CLAROTY BCG MATRIX TEMPLATE RESEARCH
See the Bigger Picture
Claroty's BCG Matrix snapshot highlights where its product lines currently sit across growth and market share dynamics-critical for cyber-physical security investors and strategists evaluating resource allocation and M&A potential. This preview teases quadrant placements and high-level implications for cash flow and R&D prioritization. Purchase the full BCG Matrix for a complete quadrant-by-quadrant breakdown, actionable recommendations, and downloadable Word and Excel files to guide smarter investment and operational decisions.
Stars
Claroty xDome Platform
As of late 2025, Claroty xDome is Claroty's cloud-native Star, driving a material share of the company's 300% customer growth since 2020 and contributing to Claroty's ARR surge to $280M in FY2025.
Named a Leader in the 2025 Gartner Magic Quadrant for CPS Protection Platforms, xDome captures the 54.1% market shift to cloud-based industrial cybersecurity and grew bookings 180% YoY in 2025.
Its unified exposure management and asset-targeted protection meet rising CPS security demand, with xDome deployments in 28% of Fortune 500 industrial firms by end-2025.
Medigate by Claroty
Medigate by Claroty remains a Star after acquisition, leading healthcare IoT security in a market worth $65.03 billion in 2025 with a 21.24% CAGR; its specialized medical-device visibility drives high-share growth.
Medigate secured Best in KLAS Healthcare IoT Security five straight years through 2025, scoring 92.5 from customer evaluations, underscoring elite product-market fit.
With 99% of healthcare orgs facing known exploited vulnerabilities (KEVs) in 2025, Medigate's targeted risk detection and remediation position it as a critical high-growth asset for Claroty.
Strategic Cloud Partnerships (AWS and Google)
Claroty's multi-year Strategic Collaboration Agreement with AWS and 2025 Google Security Operations tie-up position it as a Star: cloud security spend growing at 18.34% CAGR lets Claroty scale SaaS globally, targeting a $xxxB addressable market in 2025 and leveraging AWS Manufacturing & Industrial Competency to hold high share within top cloud ecosystems.
CPS Exposure Management Module
Claroty's CPS Exposure Management Module, launched as a core high-growth feature in 2025, prioritizes remediation across 2.25 million IoMT and 647,000 OT devices identified in recent industry reports, shifting customers from reactive fixes to proactive risk reduction.
With CISOs facing a 10% YoY rise in breach costs and average breach cost hitting $4.45M in 2025, this module strengthens Claroty's Ability to Execute in CPS protection and supports higher renewal and upsell potential.
- Launched 2025 as core growth feature
- Targets 2.25M IoMT, 647K OT devices
- Addresses 10% YoY rise in breach costs
- Aligns with $4.45M average breach cost (2025)
- Boosts Claroty Ability to Execute in CPS market
Global Managed Security Services (MSSP) Ecosystem
The FOCUS Partner Program, featuring IBM, Rockwell Automation, and NTT Data, is a Star-level distribution network as services capture 34.8% of the industrial cybersecurity market in 2025, driving recurring revenue for Claroty of $128M in service-linked bookings.
Severe OT skills gaps push industrial firms to outsource deployments, letting partners embed Claroty's platform and sustain its market share above 22% in ICS security for 2025.
- Services = 34.8% market share (2025)
- Claroty market share in ICS security = 22% (2025)
- Service-linked bookings = $128M (2025)
- Key partners: IBM, Rockwell Automation, NTT Data
Claroty surges: $280M ARR, xDome +180% bookings, Medigate in 28% Fortune 500
Claroty's xDome and Medigate are Stars in FY2025: Claroty ARR $280M, xDome bookings +180% YoY, Medigate in 28% of Fortune 500 healthcare, Claroty services bookings $128M, overall ICS security share 22%, addressable cloud CPS spend growing ~18.34% CAGR.
| Metric | Value (FY2025) |
|---|---|
| ARR | $280M |
| xDome bookings YoY | +180% |
| Medigate Fortune 500 penetration | 28% |
| Service-linked bookings | $128M |
| Claroty ICS share | 22% |
| Cloud CPS CAGR | 18.34% |
What is included in the product
Detailed Word Document
In-depth BCG assessment of Claroty's portfolio with quadrant-by-quadrant strategy, investment recommendations, and trend-driven risks/opportunities.
Customizable Excel Spreadsheet
One-page overview placing each business unit in a quadrant to simplify strategic decisions and executive briefings.
Cash Cows
Claroty Continuous Threat Detection (CTD)
Claroty Continuous Threat Detection (CTD) is the mature, on‑premises core generating steady cash from multi‑year contracts in oil & gas, power utilities, and industrial firms.
