In this thematic research report, CFRA analysts dive deep into how artificial intelligence and machine learning are not only optimizing productivity but also creating unprecedented cybersecurity vulnerabilities. As AI-generated threats scale rapidly, enterprises are accelerating investments in next-gen solutions—ranging from extended detection and response (XDR) to cloud-native application protection (CNAPP) and machine identity security.
Download the full report to explore:
- Why AI adoption has surged 3,000% YoY—and what that means for your threat surface
- Which cybersecurity vendors are poised to win in an AI-first future (PANW, FTNT, CRWD, ZS & more)
- How generative AI is creating new vectors for malware, automated attacks, and agentic access
- The rising wave of M&A activity as vendors race to build out AI-enhanced defense platforms
- Company-by-company investment implications, key financial metrics, and analyst insights
Cybersecurity has evolved from a reactive need to a strategic imperative and in 2H 2025, the winners will be those that can adapt to the AI threat landscape while seizing the cloud security opportunity.
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