Security Money: The Index Dips and 20 Years of Cybersecurity Consolidation - Ross Haleliuk - BSW #411
3 September 2025 - 1 hour 4 minsThe cybersecurity industry is undergoing a consolidation wave that is moving far faster than many realize. This isn’t at all about CISOs wanting fewer tools as much as some would like to think - the changes are happening at the macro level. Ross Haleliuk joins BSW to present the most comprehensive illustration ever made of how our industry has consolidated over the past 20 years, showing how 200 companies turned into just 11.
Then we cover our quarterly Security Money segment. The markets are on a high, but the Security Weekly 25 index dips. What's up? We'll dig into the latest earnings and news for both the public and private security markets.
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