Market Signals

Jul 2026: H1 2026 six-figure-deal ARR up 275% YoY; 98% retention in 2025

Jul 2026: Acquired CardinalOps, adding agentic detection engineering to SecOps

Jul 2026: 4-for-1 split effective Jul 2; cyber rally lifts cap past $200B

Jul 2026: Acquired Konverso — AI agents embedded in platform core

Jul 2026: Q2 rev $2.05B +26%; billings +33%; FY guide raised to $8.02–8.18B

Jul 2026: $100M Series C (One Peak); $160M raised total

Jul 2026: Acquired by Infoblox — network observability joins its DNS/DDI platform

Jul 2026: To acquire Embrace, adding real-user monitoring to observability

Jul 2026: Q2 rev $420.7M +9%; ACV growth slowed to 7%; stock fell 19%

Jul 2026: Launched autonomous exposure validation platform; No.1 BAS in G2 Summer Grid

Jul 2026: Q2 sub rev $3.88B +24.5%; AI ACV tops $1B; FY guide raised

Jun 2026: AgentCore optimization + managed web search at AWS Summit NY

Jun 2026: Montagu acquired majority stake from KKR — standalone since 2025 BMC split

Jun 2026: BMC sold majority stake in Helix (home of HelixGPT) to Montagu PE ~$1.5B

Jun 2026: Raised $300M at $12B valuation

Jun 2026: Launched Vero AI agentic platform with Mitigation Hub and Detection Studio

Jun 2026: DASH '26 — GPU Monitoring GA & AI agent observability expansion

Jun 2026: Acquired Phosphorus to extend OT platform to xIoT connected devices

Jun 2026: Elastic to acquire SRE/AIOps startup Deductive AI for up to $85M

Jun 2026: Connect 2026 — new CEO Rania Succar outlines IPO path

Jun 2026: Build '26 — Autopilots category & Scout autonomous agent

Jun 2026: $400M Series C extension at $12.3B; Gartner MQ Endpoint Mgmt Leader

Jun 2026: Databricks agreed to acquire Panther for its agentic SIEM push

Jun 2026: Launched Prowork for finance and ops workflow automation at scale

Jun 2026: Cisco to buy WideField Security, boosting Splunk agentic SOC

Jun 2026: Named Leader in Gartner MQ for SaaS Management Platforms

Jun 2026: Acquired by Vertice to build AI procurement platform

Jun 2026: Acquired US software-pricing leader Vendr

May 2026: Team '26 — Agents in Jira GA, Rovo Incident Command, Teamwork Graph 150B nodes

May 2026: Acquired Rossum to add AI document processing to the BSM platform

May 2026: Launched AI Implementation Engineer and MCP support

May 2026: $40M Series B (Sequoia, Abstract)

May 2026: Q4 rev $532M +19%; FY26 ARR >$2B +16%; 126 Q4 new logos

May 2026: Refresh '26 — Freddy AI Agent Studio + MCP Gateway GA in Freshservice

May 2026: ARR crossed $300M, tripled in 15 months on AI cost-cutting demand

May 2026: Think 26 — watsonx Orchestrate GA + governed Agent Catalog (150+ agents)

May 2026: v0.4.33 ships CNCF incubation prep

May 2026: EmployeeWorks folded into ServiceNow Otto — unified AI front door across Now Platform

May 2026: SAP strategic investment doubles valuation to $5.2B

May 2026: Snowflake ~$1B acquisition closed — observability joins the AI Data Cloud

May 2026: John DiLullo named CEO; Tejada to Exec Chair; $100M buyback

May 2026: Acquired by Coupa to power spend-management document AI

May 2026: Agentforce ARR $1.2B +205% YoY (all of CRM/CX, not IT alone)

May 2026: Q1 FY27 — ARR $1.16B +23%; cut ~8% of staff to fund AI bets

May 2026: AI Control Tower governs all enterprise AI agents; Traceloop acquired

May 2026: Gartner MQ Process Intelligence honorable mention; Agentic Business Context Foundation launched

