Claroty (Industrial Cybersecurity) Dossier

Operating in the Enterprise Software sector, Claroty (Industrial Cybersecurity) generated its primary revenue through a subscription-based Software-as-a-Service model, with over 70 percent of its 2025 revenue originating from recurring subscriptions. Functioning as a private entity headquartered in New York City, Claroty (Industrial Cybersecurity) reached an expansive market footprint by deploying its flagship cloud platform, Claroty xDome, to highly regulated critical infrastructure operators globally. Financial Highlights: Claroty (Industrial Cybersecurity) serves a total customer base of over 1,000 organizations. The customer portfolio includes exactly 24 of the Fortune 100 enterprises. Operations in the United States account for approximately 41.35 percent of the customer base. The Brazilian market represents approximately 9.70 percent of total customers. The Spanish market comprises approximately 8.86 percent of the customer base. The intellectual property portfolio contains over 120 patents covering Cyber-Physical Systems and operational technology security. The global workforce consists of exactly 831 employees. The board of directors maintains exactly 13 total members. Claroty... Sign in / Sign up to learn more about Claroty

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Start your analysis with these investor-focused questions:

• With Claroty achieving over 300% growth in annual recurring revenue leading up to FY2025, how does the transition to multi-year SaaS contracts for the xDome platform impact Claroty's revenue predictability and long-term margin profile?
• Considering Claroty's designation as a market leader in the FY2025 Gartner Magic Quadrant for CPS Protection Platforms, how does Claroty's dual-deployment strategy of offering both cloud-native and on-premise solutions create a sustainable competitive moat against pure-play specialists like Dragos?
• How are increasingly stringent critical infrastructure regulations, such as Australia's SOCI Act and Singapore's OT Cybersecurity Master Plan, accelerating Claroty's customer acquisition and geographic expansion strategies in the APJ region during FY2025?
• Given that Claroty holds over 120 patents as of FY2025, how does the strategic expansion of Claroty's R&D pipeline into the Extended Internet of Things (XIoT) and building management systems enhance cross-selling opportunities across Claroty's existing Fortune 100 customer base?
• As enterprise IT security vendors like Microsoft and Palo Alto Networks expand their capabilities into the OT security market, what strategic ecosystem partnerships and distribution channels is Claroty leveraging in FY2025 to defend its market share and maintain pricing power?