Sal Sferlazza and Chris Matarese, the founder of NinjaOne, have turned the IT tools market into a $5B challenger in unified IT operations. The company, valued at $500 million in annual recurring revenue, 35,000 customers, and a growth rate that makes most enterprise software vendors look glacial. In the first three months of 2026 alone, NinjaOne landed in the Leader quadrant of Gartner’s Magic Quadrant for Endpoint Management Tools, launched two new product lines, and reported that healthcare organisations are adopting its platform at a rate that nearly doubled its sector-specific revenue. NinjaOne's pitch is that it was designed as a unified platform from scratch, not assembled through acquisitions. The shift in CIO spending patterns has been building since 2023, but 2026 is the year when it becomes concrete purchasing decisions.