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Strategic Intelligence: Enterprise Security Software Sector Scorecard Q2 2025 Update

Publisher GlobalData
Published Jul 25, 2025
Length 12 Pages
SKU # GBDT20306666

Description

Strategic Intelligence: Enterprise Security Software Sector Scorecard Q2 2025 Update

Summary

In the enterprise security software sector scorecard for Q1 2025, it was necessary to reflect the imposition of tariffs by the White House. With those tariffs on hold amid individual country negotiations, this quarter provides an opportunity to replace the tariffs and smart cities themes to reflect recent activity in two other areas, M&A and geopolitics. Introducing those themes has shaken up the top of the scorecard.

The challenging geopolitical position worldwide is increasing the number of cyberattacks. Although there has been much discussion of a spate of cyberattacks on retailers and airlines, the geopolitical backdrop sets the cyber agenda. The scorecard reflects low geopolitics scores for companies such as Microsoft, Cisco, Check Point Software, Broadcom, IBM, and Alphabet because of Big Tech’s global influence. On the other hand, BAE Systems is likely to benefit from the geopolitical tension, which is why it receives a score of 5 out of 5 for this theme.

Scope
  • 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.
  • GlobalData has 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.
  • First, we identify the top 10 themes transforming a sector across four categories (tech, macro, industry, and ESG). We also rank themes in order of priority by examining activity levels across 200 million alternative data signals, including patents, jobs, deals, filings, social media, and news.
  • Second, we research each theme in detail, examining the value chain, key players, and trends. Additionally, we examine the impact of each theme across the 20 industries we cover. Our 200 million signals help identify the leading adopters of a theme in each sector.
  • Finally, using our sector scorecards, we rank the companies most likely to succeed in a sector over the next five years.

Table of Contents

12 Pages
Executive Summary
Top Themes for 2025
Sector Scorecard: Enterprise Security Software
Thematic Research Methodology

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