May 2026: Cisco Q3 rev $15.8B +12%; AI orders raised to $9B; Splunk 500 H1 logos

May 2026: Acquired by Asana (~$75M)

May 2026: Launched Headless Cloud Security — first agent-native cyberdefense platform

May 2026: Q1 FY27 — ARR $1.9B, first-ever GAAP profitable quarter

Apr 2026: Crossed $100M ARR at $1B+ valuation; acquired Unipath AI Jan 2026

Apr 2026: Made telemetry pipelines free at any throughput

Apr 2026: Vertex AI rebranded Gemini Enterprise Agent Platform at Cloud Next 26

Apr 2026: QRadar SOAR end-of-life — SaaS assets sold to Palo Alto; XSIAM migration path

Apr 2026: Launched Neurons AI for zero-touch patch intelligence

Apr 2026: Copilot flows GA; 20M+ active users automating across M365

Apr 2026: Launched Security Copilot agents for autonomous threat triage

Apr 2026: $7.5M seed (Gradient); several $M ARR, cashflow positive

Apr 2026: $10M Series A (Nexus, Dell Tech Capital); 6,000+ orgs

Apr 2026: Acquired the Wireshark Foundation; Aternity crosses $100M revenue

Apr 2026: Closed $7.75B Armis deal; SecOps + asset discovery now unified

Apr 2026: Launched SW1 agentic AI teammate for natural-language observability queries

Apr 2026: Launched WorkHQ — agentic orchestration across people, agents, and digital workers

Mar 2026: Integrated with Cisco AI Assistant for end-to-end app triage

Mar 2026: Launched AI Skills for no-code document processing at scale

Mar 2026: Crossed $500M ARR; launched Aurora Platform with autonomous threat investigation

Mar 2026: GA of Rovo agents for autonomous task execution in Jira and Confluence

Mar 2026: $30M Series Pre-A (HSG); $180M valuation

Mar 2026: Published 2026 IT Help Desk Benchmark Report

Mar 2026: $50M Series B led by Benchmark ($70M+ total raised)

Mar 2026: $50M Series B led by Benchmark

Mar 2026: Reported 101% YoY bookings growth on enterprise threat intel demand

Mar 2026: GoTo revived the LogMeIn brand; Resolve adds agentic AI features

Mar 2026: Series A+ $14.5M at $250M led by Accenture

Mar 2026: Added Zia AI for predictive incident and change management

Mar 2026: Launched AI Response — autonomous agent for root cause and fix

Mar 2026: Extended with Joule AI agent for end-to-end ERP automation

Mar 2026: $65M seed led by Coatue and Lightspeed

Mar 2026: Launched Tanium Automate for AI-driven endpoint remediation and compliance enforcement

Mar 2026: $30M Series A (Plural); agentic data quality

Mar 2026: Acquired by Google for $32B — largest cybersecurity acquisition

Mar 2026: Acquired Forethought AI to deepen agentic support automation

Feb 2026: Strategic round led by Prosperity7 + M12; Trinity-Large-Thinking (399B) Apr 2026

Feb 2026: $80M Series B (ICONIQ) at $800M valuation

Feb 2026: Valued at $16B as IPO prep continues; Process Intelligence Graph + agentic push

Feb 2026: Acquired Lumigo; Mar 2026: $110M Series B (Balderton) at $1B valuation

Feb 2026: Acquired Autonomous Plane for full-stack reachability analysis

Feb 2026: ~$250M round at $9B valuation (GIC-led); Grafana AI natural-language queries GA

Feb 2026: Launched AI Assistant for plain-English workflow generation

Feb 2026: Launched Advance AIOps with autonomous triage and incident summaries

Feb 2026: Launched SysAid Copilot for autonomous tier-1 IT resolution

2026: Expanded its AI agent across service desk workflows

2026: Akamai to acquire LayerX for $205M (AI browser security)

2026: ~$64M raised (Mayfield, M12) for agentic SRE

2026: Scout rated 4.9/5 in Gartner Peer Insights task-mining category

2026: $48M raised (Sequoia, Kleiner Perkins) — causal RCA engine

Jan 2026: Cloudability added AI cost governance module for GPU and LLM inference spend tracking

