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Strategic Intelligence: Enterprise Security Software Sector Scorecard Q3 2025 Update

Publisher GlobalData
Published Oct 24, 2025
Length 12 Pages
SKU # GBDT20572491

Description

Strategic Intelligence: Enterprise Security Software Sector Scorecard Q3 2025 Update

Summary

Ever since the second quarter of the year, when there was a series of high-profile cyberattacks on UK retailers Marks & Spencer, the Co-op, and Harrods, 2025 has felt like a landmark year in cybersecurity. The size and reputation of the targets have grown, and the attacks have been devastating in their outcomes. The latest victims were carmaker Jaguar Land Rover and Japanese brewer Asahi Group.

Key Highlights
  • In addition to highlighting the status of third-party providers as the soft underbelly of many victims, another highlight is the impact of digitalization in enabling these attacks. Digitalization may be an economic game-changer, but it is also a cybersecurity one, offering an opportunity for cyberattacks. To cater for this, the weighting for digitalization in the thematic screen of GlobalData’s enterprise security software sector scorecard has increased from 5% to 15%, emphasizing its importance. That has led to Fortinet reclaiming top spot in the thematic rankings, with Microsoft close behind.
  • By Q3 2026, CyberArk Software will likely have disappeared from this scorecard, following its acquisition by Palo Alto Networks. The deal is expected to close during the second half of Palo Alto Networks’ fiscal 2026,. Identity management has been a prime private equity interest over the last two years, with Thoma Bravo snapping up ForgeRock, Ping Identity, and SailPoint. Which will be the next identity management company to be acquired? A possible candidate is Okta, which sits at the foot of the thematic screen. On August 26, 2025, Okta announced it was acquiring Axiom Security, a specialist in privileged access management (PAM). The deal bolsters Okta’s offerings, but will not make it immune to acquisitive interest.
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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