Enterprise Security Software Sector Scorecard Q1 2024 Update - Thematic Intelligence

Enterprise Security Software Sector Scorecard Q1 2024 Update - Thematic Intelligence


Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of GlobalData’s enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.

The high weighting for the AI theme means those at the top of the scorecard all have strong AI capabilities. Since the last update, Fortinet and Cisco, which have scores of 4 out of 5 in the AI theme, have slipped a little in the rankings as BAE Systems, Palantir, and Darktrace, all of which have scores of 5 out of 5 in this theme, have risen.


This sector scorecard provides a top-down, comprehensive outlook for the key players in the enterprise security software sector over the next two years, based on the key themes set to transform their industry landscape.

Reasons to Buy

Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.

GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.

At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.

Our thematic engine tags over 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, and news-to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.

Executive Summary
Top Themes for 2024
Sector Scorecard: Enterprise Security Software
Who’s who
Thematic screen
Valuation screen
Risk screen
Our Thematic Research Methodology
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Figure 1: The biggest themes driving growth in the tech, media, and telecom industry
Figure 2: Who does what in the enterprise security software space?
Figure 3: Thematic screen
Figure 4: Valuation screen
Figure 5: Risk screen
Figure 6: Our five-step approach for generating a sector scorecard

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