CyberArk Challenged by $20M-Funded Venice While Acquirer Sees $2.3B Integration Costs
Venice raised $20M in Series A funding in December to target both cloud and on-premises environments and claims to replace CyberArk at Fortune 500 firms within 18 months. Palo Alto Networks cut its 2026 profit forecast and cited a $2.3 billion CyberArk integration cost weighing on margins.
1. Venice Targets CyberArk’s Market Share
Venice, a 35-person Israeli-American startup founded just over two years ago, secured $20 million in Series A funding in December led by IVP. By supporting both cloud and on-premises environments, Venice aims to displace CyberArk and Okta at major enterprises within 18 months.
2. Acquirer Profit Forecast Hit by CyberArk Integration
Palo Alto Networks lowered its fiscal 2026 adjusted EPS guidance to $3.65–3.70 and raised revenue guidance to $11.28–11.31 billion after absorbing $2.3 billion in integration costs from its CyberArk acquisition, signaling near-term margin pressure that may influence CyberArk’s deal valuation.