Kaseya is the largest MSP-focused platform vendor, holding the #2 position in RMM/PSA — the operating system of the MSP business — while building aggressively in cybersecurity, cyber resilience, and AI. Kaseya is navigating AI disruption and IPO ambitions with its new Kaseya Intelligence data layer and an expanded cybersecurity portfolio, with new CEO Rania Succar laying out how she plans to prepare the company's 40,000-plus customers for that disruption while positioning Kaseya for an IPO.
Cyborg Score Rationale
Kaseya shows substantial multi-year growth with notable momentum in the RMM/PSA segment, with acquisitions and bundling contributing to accelerated commercial performance. However, recent layoffs and go-to-market realignments in late 2025 and early 2026 indicate organizational adjustments that may create uncertainty even amid broader growth efforts.
Top Insights
Kaseya had over $1.5 billion in annual recurring revenue as of 2025.
Kaseya released Kaseya 365 in April 2024 as a service for MSPs that bundles many of its services into a per-endpoint monthly subscription, and added Kaseya 365 User in October 2024 to help MSPs protect customers against threats to user identity and security.
In 2025, Kaseya released 365 Ops, a subscription service with AI and automation features for MSP operations.
Kaseya laid off about 200 employees in October 2025 and some more in December 2025, and laid off about 250 employees in January 2026.