Enterprise Security Software Sector Scorecard, Q3 2023 Update - Thematic Intelligence

As we approach the end of 2023, artificial intelligence (AI) remains arguably the most significant theme on the thematic screen of the analyst's enterprise security software sector scorecard. AI is at the heart of defensive measures to repel cyberattacks. That is even more the case following the rush of interest in and development of generative AI platforms in the first half of 2023, which is why the weighting for the AI theme was increased in Q3 2023 to 15% from 10%.

It is still early days in the use of AI for cybersecurity. Application security teams already struggle against the clock to perform rigorous code security testing without slowing developers. AI promises to help development teams hit tight production deadlines while still carrying out effective vulnerability checks, but AI's vulnerability checks are not yet comprehensive enough to guarantee secure code enters production. The onus is on vendors to demonstrate how AI can be used for everyone's benefit.

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.
• The analyst'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.
• The analyst 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.
• Our thematic engine tags over 145 million data items across five alternative data sets-patents, jobs, deals, filings, 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.