Spending Reach

• CMS actuaries forecast U.S. health spending at $5.3 trillion in 2024, outpacing economic growth to hit 20% of GDP by 2033. • Projections highlight unsustainable trajectory for national health expenditures. • Policymakers face pressure to address cost drivers in insurance, drugs, and services.

• IDC forecasts global security spending will hit $308 billion in 2026, up from prior years, with the U.S. leading at $150 billion fueled by financial services, healthcare, and government sectors. • Software will account for over 50% of spending, including identity and access management, endpoint security, and analytics, growing 14% year-over-year amid AI-powered threats. • Fastest-growing categories like CNAPP and data security software address AI workloads and non-human identities, as companies prioritize integrated architectures for resilience.

• The global security market is projected to grow 11.8% in 2026, with the United States leading worldwide spending at $150 billion, driven by investments from Financial Services, Healthcare, and Government sectors. • Software will account for over half of security spending, with Identity and Access Management, Endpoint Security, and Security Analytics comprising more than 50% of global Security Software expenditures, growing at 14% year-over-year. • AI-driven threats and sophisticated cyberattacks are prompting companies to prioritize integrated, intelligence-driven security architectures for better visibility and automated responses, amid geopolitical tensions.