网络安全 2026 展望：平台还有上涨空间吗？-Cybersecurity-2026 Outlook Any More Room on the Platform

December 18, 2025 05:02 AM GMT Cybersecurity | North America 2026 Outlook: Any More Room on the Platform? Platforms were the source of excess cybersecurity returns in 2025, despite profitable growth from multiple other names within the space. Continue to favor platforms, but with platforms having M&A to work through in 1H, we could see 20% + growth best-of-breed outperforming as well. Key Takeaways Platforms have seen the returns in 2025; we expect them to continue to outperform, but believe other opportuni ...