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Chronicles

The story behind the story

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Cybersecurity startup Snyk lays off 198 employees, or 14% of its staff, after laying off 30 people in July 2022; Snyk was valued at $8.5B in September 2021

Meir Orbach / CTech :

CTech Meir Orbach

Context & Ripple Effects

Snyk's trajectory inverts fast: the developer-security firm raised $300M at an $8.5B valuation in September 2021, and by December sources said it was preparing for a mid-2022 IPO targeting a valuation above $8.6B. Instead, it cut 30 people in July and has now laid off 198 more — 14% of staff — with no IPO in sight.

The move lands amid a sector-wide retrenchment: two days after this report, Israeli peer Cybereason cut 200 employees (17%) after its own earlier reductions, following a US IPO filing that also stalled. Snyk's later $196.5M Series G at a $7.4B valuation confirmed the markdown from its 2021 peak.

First-order effects

  • 198 Snyk employees lose their jobs in its second layoff round of 2022, and the mid-2022 IPO plan reported in December is effectively off the table at the company's prior $8.5B valuation.
  • Snyk's burn rate drops sharply, buying runway but signaling to customers and recruits that its hypergrowth phase is over.

Second-order effects

  • Cybereason's parallel 17% cut — 200 people, on top of ~100 in June — shows the layoffs are competitive necessity, not company-specific: every well-funded security startup must match peers' cost cuts or look undisciplined to late-stage investors.
  • Down-round pressure spreads: Snyk's Series G at $7.4B sets a reference price that forces other 2021-vintage cybersecurity unicorns to either accept markdowns or raise on harsher terms.

Third-order effects

  • If the pattern holds, the cybersecurity category built on open-source and cloud-native security demand reprices structurally: 2021's $8B+ private valuations become the ceiling, and IPO windows for this cohort shift from 2022 ambitions to an efficiency-first era where profitability, not ARR growth, gates public listings.

The trend: Venture-backed cybersecurity startups that raised at 2021 peak valuations are trading IPO timelines for deep layoffs and down rounds as late-stage capital reprices the sector.