A report from the Dell’Oro Group says the CNAPP market is on track to surge from $2.8 billion in 2024 to $7.7 billion in 2029 – expanding at a five-year CAGR of 22% and growing nearly twice as fast as overall public-cloud infrastructure.
“Enterprises are voting with their wallets: cloud security is no longer a bolt-on – it is the control plane,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking, Dell’Oro Group.
“What makes this market explosive is the deployment-phase ‘gold rush.’ Visibility and compliance tools grew nearly 50% last year and our research shows they will add more absolute dollars than any other CNAPP segment through 2029,” Sanchez said.
Additional highlights from the May 2025 Cloud Workload Security Advanced Research Report include:
- Deployment security rose 48% in 2024 and is forecast to deliver a 28% CAGR through 2029 as asset-inventory and audit-ready configuration demands intensify.
- Market leadership is in flux. In 4Q 2024, CrowdStrike wrested quarterly revenue leadership from Palo Alto Networks – even as Palo Alto retained the number one revenue share for the full year – while Wiz and CrowdStrike posted robust 95% and 70% annual growth, respectively.
- Consolidation accelerates. Cisco and Check Point exited in-house development to partner with Wiz before Google’s record-setting bid, highlighting a shift toward platform alliances rather than niche feature wars.
- Runtime remains the bedrock. At $1.4 B, runtime protection constituted the largest subsegment in 2024.