Enterprise Security Software Sector Scorecard - Thematic Intelligence

Enterprise Security Software Sector Scorecard - Thematic Intelligence

Summary

Artificial intelligence (AI) is the most significant theme in the thematic screen of GlobalData’s enterprise security software sector scorecard because 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 scorecard weighting for the AI theme has increased to 15% from 10%.

Key Highlights

ChatGPT and its alternatives have transformed the security landscape almost overnight. They have prompted cybercriminals to develop threatening technologies using generative AI to create malicious messages, links, and attachments. The best defense will be to turn those same AI tools against attackers. Those enterprise security software companies that score 5 out of 5 for the AI theme, notably Microsoft, Darktrace, and Alphabet, are perhaps best placed to use AI to protect enterprises from future attacks. But the onus is on all vendors to consider how they can use AI 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.
• GlobalData’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.
• At GlobalData, we have 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.