Security Money/Pick Your Battles To Avoid Overconsolidation – Jess Burn, Jeff Pollard – BSW #337
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1. Security Money – The Index Comes Roaring Back – BSW #337
It's time to review the money of security, including public companies, IPOs, funding rounds and acquisitions from the previous quarter. We also update you on the Security Weekly 25 index. The index came roaring back last quarter. Here are the stocks currently in the index:
SCWX Secureworks Corp PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd. SPLK Splunk Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies, Inc. FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc VRNT Verint Systems Inc. CYBR Cyberark Software Ltd TENB Tenable Holdings Inc DARK Darktrace PLC S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems, Inc. VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc
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2. Pick Your Battles To Avoid Overconsolidation – Jess Burn, Jeff Pollard – BSW #337
Large security vendors and hyperscalers, including Microsoft, continue to expand their cybersecurity product and service portfolios. Microsoft’s extensive enterprise reach, massive partner network, and enormous influence in the C-suite puts pressure on CIOs and CISOs to consolidate on it as much as possible for cybersecurity. This report helps security leaders understand Microsoft’s cybersecurity portfolio, the tactics it uses, and how to manage peer and executive pressure to single-source security technology.
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Security Weekly listeners save $100 on their RSA Conference 2024 Full Conference Pass! RSA Conference will take place May 6 to May 9 in San Francisco and on demand. To register using our discount code, please visit securityweekly.com/rsac24 and use the code 54USECWEEKLY! We hope to see you there!
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Jess is a principal analyst at Forrester serving security and risk professionals. She contributes to Forrester’s research on the role of the CISO with a focus on security talent management. Additionally, Jess covers incident response and crisis management, and email and collaboration security. Prior to her analyst role, Jess spent eight years as a principal advisor on Forrester’s Security & Risk Council. In this role, she was a trusted partner to a network of CISOs and security leaders bringing them together to share insights and best practices to tackle common challenges.
Jeff primarily contributes to Forrester’s offerings for security and risk professionals. He leads Forrester’s research on the role of the CISO, specializing in topics related to security strategy, budgets, metrics, business cases, and presenting to the board. His research also includes security services, featuring global coverage of managed security services, professional security services, and security-as-a-service. Jeff also takes an active role in Forrester’s forward-looking research on security innovation, the security market, and security predictions.
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