Cybersecurity sales pipelines reached their highest level in 11 quarters, with no resellers reporting declines in Q3, according to a Jefferies survey of 25 value-added resellers. Pipeline growth averaged 5.6%, up from 3.9% in Q2, and the expected market growth for 2026 was raised to 10.2%, with 2027 forecasted to accelerate to 12.2%. This growth is driven by customers consolidating security spending around fewer vendors and integrated platforms, moving away from stand-alone tools. Cloud security is the fastest-growing segment, especially for securing AI systems, with increased budgets linked to AI-related security concerns. Leading companies identified include Cloudflare, Palo Alto Networks, and CrowdStrike. The report notes the limited sample size and does not quantify the financial impact of AI-related budget increases.
Palo Alto Networks trades at USD 402.60 on Pluang, down 3.86% as of Oct 12, 2026 23:31 WIB. CrowdStrike shares fell 3.76% to USD 264.70, while Cloudflare dropped 2.72% to USD 351.17. These cybersecurity leaders remain key players amid growing market consolidation and rising cloud security demand.
