Latest / Cybersecurity Business with Fexingo: Security Companies, Breaches, and Enterprise Defense
How Cybersecurity M&A Is Reshaping the Industry
In this episode of Cybersecurity Business, Lucas and Luna explore the consolidation wave reshaping the cybersecurity industry through mergers and acquisitions. They focus on a specific case: Palo Alto Networks' acquisition of Cato Networks in late 2025 for $2.8 billion, a deal that signaled the convergence of network security and secure access service edge (SASE). Lucas explains the strategic rationale behind the acquisition, how it fits into Palo Alto's platform strategy, and what it means for enterprises evaluating security vendors. Luna pushes back on whether consolidation…
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