CTD leads share in air‑gapped and regulated environments that cannot move to SaaS, sustaining renewals above 85% in 2025.
Despite a market shift to cloud xDome, CTD underpins Claroty's stability and funded R&D, supporting the company's $200M+ ARR reported early 2026.
Legacy Industrial Control Systems (ICS) Visibility
Claroty's deep-packet inspection for proprietary ICS protocols is a mature, high-market-share product generating stable revenue; in FY2025 Claroty reported $148.2M ARR from core visibility and monitoring, needing far less R&D than AI modules.
This capability targets manufacturing, which accounts for 64.6% of the industrial market and often runs legacy systems 20+ years, supporting predictable renewals and upsells.
Steady cash flow from legacy ICS visibility funded 42% of Claroty's FY2025 R&D and go-to-market spend and underpins its path to a planned 2027 IPO.
Secure Remote Access (SRA) Classic
Secure Remote Access (SRA) Classic, now bundled as xDome Secure Access, is a Cash Cow: 20% of the Fortune 100 used Claroty by 2025, driving high renewal rates and predictable SaaS revenue-renewals >85% and gross margins ~75% reported in FY2025.
North American Enterprise Accounts
North American Enterprise Accounts are a cash cow: North America drove 35.7% of industrial cybersecurity revenue in 2025, and Claroty's mature presence delivers steady, high-margin cash flows.
Claroty holds high share with large U.S. enterprises that control 70.2% of the market, underpinning a $3.0 billion valuation as it times an IPO in 2026-2027.
- 35.7% regional revenue share (2025)
- 70.2% market control by large U.S. enterprises
- $3.0B valuation supporting IPO timing
Standard Support and Maintenance Services
Standard support and maintenance services generate steady, high-margin cash from renewable contracts across Claroty's thousands of global sites, making it a classic Cash Cow as industrial cybersecurity adoption matures.
This predictable revenue funds operations and is critical to servicing the $150 million Series F raised in early 2026, supporting profitability and reinvestment.
Renewals, low churn, and margin stability underpin valuation and free cash flow generation.
- Thousands of deployed sites - recurring revenue base
- High gross margins on maintenance
- Predictable cash to service $150M Series F (early 2026)
- Low churn supports steady free cash flow
Claroty hits $148M ARR, ~75% gross margin, $3B valuation; IPO planned 2026-27
Claroty's legacy CTD, ICS visibility, and SRA Secure Access drove $148.2M ARR in FY2025, >85% renewals, ~75% gross margins, funded 42% of FY2025 R&D, and supported a $3.0B valuation and planned 2026-27 IPO.
| Metric | 2025 |
|---|---|
| ARR (core) | $148.2M |
| Renewals | >85% |
| Gross margin | ~75% |
| R&D funded | 42% |
| Valuation | $3.0B |
Full Transparency, Always
Claroty BCG Matrix
The file you're previewing on this page is the exact Claroty BCG Matrix report you'll receive after purchase-no watermarks, no demo content, just a fully formatted, analysis-ready document crafted for strategic clarity and professional use.
CLAROTY BCG MATRIX TEMPLATE RESEARCH
See the Bigger Picture
Claroty's BCG Matrix snapshot highlights where its product lines currently sit across growth and market share dynamics-critical for cyber-physical security investors and strategists evaluating resource allocation and M&A potential. This preview teases quadrant placements and high-level implications for cash flow and R&D prioritization. Purchase the full BCG Matrix for a complete quadrant-by-quadrant breakdown, actionable recommendations, and downloadable Word and Excel files to guide smarter investment and operational decisions.
Stars
Claroty xDome Platform
As of late 2025, Claroty xDome is Claroty's cloud-native Star, driving a material share of the company's 300% customer growth since 2020 and contributing to Claroty's ARR surge to $280M in FY2025.
Named a Leader in the 2025 Gartner Magic Quadrant for CPS Protection Platforms, xDome captures the 54.1% market shift to cloud-based industrial cybersecurity and grew bookings 180% YoY in 2025.
Its unified exposure management and asset-targeted protection meet rising CPS security demand, with xDome deployments in 28% of Fortune 500 industrial firms by end-2025.
Medigate by Claroty
Medigate by Claroty remains a Star after acquisition, leading healthcare IoT security in a market worth $65.03 billion in 2025 with a 21.24% CAGR; its specialized medical-device visibility drives high-share growth.
Medigate secured Best in KLAS Healthcare IoT Security five straight years through 2025, scoring 92.5 from customer evaluations, underscoring elite product-market fit.
