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RSAC 2025 Conference Signals Major Shifts in Cybersecurity Markets

April 27, 2025•Dave Vellante and Erik Bradley•Original Link•2 minutes
Cybersecurity
AI
RSAC2025

RSAC 2025 highlights evolving cybersecurity trends, from AI-driven threats to platform consolidation and shifting budget priorities.

As the RSAC 2025 Conference approaches, key themes are emerging that will dominate the world's largest cybersecurity gathering. Industry dynamics are shifting rapidly, driven by AI-enabled threats, platform consolidation debates, high-profile M&A, and evolving security budget priorities.

Macro Snapshot: Cybersecurity Equities Outperform Broader Tech

Cybersecurity stocks have shown resilience in 2025, with leaders like CrowdStrike and Zscaler outperforming the Nasdaq. The BUG ETF and CIBR have also significantly outpaced broader tech indices, reflecting cybersecurity's "must-have" status in enterprise budgets.

Cybersecurity equities vs. Nasdaq

Key takeaways:

  • Valuation premium: Security vendors trade at ~9.4x next-12-month sales vs. ~5.5x for broader SaaS.
  • Mission-critical spend: Investors favor non-discretionary categories with existential risk.

Security Budgets in Flux

Geopolitical tensions have caused 43% of organizations to adjust security spending, with only 1% reducing budgets. Energy and utilities sectors report the highest threat escalation, with 70% seeing increased risks.

Budget adjustments due to geopolitical tensions

Vendor Landscape: Innovation vs. Legacy

The cybersecurity market is bifurcating into AI-enabled leaders (Microsoft, CrowdStrike, Zscaler) and legacy laggards (Sophos, Symantec). Microsoft's security stack has gained significant traction, while CrowdStrike remains a top innovator despite last year's outage.

Vendor-level market map

Priority Areas for Investment

ETR's MaxDiff survey reveals top security investment priorities:

  1. Vulnerability Management (67)
  2. Identity Security (57)
  3. Data Security (mid-50s)

Security domain rankings

Platform Consolidation Trends

Tool proliferation appears to be plateauing, with 18% planning vendor increases (down from 35% last year). Large enterprises are leading consolidation efforts, while SMBs still favor point solutions.

Vendor stack changes

Key Questions for RSAC 2025

  1. Will AI force a cybersecurity do-over?
  2. How fast is security platformization happening?
  3. What does Google's $32B Wiz deal mean for cloud security?

RSAC watchlist

For more insights, watch theCUBE's RSAC coverage.

Related News

August 18, 2025•ABcontributor

Zscaler CAIO on securing AI agents and blending rule-based with generative models

Claudionor Coelho Jr, Chief AI Officer at Zscaler, discusses AI's rapid evolution, cybersecurity challenges, and combining rule-based reasoning with generative models for enterprise transformation.

ArtificialIntelligence
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August 18, 2025•Kaydence Shum

Lenovo Wins Frost Sullivan 2025 Asia-Pacific AI Services Leadership Award

Lenovo earns Frost Sullivan's 2025 Asia-Pacific AI Services Customer Value Leadership Recognition for its value-driven innovation and real-world AI impact.

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Lenovo
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About the Author

Dr. Lisa Kim

Dr. Lisa Kim

AI Ethics Researcher

Leading expert in AI ethics and responsible AI development with 13 years of research experience. Former member of Microsoft AI Ethics Committee, now provides consulting for multiple international AI governance organizations. Regularly contributes AI ethics articles to top-tier journals like Nature and Science.

Expertise

AI Ethics
Algorithmic Fairness
AI Governance
Responsible AI
Experience
13 years
Publications
95+
Credentials
2
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