Remove Business Model Remove Cybersecurity Remove Identity management
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How The Top 25 B2B Public Companies Have Performed In 2025 So Far — And What They Tell Us About the Future

SaaStr

Edge security (Cloudflare) = essential and growing Endpoint security (CrowdStrike) = recession-proof Zero trust (Zscaler) = must-have architecture Identity management (Okta) = nice-to-have that’s getting commoditized Tier 5: Post-Pandemic Normalization Average Return: -15.5% Tier 4: Security (Mixed Results) Average Return: +7.9%

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