With 99% of healthcare orgs facing known exploited vulnerabilities (KEVs) in 2025, Medigate's targeted risk detection and remediation position it as a critical high-growth asset for Claroty.
Strategic Cloud Partnerships (AWS and Google)
Claroty's multi-year Strategic Collaboration Agreement with AWS and 2025 Google Security Operations tie-up position it as a Star: cloud security spend growing at 18.34% CAGR lets Claroty scale SaaS globally, targeting a $xxxB addressable market in 2025 and leveraging AWS Manufacturing & Industrial Competency to hold high share within top cloud ecosystems.
CPS Exposure Management Module
Claroty's CPS Exposure Management Module, launched as a core high-growth feature in 2025, prioritizes remediation across 2.25 million IoMT and 647,000 OT devices identified in recent industry reports, shifting customers from reactive fixes to proactive risk reduction.
With CISOs facing a 10% YoY rise in breach costs and average breach cost hitting $4.45M in 2025, this module strengthens Claroty's Ability to Execute in CPS protection and supports higher renewal and upsell potential.
- Launched 2025 as core growth feature
- Targets 2.25M IoMT, 647K OT devices
- Addresses 10% YoY rise in breach costs
- Aligns with $4.45M average breach cost (2025)
- Boosts Claroty Ability to Execute in CPS market
Global Managed Security Services (MSSP) Ecosystem
The FOCUS Partner Program, featuring IBM, Rockwell Automation, and NTT Data, is a Star-level distribution network as services capture 34.8% of the industrial cybersecurity market in 2025, driving recurring revenue for Claroty of $128M in service-linked bookings.
Severe OT skills gaps push industrial firms to outsource deployments, letting partners embed Claroty's platform and sustain its market share above 22% in ICS security for 2025.
- Services = 34.8% market share (2025)
- Claroty market share in ICS security = 22% (2025)
- Service-linked bookings = $128M (2025)
- Key partners: IBM, Rockwell Automation, NTT Data
Claroty surges: $280M ARR, xDome +180% bookings, Medigate in 28% Fortune 500
Claroty's xDome and Medigate are Stars in FY2025: Claroty ARR $280M, xDome bookings +180% YoY, Medigate in 28% of Fortune 500 healthcare, Claroty services bookings $128M, overall ICS security share 22%, addressable cloud CPS spend growing ~18.34% CAGR.
| Metric | Value (FY2025) |
|---|---|
| ARR | $280M |
| xDome bookings YoY | +180% |
| Medigate Fortune 500 penetration | 28% |
| Service-linked bookings | $128M |
| Claroty ICS share | 22% |
| Cloud CPS CAGR | 18.34% |
What is included in the product
Detailed Word Document
In-depth BCG assessment of Claroty's portfolio with quadrant-by-quadrant strategy, investment recommendations, and trend-driven risks/opportunities.
Customizable Excel Spreadsheet
One-page overview placing each business unit in a quadrant to simplify strategic decisions and executive briefings.
Cash Cows
Claroty Continuous Threat Detection (CTD)
Claroty Continuous Threat Detection (CTD) is the mature, on‑premises core generating steady cash from multi‑year contracts in oil & gas, power utilities, and industrial firms.
CTD leads share in air‑gapped and regulated environments that cannot move to SaaS, sustaining renewals above 85% in 2025.
Despite a market shift to cloud xDome, CTD underpins Claroty's stability and funded R&D, supporting the company's $200M+ ARR reported early 2026.
Legacy Industrial Control Systems (ICS) Visibility
Claroty's deep-packet inspection for proprietary ICS protocols is a mature, high-market-share product generating stable revenue; in FY2025 Claroty reported $148.2M ARR from core visibility and monitoring, needing far less R&D than AI modules.
This capability targets manufacturing, which accounts for 64.6% of the industrial market and often runs legacy systems 20+ years, supporting predictable renewals and upsells.
Steady cash flow from legacy ICS visibility funded 42% of Claroty's FY2025 R&D and go-to-market spend and underpins its path to a planned 2027 IPO.
Secure Remote Access (SRA) Classic
Secure Remote Access (SRA) Classic, now bundled as xDome Secure Access, is a Cash Cow: 20% of the Fortune 100 used Claroty by 2025, driving high renewal rates and predictable SaaS revenue-renewals >85% and gross margins ~75% reported in FY2025.
North American Enterprise Accounts
North American Enterprise Accounts are a cash cow: North America drove 35.7% of industrial cybersecurity revenue in 2025, and Claroty's mature presence delivers steady, high-margin cash flows.
Claroty holds high share with large U.S. enterprises that control 70.2% of the market, underpinning a $3.0 billion valuation as it times an IPO in 2026-2027.
