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Malwarebytes

private
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Malwarebytes is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Malwarebytes splits consumer and B2B, hits 3M subscribers and $200M ARR▾

Separating the consumer brand (Malwarebytes) from the new B2B brand (ThreatDown) with dedicated management unlocked growth; consumer side now has 3M+ paying subscribers, nearing $200M ARR, profitable and accelerating.

marcin kleczynskiT1Kleiner Perkins2026-02-23
confidence 88 / 100impact High
key themes
  • AI Coding Agents100%
  • Cybersecurity100%
  • AI Bubble / Capex Debate100%
  • Venture Capital100%

bull thesis · 1

95 / 100
  • •Malwarebytes splits consumer and B2B, hits 3M subscribers and $200M ARR

bear thesis · 0

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mentions · 1

Kleiner PerkinsThe AI Era of Cybercrime: How Malwarebytes Is Evolving Its Security Stack | Marcin Kleczynski1 mentions · 1▲ 0▼ 0○ · 7 months ago
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