Dec. 17 at 7:30 PM
AI Cybersecurity Supercycle
The new generation of AI-native cybersecurity platforms is scaling faster and reaching profitability faster than ever.
Platform Consolidation:
$PANW dominates with a unified cloud + network + endpoint platform (30% margin at
$10B+ scale).
$CRWD expanding into SIEM & observability (+150% YoY).
$S turning into a multi-product platform (50% of bookings from new products).
Zero Trust Leaders:
$ZS pure-play Zero Trust with 52% FCF margin, on track for
$10B+ ARR.
$NET edge-native Zero Trust, 31% growth, 119% NRR.
PANW SASE ARR
$1.3B, +34% YoY — platform expansion continues.
AI-Native Defense
CRWD Charlotte AI cuts detection from 20 min → 8 sec.
S Purple AI enables natural language threat queries.
PANW Precision AI automates SOC workflows end-to-end.
The next cybersecurity wave isn’t about firewalls — it’s about AI-powered, autonomous defense systems.
