Why 2025 is the year Cybersecurity Consolidates.
(Swipe to see the winners) ➡️
The Problem: Tool Fatigue 😫
The average Enterprise CISO manages 76 different security tools.
- 76 Dashboards.
- 76 Renewal Contracts.
- 76 Security Gaps.
Result? Breaches are UP 40% despite record spending.
The Shift: "Platformization" 🏗️
CFOs are cutting budgets. CIOs are cutting vendors.
The mandate for 2025: "Give me ONE platform that does it all."
The Battlegrounds ⚔️
We identified 3 wars happening right now:
- Network: SASE (Palo Alto vs Zscaler)
- Cloud: CNAPP (CrowdStrike vs Wiz)
- Identity: The New Perimeter (Okta vs Microsoft)
The Data: Rule of 40 📊
Who is actually profitable while growing?
Loading Financial Data...
CrowdStrike (CRWD) and Palo Alto (PANW) are in a league of their own.
The Winner: Palo Alto Networks (PANW) 🏆
Why they win: They are the only vendor with a top-tier product in all 3 pillars (Network, Cloud, SOC).
The Catalyst: "Platformization" deals are growing 50% YoY. They are eating the little guys.
The Loser: Legacy Single-Point Tools 📉
If you only do One Thing (e.g. Okta for Identity, CheckPoint for Firewalls), you are a feature, not a platform.
Prediction: M&A targets or slow death.
Want the Deep Dive? 📥
I wrote a 2,500 word Institutional Report covering:
- The "Supercluster" architecture.
- The SASE war.
- Top 3 Investment Picks.
Link in Bio to read the full report.