick way to sort which companies belong in a top-tier comparison.
The clearest example of how Cole Grolmus compares companies: not in isolation, but against the largest rivals competing for the same buyers.
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It answers "how should SentinelOne's results actually be judged?"
Cole Grolmus argues SentinelOne’s Q2 results are fine in isolation—growth above 20%, operating improvements, customer wins—but weak against the companies it actually competes with across endpoint, cloud, SecOps, data and AI security.
CrowdStrike had $5.84B ARR growing 25%, versus SentinelOne at $1.218B growing 22%; CrowdStrike added $332.8M of net-new ARR against SentinelOne’s $56M, about 5.9 times as much.
SentinelOne’s net-new ARR grew 4% year over year, and it added 13 customers to its $100K+ ARR cohort.
Combined Prompt and Purple ARR tripled year over year, but no absolute figure was disclosed; ask for that figure to assess the products’ scale.
A standalone AI product can become the start of a wider relationship or an isolated tool that larger competitors bundle away.
The conclusion: SentinelOne has secured a place as a solid multi-product cybersecurity company, but the path to the top tier is hard to see.
For brands planning a campaign
The comparison method—same-market peer, named metrics, both sides of the tradeoff—is directly reusable for competitive positioning work. The specific read on standalone AI buying is relevant to campaigns about platform expansion versus point solutions.
Shows how Cole Grolmus reads a company’s strategy from its financial disclosures and acquisitions, and why the most interesting part of a quarterly report is often what comes next.
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Cole Grolmus argues that Zscaler’s most interesting move—the Agentic SOC launch on September 9—came after a quarter in which revenue and ARR grew 25%, with $3.77B ARR.
The post traces how the pieces were assembled: Zscaler’s existing telemetry and enforcement, Avalor for combining data sources, Red Canary for SOC expertise, detection logic and third-party integrations, plus smaller acquisitions.
It tracks the “emerging products” category, which rose from 14% to 27% of new business between FY'22 and FY'25.
Disclosures are inconsistent: there was no comparable FY'26 update, Data Security passed $500M ARR in Q3 with no Q4 update, and an AI-security figure above $400M from Q1 has not been updated.
Ask for comparable FY'26 and Q4 figures to assess the products’ growth.
Management expects Agentic SecOps to contribute financially in the second half of FY'27, with a larger impact in FY'28.
The open risk: Zscaler is not usually seen as a SecOps company alongside established SIEM vendors or CrowdStrike, Palo Alto Networks and SentinelOne, and will have to win SOC leaders’ confidence.
For brands planning a campaign
A model for framing a new product launch as a decade-scale strategic question rather than a quarterly one, and for judging the weight to give undisclosed or inconsistently reported product metrics.
Answers a question outsiders get wrong—whether a reseller counts its partners’ product sales as its own revenue—and shows Cole Grolmus explaining an unfamiliar business model without assuming the reader knows the accounting.
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The post asks whether Optiv is a billion-dollar cybersecurity business and answers “yes and no.”
Cole Grolmus explains that third-party software and hardware resold through Optiv’s value-added reseller business count as Optiv revenue.
The company sells billions of dollars annually by that measure, but most of the money goes to the partners who build the products, leaving Optiv a low-percentage margin that nets to hundreds of millions.
Its services business—consulting, implementations, managed services—is also hundreds of millions, smaller than the Big Four or a firm like Accenture.
Counting gross VAR sales makes Optiv a billion-dollar business; excluding them, net VAR margin plus services would have to exceed a billion.
Grolmus guesses it is close but unconfirmed.
The post credits Dino B. at Altitude Cyber and unnamed contributors for helping work it out.
For brands planning a campaign
Useful for campaigns involving channel partners, distributors or resellers, where reported revenue and actual economics diverge. It also shows how a technical explainer can incorporate outside contributors and still read cleanly.
The most personal post, showing Cole Grolmus’s firsthand industry presence— they attended Fal.Con—alongside the argument that AI security announcements matter because of their timing.
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Cole Grolmus compares CrowdStrike's Fal.Con conference to major life and sports events and calls it "cybersecurity's Lollapalooza," saying the AI security announcements SafeMind and Guardian marked a moment when the world changed in a meaningful way.
The post argues the timing was fortunate because the debate over frontier AI safety, alignment and pacing intensified in the following days, and states agreement with George Kurtz that there is no going back: the threats are already here and frontier AI is needed for cybersecurity now.
The reasoning is that CrowdStrike brought people, research, data, products and partnerships together to give defenders better tools, and the post points readers to a longer article explaining how.
It is the post where Cole Grolmus moves from analyst to participant.
For brands planning a campaign
Relevant to campaigns about AI security positioning or event-driven messaging, and to assessing whether a creator aligns with a vendor’s narrative or takes an arm’s-length view.
