Cyber Risks · Dragos Blog

Accenture to Strengthen Critical Infrastructure Defense with End-to-End Cybersecurity Platform in Age of AI-Driven Cyber Threats and Geopolitical Risk

Summary: Accenture agreed to acquire a majority stake in Dragos and all of runZero and NetRise at a combined enterprise value of approximately $4.175 billion, with closing expected in August or September 2026 pending regulatory approval. Dragos, which will operate as an independent business under CEO Robert M. Lee with 580 employees, will fold in runZero's exposure assessment and attack-surface intelligence and NetRise's software supply chain and firmware-level visibility to cover the extended OT environment Accenture calls xOT.

What's compelling: Accenture cites an estimated $27 billion OT security market in 2026 growing to nearly $59 billion by 2031, while noting most cybersecurity budgets remain focused on IT and leave critical infrastructure xOT environments exposed. The combined companies are estimated at roughly $208 million in annual recurring revenue as of June 2026, a 53% year-over-year figure that shows how fast this segment is moving relative to IT security spending.

Read the original at Dragos Blog ↗

Topics
OT / ICS & Critical Infrastructure
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