We are excited to announce the next business breakdowns. Feel free to participate live and ask questions.
MCBB: Business Breakdowns with Cybeats Technologies (CNSX: CYBT/$CYBT.CN): SBOM Management Platform
When: Wednesday February 9th, 4pm ET
Where: https://riverside.fm/studio/david-bs-studio-2yE1f
I will have a conversation with CEO Justin Leger and member @Valueseeker123 as the expert co-host.
Company Overview (Company Profile)
Cybeats provides software supply-chain security focused on managing Software Bills of Materials (SBOMs), a need that is accelerating as global regulations tighten (EU Cyber Resilience Act 2027, FDA 524B, U.S. federal directives, Korea/Japan requirements). Their platform helps enterprises track vulnerabilities and maintain compliance across large software environments—an ongoing operational need. This value proposition has already attracted major customers such as Schneider Electric, Emerson, Rockwell Automation, Hubbell, and a U.S. government security agency.
Although still small, Cybeats is showing early traction: ~80% gross margins, average contract values around ~$250K per customer, a pipeline slightly above ~$20M, and guidance to exit 2025 with ~$5M ARR. The company recently raised ~$3.2M and another $1.4M, giving it runway toward breakeven, and maintains a modest burn of ~C$200K/month. A new global reseller partnership with Keysight Technologies could accelerate growth. The opportunity remains speculative due to early stage and a messy cap table, but strong regulatory tailwinds and enterprise validation make the upside potentially meaningful.
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