德安华（Kroll）：2025年春季全球网络安全软件行业估值和并购交易报告（英文版）（18页）.pdf

1、Spring 2025Cybersecurity Software SectorM&A Industry InsightsLearn More2Cybersecurity Software SectorCybersecurity Software SectorCybersecurity continues to demonstrate strong,resilient growth in 2025,driven by rising threat complexity,increasing regulatory pressure and enterprise demand for int

2、egrated,AI-enabled platforms.M&A activity remains high(with Q1s annualized deal count in line with 2024s record deal volume)as strategic buyers and investors consolidate capabilities across key domains cloud security,exposure management,identity and SecOps positioning themselves to meet evolving

3、 enterprise needs and capitalize on cross-platform value.High-profile transactions,most notably Googles record$32 billion acquisition of Wiz in March,reflect enterprise priorities:reducing technology stack complexity,shifting to proactive threat prevention and securing the expanding cloud ecosystem.

4、Investors are focused on platform vendors that offer differentiated capabilities in fast-growing categories like Cloud-Native Application Protection Platforms(CNAPP),Data Security Posture Management(DSPM)and next-gen SIEM.Krolls 2025 Financial Crime Report highlights the urgency behind these moves:7

5、1%of executives expect financial crime risk to increase this year,with cybersecurity and criminal use of AI cited as top drivers.Nearly half of surveyed organizations have increased their cybersecurity budgets,while regulatory mandates like the EUs Digital Operational Resilience Act(DORA)and NIS2 Di

6、rective are accelerating security investments across Europe.Generative AI remains a key theme.Enterprises are looking for solutions that can both mitigate new AI-driven attack vectors and harness GenAI to improve internal security operations from detection and triage to incident response.Vendors tha