OT security leadership Dragos is a recognized leader in operational technology security with a growing global footprint and a strong customer base across critical infrastructure sectors, signaling high potential for expanded deployments and cross-sell opportunities into electric, oil & gas, water, and manufacturing clients.

EmberAI opportunity The launch of EmberAI, an OT-native AI built on the Dragos Intelligence Fabric, presents a compelling upsell path for existing customers to adopt advanced threat detection and autonomous security capabilities, as well as for upselling AI-enabled services.

Strategic partnerships Recent DHS and federal partner engagements, along with alignment with agencies and large tech players, indicate a government and critical-infrastructure-focused procurement funnel that can be tapped for expanded contracts, CSO-level pilots, and compliance-driven security programs.

Executive expansion Key new hires and upcoming leadership appointments in CTO and senior executive roles expand the company’s strategic capacity, creating opportunities to engage at the enterprise architecture and RFP levels with a mature roadmap for platform integration and innovation.

Scale and value With revenue in the high hundreds of millions and a substantial funding base, Dragos is positioned for larger enterprise deals, multi-site deployments, and renewal-driven expansions; this signals potential for larger contract values and longer-term managed security services.