Security Weekly Podcast Network (Audio) Security Money: The Index is Up, CISOs Need to Get Out, and Are You Burning Out? - BSW #399
Jun 11, 2025
Explore the fascinating dynamics of cybersecurity finance as the index sees unexpected gains while tech companies grapple with harsh quarterly results. Uncover the pressing need for CISOs to engage more meaningfully with boards and address leadership burnout. Delve into the shifting landscape of cybersecurity investments, highlighting major layoffs and IPOs, and the inevitable impact of AI on job security. Plus, learn how diverse experiences can enhance leadership qualities and the importance of emotional intelligence in fostering an engaged team.
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Security Sector's Revenue and Profit Squeeze
- Security companies showed a historically low average revenue beat of only 0.71% last quarter.
- There was a significant profit miss of 16.56%, the worst ever recorded, reflecting industry pressure.
Analyst Ratings Reflect Market Caution
- Analyst ratings for security companies dropped from strong buy to moderate buy recently.
- This shift signals increased caution in the security sector despite overall market growth.
CrowdStrike's Outage Impact
- CrowdStrike stock was hit by lowered future guidance following an outage and related costs.
- SentinelOne's recent outage may similarly impact their profitability and future earnings trends.