Key Takeaways CyberArk ((CYBR) is a $19 billion provider of cybersecurity solutions to more than 5,400 global businesses, including over half of the Fortune 500 and over 35% of Global 2000 companies. CYBR specializes in Privileged Access Management (PAM), which allows businesses to secure, manage, and monitor identities (human, machine, and now agentic) that have elevated or "privileged" access to critical systems and sensitive data. Since 2022 when I became a CYBR investor, my rationale has centered on two ...