Benchmarking cybersecurity platforms against strategic peers
Cole Grolmus compares cybersecurity companies with rivals competing in similar product areas, rather than simply companies of similar revenue size.
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In the SentinelOne quarterly analysis, they set SentinelOne's $1.218B ARR, growing 22%, and $56M in reported net-new ARR against CrowdStrike's $5.84B ARR, growing 25%, and $332.8M in net-new ARR.
They argue that "good for a company our size" is not enough when larger competitors have more revenue, operating leverage, customers, or growth.
The post also weighs SentinelOne's product-level progress—including Prompt and Purple ARR tripling year over year without absolute ARR disclosure—against the risk that standalone AI wins remain isolated or get bundled away.
Selects strategic peers by product overlap and compares ARR, net-new ARR, customer cohorts, and qualitative announcements.
The post is a summary judgment, not a complete financial model or full earnings breakdown.
For brands planning a campaign
Useful for an investment research firm that wants to explain competitive platform dynamics through peer selection, ARR scale, net-new ARR, and product progress. The analysis offers a framework for challenging revenue-only peer comparisons and distinguishing isolated product wins from durable platform expansion.
Platform expansion into SecOps and emerging products
The Zscaler analysis focuses on a strategic move after the reported quarter: the launch of Agentic SOC and its implications for the company's multi-domain platform ambitions.
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Cole Grolmus notes Q4'26 revenue and ARR growth of 25% and $3.77B ARR, then traces how Zscaler assembled SecOps components through telemetry and enforcement, Avalor, Red Canary, and smaller acquisitions.
They track the disclosure history: emerging products rose from 14% to 27% of new business between FY'22 and FY'25, Data Security passed $500M ARR in Q3, and AI-security ARR exceeded $400M in Q1, with no comparable Q4 updates.
Management expects Agentic SecOps to contribute financially in the second half of FY'27, with a larger impact in FY'28.
Separates the reported quarter from subsequent strategic events and tracks whether earlier emerging-product figures were updated.
Several figures were not updated in Q4, and standalone Red Canary revenue has been disclosed before but Agentic SecOps revenue is still too early to show.
For brands planning a campaign
Helps brands evaluate how platform-expansion narratives are built and where execution risk lies. The post offers campaign angles on SecOps competition, acquisition integration, emerging-product disclosure, and the difference between a launch and demonstrated financial contribution.
Revenue recognition in cybersecurity VAR and channel businesses
The Optiv post explains why the answer to whether Optiv is a billion-dollar cybersecurity business is both yes and no, depending on how revenue is recognized for hardware and software value-added resellers.
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Third-party software and hardware that Optiv resells count as revenue, but most gross VAR sales go to product partners, leaving Optiv with a low-ish margin.
Optiv also has a substantial services business in consulting, implementations, and managed services.
Cole Grolmus concludes that counting gross VAR sales makes Optiv a billion-dollar business, while net VAR income plus services revenue would need to exceed a billion—a plausible but unconfirmed total based on the explanation.
Breaks down VAR gross sales, partner payments, margin, and services revenue.
Ask for exact net revenue figures to assess the scale of the business on that basis.
For brands planning a campaign
Useful for due diligence and market education on channel businesses, distribution, and apparent revenue scale. It cautions against comparing VAR revenue directly with product-company revenue and can inform briefs on channel economics or partner ecosystems.
Cole Grolmus frames the $1 billion annual revenue milestone as one of cybersecurity's most elusive markers.
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They say only eight public cybersecurity companies have $1 billion or more in annual revenue today; broadening the definition to hybrid companies with a material cybersecurity revenue component raises the total to just 14. The post presents the figure as a rare but highly sought-after milestone for cybersecurity companies with big ambitions.
Counts companies under a strict public-cybersecurity definition, then under a broader extended-ecosystem definition.
Ask for the company list and publication date.
For brands planning a campaign
Useful for market maps, category framing, and investment narratives about scale. It can help brands position platform ambition and consolidation without relying on long vendor lists or unsupported market-size claims.
AI security launches and conference-driven industry shifts
Cole Grolmus describes CrowdStrike's Fal.Con conference as an electric industry moment and calls the SafeMind and Guardian AI security announcements potentially world-changing.
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They connect the conference to an intensified debate over frontier AI safety, alignment, and pacing, and agree with George Kurtz that there is no going back: the threats are already here, and cybersecurity needs frontier AI now. The post summarizes their argument that CrowdStrike brought together people, research, data, products, and partnerships to give defenders better tools, and links to a longer article.
Combines firsthand event reaction with a link to a longer article explaining how CrowdStrike assembled the effort.
The post is a short LinkedIn reflection, not a technical review of the announced products.
