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shlomo kramer

T2 · manager / operator

Veteran cybersecurity entrepreneur and CEO of Cato Networks, which reached $450M ARR at 40-45% growth by pioneering SASE platform consolidation amid agentic AI threat landscape.

2 calls·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$CATO-NETWORKSCato Networksposition

Cato Networks CEO Kramer reports $450M ARR at 40-45% growth driven by platform consolidation and AI threat landscape

Kramer states enterprises are shifting from point security products to single platform solutions, accelerated by AI-driven threats making platform adoption a 'do or die' security imperative, with manufacturing and robotics verticals benefiting from physical AI wave.

Bloomberg Tech2026-07episode →

most discussed · click a bar to filter

  • $CATO-NETWORKS

recurring themes

  • Cybersecurity1
  • Robotics & Physical AI1
2 total
$CATO-NETWORKS
Cato Networks
HIGHshlomo kramer·Bloomberg Tech·2 months ago·Nvidia Sparks Renewed Circular Financing Concerns with New Deals | Bloomberg Tech 7/27/2026· position
Cato Networks CEO Kramer reports $450M ARR at 40-45% growth driven by platform consolidation and AI threat landscape
Kramer states enterprises are shifting from point security products to single platform solutions, accelerated by AI-driven threats making platform adoption a 'do or die' security imperative, with manufacturing and robotics verticals benefiting from physical AI wave.
"THE MARKET IS MATURING. WE ARE SEEING LARGER AND LARGER ENTERPRISES ADOPT SAAS, GIVEN THE MULTIMILLION DOLLAR DEALS. THE FIRST HALF OF THIS YEAR. THIS IS DRIVEN BY THE FACT THAT O…"
13:08
$CATO-NETWORKS
Cato Networks
HIGHshlomo kramer·Bloomberg Tech·2 months ago·Nvidia Sparks Renewed Circular Financing Concerns with New Deals | Bloomberg Tech 7/27/2026· position
Cato Networks hits $450M ARR at 40-45% growth driven by platform consolidation and AI threat landscape
Enterprises are shifting from point security products to single-platform SASE solutions, accelerated by agentic AI threats that create a new insider threat category requiring network-level control of agent interactions.
"THE MARKET IS MATURING. WE ARE SEEING LARGER AND LARGER ENTERPRISES ADOPT SAAS, GIVEN THE MULTIMILLION DOLLAR DEALS. THIS IS DRIVEN BY THE FACT THAT OUR PLATFORM-BASED SOLUTION NO…"
13:08
8
Cybersecuritytailwind
AI agent proliferation creates 'do or die' platform consolidation tailwind for cybersecurity
Enterprises are shifting from point products to unified platforms to control agent interactions and insider threats, driving 40%+ ARR growth for platform providers like Cato Networks.
7
Robotics & Physical AItailwind
Physical AI wave drives manufacturing and robotics security demand per Cato Networks CEO
Jensen Huang's physical AI thesis is already creating enterprise security demand in manufacturing and robotics verticals, as organizations secure the convergence of IT and OT networks against agentic threats.