Cybeats makes software that gives companies a detailed ingredient list of their own code, so they can spot security holes before hackers do. Think of it as a nutrition label for software supply chains.
Revenue is effectively zero (CAD 0.00B annually), and the company loses more than it makes, with net margins at -41.74% in the latest quarter. There's no meaningful recurring revenue yet, just mounting losses from R&D and sales efforts.
No visible protection: larger cybersecurity players like Palo Alto Networks and CrowdStrike already offer supply-chain security features, and Cybeats' tiny revenue suggests customers aren't locked in. Anyone can clone an SBOM tool with enough funding, so there
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The company specializes in SBOMs for infrastructure and medical devices, with existing customers in related industries, suggesting strong tailwinds.
Main discussion
This will result in strong tailwinds for $CYBT.CN, which specializes in SBOMs for infrastructure & med devices. I'm not sure of Siemens but all of their peers like Rockwell, Emerson are all Cybeats customers for a reason.
RT @KairosPraxis: This will result in strong tailwinds for $CYBT.CN, which specializes in SBOMs for infrastructure & med devices. I'm not s…
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