Cybersecurity SaaS
$84B in M&A deals in 2025. CrowdStrike at $4.2B ARR. Spending at 3-year high.
Growth Overview
12-Month Trend
Growth Rate
Market Size Projection
Overview
Cloud-native security tools for threat detection, endpoint protection, vulnerability management, and security operations. Cybersecurity M&A exceeded $84B in 2025 with 8 deals above $1B. Gartner projects business spending on cybersecurity to hit a 3-year high at $212B. AI-powered attacks are escalating faster than traditional defenses can respond.
What's Driving This Growth?
- ▸AI-generated phishing and deepfake attacks increasing 300% year-over-year
- ▸Gartner projects cybersecurity spending to hit $212B, a 3-year high
- ▸SMBs now targeted in 43% of attacks but only 14% have adequate defenses
- ▸Zero-trust architecture becoming default, replacing VPN-based perimeters
Market Signals
- ✓Google acquired Wiz for $32B (all-cash, DOJ cleared Nov 2025), largest cyber acquisition ever
- ✓CrowdStrike reached $4.24B ARR (up 23%), Q3 FY26 Net New ARR up 73% YoY
- ✓Palo Alto Networks hit $9.2B revenue, acquired CyberArk for $25B (Jul 2025)
SaaS Opportunities
Specific product ideas and niches within this trend where you could build and launch a micro-SaaS product:
Buildable Ideas in This Trend
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