The information security (infosec) industry is riding tailwinds from sophisticated nation-state attacks and cloud adoption. The Sunburst attack on SolarWinds and Hafnium attack on Microsoft Exchange have made clear that advanced persistent threats pose immediate threats to all enterprises and governments.
Our Q1 installment of Emerging Tech Research unpacks developments in leading commercial responses to infosec challenges including extended detection & response (XDR), secure access service edge (SASE), and DevOps security. Key takeaways include:
- The infosec industry is undergoing consolidation as legacy incumbents lose market share to next-gen vendors.
- Infosec VC deal value set a record in Q1 with $4.4 billion invested across 136 deals, driven by cloud security mega-deals.
- M&A trends in extended detection & response (XDR) and zero-trust networking continued in Q1 with endpoint vendors seeking to add log ingestion software and network security vendors filling out their secure access service edge (SASE) product suites.