On November 16th at 2:00 p.m. ET we are hosting our second quarterly call on the cybersecurity industry with Kirk Jones, the founder and president of BlackLake Security, a privately held security software VAR located in Austin, TX, with over $100M+ in annual sales. On our call Mr Jones will provide an update on quarterly trends and forecasts for PANW, FTNT, ZS, SPLK, S, CRWD among other vendors. Mr. Jones will also provide an update on the impact of hardware inventory for vendors such as PANW, competition including MSFT and AI products. the consolidation of security stacks, cloud security adoption and the impact of AI both on cybersecurity company product development as well as demand from adversarial use of LLM’s among other topics.
Kirk Jones is founder and president of BlackLake Security, a privately held security software VAR located in Austin, TX, with over $100M+ in annual sales. BlackLake represents 20+ vendors including Palo Alto Networks ($50M+), ZScaler ($8M), Splunk ($10M), Crowdstrike ($5M), CyberArk, and several others. He can discuss competitive positioning, adoption and sales trends for any security software name. Previously, Mr. Jones founded and later sold SOS Security.