MI-One Issue #17 - Aphelion Edition

A closer look at CrowdStrike, some big industry cash injections, and more!

MI-One Issue #17 - Aphelion Edition

Hello there.

It’s the height of summer, and the security landscape is doing something interesting.

We're excited to be heading to Black Hat USA 2025 next month and look forward to meeting folks from across the industry, especially those working on integrations or looking to build better connections between their security tools. If that sounds like you, we'd love to connect.

Big money is flowing into the sector, with substantial funding rounds seeking to back up proven approaches rather than experimental tech. Notably, we're seeing a shift from the "AI-powered everything" future to focusing on implementations that solve real problems today.

Take, for example, how Cato Networks just closed $359 million at a $4.8 billion valuation. That's not just another funding round – it's investors putting serious money behind converged security platforms that actually eliminate vendor sprawl instead of just talking about it.

The consolidation trend is accelerating beyond just funding, too. Securonix acquired ThreatQuotient to deliver what they're calling the industry's broadest threat detection, investigation, and response platform. Cyera picked up Otterize, strengthening their data security posture management capabilities. Check Point acquired Cyberint in 2024, while Intel 471 picked up Cyborg Security to strengthen proactive defense capabilities.

The partnerships are getting more interesting too. Huntress teamed up with Microsoft to maximize the value of their existing security investments through better integration and utilization. Meanwhile, Keeper Security rolled out MCP integration for secrets management, building on what Palo Alto started with their Prisma AIRS MCP Server covered in our June Solstice edition. Add Google Cloud's Agent2Agent protocol from our Umbra edition, and you've got something that actually resembles a standardized approach to AI-security integration.

Zero-trust is also pushing into new territory. Zscaler launched cellular-based IoT/OT connectivity that dumps VPNs entirely, while we're seeing more sophisticated detection partnerships like OPSWAT teaming up with SentinelOne for AI-powered malware detection, and Fidelis integrating with Palo Alto for network detection in zero-trust environments.

The cloud providers aren't sitting idle either. AWS previewed their new Security Hub for risk prioritization and response at scale, unifying security management across their ecosystem. Meanwhile, Fortinet expanded their CNAPP with MSSP-ready capabilities.

Overall, the trend is clear – vendors are building comprehensive security stacks that combine analytics, intelligence, response, and automation under unified platforms.

As we continue into this edition, we'll dig into how these partnerships are changing the way teams choose their security tools, look at what integrated platforms actually mean for day-to-day operations, and walk through the latest updates from Oracle, Splunk, and ServiceNow.

But first, let's take a closer look at one security suite that caught our attention.

Before you go…

We'd love to connect if you're planning to attend:

  1. Black Hat USA,  August 2 — August 7, 2025,  Las Vegas