Strong Revenue Growth:
Annual recurring revenue tied to Dragos together with runZero and NetRise was described at about $208M as of June 2026 with roughly 53% year-over-year growth, indicating accelerating topline momentum. Earlier disclosures also point to sustained multi‑year increases in revenue and ARR.
Investor Backing & Capital Strength:
An announced majority stake by Accenture at an approximately $3.2B valuation, up from a $1.7B mark in 2023, signals stronger capital support and confidence. Prior financing, including a 2023 Series D extension, further underscores access to growth resources.
Product Line Growth:
The June 2026 acquisition of Phosphorus extends coverage into xOT connected devices, broadening platform scope across critical infrastructure. Earlier moves such as acquiring Network Perception and continued OT/ICS research cadence reinforce portfolio depth.