For brands planning a campaign
Useful for event-driven security marketing and for understanding how AI security launches are framed for industry audiences. It shows how a conference, executive quote, and broader AI-safety debate can combine into a narrative about defensive capability.
Cole Grolmus writes about cybersecurity vendors—including CrowdStrike, Zscaler, SentinelOne, and Optiv—as subjects of financial and strategic analysis.
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Ask whether Cole Grolmus has a sponsorship, employment, client, investment, or ownership relationship with any brand.
CrowdStrike
Mention
Grolmus covered CrowdStrike's Fal.Con conference and AI security announcements, then compared its Q2'27 results with SentinelOne's in another post.
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The posts treat CrowdStrike as an analytical subject; ask whether any commercial relationship exists.
Grolmus compared SentinelOne's Q2'27 results unfavorably with those of larger competitors, including CrowdStrike, arguing that its platform strategy has not yet closed the gap.
Grolmus explained how Optiv recognizes revenue as a value-added reseller and services business, answering whether it is a billion-dollar cybersecurity business.
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Ask whether Grolmus has a commercial relationship with Optiv.
Cole Grolmus analyzes public cybersecurity companies as competitive businesses.
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Start with the company-specific analyses for a peer-comparison lens on platform scale, net-new ARR, product expansion, and the gap between a launch and a financial result.
Shorter framing posts add market context: how few public cybersecurity companies reach $1 billion in revenue, why reseller revenue can look larger than the economics underneath it, and when an AI security announcement changes the competitive picture.
For a vendor-executive view of AI security, Zero Trust, and agentic AI, compare their work with that of Deepen Desai, Sam Curry, and Jay Chaudhry.
Those creators write from operating and leadership roles inside security vendors; Grolmus writes as an outside analyst comparing companies and disclosures.
Both write about cybersecurity platform strategy and AI-driven security at Zscaler and across the wider security market.
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They focus on how AI-driven threats are changing security operations and what vendors are building in response.
Deepen Desai writes from inside a security vendor about launches, security operations, and testing frontier models against real attack and defense scenarios. Cole Grolmus writes as an outside analyst, comparing public cybersecurity companies by revenue, ARR, customer cohorts, and competitive positioning.
Both explore how agentic AI changes cybersecurity, leadership, trust, and risk management.
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Their work overlaps on the growing role of autonomous agents in enterprise systems and the need for security thinking to adapt.
Sam Curry emphasizes leadership challenges, accountability, authenticity, and broad societal implications, often through interviews and reflective posts. Cole Grolmus focuses on company-level financial analysis, peer benchmarking, and market milestones.
Both discuss AI security, Zero Trust, and the competitive direction of cybersecurity platforms.
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They treat agentic AI and AI-driven attacks as shifts that are changing how enterprises and vendors plan.
Jay Chaudhry writes as a Zscaler executive, advocating Zero Trust architecture and sharing customer adoption examples from CIO and CISO events. Cole Grolmus offers independent analysis of public cybersecurity companies, including Zscaler, focusing on disclosures, platform economics, and peer comparisons.
Cole Grolmus’s posts compare platform strategies and company performance at Zscaler, SentinelOne, CrowdStrike, and Optiv, making them relevant to a cybersecurity investment brief.
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They do not establish whether the audience includes investors or cybersecurity decision-makers. Before placing a campaign, ask for recent, dated audience metrics and survey results or another documented source showing employers, roles, or seniority.
Cole Grolmus's posts do not say what partnership formats or terms are available or how to inquire.
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Across five LinkedIn posts, they publish financial and strategic analysis of public cybersecurity companies: Zscaler's push into SecOps after its Agentic SOC launch, SentinelOne's quarter measured against CrowdStrike, the short list of public cybersecurity companies above $1 billion in revenue, and how revenue recognition works for a reseller like Optiv.
None carries a sponsor disclosure, media kit, rate information or partnership contact, and no brand relationship is presented as paid.
The only outward acknowledgement is a thank-you to a named contributor at a cyber firm for help explaining Optiv's business model—a research credit, not evidence of a commercial arrangement.
Before budgeting a campaign, ask about format, deliverables, pricing, review and approval, disclosure, exclusivity and lead time.
A cybersecurity investment research firm seeking competitive platform analysis across Zscaler, SentinelOne, CrowdStrike and channel players like Optiv is a strong fit.
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Cole Grolmus compares SentinelOne and CrowdStrike on ARR, net-new ARR and $100K+ customer additions, arguing that revenue-size peers are the wrong benchmark when product markets overlap.
The Zscaler post separates the reported quarter from the after-quarter Agentic SOC launch and tracks emerging-product disclosure history.
The Optiv post explains why VAR gross sales and margin are different numbers, helping firms compare channel revenue with product revenue.
The $1 billion-club post provides a market-scale frame.
