In this Breaking Analysis episode, Erik Bradley chief strategist, director of research at ETR, joins theCUBE Research’s Dave Vellante to unpack major cybersecurity themes ahead of RSAC 2025. They explore how security markets are reacting to global shifts, economic pressures and the growing role of AI in reshaping defense strategies.

Bradley brings fresh insights from ETR’s annual state of security research, focusing on spending trends and priority changes driven by geopolitical tensions. The conversation highlights platform consolidation, spotlights companies leading innovation and examines how organizations are adjusting their security strategies in an increasingly volatile and fragmented landscape.

Key takeaways center on the resilience of cybersecurity stocks despite mounting macroeconomic challenges. While large enterprises are starting to consolidate their security tools, the journey is complex, Bradley pointed out. Evolving technologies, expanding threat surfaces and geopolitical risks ensure that cybersecurity’s future remains dynamic — and anything but predictable.

Read the full article https://siliconangle.com/2025/04/26/r...

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   • Breaking Analysis: Dave Vellante diss...  

00:00 - Data-Driven Insights and Emerging Trends in Cybersecurity 2025
03:56 - Changing Security Spending Patterns - Over 40% of firms altering budgets due to geopolitical tensions and threat priorities.
06:09 - Net Score and Sector Dynamics - Examination of spend momentum and cybersecurity's sector penetration.
08:57 - Navigating the Evolving Cybersecurity Landscape: Market Dynamics and Budgetary Trends
14:31 - Accelerated Security Spending Areas - Vulnerability management and identity security leading growth.
17:20 - Tools Creep and Consolidation Debate - Slight deceleration in adding new vendors and consolidation trends.
21:49 - Vendor Prioritization in Cybersecurity - Desired features and vendors if organizations could rebuild their stack.
24:30 - Most Innovative Cybersecurity Vendors - Perceptions of innovation within the cybersecurity sector.
27:51 - Upcoming RSAC 2025 Watchlist - Key questions and topics of interest for the conference.
32:57 - Conclusion and Closing Remarks - Thanking participants and providing contact information.

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