Delray Beach, Fla. – – September 29, 2026 -- The global threat intelligence market is projected to grow from $13.15 billion in 2026 to $26.68 billion by 2031, a 15.2% compound annual growth rate, according to MarketsandMarkets. The market stood at $11.55 billion in 2025, reflecting accelerating enterprise and government spending on AI-driven detection and proactive risk management amid rising cyberattack volumes.
Defense and intelligence agencies drive the fastest-growing vertical segment
The defense & intelligence vertical is set to post the highest CAGR at 19.0% through 2031, as state-sponsored attacks and hybrid warfare push governments to expand cyber defense budgets. The U.S. Department of Defense allocated more than $11 billion in FY2023 toward cyber defense capabilities. International frameworks including the Five Eyes alliance and NATO's Cooperative Cyber Defence Centre of Excellence are reinforcing intelligence-sharing mandates, while a European Union National CERT adopted a hub-and-spoke threat intelligence platform to address fragmented data sharing and GDPR compliance gaps.
Cloud deployment and digital risk protection reshape solution demand
Cloud-based deployment is forecast to register the highest CAGR at 14.0%, while the solutions segment is expected to dominate overall market share in 2026. Digital Risk Protection (DRP) is projected to capture the largest share among solution types, as organizations use continuous monitoring of the open web, dark web and social media to detect phishing domains, credential leaks and brand impersonation before they escalate into financial or reputational damage.
North America holds 37% share as Asia Pacific outpaces global growth
North America is expected to retain the largest regional share at approximately 37% in 2026, but Asia Pacific is set to grow fastest through 2031. Fortinet's 2025 threat landscape analysis found APAC accounted for 42.4% of global exploitation attempts recorded by its IPS sensors, the highest of any region. Verizon's 2025 Data Breach Investigations Report showed four out of five APAC data breaches involved system intrusions, with ransomware present in more than half. Group-IB recorded 695 threat incidents across APAC in August 2026 alone, spanning data leaks, ransomware and hacktivist operations.
Funding rounds signal investor confidence in AI-powered intelligence platforms
ReliaQuest has raised $1.13 billion across four funding rounds to expand its security operations platform, while SEKOIA.IO secured $78.1 million across four rounds for its AI-powered detection and response platform. Flashpoint has raised $49 million across seven rounds for intelligence covering physical security, fraud and cyber risk, and QuoIntelligence raised $14.1 million across four rounds for geopolitical risk intelligence. Separately, Filigran secured $35 million to expand its OpenCTI platform, and Australia allocated $206.4 million for next-generation cyber tools.
Vendors shift revenue models from static feeds to integrated platforms
The market is moving from standalone threat feeds and IOC subscriptions toward platforms integrating threat intelligence with SIEM, XDR and SOAR systems. This shift is expanding recurring SaaS subscriptions, API-based consumption and managed intelligence services as organizations demand contextualized, actionable risk data rather than raw threat indicators.