Prediction Didn’t hold up AI assessment confidence: 80% certainty 3/5 debate potential 1/5

Rothrock: RedSeal expects to reach $100 million ARR within three years

Ray Rothrock · RedSeal Sold 50%+ For $60m This Year doing $50m in Revenues in CyberSecurity Space · Dec 5, 2020 · at 17:34

Ray Rothrock, CEO of cybersecurity risk modeling company RedSeal, discusses revenue targets and potential IPO milestones with Nathan Latka.

0:00 / 0:05exact quote · 5.6s

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“That's our goal would be, you know, in that zone, a hundred million. We think we can do that in the next two to three years.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

RedSeal will reach approximately $100 million in annual recurring revenue (ARR) within two to three years (by December 2023).

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

On December 5, 2020, then-Executive Chairman Ray Rothrock stated a goal for RedSeal to reach approximately $100 million in ARR within two to three years (by December 2023). That stated horizon has passed. Available industry data and company profiles from 2021 through 2023 show RedSeal's estimated revenue ranged between $33 million and $40 million (down from a 2020 baseline of ~$50 million to $51 million), with a flat headcount of 150 to 180 employees. No official press releases, audited financial disclosures, SEC filings, or credible industry reports indicate RedSeal attained the $100 million ARR milestone by December 2023 or anytime through September 2026.

RedSeal's revenue was reported at approximately $50 million to $51 million in 2019-2020.
Industry intelligence platforms (Owler, Growjo) estimated RedSeal's 2021-2023 annual revenue between $33 million and $40 million with a headcount of roughly 150 to 180 employees.
No company announcements, SEC filings, or reputable industry reporting through September 2026 record RedSeal reaching $100 million in ARR.

Checked against

[1] msspalert.com [2] msspalert.com [3] pitchbook.com [4] stg.com [5] getlatka.com [6] pitchbook.com [7] sec.gov [8] tracxn.com

"RedSeal" "100 million" ARR OR revenue "RedSeal" ARR 2023 OR 2024 RedSeal ARR 100 million RedSeal acquired Symphony Technology Group revenue "RedSeal" "ARR" "100 million" OR "$100M" "RedSeal" Gregory Enriquez revenue RedSeal Ray Rothrock CEO ARR revenue

assessed as of 2026-09-02

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

Mentioned

Ray Rothrock RedSeal

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Disclosure

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Startups facing layoffs should cut engineering before sales, says Rothrock

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Assertion Not checkable as stated

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Assertion Not checkable as stated

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“Interestingly, we're not people who have cutting edge capabilities and really are on the hairy bleeding edge of things. They don't typically use this.”

Ray Rothrock Dec 5, 2020 ▶ 5:34 RedSeal Sold 50%+ For $60m This Year doing $50m in Revenues in CyberSecurity Space

Rothrock: RedSeal expects to reach $100 million ARR within three years

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