The fit is research, analysis and market education—not product endorsement or broad reach.
Audience composition is not measured, so ask for audience data before booking.
Scope the campaign as an editorial research engagement with named deliverables and a clear disclosure plan, rather than a standard sponsored post.
When to choose a specialist
A cybersecurity vendor launching a SecOps or endpoint product may want hands-on product demonstrations, configuration walkthroughs and trial signups from practitioners.
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That is not a fit for Cole Grolmus's posts, which analyze public-company strategy and financial disclosures; none shows product testing, lab work, integration demos or practitioner tutorials.
The closest is the CrowdStrike Fal.Con post: a firsthand conference reaction and an argument in favor of CrowdStrike's AI security announcements, not a technical evaluation of SafeMind or Guardian.
That enthusiasm for one vendor also makes the post a poor fit for a campaign requiring neutral, side-by-side product comparisons across competitors, unless the work is clearly disclosed and editorially separated.
No measured audience data shows whether security practitioners or buyers are among the audience.
A vendor could still find a fit in a research-led campaign about market structure, but not in a product-demo or trial-generation campaign.
A worked campaign example
For a cybersecurity investment research firm seeking competitive platform analysis, build a three-part editorial series around Cole Grolmus's approach.
Part 1, 'Judge platforms by product overlap, not revenue size,' uses the SentinelOne versus CrowdStrike comparison to show why $1.2B ARR growing 22% looks different against $5.84B growing 25% and $332.8M net-new ARR.
Part 2, 'The interesting move often comes after the quarter,' uses Zscaler's Agentic SOC launch to show how acquisitions, telemetry and detection logic assemble a SecOps platform, and why management's FY'27 and FY'28 contribution guidance matters more than the launch date.
Part 3, 'When reported revenue is not revenue,' uses Optiv to explain VAR accounting and channel economics.
The campaign asset would be a research brief plus a live client briefing, promoted through the firm's channels and Cole Grolmus's LinkedIn audience.
The angle is practical: every claim comes from their posts and does not depend on follower count.
Before launch, agree on the commercial format, disclosure language and whether Cole Grolmus can review or must author the final analysis.
Choose Jay Chaudhry when the need is the platform vendor's own strategic argument rather than an outside read of the numbers: how a large zero trust platform frames AI-driven attacks, why it argues firewall and VPN designs cannot protect autonomous agents, and how named customer transformations at Dow and Viatris are used in CIO and CISO rooms.
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For a cybersecurity investment research firm tracking Zscaler, that gives a first-person version of the zero trust and securing-AI thesis, including the collaboration posture with Anthropic and OpenAI. It is most useful as context beside the financial comparison, not as the comparison itself.
These posts are advocacy written to move enterprise buyers.
They contain no revenue, ARR, customer-count, or peer-comparison figures, and do not scrutinize how Zscaler is positioned against CrowdStrike, SentinelOne, or channel players like Optiv.
A research firm relying on these posts would be repeating a vendor's framing and would still need someone like Cole Grolmus to judge the platform race on disclosed numbers.
Ask for commercial formats, rates, and partnership availability.
Choose Deepen Desai when the need is security-operations detail rather than market scoring: what defenders actually test and deploy against AI-driven attacks.
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Desai's posts describe testing frontier models against real attack and defense scenarios, report that multi-step reasoning lets AI build complex exploit paths instead of only scanning for known vulnerabilities, and list the pieces of an agentic SecOps platform, including unified exposure and threat management, inline telemetry across network, identity, endpoint, cloud, AI, and deception, and closed-loop remediation. That is closer to product and threat-research detail than this profile provides.
The material is platform-launch and threat-research communication.
It does not compare Zscaler with CrowdStrike or SentinelOne on revenue, growth, net-new ARR, or large-customer additions, and it offers no channel economics.
An investment research firm would get operational color and technical vocabulary, but not the market-structure judgment needed for its analysis.
Choose Sam Curry when the need is guidance on how enterprises and boards should govern agentic AI rather than how the platform market is scored.
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Curry's posts raise accountability when decisions are made by a network of agents, predictability in non-deterministic systems, and how to use information without exposing it. One post is a recorded conversation on agentic AI's effect on society and cybersecurity, a format suited to executive discussion and podcast or conference placement more than a written competitive teardown.
The arguments are conceptual and organizational.
There are no company financials, market-share claims, or head-to-head product comparisons, so this work cannot substitute for quarter-by-quarter platform analysis.
A research firm would need to build the market case separately and use this material for framing the questions.
This page draws on the full text of five LinkedIn posts by Cole Grolmus about public cybersecurity companies, financial disclosures, platform strategy, revenue recognition, and an industry conference.
The posts did not include publication dates; linked articles, audience metrics, and commercial formats are not discussed in the posts.
