Mission Statement, Vision, & Core Values of CyberArk Software Ltd. (CYBR)

You're looking past the Q3 2025 revenue beat of $342.8 million-a 43 percent year-over-year jump-to understand the foundational strategy driving CyberArk Software Ltd.'s valuation, especially with the Palo Alto Networks acquisition on the table for roughly $25 billion in equity value. A company's mission, vision, and core values (the bedrock of its culture) are defintely critical to sustaining that $1.341 billion in Annual Recurring Revenue (ARR). But how does securing the world against cyber threats translate into a full-year 2025 revenue guidance of up to $1.323 billion, and do their values like 'Trusted Experts' truly align with their Identity Security platform's market dominance?

CyberArk Software Ltd. (CYBR) Overview

You're looking for a clear, no-nonsense view of CyberArk Software Ltd. (CYBR), and the short answer is they remain the dominant force in securing the digital identities that run modern enterprises. They are successfully navigating the shift to a subscription model and capitalizing on the explosion of machine identities, which is defintely a huge growth vector.

CyberArk was founded in 1999, starting in Israel with a focus on a critical, yet often overlooked, area of security: Privileged Access Management (PAM). PAM is essentially controlling and monitoring the 'keys to the kingdom'-the super-user accounts, credentials, and secrets that give broad access to critical systems. Today, the company is a global leader in identity security, trusted by over half of the Fortune 500 companies.

Their core offering is the CyberArk Identity Security Platform, which uses artificial intelligence (AI) to apply intelligent privilege controls to every identity-human, machine, and developer. The product suite is extensive, covering everything from securing third-party vendor access with Vendor Privileged Access Manager to managing privileges on endpoints with Endpoint Privilege Manager. For the last twelve months (LTM) ending September 30, 2025, CyberArk's total revenue reached approximately $1.30 billion, showing strong market adoption for this unified platform.

Record-Breaking Q3 2025 Financial Performance

The latest financial reports, specifically the third quarter ended September 30, 2025, show CyberArk's transition to a subscription model is paying off handsomely. Total revenue for Q3 2025 hit $342.8 million, which was a massive 43% increase year-over-year compared to the same quarter in 2024. That's a strong beat against analyst consensus, proving that identity security is a non-discretionary investment for most companies.

Subscription revenue is the main engine of this growth, soaring to $280.1 million in Q3 2025, a 60% jump from the prior year. This shift is dramatically improving their recurring revenue profile, which is what investors want to see. Here's the quick math on their recurring success:

• Total Annual Recurring Revenue (ARR) reached $1.341 billion as of September 30, 2025, marking a 45% year-over-year growth.
• The subscription portion of ARR grew even faster, up 57% to $1.158 billion.
• Net new ARR for the quarter was a record $68 million, up 16% year-over-year.

The demand is robust because the complexity of enterprise environments is skyrocketing. What this growth estimate hides is the underlying security risk-the ratio of machine identities to human identities is now over 80-to-1, and that number is still rising rapidly, creating a massive new attack surface CyberArk is uniquely positioned to secure.

CyberArk as an Identity Security Leader

CyberArk is not just a participant in the security market; they are the global leader in the identity security space. This leadership is being formally recognized, with the company named an Overall Leader in the 2025 KuppingerCole Leadership Compass for Identity Fabrics. Their platform is engineered to address the most critical challenges in a zero-trust environment (Zero Trust Architecture).

The company is also moving quickly to secure the next wave of security risk: agentic AI. They are expanding their platform to provide privilege controls for AI agent identities, which often require elevated access to perform automated tasks. This proactive move, alongside strategic acquisitions like Venafi and Zilla Security, reinforces their comprehensive platform approach. If you want to dig deeper into the company's financial resilience and strategic positioning, you should read Breaking Down CyberArk Software Ltd. (CYBR) Financial Health: Key Insights for Investors. It's a good next step to understand why this company is a powerhouse in a non-stop growth sector.

CyberArk Software Ltd. (CYBR) Mission Statement

You're looking for the bedrock of a company, the guiding principle that explains why CyberArk Software Ltd. (CYBR) commands a premium in the Identity Security space, and that starts with its mission. It's not just a feel-good phrase; it's the strategic filter for every dollar of R&D spend and every product roadmap decision. The mission is clear: Secure the world against cyber threats so together we can move fearlessly forward. That's the one-liner that drives their entire business.

This mission is especially critical now, given the company's planned acquisition by Palo Alto Networks for approximately $25 billion in equity value, announced in July 2025. A clear mission ensures that the integration, which is expected to close in the second half of fiscal 2026, maintains focus on the core value proposition: protecting all identities-human and machine-in a zero-trust world.

Here's the quick math on why this mission matters to investors: CyberArk's Annual Recurring Revenue (ARR) hit $1.341 billion as of September 30, 2025, a jump of 45% year-over-year. That kind of growth doesn't happen without a laser-focused mission that resonates with customer fears about cyber threats.

Core Component 1: Proactive Protection Against the Evolving Threat Landscape

The first core component of the mission is a commitment to proactive protection. This means staying ahead of the attackers, not just reacting to the last breach. The focus is on Privileged Access Management (PAM), which is about controlling the keys to the kingdom-the accounts that can do the most damage.