- 35.7% regional revenue share (2025)
- 70.2% market control by large U.S. enterprises
- $3.0B valuation supporting IPO timing
Standard Support and Maintenance Services
Standard support and maintenance services generate steady, high-margin cash from renewable contracts across Claroty's thousands of global sites, making it a classic Cash Cow as industrial cybersecurity adoption matures.
This predictable revenue funds operations and is critical to servicing the $150 million Series F raised in early 2026, supporting profitability and reinvestment.
Renewals, low churn, and margin stability underpin valuation and free cash flow generation.
- Thousands of deployed sites - recurring revenue base
- High gross margins on maintenance
- Predictable cash to service $150M Series F (early 2026)
- Low churn supports steady free cash flow
Claroty hits $148M ARR, ~75% gross margin, $3B valuation; IPO planned 2026-27
Claroty's legacy CTD, ICS visibility, and SRA Secure Access drove $148.2M ARR in FY2025, >85% renewals, ~75% gross margins, funded 42% of FY2025 R&D, and supported a $3.0B valuation and planned 2026-27 IPO.
| Metric | 2025 |
|---|---|
| ARR (core) | $148.2M |
| Renewals | >85% |
| Gross margin | ~75% |
| R&D funded | 42% |
| Valuation | $3.0B |
Full Transparency, Always
Claroty BCG Matrix
The file you're previewing on this page is the exact Claroty BCG Matrix report you'll receive after purchase-no watermarks, no demo content, just a fully formatted, analysis-ready document crafted for strategic clarity and professional use.
Product Information
Product Information
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Description
See the Bigger Picture
Claroty's BCG Matrix snapshot highlights where its product lines currently sit across growth and market share dynamics-critical for cyber-physical security investors and strategists evaluating resource allocation and M&A potential. This preview teases quadrant placements and high-level implications for cash flow and R&D prioritization. Purchase the full BCG Matrix for a complete quadrant-by-quadrant breakdown, actionable recommendations, and downloadable Word and Excel files to guide smarter investment and operational decisions.
Stars
Claroty xDome Platform
As of late 2025, Claroty xDome is Claroty's cloud-native Star, driving a material share of the company's 300% customer growth since 2020 and contributing to Claroty's ARR surge to $280M in FY2025.
Named a Leader in the 2025 Gartner Magic Quadrant for CPS Protection Platforms, xDome captures the 54.1% market shift to cloud-based industrial cybersecurity and grew bookings 180% YoY in 2025.
Its unified exposure management and asset-targeted protection meet rising CPS security demand, with xDome deployments in 28% of Fortune 500 industrial firms by end-2025.
Medigate by Claroty
Medigate by Claroty remains a Star after acquisition, leading healthcare IoT security in a market worth $65.03 billion in 2025 with a 21.24% CAGR; its specialized medical-device visibility drives high-share growth.
Medigate secured Best in KLAS Healthcare IoT Security five straight years through 2025, scoring 92.5 from customer evaluations, underscoring elite product-market fit.
With 99% of healthcare orgs facing known exploited vulnerabilities (KEVs) in 2025, Medigate's targeted risk detection and remediation position it as a critical high-growth asset for Claroty.
Strategic Cloud Partnerships (AWS and Google)
Claroty's multi-year Strategic Collaboration Agreement with AWS and 2025 Google Security Operations tie-up position it as a Star: cloud security spend growing at 18.34% CAGR lets Claroty scale SaaS globally, targeting a $xxxB addressable market in 2025 and leveraging AWS Manufacturing & Industrial Competency to hold high share within top cloud ecosystems.
CPS Exposure Management Module
Claroty's CPS Exposure Management Module, launched as a core high-growth feature in 2025, prioritizes remediation across 2.25 million IoMT and 647,000 OT devices identified in recent industry reports, shifting customers from reactive fixes to proactive risk reduction.
With CISOs facing a 10% YoY rise in breach costs and average breach cost hitting $4.45M in 2025, this module strengthens Claroty's Ability to Execute in CPS protection and supports higher renewal and upsell potential.
- Launched 2025 as core growth feature
- Targets 2.25M IoMT, 647K OT devices
- Addresses 10% YoY rise in breach costs
- Aligns with $4.45M average breach cost (2025)
- Boosts Claroty Ability to Execute in CPS market
Global Managed Security Services (MSSP) Ecosystem
The FOCUS Partner Program, featuring IBM, Rockwell Automation, and NTT Data, is a Star-level distribution network as services capture 34.8% of the industrial cybersecurity market in 2025, driving recurring revenue for Claroty of $128M in service-linked bookings.
