Recorded Future (Threat Intelligence) Dossier

Operating as a technology subsidiary under Mastercard Inc., Recorded Future (Threat Intelligence) reported an annual recurring revenue of $250,000,000. Recorded Future (Threat Intelligence) generated this financial volume primarily through a subscription-based software-as-a-service pricing model tied to user count, specific intelligence module access, and specialized threat data feeds. Recorded Future (Threat Intelligence) secured enterprise deployments that regularly reached into the mid-six figures annually. Financial Highlights • Annual recurring revenue: $250,000,000 generated from subscription contracts • Total customer base: 1,900 active accounts located across 75 distinct countries • Global workforce footprint: 1,147 employees operating globally • Government adoption rate: 45 sovereign government clients utilizing threat intelligence services • Corporate market penetration: 50 percent of Fortune 100 enterprises deploying the platform • Active patent portfolio: 6 granted patents out of 12 global filings across 8 unique patent families • Intelligence indexing capacity: 1,000,000 global data sources monitored via the proprietary Intelligence Graph. Recorded Future (Threat Intelligence) holds a... Sign in / Sign up to learn more about Recorded Future, Inc.

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Start your analysis with these investor-focused questions:

• Given Recorded Future's acquisition by Mastercard and its reported $250 million ARR, how is the company strategically leveraging Mastercard's banking and merchant channels in FY2025 to expand its specialized fraud and identity intelligence modules?
• As commoditization of basic threat intelligence feeds accelerates across the cybersecurity sector, how does Recorded Future's premium SaaS pricing model and heavy R&D investment in its Generative AI capabilities defend against lower-cost, specialized competitors like Flare?
• With Colin Mahony taking over as CEO of Recorded Future in FY2025, how is his extensive executive background at Amazon Web Services expected to accelerate the company's distribution strategy and expansion through cloud-native channels like AWS and Azure Marketplaces?
• Considering the heightened geopolitical risks and increased state-sponsored cyber-warfare activities, how effectively is Recorded Future utilizing its proprietary Intelligence Graph to identify and mitigate sophisticated supply chain vulnerabilities for enterprise clients?
• Given that Recorded Future serves over 45 sovereign governments and more than 50% of the Fortune 100 with annual enterprise contracts often reaching the mid-six figures, what are the primary retention drivers and upsell opportunities within this high-value customer base for FY2025?