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CYCU Market Spotlight | The Man Who Built the Internet Is Now Racing to Secure It
Issuer-Sponsored Content from Cycurion, Inc.*
Market Spotlight
Cybersecurity | Small-Cap Coverage
Updated 2026
NASDAQ: CYCU
Cybersecurity | Small-Cap Spotlight
Editorial feature
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Approx. 6 min read
The Man Who Built the Internet Is Now Helping to Secure It — and the Company He Co-Founded Just Hit $80 Million in Backlog
Cycurion’s co-founder helped create the .com, .net, and .gov domain infrastructure. Now the company he co-founded is quietly applying that same government-proven expertise to one of the most urgent problems in tech — and the market still has not caught up.
Every day, somewhere in the world, a hospital loses access to patient records. A city’s water treatment controls go dark. A mid-sized manufacturer discovers that a competitor in another country has been reading its product roadmaps for two years. A school district pays a ransom in Bitcoin to get its files back.
This is not the future. This is a Tuesday.
What investors are watching
$80M+ contracted backlog
Government and enterprise client exposure
Cybersecurity, AI, and regulatory tailwinds
Small-cap valuation relative to peer group
Global cybercrime damages have grown from $3 trillion in 2015 to an estimated $10.5 trillion in 2025. Source: Cybersecurity Ventures / Statista estimates.
Cybercrime is now one of the largest economic threats on earth, with global damages projected to reach $10.5 trillion annually by 2025 — a figure that exceeds the GDP of Japan and Germany combined. And yet, despite the scale of the problem, most organizations are still protecting their digital assets the same way they were a decade ago: with legacy tools, patchwork solutions, and the hope that they will not be next.
The cybersecurity industry has grown enormously in trying to solve this problem. There are thousands of vendors, hundreds of platforms, and billions of dollars of investment chasing the space. And yet breaches keep happening. Networks keep going dark. Data keeps leaking.
Why? Because most of the security industry is playing defense against yesterday’s attacks. The threats have evolved. The defenders, largely, have not.
“Most organizations are protecting themselves the way they were a decade ago — and the people attacking them know it.”
The companies built to solve this problem — the enterprise giants and the legacy managed security providers — have become slow, expensive, and difficult to access. They serve the Fortune 50 reasonably well. Everyone else is largely on their own.
That gap — between the sophistication of modern threats and the accessibility of genuinely capable security — is exactly where one company has been building its business. And the man at the center of it has credentials in the technology sector that are essentially impossible to replicate.
The Two Failures Nobody Has Fixed
To understand the opportunity, you need to understand two distinct problems in the current cybersecurity market.
The first is a capability gap. Government agencies — particularly U.S. federal agencies — operate under a completely different security paradigm than the private sector. They have access to threat intelligence, tools, and methodologies forged through decades of adversarial conflict with nation-state actors. The private sector, for the most part, does not. When a hospital, a regional bank, or a local government gets hit by a sophisticated attack, it is often facing tactics that government security teams have been tracking — and countering — for years. That knowledge simply has not transferred.
The second is a delivery problem. Even the best security knowledge in the world is useless if it cannot be deployed at scale, affordably, and without requiring a team of specialists to operate. Legacy enterprise vendors have addressed the capability problem for their largest clients — but at a price point and complexity level that is simply inaccessible to the thousands of mid-market companies, regional healthcare systems, school districts, and local governments that need it most.
These two failures create a very large, very vulnerable market — and an opportunity for a company that can bridge the gap: one that can take government-grade capability and deliver it in a way the rest of the market can actually use.
Why This Moment Is Different
The cybersecurity problem is not new. But three forces have converged in recent years that make the current moment significantly more urgent than any period before it.
First, AI has fundamentally altered the threat landscape.
Attackers now have access to tools that can automate vulnerability discovery, generate convincing phishing content at scale, and adapt in real time to defensive measures. Security teams that were already stretched thin are now facing an exponentially harder problem with the same resources.
Second, the regulatory environment has tightened considerably.
Healthcare organizations face stricter HIPAA enforcement. Financial institutions face expanding cyber disclosure requirements from the SEC. Government contractors face increasingly stringent CMMC compliance standards. Being insecure is no longer just a business risk — for a growing list of organizations, it is a legal one.
Third, the SLED sector is sitting on an unprecedented amount of federal cybersecurity funding.
Infrastructure legislation passed in recent years has directed billions of dollars specifically toward upgrading the cyber posture of state and local governments and educational institutions. That money is working its way through procurement channels now, and the organizations best positioned to capture it are those with established government relationships, demonstrated compliance capabilities, and a proven delivery track record.
“AI-accelerated threats, tighter regulations, and billions in newly available federal funding have created a perfect convergence. The market is just beginning to react.”
These three forces — threat escalation, regulatory pressure, and newly available federal funding — have converged at exactly the moment the market is searching for a new class of security provider. Not the old enterprise giants. Not off-the-shelf point solutions. Something in between: a provider with genuine government-grade capability that can be deployed at the speed and scale the modern market demands.
The Co-Founder Who Helped Build the Internet — and the Company He Built to Secure It
In the late 1970s, a technology executive named Emmit McHenry founded a company called Network Solutions.[1] What his team accomplished there became foundational infrastructure for the modern internet — including the development of early internet protocols and the creation and management of the .com, .net, .edu, and .gov domain name system. Network Solutions became the world’s first domain name registrar.
Think about what that means. Every time someone types a web address, the underlying architecture that routes that request traces back, in part, to work that McHenry oversaw. The commercial internet still runs on the foundations his team helped build.
After Network Solutions, McHenry went on to found NetCom Solutions International, a network engineering and security firm that accrued $260 million in revenue and received service excellence awards from IBM, NASA, and Lucent Technologies.[1] Through those years, he watched the network he helped build become the world’s largest attack surface. He watched the threat landscape evolve. And he built a thesis: that the gap between government-grade security and what the broader market could actually access was not just a problem — it was a business.
In 2017, McHenry co-founded Cycurion alongside co-founder Alvin McCoy.[2] McHenry currently serves as Director on the Board, while Kevin Kelly serves as Chairman and Chief Executive Officer.
McLean, Virginia — the company’s home — is not an accident. It sits at the heart of the U.S. intelligence and…

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