Enterprise Security Sector Scorecard Q1 2021 Update – Thematic Research
- Pages: 13
- Published: May 2021
- Report Code: GDTMT-TR-R312
The leading positions in the thematic screen of GlobalData’s enterprise security scorecard are occupied by either large technology companies (Microsoft, IBM, Cisco), cybersecurity specialists (Fortinet, Darktrace, Palo Alto Networks, CrowdStrike), or IT and network service providers (Capgemini, Orange, Tata Consultancy Services).
This sector scorecard provides a top-down, comprehensive outlook for the key players in the enterprise security sector over the next two years, based on the key themes set to transform their industry landscape.
Two of the companies in the top 15 of the enterprise security thematic screen have gone public over the last year. Palantir listed on the New York stock exchange through a direct public offering at the end of September 2020, while Darktrace began trading on the London stock exchange at the end of April 2021.
Reasons to buy
Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector.
To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.
This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.
Check Point Software
Palo Alto Networks
Tata Consultancy Services
Table of Contents
Enterprise security sector scorecard