The big winners under President Joe Biden's new executive order on cybersecurity will be big cloud-security companies with existing relationships with the government — think CrowdStrike, FireEye, Microsoft, and Palo Alto Networks — as well as more niche startups whose services suddenly become critical, according to experts.
Main Idea: Biden’s cybersecurity order is expected to boost big firms like CrowdStrike and Microsoft while also creating new chances for niche security startups like Dragos.
Key Points:
Higher government and company spending on cybersecurity may raise costs for taxpayers and small businesses.
Better tools from CrowdStrike, Dragos, and Microsoft could help protect hospitals, utilities, and consumer data from major attacks.
Rate how each entity in this article affected the American people.
One of the main companies identified as a likely winner from the cybersecurity executive order; repeatedly discussed as.
Highlighted as a key niche cybersecurity startup that could benefit directly from the executive order’s focus on industrial.
Cited as a significant beneficiary because its incident-response services align with the order’s new response requirements.
Named as a major public company expected to broaden government cybersecurity contracts and benefit from the policy shift.
Named startup partner that could benefit from the order’s emphasis on cybersecurity data sharing.
Cited as a government contractor that could acquire cybersecurity startups, making it a supporting potential consolidator.
Mentioned as one of the delayed-IPO startups that may capitalize on the policy changes.
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Sign in to commentAnother major government contractor mentioned as a possible acquirer in the consolidation theme.
Mentioned as a startup that could benefit from the executive order’s requirements.
Named as a private cybersecurity startup likely to benefit, but discussed more as a secondary example than a.
Cited through its CEO as a supply-chain-security company offering commentary on the order’s implications.