Jan 2026: Reported merger talks with C3.ai — reverse deal would take AA public

Jan 2026: Unicorn — Pacific Alliance investment at $1B+; unified GPU marketplace launch

Jan 2026: Palo Alto closed $3.35B acquisition, unifying observability + security

Jan 2026: $150M Series F at ~$3B (Golub-led); IPO eyed per May 2026 reports

Jan 2026: Acquired zofiQ — agentic AI service desk for MSPs

Jan 2026: Launched Nova SIEM with AI-native UEBA, completing the LogRhythm integration

Jan 2026: $30M Series C ($100M total); acquired Lumeus Apr 2026

Jan 2026: Integrated with watsonx Orchestrate for agent-to-bot handoff

Jan 2026: Strategic growth investment led by AllianceBernstein to scale agentic enterprise AI

Jan 2026: Launched Command Platform unifying VM, detection, and response

Jan 2026: $140M Series D at $1.2B (Merlin Ventures); ~300% 2025 revenue growth

Jan 2026: $140M Series D at $1.2B valuation (Merlin Ventures); $332M total

Jan 2026: Public launch with $10M seed led by LocalGlobe

Dec 2025: Maestro GA on Amazon VPC

Dec 2025: Added zero-trust SaaS security to existing ITOM automation

Dec 2025: Launched agentic FinOps assistant for automated cloud cost anomaly detection and remediation

Dec 2025: Acquired by Freshworks to extend service management suite

Dec 2025: Acquired Catchpoint ($250M+); raised $800M at $2.4B val Nov 2024

Dec 2025: Series C — ~$160M total raised for the internal developer portal

Dec 2025: $125M Series A (Lightspeed) at $1B valuation; ~$160M raised to date

Dec 2025: Series B $75M at $1B valuation (Sequoia)

Dec 2025: $2.7M seed (YC); 30k+ users

Dec 2025: Pivoted to agent safety — Safety Agent guardrails runtime

Dec 2025: $60M Series C (Menlo); val doubled, ARR tripled

Nov 2025: Relaunched as AGI Inc with AGI-0 autonomous agents; raising at reported $500M

Nov 2025: Acquired by Automation Anywhere to power autonomous enterprise

Nov 2025: CAD $18M Series A (Camber Partners); MSP SaaS security

Nov 2025: Acquired Velocity (AI SRE) to add agentic incident automation

Nov 2025: Launched autonomous HR + IT agent resolving 80% of tier-1 requests

Nov 2025: Dell absorbed Moogsoft into APEX Observability AIOps umbrella

Nov 2025: $50M from Blackstone; $140M+ total raised

Nov 2025: $22.5M Series A (Cerberus); 3x ARR growth

Nov 2025: Acquired by Workday as its enterprise agent platform

Oct 2025: $200M Series F (Accel, Lightspeed, Bessemer) — ~$600M total raised

Oct 2025: Series B $125M at $1.25B valuation

Oct 2025: PE buyout by Vista Equity Partners; accelerating DEX expansion

Oct 2025: $150M Series C at ~$926M post (Georgian); $244M total

Sep 2025: $10M Series A (HOF Capital) — $13.7M total

Sep 2025: Ex-Siemens exec Raj Batra named CEO; Archibus won FedRAMP Aug 2025

Sep 2025: Acquired by Resolve to accelerate its Zero Ticket IT mission

Sep 2025: $13M seed (Khosla Ventures, YC)

Sep 2025: Acquired Espressive — conversational AI joins Zero Ticket IT mission

Sep 2025: Launched Agent API, completing its enterprise conversational AI stack

Aug 2025: $25M seed

Aug 2025: Acquired by Uniphore

Aug 2025: LevelBlue completed acquisition — largest pure-play MSSP formed

Jul 2025: Series A $25M for the agent integration layer

Jul 2025: Acquired Redjack for passive asset discovery

Jul 2025: $150M Series D at $4.15B (Wellington Management)

Jul 2025: Series A $20M

Jun 2025: $25M Series B at $120M post (FRAMEWORK)

