Cyabra, Inc. Common Stock

CYAB

$0.41

-2.82%

N/A-$0.01

Tecnología

Software - Aplicación

NASDAQ

Negociación activa

Cyabra, Inc. se centra en examinar datos para verificar su autenticidad. La empresa ofrece una plataforma de software sofisticada diseñada específicamente para ...

Cadena de suministro de CYAB

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

Directeam

X Corp. (formerly Twitter)

Alphabet Inc. (Google/YouTube)

Microsoft Corporation (Azure OpenAI / LinkedIn)

Amazon Web Services (AWS)

NASDAQ:AMZN

Primary cloud infrastructure provider — compute, storage, AI/ML (SageMaker), and data processing for the Cyabra SaaS platform

Directeam

AWS consulting partner — assisted Cyabra with AWS SageMaker CI/CD integration, ML inference optimization, and experimentation pipelines

Meta Platforms, Inc.

NASDAQ:META

Social media data source — Cyabra ingests and analyzes public data from Facebook and Instagram for disinformation detection

X Corp. (formerly Twitter)

Social media data source — real-time public data ingestion for narrative intelligence and bot/fake profile detection

Alphabet Inc. (Google/YouTube)

NASDAQ:GOOGL

Social media and video platform data source for disinformation monitoring and analysis

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

NATO Strategic Communications Centre of Excellence (StratCom COE)

Anonymous Fortune 500 Consumer Brand

International Research Institute

Ministry of Foreign Affairs, Republic of Korea

Carahsoft Technology Corp.

Aquion Pty Ltd

Golin (Interpublic Group / Omnicom Group)

PepsiCo, Inc.

NASDAQ:PEP

Confirmed Fortune 500 commercial customer — uses Cyabra for corporate reputation strategy, narrative intelligence, and brand protection. Referenced in multiple LinkedIn posts and YouTube content by PepsiCo's Senior Director of Corporate Reputation Strategy. · 10.0%

NATO Strategic Communications Centre of Excellence (StratCom COE)

Commissioned Cyabra to produce a major 2026 report exposing AI-driven social media manipulation. Government/international organization engagement.

Anonymous Fortune 500 Consumer Brand

Six-figure annual agreement announced March 31, 2026 for real-time narrative intelligence and evidence-backed mitigation support. Named as Cyabra's first major customer announcement as a public company. · 8.0%

International Research Institute

Agreement valued at more than $500,000 signed June 2026 to provide AI-powered narrative intelligence and disinformation security solutions. Focused on detecting hostile narratives and hate speech. · 9.0%

Ministry of Foreign Affairs, Republic of Korea

Reported government engagement for disinformation monitoring and election integrity. Specific financial terms not disclosed.

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

Similarweb Ltd.

Palantir Technologies Inc.

Palo Alto Networks, Inc.

NASDAQ:PANW

Largest publicly traded pure-play cybersecurity company; serves as a proxy for enterprise security software spending multiples. Cyabra competes in the adjacent 'disinformation security' sub-sector within cybersecurity.

CrowdStrike Holdings, Inc.

NASDAQ:CRWD

AI-native cloud cybersecurity platform with high gross margins (~78%) and recurring SaaS revenue model comparable to Cyabra. Both are cloud-delivered security platforms with government and enterprise customers.

Similarweb Ltd.

NYSE:SMWB

Israeli-founded digital intelligence SaaS company with a similar revenue scale and go-to-market motion (enterprise and government subscriptions). Also listed via NYSE with recurring revenue and ARR disclosures.

Palantir Technologies Inc.

NASDAQ:PLTR

Government and enterprise data analytics/AI platform with significant U.S. federal government exposure via contracts (similar to Cyabra's GSA/Carahsoft channel). Both companies serve intelligence and defense communities.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

Israel (Tel Aviv)

United States

Europe (NATO / Poland)

Cyabra, Inc. (R&D HQ)

Carahsoft Technology Corp.

PepsiCo, Inc.

NATO StratCom COE

Trafford sp. z o.o.

Israel (Tel Aviv)

Operations & Talent Concentration — R&D HQ, co-founders, and ~56 employees based in Israel. Geopolitical instability, regional conflict, and mobilization risks.

Cyabra, Inc. (R&D HQ)NASDAQ:CYABPrimary R&D center and corporate headquarters in Tel Aviv, Israel

United States

Revenue Concentration — Majority of commercial and public-sector revenue from U.S. customers (PepsiCo, U.S. federal agencies via GSA/Carahsoft, Fortune 500 brand). U.S. regulatory changes and federal budget cycles impact procurement.

