Enterprise Security Sector Scorecard Q1 2021 Update – Thematic Research

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).

Scope

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.

Key Highlights

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.

Companies mentioned

Accenture

Akamai

AT&T

Atos

BAE Systems

Blackberry

Broadcom

BT

Capgemini

Check Point Software

China Telecom

China Unicom

Chunghwa Telecom

Cisco

Cognizant

CrowdStrike

CyberArk Software

Darktrace

Dell

Deutsche Telekom

DXC Technology

Etisalat

Exabeam

F5 Networks

FireEye

Fortinet

F-Secure

Fujitsu

HCL Technologies

IBM

Infosys

Juniper Networks

KT

Lumen

McAfee

Micro Focus

Microsoft

Mimecast

NCC

NTT

Okta

Orange

Palantir

Palo Alto Networks

ProofPoint

Qualys

Rapid7

Raytheon Technologies

SAIC

SecureWorks

Securonix

SingTel

Sophos

Tata Consultancy Services

Tech Mahindra

Telefonica

Telstra

Thales

Trend Micro

Verizon

Wipro

Zscaler

Table of Contents

Executive summary

Introduction

Sector performance

Enterprise security sector scorecard

Thematic methodology

    Pricing

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