Research notes and analysis from the Futurum practice areas.
6 results
Thales positioned cybersecurity as a core growth pillar at its November 2024 Capital Markets Day, targeting a market expanding from $195B to $338B by 2029 at 11.6% CAGR, driven by strong enterprise budgets.
Thales and Systematic’s partnership integrates command-and-control software with SAMP/T NG air defence systems for Denmark, showing that integration capabilities now outrank feature innovation in enterprise cybersecurity.
Thales’ H1 2026 results reflect a $242B cybersecurity market forecast through 2029, with enterprises planning 5-15% budget increases and 74% showing strong vendor retention, signaling sustained momentum in data security investments.
Thales launches Luna 8, a quantum-resistant hardware security module designed for AI-era enterprise workloads. The new HSM addresses NIST’s 2024 post-quantum cryptography standards, positioning Thales as a leader in enterprise data protection.
Thales presented its 2025 full-year results on March 3, 2026, showcasing how its cybersecurity division aligns with an 11.6% CAGR market growth forecast through 2029, reaching $287.6 billion globally.
Thales’s successful strike system test strengthens its position as a sovereign defense integrator, enabling its cybersecurity portfolio to capture market share across government, infrastructure, and enterprise sectors.