In-depth analysis of Israeli technology companies, based on public filings, earnings call transcripts, and industry data.
Israel has more cybersecurity unicorns per capita than any other country. But what do the public filings actually tell us about unit economics, competitive positioning, and sustainability? A sector-level look at Check Point, CyberArk, Wiz, and the next wave of Israeli cyber companies — using SEC data, not press releases. The growth numbers are impressive. The margin questions are more complicated.
Read article →From Netafim's drip irrigation to AI-powered crop monitoring platforms, Israeli agritech has moved way beyond the desert-to-farmland narrative. We examine the public companies, the unit economics that determine who survives, and why agritech business models are fundamentally different from SaaS — despite what some VC pitch decks imply.
Read article →The story of Israeli medical devices spans five decades and multiple billion-dollar exits. But the business reality — FDA timelines averaging 18–36 months, Medicare reimbursement fights that can make or break a product, manufacturing scale-up economics — is far messier than the headlines suggest. A data-driven look at what's working and what isn't.
Read article →More articles published as new filings and earnings data become available. Check back or get in touch to suggest a sector or company for coverage.