Jun 2025: $40M Series B at $300M post (Notable Capital); launched Director

Jun 2025: Series E $115M at $1B+ val; acquired Aporia AI observability (Jan 2025)

Jun 2025: Raised $10M (Sun Summit) to expand data automation platform

Jun 2025: $27M Series B (Ten Eleven) — $52M total; 6x revenue growth in 2 yrs

Jun 2025: $100M Series D (NEA) at reported $750M+ valuation

Jun 2025: Series B $25M to scale agentic process automation

Jun 2025: $20M Series B led by AVP

Jun 2025: $25M Series A extension; runs natively on Snowflake

Jun 2025: $18M (EQT, Mangrove); tripled revenue + customers

Jun 2025: Launched autonomous multi-step agent builder

May 2025: Acquired Opus Security to unify risk management workflows

May 2025: $60M Series B (DTCP); 200+ enterprise clients

May 2025: Kaseya united with Pulseway — full control of parent MMSOFT

May 2025: Raised $24M Series B led by Bessemer Venture Partners

Apr 2025: Acquired by LaunchDarkly for release intelligence

Apr 2025: Series B $62M raised, $96M total; expanding AI incident platform

Apr 2025: $62M Series B (Insight Partners) — ~$96M total raised

Apr 2025: $30M Series B (Redpoint); 1.5M+ endpoints, +380% YoY

Apr 2025: $50M Series B (Key1); +300% YoY revenue

Mar 2025: $10M seed (Khosla, First Round); rebranded to Onyx

Mar 2025: PartnerOne acquired NetWitness from RSA — now operates independently

Mar 2025: Agreed to acquire Moveworks for front-end AI assistant and search

Mar 2025: $75M Series B (Insight Partners); 100% ARR growth in 2024

Mar 2025: Acquired by SolarWinds — incident response joins its observability platform

Feb 2025: $70M Series C (Adams Street); $131M total raised

Feb 2025: Darktrace completed ~£131M acquisition for cloud forensics

Feb 2025: Completed Cado Security acquisition — cloud forensics under Thoma Bravo

Feb 2025: CloudFabrix rebranded to Fabrix.ai — agentic AI-driven ITOps

Feb 2025: $125M Series C at $1.125B valuation (Goldman Sachs Growth)

Feb 2025: $125M Series C at $1.125B valuation

Feb 2025: $15M Series D (8VC) — $107M total raised

2025: Gartner Cool Vendor; 200k+ investigations, 92% actionable

2025: Launched AI Agent Studio in Fusion Applications

2025: Rebranded to OttoKit; launched AI Agents

2025: Expanded Joule agents across finance, HR, and IT processes

2025: Rolled out Illuminate Agents + Agent System of Record

Jan 2025: $25M Series A (Khosla, Z47); Okta Ventures strategic Sep 2025

Dec 2024: TeamViewer acquired 1E at $720M enterprise value — DEX joins remote-access suite

Nov 2024: $100M Series C at $1B (Evolution Equity) for anti-ransomware platform

Nov 2024: $5M seed (StageOne, Seventure)

Oct 2024: $12.5M Series A (Sequoia); Logfire GA

Sep 2024: $60M Series C at $470M valuation

Sep 2024: $13M Series A (Venture Guides, Salesforce Ventures)

Jun 2024: Emerged from stealth with $10M seed led by Madrona and Point72 Ventures

May 2024: Acquired by The Access Group

May 2024: Acquired by Lumifi Cyber — MDR consolidation

2024: $56M seed to build an AI agent operating system

2024: Series C ~$97M to scale enterprise agent orchestration

2024: Series B $130M led by Andreessen Horowitz

Oct 2023: $4.8M seed (Spark Capital); in production at MongoDB and Comcast

Oct 2023: Acquired by Arctic Wolf; SOAR folded into Aurora

Jul 2021: $77M Series B at ~$500M valuation; AI-first Copilot expansion since

Raised ~$50M (Menlo, Coatue)

Backed by Y Combinator & General Catalyst

Series A $11M (SIG Venture Capital) for GenAI service desk

Rebranded to Ultravox; $17M for open-weight voice SLM