3 hours ago

Cybersecurity Market Set to Surge as $NET, $RBRK Lead 26% Revenue Growth Forecasts into 2026

The global cybersecurity market, now valued between $225B and $300B, has emerged as one of tech's fastest-growing sectors. Companies like Cloudflare and Rubrik are leading the charge with projected 26% revenue growth, signaling a major shift in how businesses prioritize digital defense.

● The cybersecurity industry is quietly becoming tech's most compelling growth story. As noted by Sergey, the global market is expected to reach somewhere between $225 billion and $300 billion by 2024–2025. Gartner projects that spending on security and risk management alone will hit $212 billion in 2025, representing roughly 15% year-over-year growth. What started as a defensive necessity has evolved into one of the sector's most profitable opportunities.

● The big question now is whether companies can maintain healthy profit margins while expanding their product lines and bundling services to capture market share. The race to offer comprehensive security solutions could speed up adoption, but it also brings risks like shrinking margins, overcrowded markets, potential failures among smaller vendors, and a talent drain toward the biggest players.

● Looking at revenue projections for fiscal 2026, the leaders are clear. Cloudflare (NET)andRubrik(NET) and Rubrik ( NET)andRubrik(RBRK) are both expected to grow 26%, followed closely by CrowdStrike (CRWD)at22CRWD) at 22%, SentinelOne ( CRWD)at22S) at 21%, Zscaler (ZS)at20ZS) at 20%, and CyberArk ( ZS)at20CYBR) at 19%. Mid-tier performers include Palo Alto Networks (PANW)at13PANW) at 13%, Fortinet ( PANW)at13FTNT) at 12%, and Okta (OKTA)at9OKTA) at 9%. Meanwhile, Gen Digital ( OKTA)at9GEN), Cisco (CSCO),andF5Networks(CSCO), and F5 Networks ( CSCO),andF5Networks(FFIV) are projected to grow more modestly at 5%, 5%, and 4% respectively.

● The next phase of growth is being driven by fundamental shifts in how technology is built and secured. Cloud-native development, DevSecOps integration, and AI-powered security systems are reshaping the competitive landscape. Identity management has become the foundation of modern cybersecurity strategy, with tools like IAM, PAM, CIAM, and phishing-resistant authentication forming the core of enterprise defense.

● With major vendors posting double-digit growth and powerful tailwinds from AI and cloud adoption, cybersecurity is cementing itself as both a business imperative and a top investment theme heading into 2025 and beyond.

#AI #Cybersecurity #AI News #@SergeyCYW

Usman Salis E-mail

Usman has been in the blockchain space for 9 years and written dozens of articles about crypto in his career. He wants to put crypto on the global map.