Cyber Security

Zscaler
Data Security Everywhere portfolio has emerged as Zscaler’s fastest-growing consolidation play, with approximately $425mn in ARR. Enterprises are leveraging Zscaler’s platform to replace multiple point products for data discovery, classification, posture management, and loss prevention. T
CyberArk
CyberArk’s position in privileged access management and machine identity management provides a natural extension to Palo Alto’s platformization strategy, allowing it to offer end-to-end protection from network access to identity control.
Palo Alto Networks
PANW positioned identity security as the next major inflection point, especially as AI agents increase privileged access needs. The planned acquisition of CyberArk was framed as critical to extending PANW’s platformization strategy into identity.
NetScout
NetScout advanced its portfolio with AI-backed enhancements to Arbor Edge Defense and its Adaptive DDoS solutions, enabling automation that mitigates most attacks without human intervention.
Qualys
The company’s strategic focus on innovation centers on the Enterprise TruRisk Management solution and the newly launched Agentic AI platform, designed to automate risk management across multi-vendor environments.
Fortinet
Fortinet reported notable momentum in its Unified SASE and AI driven Security Operations businesses, with billings growth of over 20% in each segment, together representing 35% of total billings.
Palo Alto Networks
Palo Alto Networks has continued its strategic shift toward platformization with strong traction across its Next-Generation Security offerings.
CyberArk
CyberArk continues to reinforce its position in the cybersecurity market through its unified identity security platform, which integrates solutions across human, machine, and AI identities.
Qualys
Qualys continues to evolve its core platform from traditional vulnerability detection into a broader cybersecurity risk management suite.
Gen Digital
Gen Digital’s growth strategy remains anchored in scaling its high-margin subscription model while deepening customer engagement through product bundling and personalized experiences.
Zscaler
Zscaler is advancing its Zero Trust Exchange platform with a clear focus on breadth and integration extending security beyond users to include branches and cloud workloads.
Fortinet
Fortinet continues to expand its presence in the cybersecurity space by developing an integrated platform approach centered around its ASI based FortiGate firewall and FortiOS operating system.