Carahsoft Technology Corp.Primary U.S. public sector distribution channel

PepsiCo, Inc.NASDAQ:PEPMajor U.S. commercial customer

Europe (NATO / Poland)

International Government Exposure — NATO StratCom COE engagement and Trafford reseller in Poland. EU Digital Services Act (DSA) and other regulations could create compliance costs or opportunities.

NATO StratCom COECommissioned research partner

Trafford sp. z o.o.Poland-based channel partner

Asia Pacific (South Korea, Australia, New Zealand)

Growth Market Exposure — Korea Ministry of Foreign Affairs engagement and Aquion partnership for ANZ. Geopolitical tensions and varying regulatory environments for AI/disinformation tools.

Ministry of Foreign Affairs, Republic of KoreaGovernment customer for disinformation detection

Aquion Pty LtdANZ distribution partner

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Critical

High concentration in a small number of large contracts. Cyabra's Q1 2026 ARR of $7.0M is likely driven by a handful of six-figure-plus accounts (PepsiCo, Fortune 500 brand, international research institute). Loss of any top customer would materially impact revenue.

Infrastructure

High

Single-cloud dependency on Amazon Web Services (AWS) for all compute, AI/ML inference (SageMaker), storage, and data processing. Any AWS outage, service degradation, or pricing change would directly impact Cyabra's platform availability and gross margins.

Data Source

High

Dependence on publicly accessible data from social media platforms (Meta, X/Twitter, Google/YouTube, TikTok, LinkedIn). API access policy changes, rate limiting, or fee increases by these platforms would impair Cyabra's core detection capabilities. Twitter/X's API pricing changes in 2023 exemplify this risk.

Foundry

Low

Not applicable — Cyabra is a pure-play SaaS company with no semiconductor or hardware manufacturing dependencies.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Government & Public Sector (U.S. Federal via GSA/Carahsoft, NATO, International Governments)

40.0%

Drives demand for FedRAMP-compliant cloud infrastructure (AWS GovCloud) and data aggregation from social media platforms. GSA schedule enables procurement across all U.S. agencies.

Enterprise / Fortune 500 Commercial (Brand Protection, Narrative Intelligence)

45.0%

Requires high-availability AWS infrastructure for real-time social media monitoring and AI inference. Customer concentration risk as top customers are large global brands. Includes PepsiCo and other named Fortune 500 accounts.

Channel / Agency Partners (PR Firms, Research Institutes)

15.0%

Driven through Golin (IPG/Omnicom), Aquion (ANZ), Trafford (Poland), and international research institutes. Partners resell Cyabra's platform to their end-clients, reducing direct customer acquisition cost.

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Cyabra, Inc. Common Stock

Cadena de suministro de CYAB

Aguas arriba

Amazon Web Services (AWS)

Directeam

Meta Platforms, Inc.

X Corp. (formerly Twitter)

Alphabet Inc. (Google/YouTube)

Microsoft Corporation (Azure OpenAI / LinkedIn)

Aguas abajo

PepsiCo, Inc.

NATO Strategic Communications Centre of Excellence (StratCom COE)

Anonymous Fortune 500 Consumer Brand

International Research Institute

Ministry of Foreign Affairs, Republic of Korea

Carahsoft Technology Corp.

Aquion Pty Ltd

Golin (Interpublic Group / Omnicom Group)

View More

Comparables

Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

Similarweb Ltd.

Palantir Technologies Inc.

Geografía

Israel (Tel Aviv)

United States

Europe (NATO / Poland)

View More

Cadena de suministro de CYAB

Aguas arriba

Amazon Web Services (AWS)

Directeam

Meta Platforms, Inc.

X Corp. (formerly Twitter)

Alphabet Inc. (Google/YouTube)

Microsoft Corporation (Azure OpenAI / LinkedIn)

Aguas abajo

PepsiCo, Inc.

NATO Strategic Communications Centre of Excellence (StratCom COE)

Anonymous Fortune 500 Consumer Brand

International Research Institute

Ministry of Foreign Affairs, Republic of Korea

Carahsoft Technology Corp.

Aquion Pty Ltd

Golin (Interpublic Group / Omnicom Group)

View More

Comparables

Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

Similarweb Ltd.

Palantir Technologies Inc.

Geografía

Israel (Tel Aviv)

United States

Europe (NATO / Poland)

View More