Column|Cybersecurity: Limited Near-Term Revenue Lift from Incidents; 2027 Budget Acceleration and Automation Repricing Are the Main Story

This is the third note in our “AI × Cybersecurity” research series

• 10/28 — In “Column|Cybersecurity: Customer Checks Show Enterprises Still Prefer to Access LLM Security Capabilities Through CSPs and Security Vendors,” we estimated the security-scenario TAM could expand from roughly $5–7b to $50–70b, of which security vendors capture about $10–20b. This favors platform vendors that own the customer environment and execution capability, while single-point, generic scanning/analysis tools come under pressure.

Column|Cybersecurity: Customer Checks Show Enterprises Still Prefer to Access LLM Security Capabilities Through CSPs and Security Vendors

• 11/05 — In “Column|Cybersecurity: AI Expands Demand for Remediation and Continuous Protection,” we summarized channel feedback on how customers allocate spend across vendors: CSP model gateways ~50–60%, security vendors ~20–35%, and direct purchases from AI labs ~10–20% and declining.

Column|Cybersecurity: AI Expands Demand for Remediation and Continuous Protection

• 11/10 — This note updates our channel checks to answer one question: when does security-vendor budget growth show up, and how large is the increase?