MI-One Issue #18 - Perseid Edition

Dive into Black Hat 2025, ongoing platform consolidation, and a closer look at Fortinet.

MI-One Issue #18 - Perseid Edition

Hello there.

August has seen some serious moves in the security landscape, most of which seem to be building on the strategic partnership themes we explored in our Solstice Edition.

Zscaler completed its acquisition of Red Canary, and this one's interesting—it's not just buying MDR capabilities, it's acquiring Red Canary's sprawling integration ecosystem and merging it with Zscaler's cloud transaction visibility. The result? An AI-powered security operations platform that makes sense. Meanwhile, SentinelOne signed a definitive agreement to acquire Prompt Security, in what feels like the most 2025 acquisition possible: using AI to secure AI applications.

But the month's biggest potential shake-up is Palo Alto Networks reportedly negotiating to acquire CyberArk for north of $20 billion. If this closes, we're looking at the largest cybersecurity deal since Google's Wiz acquisition that was discussed in our Decembris Edition, and it would reshape identity security. The acquisition certainly showcases Palo Alto's strategic entry into identity management, a sector that's getting urgent attention with AI adoption and high-profile breaches.

The partnership landscape is maturing rapidly too. SentinelOne and Mimecast deepened their integration around human-centric cyber risk management, combining endpoint telemetry with behavioral AI. The premise is compelling: instead of reacting to that inevitable phishing click, it’s now time to predict and prevent it. Claroty teamed up with Google Security Operations for cyber-physical system threat detection, tackling the growing OT and IT convergence challenge.

Platform consolidation is also accelerating. Microsoft made two significant moves: announcing the Sentinel Data Lake for low-cost long-term storage (priced at less than 15% of traditional analytics logs) and the convergence of Defender Threat Intelligence (MDTI) directly into Defender XDR and Microsoft Sentinel at no additional cost. The Data Lake capability is particularly interesting as it continues a trend we've seen from AWS with Amazon Security Lake, SentinelOne with Singularity Data Lake, and Cribl with Cribl Lake. It represents an architectural change to help manage Sentinel's cost challenges. Tenable enhanced their One platform for unified vulnerability management, while Datadog embraced the Open Cybersecurity Schema Framework (OCSF) for common data modeling.

We're certainly witnessing the end of the point solution era. The new reality is platform consolidation at scale, where procurement teams are demanding fewer vendors with wider coverage and enhanced integrations.

Before you go…

Some of the upcoming conferences in our calendar include:

  1. Splunk .conf 25, September 8 - September 11, Boston

  2. CrowdStrike Fal.Con, September 15 - September 18, Las Vegas

  3. Recorded Future PREDICT2025, October 7 - October 9, NYC