Enterprise Security Software Sector Scorecard Q1 2024 Update - Thematic Intelligence

Artificial intelligence (AI) is a double-edged sword in cybersecurity. It can help organizations improve their threat detection, hunting, and incident response capabilities, but adversaries can and will use AI in cyberattacks. There is every likelihood that AI will spur new merger and acquisition (M&A) deals in cybersecurity, especially of companies judged to be AI specialists. In the thematic screen of the publisher's enterprise security software sector scorecard, AI has a weighting of 20%, higher than any other theme.

The high weighting for the AI theme means those at the top of the scorecard all have strong AI capabilities. Since the last update, Fortinet and Cisco, which have scores of 4 out of 5 in the AI theme, have slipped a little in the rankings as BAE Systems, Palantir, and Darktrace, all of which have scores of 5 out of 5 in this theme, have risen.

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 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 publisher 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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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.