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Summary
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Participating Analysts
If there’s one certainty about cybersecurity, it’s that there are few certainties. 2025 will be no exception to this rule.
This year will see yet more transformational change throughout IT, as the AI train continues to race forward. Yesterday’s watchword of “generative” AI will soon be complemented by concepts such as “agentic” functionality. Both are simply part of ongoing transformation in capability that will have a marked impact on cybersecurity. At the same time, AI has driven high-flying market valuations. Will those continue, or is a reckoning due?
In prior years, we had seen security products gather around centers of platform gravity. Now, some of those centers are converging. As these worlds collide, will combined strategies ultimately deliver the expected value to the right personas? Or will those dominating existing centers of gravity resist convergence threats and prevail?
Beyond these issues, what are the trends that will shape the security market overall? How do budget expectations look heading into a year of further belt-tightening throughout technology, particularly in staffing? Are themes such as identity, data security and privacy pervasive throughout security tech? Or will they command centers of their own gravity in the coming year?
The 451 Research Security, Privacy, Compliance and Tech M&A team looks forward to sharing their research with you on all these areas and more. Join us for an annual tradition, at our RSAC breakfast in San Francisco – and fasten your seatbelts for an exciting 2025.
Explore key topics with us:
- Networking Breakfast: 7:30 AM - 8:00 AM
- Presentation: 8:00 AM - 9:00 AM
- Q&A: 9:00 AM - 9:15 AM
- Discussion & Networking: 9:15 AM - 9:30 AM
Questions?
Please contact us if you need more information or have trouble accessing the webinar.
S&P Global Market Intelligence
Scott Crawford
Research Director, Information Security
Scott Crawford is research director of the Information Security channel at S&P Global Market Intelligence, where he leads the industry analyst team covering innovation, disruption and strategic players in cybersecurity and cyber risk. Scott joined S&P Global through its 2019 acquisition of 451 Research, where he has led the Information Security channel since 2015.
In addition to directing the Information Security channel’s research efforts, Scott covers forces and events shaping cybersecurity. He maintains a focus on areas including security operations, cyber risk management, the intersection of AI/machine learning and cybersecurity, and related interests.
As a practitioner, Scott was the first information security officer for the Comprehensive Nuclear-Test-Ban Treaty Organization’s International Data Centre in Vienna, with a background including systems and security management at the University Corporation for Atmospheric Research in Boulder, Colorado. His private-sector experience ranges from startups to leading industry players such as IBM, where Scott was a senior strategist with IBM Security.
Scott holds a Bachelor of Arts in molecular, cellular and developmental biology from the University of Colorado and a postgraduate Master of Science from the University of Salford (UK), with additional graduate study in telecommunications at the University of Colorado and in information systems at the University of Denver.
S&P Global Market Intelligence
Brenon Daly
Research Director, Financials
Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Market Intelligence. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital clients.
Brennon arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research. Before joining 451 Research in mid-2006, Brenon worked at research boutique for technology-focused hedge funds, as well as trading equity and options on his own book.
Brenon began his career in 1991 as a founding reporter at the first English-language newspaper in the former Eastern Bloc. Brenon moved to Vienna in 1995 to run the local bureau for United Press International before taking on an analyst position with the Economist Group, where he researched and wrote reports for The Economist Intelligence Unit and the regional publication of The Economist.
In addition to earning a degree from the University of Kansas, Brenon studied at the University of Ulster (Northern Ireland) and the Vienna University of Economics and Business (Austria).
S&P Global Market Intelligence
Paige Bartley
Senior Research Analyst
Paige is a Senior Research Analyst for the Data, AI & Analytics Channel at 451 Research, a part of S&P Global Market Intelligence, covering core data management topics. Key themes include data privacy, data governance, data integration, metadata management, data quality and master data management. She has experience covering a broad range of technologies spanning the Data, AI & Analytics stack, from databases to self-service analytics.
In her current research, Paige is analyzing the need for information governance to maximize the value of enterprise data amid proliferating global regulatory requirements and rising consumer expectations for data stewardship. With data privacy and compliance as a specialty focus, Paige explores how the enterprise can align technical requirements with business strategy, enabling more profitable and compliant leverage of data.
