Inside the Network

Hamza Fodderwala: The future of cybersecurity — 2024 retrospective, 2025 predictions and what founders need to know


Listen Later

In this holiday episode special, we’re joined by Hamza Fodderwala, Executive Director at Morgan Stanley, where he leads cybersecurity equity coverage. He joined Morgan Stanley's software research team in early 2016 and leads coverage for public cybersecurity companies like Palo Alto Networks, CrowdStrike, Fortinet, SentinelOne, Okta, Zscaler, Cloudflare, Rapid7, Check Point, Qualys, Varonis and Tenable. Before Morgan Stanley, Hamza was an equity research associate at Susquehanna International Group covering the financial technology sector. Hamza graduated from New York University, with a Bachelor of Arts in Economics.


We dive into Hamza’s insights on the major customer buying patterns in cybersecurity throughout 2024 and what might shift in 2025. Hamza shares his observations on how the Generative AI boom is influencing product adoption in the industry, and whether enterprises are currently adopting AI security solutions. Additionally, we explore key trends from cybersecurity resellers, discuss what might unlock public equity markets for new IPOs, and which private cyber companies could go public next.


Our discussion covers the cybersecurity M&A landscape, highlighting over $50B in deal volume this year with companies like Juniper, Darktrace, Recorded Future, Synopsys, Venafi, and more all getting acquired. Finally, Hamza shares lessons for founders, offering advice on identifying areas ripe for disruption, navigating the venture funding landscape, and building resilience in a competitive industry.

...more
View all episodesView all episodes
Download on the App Store

Inside the NetworkBy Inside the Network Pod

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like Inside the Network

View all
Risky Business by Patrick Gray

Risky Business

361 Listeners

SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast) by Johannes B. Ullrich

SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast)

626 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

517 Listeners

CyberWire Daily by N2K Networks

CyberWire Daily

1,006 Listeners

Founders by David Senra

Founders

1,877 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,315 Listeners

CISO Series Podcast by David Spark, Mike Johnson, and Andy Ellis

CISO Series Podcast

189 Listeners

Defense in Depth by David Spark, Steve Zalewski, Geoff Belknap

Defense in Depth

74 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,095 Listeners

Grit by Kleiner Perkins

Grit

190 Listeners

Cyber Security Headlines by CISO Series

Cyber Security Headlines

127 Listeners

Risky Bulletin by risky.biz

Risky Bulletin

43 Listeners

Hacker And The Fed by Chris Tarbell & Hector Monsegur

Hacker And The Fed

158 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

461 Listeners

AI + a16z by a16z

AI + a16z

29 Listeners