Cybersecurity – Thematic Intelligence
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Cybersecurity Thematic Intelligence Report Overview
The prospect of offensive attacks using artificial intelligence (AI) is prompting an increase in cybersecurity budgets as organizations try to understand the impact of generative AI on their security. Both start-ups and maturing cyber companies will be on the radar of larger cybersecurity companies looking for products and talent. Moreover, cybersecurity M&A will be a strong focus during 2024 as a small group of private equity players are buying up numerous cybersecurity companies.
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The cybersecurity thematic intelligence report provides an overview of the cybersecurity theme and identifies the key trends that will shape the theme over the next 12 to 24 months. The report also covers the key market players making a mark within the cybersecurity theme.
Pages | 69 |
Trends | · Technology Trends
· Macroeconomic Trends · Regulatory Trends |
Leading Public Companies | · Accenture
· Alphabet (parent company of Google) · Check Point Software · Cisco · Cloudflare |
Leading Private Companies | · Cybereason
· Code42 · ForgeRock · Illumio · LogRhythm |
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Cybersecurity – Key Trends
The main trends that will shape the cybersecurity theme over the next 12 to 24 months are technology trends, macroeconomic trends, and regulatory trends.
Technology Trends: A few of the key technology trends impacting the cybersecurity theme are the risks associated with AI, AI’s role in improving cyber defenses, multi-factor authentication to protect online accounts from unauthorized access, mobile cybersecurity, cloud security, and the implementation of DevSecOps.
Macroeconomic Trends: The Russia-Ukraine conflict, state-sponsored attacks catalyzed due to national elections worldwide, shortage of cybersecurity skills, IT budgets, developing a cybersecurity culture, and critical national infrastructure threats are a few of the major macroeconomic trends impacting the cybersecurity theme.
Regulatory Trends: Ransomware regulations, EU cybersecurity legislation, mandatory disclosure of cyberattacks, and cooperation on supply chain security are a few of the regulations shaping the cybersecurity theme.
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Cybersecurity – Value Chain Analysis
The cybersecurity value chain consists of three main areas: hardware, software, and services.
Cybersecurity Hardware: Protecting chips from cyberattacks is increasingly important as they are used in mission-critical servers and safety-critical applications. Big Tech players like Apple, Amazon, Microsoft, and Google increasingly design their chips rather than buying commercially developed devices and intellectual property (IP) from third-party developers. These giants are developing their ecosystems and requirements, owing to security as a key concern.
Cybersecurity Value Chain Analysis
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Cybersecurity - Leading Companies
A few of the leading public players associated with cybersecurity theme are:
- Accenture
- Alphabet (parent company of Google)
- Check Point Software
- Cisco
- Cloudflare
A few of the leading private players associated with cybersecurity theme are:
- Cybereason
- Code42
- ForgeRock
- Illumio
- LogRhythm
Buy the Full Report for More Company Insights in the Cybersecurity Theme
Enterprise Security Software Scorecard
At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecard has three screens: a thematic screen, a valuation screen, and a risk screen.
- The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.
- The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
- The risk screen ranks companies within a particular sector based on overall investment risk.
Enterprise Security Software Scorecard
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Scope
- This report looks at how cybersecurity is impacting the tech, media, and telecom (TMT) industry globally.
- It identifies the companies that will be impacted by cybersecurity regulation, as well as the main trends shaping the cybersecurity theme.
- It includes details of regulatory approaches to cybersecurity by country and a timeline, showing the major milestones in this theme.
Key Highlights
Cybersecurity budgets will grow in step with IT budgets in 2024 as organizations come to terms with AI’s impact on their operations. PwC’s 2024 Global Digital Trust Insights report states that cyber investments will take 14% of the total IT, operational technology (OT), and automation budget in 2024, up from 11% in 2023. Overall, GlobalData forecasts that the cybersecurity market will be worth $290 billion by 2027, growing at a compound annual growth rate of 13% between 2022 and 2027. Managed security services, application security, and identity and access management will be high-growth areas.
Cisco’s $28 billion acquisition of Splunk will be a catalyst for AI-led cybersecurity M&A deals in 2024 and beyond as the cybersecurity industry comes to terms with generative AI-led cyberattacks. Both start-ups and maturing cyber companies will be on the radar of larger cybersecurity companies looking for products and talent. Cybersecurity M&A will likely attract regulators’ interest, particularly as a small group of private equity players are buying up numerous cybersecurity companies.
