This year, we have seen the two biggest cybersecurity acquisitions ever made: Google Cloud’s acquisition of Wiz, for $32bn USD, and Palo Alto Networks’ $25bn deal to acquire CyberArk. And it’s only August!
Cybersecurity investment continues to grow at a staggering pace. According to Return On Security, cybersecurity funding is up 202% in Q2/3 2025 compared to the same period last year, with M&A deals up 92%.
What’s driving these trends? What are the hottest areas to invest in cybersecurity today? Who are the hottest companies to watch, and who could be next in line for a $20bn USD+ acquisition?
At Black Hat USA 2025, we spoke with Deepak Jeevankumar, Managing Director at Dell Technologies Capital, to cover these questions, and much more.
Chapters
00:00 Cybersecurity Investment Surge
02:35 Trends in Cybersecurity: Evergreen vs. Cyclical
05:43 The Importance of Identity in Cybersecurity
08:42 AI's Impact on Cybersecurity
11:37 Navigating the Evolving AI Security Landscape
14:21 Challenges and Opportunities for Startups
17:20 Future Predictions in Cybersecurity Acquisitions
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