0
0
Home » Technology

Cyber Security – Global Thematic Research

The world has entered the era of the Code War where every digital device, however small and innocuous, can be “weaponised” – as the recent Dyn cyber-attack aptly illustrated – to send “rogue code” deep into the Internet's engine room to create mayhem.

Cybersecurity is critical to almost every business. Yet it is a non-core competence for most boards. The frequency of high profile corporate data breaches may accelerate because CEOs are not sufficiently trained in cyber risks.

Almost every cyber-breach is an “inside job” – whether malicious or accidental – so real-time behavioural analytics is becoming increasingly important as a defense.

Insidt this report, we look at the evolution, nature, growth in cybersecurity technologies and threat.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.

About our Thematic Research Ecosystem

GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

Reasons to Buy

Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.

Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Key Players

Ahnlab

Akamai

Alphabet

AT&T

BAE Systems

Barracuda Networks

Blackberry

BT

Check Point Software

Cheetah Mobile

Cisco

Cyberark Software

F5 Networks

FireEye

Fortinet

F-Secure

Gemalto

Gigamon

HP Enterprise

IBM

Imperva

Infoblox

Intel

Keyw

LifeLock

Micro Focus

Mobile Iron

NCC

Nice Systems

NTT

Orange

Palo Alto Networks

ProofPoint

Qualys

Rapid7

Raytheon

SAIC

SecureWorks

SingTel

Sophos

Splunk

Splunk

Symantec

Trend Micro

Verint Systems

Verisign

Verizon

Table of Contents

PLAYERS

TRENDS

Changing nature of cyber threats

Evolution of key cybersecurity technologies

Industry growth drivers

Corporate governance trends

Wider industry trends

VALUE CHAIN

Where does cybersecurity sit in the Big Data value chain?

What are the key cybersecurity technologies?

Network security

Unified threat management

Artificial intelligence

Deception based cyber defences (subset of AI)

Behavioural analytics (subset of AI)

Security information and event management

Endpoint security

Mobile security (subset of endpoint security)

Identity management

Data security

Application security

Email security

Cloud security

Managed security services

Post-breach consultancy services

Which of these cyber technologies are the most important?

INDUSTRY ANALYSIS

Cyber risk

Investment landscape

Today’s cybersecurity paradigm

Human factors

Deep learning as a cybersecurity solution

Regulation

USA

Europe

China

Rest of world

Industry size and growth forecasts

M&A activity

TIMELINE

PUBLIC COMPANIES LIST

PRIVATE COMPANIES

CYBERSECURITY SCORECARD

Who’s who in scorecard

Thematic screen

Valuation screen

Risk Screen

TECHNOLOGY BRIEFING

The NIST framework

GLOSSARY

APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

    Pricing

Discounts available for multiple purchases.

reportstore@globaldata.com
+44 20 7947 2960

Join our mailing list

Saved reports