Reasons to Buy
Regulators and policymakers disagree on how to tackle cybersecurity, as it risks impacting online freedom of expression. Yet there has never been a broader consensus that something must be done, and since 2020, more regulations have been introduced globally to tackle the issue. In this report, we identify the likely winners and losers of regulatory action on cybersecurity.
Abnormal
Accenture
Acronis
Airbus (Stormshield)
Akamai
Alert Logic
Alibaba
Amazon
AMD
Analog Devices
AnyVision
Aon
Appgate
Apple
Aqua Security
Arcon
Arctic Wolf
Arm
AT&T
Atos
Aware
Axiado
BAE Systems
Baidu
Barracuda Networks
BCG
BeyondTrust
BioEnable
Blackberry
BMC Helix
Broadcom
Broadcom (VMware)
BT
Cadence Design Systems
Capgemini
Cato
Cerberus
Check Point Software
Checkmarx
China Telecom
China Unicom
Cisco
Clear Secure
Clearview
Cloudflare
CMITech
Code42
Cognitec
Cognizant
Contrast Security
CrowdStrike
CyberArk
Cyberbit
Cybereason
Cynet
D3 Security
Darktrace
Dashlane
Delinea
Dell
Deloitte
Deutsche Telekom
Duo Security
DXC Technology
ekey
Equifax
Exabeam
Extreme Networks
EY
Eyelock
F5
Fidelis
Forcepoint
Forescout
ForgeRock
Fortinet
Fortra
Foxpass
Fugue
Fujitsu
Gen Digital
Gitlab
GoTo
HCLTech
Herjavec Group
HID Global
Hitachi
Horizon Robotics
HPE
Huawei
IBM
Idemia
iFlytek
Illumio
Impulse
Infineon
Informatica
Infosys
Innovatrics
Intel
Intruder
Invicti
iProov
Iris ID
IriusRisk
Ironscales
Ivanti
JMEM Tek
Jumio
Juniper Networks
Kairos
Keeper Security
KnowBe4
KPMG
Kroll (Resolver)
KT
Lacework
LastPass
Lockheed Martin
Logrhythm
Lookout
Lumen Technologies
ManageEngine
Marsh
Marvell
Megvii
Micro Focus
Micron Semiconductor
Microsoft
Mimecast
NCC
NetApp
Netskope
NordPass
Northrop Grumman
NTT Data
Nvidia
NXP
NXT-ID
Okta
Onapsis
One Identity
OneLogin
OneSpan
Onfido
OpenText
Oracle
Orange
Orca Security
Palantir
Palo Alto Networks
Ping Identity
Portnox
Proofpoint
PwC
Qualcomm
Qualys
Rambus
Rapid7
Raytheon BBN
Renesas
RSA
RTX
Ruckus
SAIC
Sailpoint Technologies
Samsung Electronics
SecureAuth
SecureOne
Secureworks
Securonix
SenseTime
SentinelOne
Siemens
Singtel (Trustwave)
Skybox Security
Skyhigh Security
Snyk
Socure
SonicWall
Sophos
ST Microelectronics
Sumo Logic
Swimlane
Synopsys
Tanium
Tata Consultancy Services
Tech Mahindra
Tech5
Telefonica
Telstra
Tenable
Tessian
Thales
ThreatConnect
Threatmodeler
TitanHQ
Trellix
Trend Micro
TrueFace.AI
Untangle
Varonis
Veracode
Verizon
Versa Networks
WatchGuard
Wipro
Xage
Yoti
Yubico
Zoho (ManageEngine)
Zscaler
Table of Contents
Frequently asked questions
-
What are the key technology trends impacting the cybersecurity theme?
A few of the key technology trends impacting the cybersecurity theme are AI as a threat, how AI can help with threat detection, multi-factor authentication, mobile cybersecurity, cloud security, and DevSecOps.
-
What are the key macroeconomic trends impacting the cybersecurity theme?
The Russia-Ukraine conflict, state-sponsored attacks catalyzed due to national elections worldwide, shortage of cybersecurity skills, IT budgets, developing a cybersecurity culture, and critical national infrastructure threats are a few of the major macroeconomic trends impacting the cybersecurity theme.
-
Which are the leading public companies associated with the cybersecurity theme?
A few of the leading public companies associated with the cybersecurity theme are Accenture, Alphabet (parent company of Google), Check Point Software, Cisco, and Cloudflare among others.
-
Which are the leading private companies associated with the cybersecurity theme?
A few of the leading private companies associated with the cybersecurity theme are Cybereason, Code42, ForgeRock, Illumio, and LogRhythm among others.
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