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Summary
If there’s one certainty about cybersecurity, it’s that there are few certainties. 2025 will be no exception to this rule – and it’s a reality now further complicated by market uncertainty.
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.
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 compare with how markets are unfolding now? 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 and Tech M&A team looks forward to sharing their research with you on all these areas and more.
Speakers
S&P Global Market Intelligence
Scott Crawford
S&P Global Market Intelligence
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
Daniel Kennedy
S&P Global Market Intelligence
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 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
Brenon Daly
S&P Global Market Intelligence
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 cl
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
Justin Lam
451 Research, a part of S&P Global Market Intelligence
Senior Research Analyst, Information Security
Justin Lam is a senior research analyst at S&P Global Market Intelligence, leading data security research within the Information Security channel since October 2021. Prior to this role, Justin successfully served and advised numerous startups in information and data security in strategy, sales and partner-development roles.
Justin Lam is a senior research analyst at S&P Global Market Intelligence, leading data security research within the Information Security channel since October 2021. Prior to this role, Justin successfully served and advised numerous startups in information and data security in strategy, sales and partner-development roles. He has built worldwide partnership and sales programs from scratch and has been fortunate enough to earn several “Presidents Club” and “Quota Club” awards.
Within these startups, Justin has held both technical and enterprise customer-facing roles, with assignments in engineering, product management, customer success, consulting, prospecting and closing. Justin has been part of five exits, including two IPOs. He has also seen the process evolution of data security adoption.
At S&P Global Market Intelligence, Justin leverages his years of industry experience and his unique understanding of both how customers buy and why sellers sell to help investors, practitioners and entrepreneurs understand and contextualize industry trends.
Justin holds a Bachelor of Science degree from the Tepper School of Business at Carnegie Mellon University.
Questions?
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