Cybersecurity continues to demonstrate strong, resilient growth in 2025, driven by rising threat complexity, increasing regulatory pressure and enterprise demand for integrated, AI-enabled platforms. M&A activity remains high (with Q1’s annualized deal count in line with 2024’s record deal volume) as strategic buyers and investors consolidate capabilities across key domains – cloud security, exposure management, identity and SecOps – positioning themselves to meet evolving enterprise needs and capitalize on cross-platform value.
High-profile transactions, most notably Google’s record $32 billion acquisition of Wiz in March, reflect enterprise priorities: reducing technology stack complexity, shifting to proactive threat prevention and securing the expanding cloud ecosystem. Investors are focused on platform vendors that offer differentiated capabilities in fast-growing categories like Cloud-Native Application Protection Platforms (CNAPP), Data Security Posture Management (DSPM) and next-gen SIEM.