CyberArk Labs, their in-house research arm, is the engine here. They're not just building products; they're researching the evolving threat landscape, which is why their Endpoint Privilege Manager showed 100% efficacy against over 3 million ransomware strains in recent testing. That's a defintely strong number that shows a dedication to quality over quantity of features.

This proactive stance is also why they were named a Leader in the 2025 Gartner Magic Quadrant for Privileged Access Management in October 2025. If your security vendor isn't leading the analyst reports, they're likely trailing the attackers.

Core Component 2: Eliminating Risk by Securing Every Identity

The second component is about eliminating the risk of privileged credential misuse, which is the most common entry point for sophisticated attacks. The mission translates into securing every identity, not just the IT admin accounts. This includes developers, business users, and, critically, machine identities like application programming interfaces (APIs) and AI agents.

The company's Identity Security Platform is built on this principle, applying intelligent privilege controls to every identity. They recently introduced a solution specifically to protect AI Agents with privilege controls, recognizing that the next big attack vector is likely to be an exploited machine identity. This is a necessary evolution of the core mission.

For the nine months ended September 30, 2025, CyberArk reported revenue of $988.47 million, demonstrating the market's demand for this comprehensive, risk-eliminating platform approach. Their subscription revenue alone for Q3 2025 was $280.1 million, a 60% increase, showing customers are buying into the platform vision, not just a single product.

Core Component 3: Enabling Business Agility to Move Fearlessly Forward

The final, and perhaps most empathetic, component is enabling business agility. Security that slows down the business is security that gets bypassed. The mission's phrase, 'move fearlessly forward,' means providing security that is seamless and doesn't hinder productivity.

This is where the shift to a cloud-delivered, subscription-based model comes in. It makes deployment faster and management easier. The Subscription portion of their ARR reached $1.158 billion by September 30, 2025, representing 86% of total ARR. That high percentage of recurring, subscription-based revenue shows customers are adopting the flexible, cloud-first approach that enables them to move fast.

The company's reach, serving >55% of the Fortune 500 and >35% of the Global 2000, proves that their solutions scale to the largest, most complex organizations without becoming a bottleneck. You can't be a market leader unless your customers can actually use your product easily. For a deeper dive into how this mission translates into market strategy and financial performance, you should check out CyberArk Software Ltd. (CYBR): History, Ownership, Mission, How It Works & Makes Money.

CyberArk Software Ltd. (CYBR) Vision Statement

You're looking at CyberArk Software Ltd. (CYBR) because their identity security platform is a critical piece of the modern enterprise defense, and you need to know if their stated goals align with their financial performance. The short answer is yes: their vision-Every identity secured with the right level of privilege controls-is directly supported by a massive shift to subscription revenue and a strategic focus on the exploding machine identity space.

Their mission, to 'Secure the world against cyber threats so together we can move fearlessly forward,' isn't just a poster slogan; it's the engine driving their impressive 2025 financial results. For example, their Annual Recurring Revenue (ARR) hit $1.341 billion as of September 30, 2025, which is a 45% jump year-over-year. That's a defintely strong signal that enterprises are buying into their vision.

Every Identity Secured: The Breadth of the Platform

The first part of the vision, 'Every identity secured,' speaks to the sheer breadth of CyberArk's Identity Security Platform. This isn't just about protecting human employees anymore; it's about securing a complex mix of human, machine, and even AI agent identities. The company's acquisition of Venafi in late 2024 and Zilla Security in early 2025 was a concrete action to expand this coverage, bringing in machine identity protection and modern Identity Governance and Administration (IGA) capabilities.

This expansion is where the real near-term opportunity lies. The proliferation of machine identities-think about all the non-human accounts, APIs, and cloud workloads-is growing exponentially, and CyberArk is uniquely positioned to capture that market. They even introduced a solution in late 2025 specifically for securing AI agents, which are becoming powerful, privileged entities in their own right. Here's the quick math on their business model shift:

• Subscription ARR reached $1.158 billion by Q3 2025.
• This represents 86% of their total ARR.
• That subscription portion grew 57% year-over-year.

The market is clearly rewarding their platform-based approach over the older, siloed product sales.

Right Level of Privilege Controls: Precision and Zero Trust

The second part of the vision, 'with the right level of privilege controls,' is all about precision and enforcing a Zero Trust architecture (a security model where no user or device is trusted by default). This means moving beyond simple 'on/off' access to dynamic, just-in-time privilege elevation. The goal is to grant the least amount of access necessary for the shortest amount of time.

CyberArk's core value of being 'Trusted Experts' is what grounds this technical precision. They are constantly innovating to stay ahead of the threat landscape, which is why they invested $186.4 million in Research and Development in 2023, representing about 25% of their total revenue that year. This investment directly translates into products like their Endpoint Privilege Manager, which secures privileges on the endpoint, and their Dynamic Privileged Access, a Software-as-a-Service (SaaS) solution for just-in-time access.

What this estimate hides is the complexity of integrating these controls across hybrid and multi-cloud environments, but their focus on SaaS delivery-like their subscription revenue growth shows-is simplifying deployment for customers.