Early in her career, Paige worked on the vendor side, providing marketing and strategy for ZL Technologies, an information governance provider that specializes in the management of unstructured data for compliance, legal and archiving needs. Prior to working at 451 Research, she was a Senior Analyst at Ovum (now Omdia).
Paige received her Bachelor of Science degree in psychology and neuroscience from Duke University, and a Master of Management Studies (MMS) degree from the Duke University Fuqua School of Business.
S&P Global Market Intelligence
Garrett Bekker
Principal Research Analyst
Garrett Bekker is a principal research analyst at S&P Global Market Intelligence, leading the identity and access management (IAM) vertical within the Information Security channel. Prior to his coverage of IAM and cloud security, Garrett also covered data security and governance, risk and compliance. Within IAM, Garrett’s current research specializations include passwordless authentication, cloud-native authorization, privileged access management and identity threat detection and response.
He arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research, which he joined in 2014. Garrett has viewed security from a variety of perspectives over the past 25 years. He started his career in security as an equity research analyst at several investment banking firms, most recently Merrill Lynch, where he covered information security, infrastructure software and networking companies. Garrett has also worked with early-stage enterprise security vendors, including Bat Blue (acquired by OPAQ Networks), in sales and marketing roles.
Garrett holds a bachelor’s degree in international studies from the University of Buffalo. He has completed all coursework for a doctorate in economics from The New School in New York. He also completed undergraduate studies at McGill University in Montreal, and graduate work at Cambridge University in the UK.
S&P Global Market Intelligence
Daniel Kennedy
Principal Research Analyst, Voice of the Enterprise: Information Security
Daniel Kennedy is principal research analyst for the Information Security channel at S&P Global Market Intelligence. He created and leads the Voice of the Enterprise: Information Security quantitative research product, which provides an end-user point of view on an array of information security topics. Daniel has written for both Forbes online and Ziff Davis and has provided commentary to numerous news outlets including The New York Times, USA Today and The Washington Post. His personal blog, Praetorian Prefect, was recognized as one of the top five technical blogs in information security at the RSA 2010 conference.
Daniel arrived at S&P Global through its 2019 acquisition of 451 Research. Prior to 451, he was a founder and partner in the information security consultancy Praetorian Security, where he directed strategy on risk assessment and security certification. Before that he was global head of information security (CISO) for D.B. Zwirn & Co, as well as vice president of application security and application development manager at BNY Mellon’s Pershing.
Daniel holds a master’s degree in information systems from Stevens Institute of Technology, a master’s degree in information assurance from Norwich University and a bachelor’s degree in information management and technology from Syracuse University. He has gained certification as a CISSP, a C|EH (Certified Ethical Hacker) and has a NASD Series 7 license.
S&P Global Market Intelligence
Mark Ehr
Principal Research Analyst
Mark is a Principal Research Analyst in the S&P Global 451 Research Analyst team based in Denver, Colorado, USA. He focuses on cyber security with an emphasis on security operations and AI/ML. Mark has over 20 years of cyber security experience, a decade in software development, and many years in computer networking.
Before joining S&P Global in 2022, Mark spent 12.5 years at IBM including three years in BigFix endpoint management product marketing, four years as a QRadar SIEM product manager, and six years leading security sales enablement across IBM’s $1Bn threat management product family. He also spent 4 years as an industry analyst at Enterprise Management Associates (EMA).
In his time at S&P, Mark has delivered go-to-market projects and contributed to S&P’s 451 Research team in areas including SIEM, secure access service edge (SASE), network security, private key infrastructures (PKIs), AI, continuous security validation, and threat modeling.
Mark holds a bachelor’s degree in Computer Science from Metropolitan State University of Denver with an emphasis on electronics engineering technology and is an ISC2 Certified Information Systems Security Professional (CISSP). He also jokes that he holds an “MBA from the school of entrepreneurial hard knocks” gained in his five years as an equity partner in a Boulder, Colorado-based software firm.