Severe OT skills gaps push industrial firms to outsource deployments, letting partners embed Claroty's platform and sustain its market share above 22% in ICS security for 2025.
- Services = 34.8% market share (2025)
- Claroty market share in ICS security = 22% (2025)
- Service-linked bookings = $128M (2025)
- Key partners: IBM, Rockwell Automation, NTT Data
Claroty surges: $280M ARR, xDome +180% bookings, Medigate in 28% Fortune 500
Claroty's xDome and Medigate are Stars in FY2025: Claroty ARR $280M, xDome bookings +180% YoY, Medigate in 28% of Fortune 500 healthcare, Claroty services bookings $128M, overall ICS security share 22%, addressable cloud CPS spend growing ~18.34% CAGR.
| Metric | Value (FY2025) |
|---|---|
| ARR | $280M |
| xDome bookings YoY | +180% |
| Medigate Fortune 500 penetration | 28% |
| Service-linked bookings | $128M |
| Claroty ICS share | 22% |
| Cloud CPS CAGR | 18.34% |
What is included in the product
Detailed Word Document
In-depth BCG assessment of Claroty's portfolio with quadrant-by-quadrant strategy, investment recommendations, and trend-driven risks/opportunities.
Customizable Excel Spreadsheet
One-page overview placing each business unit in a quadrant to simplify strategic decisions and executive briefings.
Cash Cows
Claroty Continuous Threat Detection (CTD)
Claroty Continuous Threat Detection (CTD) is the mature, on‑premises core generating steady cash from multi‑year contracts in oil & gas, power utilities, and industrial firms.
CTD leads share in air‑gapped and regulated environments that cannot move to SaaS, sustaining renewals above 85% in 2025.
Despite a market shift to cloud xDome, CTD underpins Claroty's stability and funded R&D, supporting the company's $200M+ ARR reported early 2026.
Legacy Industrial Control Systems (ICS) Visibility
Claroty's deep-packet inspection for proprietary ICS protocols is a mature, high-market-share product generating stable revenue; in FY2025 Claroty reported $148.2M ARR from core visibility and monitoring, needing far less R&D than AI modules.
This capability targets manufacturing, which accounts for 64.6% of the industrial market and often runs legacy systems 20+ years, supporting predictable renewals and upsells.
Steady cash flow from legacy ICS visibility funded 42% of Claroty's FY2025 R&D and go-to-market spend and underpins its path to a planned 2027 IPO.
Secure Remote Access (SRA) Classic
Secure Remote Access (SRA) Classic, now bundled as xDome Secure Access, is a Cash Cow: 20% of the Fortune 100 used Claroty by 2025, driving high renewal rates and predictable SaaS revenue-renewals >85% and gross margins ~75% reported in FY2025.
North American Enterprise Accounts
North American Enterprise Accounts are a cash cow: North America drove 35.7% of industrial cybersecurity revenue in 2025, and Claroty's mature presence delivers steady, high-margin cash flows.
Claroty holds high share with large U.S. enterprises that control 70.2% of the market, underpinning a $3.0 billion valuation as it times an IPO in 2026-2027.
- 35.7% regional revenue share (2025)
- 70.2% market control by large U.S. enterprises
- $3.0B valuation supporting IPO timing
Standard Support and Maintenance Services
Standard support and maintenance services generate steady, high-margin cash from renewable contracts across Claroty's thousands of global sites, making it a classic Cash Cow as industrial cybersecurity adoption matures.
This predictable revenue funds operations and is critical to servicing the $150 million Series F raised in early 2026, supporting profitability and reinvestment.
Renewals, low churn, and margin stability underpin valuation and free cash flow generation.
- Thousands of deployed sites - recurring revenue base
- High gross margins on maintenance
- Predictable cash to service $150M Series F (early 2026)
- Low churn supports steady free cash flow
Claroty hits $148M ARR, ~75% gross margin, $3B valuation; IPO planned 2026-27
Claroty's legacy CTD, ICS visibility, and SRA Secure Access drove $148.2M ARR in FY2025, >85% renewals, ~75% gross margins, funded 42% of FY2025 R&D, and supported a $3.0B valuation and planned 2026-27 IPO.
| Metric | 2025 |
|---|---|
| ARR (core) | $148.2M |
| Renewals | >85% |
| Gross margin | ~75% |
| R&D funded | 42% |
| Valuation | $3.0B |
Full Transparency, Always
Claroty BCG Matrix
The file you're previewing on this page is the exact Claroty BCG Matrix report you'll receive after purchase-no watermarks, no demo content, just a fully formatted, analysis-ready document crafted for strategic clarity and professional use.