Leading the Identity Security Market: Strategic Financial Momentum

CyberArk's overarching, strategic vision is 'Leading the Identity Security Market.' This leadership is being pursued through both organic growth and a massive, pending corporate action. The company is guiding for full-year 2025 ARR to be in the range of $1.410 billion to $1.420 billion, which is a clear benchmark for their market dominance. Plus, they are demonstrating strong cash generation, with an expected Adjusted Free Cash Flow for 2025 between $300.0 million and $310.0 million.

Still, the biggest near-term factor is the proposed acquisition by Palo Alto Networks, announced in July 2025, which is valued at approximately $25 billion in equity. Shareholders have already approved the deal with overwhelming support, around 99.8%. This move will accelerate their vision, combining two cybersecurity powerhouses to create a modern identity security platform for the AI era. This merger is a clear sign that the market views CyberArk's vision as the future of security.

To dive deeper into the nuts and bolts of their financial health and the implications of this acquisition, you should read Breaking Down CyberArk Software Ltd. (CYBR) Financial Health: Key Insights for Investors.

Core Values in Action: Customer First and Innovation

The core values of 'Customer First' and 'Innovators' are the operational drivers behind the vision. Being 'Customer First' means providing solutions that deliver tangible business value, which is reflected in their high customer retention rates.

Being 'Innovators' means pioneering the future of cybersecurity. This is why they are constantly releasing new tools, like the TLS Certificate Renewal Impact Calculator and Discovery Scan, to help organizations manage the operational and financial impact of shrinking certificate lifespans. This focus on solving emerging, complex problems is what keeps them ahead of the curve and makes their vision achievable.

CyberArk Software Ltd. (CYBR) Core Values

You're looking at CyberArk Software Ltd. (CYBR) and trying to figure out if their culture matches their impressive financials. It's a smart move. A company's core values are the bedrock of its strategy, and in cybersecurity, that means everything from R&D spend to customer retention. For CyberArk, their values-like Customer First and Innovation-are defintely translating into market results, especially when you see their Annual Recurring Revenue (ARR) hit over $1.341 billion as of September 30, 2025. This growth, up 45% year-over-year, doesn't happen by accident; it's driven by a clear cultural playbook.

Customer First

This value is about more than just support; it's about anticipating the next major pain point for clients. CyberArk knows that if you aren't solving a real, immediate problem, your security solution becomes shelfware (software that sits unused). The proof is in their subscription growth, which reached $1.158 billion in Subscription ARR by Q3 2025, a massive 57% increase from the previous year. You don't get that kind of stickiness without delivering exceptional customer outcomes.

Here's a concrete example: the upcoming reduction in Transport Layer Security (TLS) certificate lifespans is a huge, tedious operational risk. So, in November 2025, CyberArk released a free TLS Certificate Renewal Impact Calculator and a TLS Certificate Discovery Scan. They didn't just sell a product; they gave you a tool to quantify the problem-helping you calculate the operational cost of more frequent renewals before you even buy a solution. That's putting the customer's business case first.

• Anticipate client pain points.
• Deliver exceptional customer outcomes.
• Subscription ARR is up 57%.

Innovators

In the identity security space, standing still is the same as losing. CyberArk's Innovators value means pioneering new solutions, not just patching old ones. They've consistently invested heavily in Research and Development (R&D), spending over $191.18 million in 2024. This isn't just a cost; it's the premium you pay for staying ahead of autonomous threats.

Their focus right now is on practical, applied Artificial Intelligence (AI). They've integrated Kora AI into their Identity Security Platform. The goal isn't just buzzwords, but a 'productivity catalyst' for security teams. They also launched the Secure AI Agents Solution in late 2025 to manage the new wave of machine identities created by generative AI. It's about securing the future, not just the perimeter. This relentless push for new, practical solutions is why their total revenue for Q3 2025 jumped to $342.8 million, up 43% year-over-year. That's innovation paying the bills.

Trusted Experts and Smart, Bold and Humble

These two values blend together because being a trusted expert requires both deep knowledge and the humility to challenge the status quo. You can't be a Trusted Expert if you're selling yesterday's security model. The company's recognition as a Challenger in the 2025 Gartner® Magic Quadrant™ for Access Management reflects this mindset. They are challenging the old way of siloed security by uniting access, privilege, and identity security into one platform.

To be fair, this aggressive investment and growth strategy comes with costs; the GAAP operating loss for Q3 2025 was $(50.1) million. But the bold part is the commitment to the long-term, high-growth, subscription-first model. They are taking a short-term hit to build a dominant platform. The Smart part is that they are still generating cash: adjusted free cash flow for Q3 2025 was a solid $51.3 million. They're balancing bold investment with financial discipline. For a deeper dive into how they got here, check out CyberArk Software Ltd. (CYBR): History, Ownership, Mission, How It Works & Makes Money.

The company also honors this commitment through its 2025 Identity Security Impact Customer Awards, celebrating clients like BMW Group and Cisco for their excellence in instituting zero trust principles. It's an act of humility, really, showing that the company's success is tied directly to their customers' ability to execute a secure digital transformation.