Cyber Threats Are on The Rise.
...And Who Will Profit?
Cybersecurity’s Big Moment – And One Small Stock Set to Benefit
Cybersecurity is one of the hottest investment themes right now, and for good reason. With cyber threats exploding, companies and governments can’t afford to cut corners. That’s why cybersecurity spending is booming—even in a shaky economy.
Washington is all-in on cyber defense. Support is strong on both sides of the aisle, and with Trump back at the helm, we can expect even more pro-cybersecurity policies. Back in 2018, he launched America’s first national cyber strategy and cracked down on foreign tech threats—a hardline approach that Biden continued to enforce. This is great news for U.S.-based cybersecurity firms.
Meanwhile, companies are spending more than ever to stay ahead of hackers. Major breaches like SolarWinds and Colonial Pipeline turned cybersecurity from an IT issue into a boardroom priority. The numbers speak for themselves: cybersecurity accounted for 11.6% of IT budgets in 2023, up from 8.6% in 2020, and the U.S. government just hiked its federal cybersecurity budget by 10% (Ians Research)
Defending against hackers isn’t optional anymore.
And the threats? They’re only getting worse. AP News estimates Cybercrime is on track to cost the world $10.5 trillion annually by 2025. Ransomware attacks alone jumped 50% last year, per Security Magazine. Businesses, government agencies, and critical infrastructure are all under siege. That means one thing: demand for cybersecurity solutions is soaring.
This is a sponsored report for Plurilock Security Inc. See disclaimer below.
Enter Plurilock Security (TSXV:PLUR)…
That’s where Plurilock Security Inc. comes in…keep reading to learn more.
Plurilock Security (TSXV: PLUR) isn’t a household name, but it’s quietly becoming a go-to cybersecurity provider for government agencies.
Its specialty? Identity-centric security—using AI to ensure that the person behind a login is who they claim to be. By analyzing behavior patterns like typing and mouse movements, Plurilock delivers real-time fraud detection without disrupting legitimate users. That’s a perfect fit for the U.S. government’s Zero Trust approach: “never trust, always verify”.
Plurilock’s edge? Deep government ties. Through subsidiaries Aurora Systems and Integra Networks, it’s landed prime spots on federal procurement programs, including NASA’s SEWP V, a “fast pass” for selling to U.S. agencies. NASA recently extended SEWP V through 2025, keeping Plurilock in the game for big contracts.
Recent wins include a five-year deal with U.S. Cyber Command, another contract with the U.S. Navy, and a Canadian government deal—together worth C$1.3M. While not massive in dollar terms, these contracts reinforce Plurilock’s credibility as a trusted government supplier.
CEO Ian Paterson sums it up: “We’re a key IT and cybersecurity supplier to some of the most security-conscious government entities in North America.”
Punching Above Its Weight in AI-Powered Cybersecurity
So, what makes Plurilock stand out in a crowded cybersecurity market?
Simple: AI-driven identity security.
While most firms focus on firewalls and antivirus, Plurilock zeroes in on verifying who’s actually behind the keyboard. Its patented tech analyzes behavior (like typing speed or mouse movements) to detect impostors—even if they have stolen login credentials. With remote work on the rise, this continuous authentication is crucial.
Plurilock was built for Zero Trust, the gold standard in cybersecurity. The framework demands constant user verification, and Plurilock’s AI-powered system delivers just that. Originally a cybersecurity research spinout, the company’s AI-first approach allows it to adapt to threats in real-time—something few small-cap firms can match.
Strategic partnerships give Plurilock an extra edge
In 2024, it teamed up with CrowdStrike, integrating its Falcon platform for enhanced endpoint security. Being trusted by a $40B+ cybersecurity giant boosts Plurilock’s credibility and opens doors to new deals.
Another key ally? TD SYNNEX, a Fortune 500 distributor that expands Plurilock’s reach without inflating its salesforce.
Plurilock isn’t trying to do everything in cybersecurity.
Instead, it’s doubling down on identity and access security, leveraging AI and key partnerships to compete for contracts that might otherwise go to bigger players. With deep expertise, proprietary tech, and industry alliances, Plurilock has carved out a niche that’s tough to replicate.
Plurilock’s Big Deals Are Changing the Game
Nothing proves a cybersecurity company’s worth like major contract wins—and Plurilock is stacking them up.
The biggest? A record-breaking $19.3M deal with an S&P 500 semiconductor giant in October 2024. This multi-year contract doesn’t just boost revenue—it signals to other big enterprises that Plurilock is ready for prime time. The deal helped drive Q4 2024 revenue to $28.3M, more than the first three quarters combined.
Beyond semiconductors, Plurilock has been closing deals across industries. It pulled in $22M from a single client in just eight months and secured contracts in law enforcement and critical infrastructure.
These wins reinforce Plurilock’s credibility in high-security sectors—where industry experience is often a dealbreaker.
More importantly, these deals are shifting Plurilock toward high-margin services and software. Instead of low-margin reselling, contracts now include architecture design, managed services, and multi-year renewals.
That means stickier, recurring revenue—a key signal of long-term growth.
Plurilock can now say it protects U.S. Cyber Command, critical infrastructure firms, and a Fortune 500 giant. That credibility, combined with alliances like CrowdStrike, fuels a virtuous cycle of bigger deals, stronger partnerships, and a growing pipeline. Plurilock isn’t just landing contracts—it’s leveling up.
Why the Best May Be Yet to Come
Plurilock’s past wins are impressive, but what’s next could be even bigger. Key growth catalysts suggest upside ahead. There are 5 things to look out for:
1️⃣ Government Cyber Boom – The U.S. government is doubling down on cybersecurity with billions in funding for Zero Trust. Plurilock, already a trusted federal vendor, is locked into the SEWP V contract through 2025 and well-positioned for SEWP VI. A new administration boosting cyber budgets? That’s a tailwind.
2️⃣ Enterprise & Critical Infrastructure – A major semiconductor contract could open doors to broader critical infrastructure deals. As energy grids and pipelines rush to upgrade security amid rising cyber threats, Plurilock’s expertise in protecting “the human link” makes it a prime contender.
3️⃣ Partnerships & Expansion – CrowdStrike gives Plurilock access to elite markets, while TD SYNNEX’s distribution network could fuel exponential growth. These alliances not only boost credibility but could also make Plurilock an attractive buyout target if momentum builds.
4️⃣ Path to Profitability – Margins are improving, and cash flow breakeven could come sooner than expected. If large contracts or renewals stack up, Plurilock could flip into the black—potentially triggering a stock re-rating in an industry where revenue multiples reign.
5️⃣ Secular Cyber Growth – Cyber threats aren’t slowing down, and spending in cloud security, AI-driven defense, and identity management is soaring. Plurilock doesn’t need to beat the giants; it just needs to carve out its niche and execute.
The setup is there.
The question is whether Plurilock capitalizes.
Disclaimer
The information provided in this video about Plurilock Security Inc. is for informational and educational purposes only. It does not constitute financial advice, investment advice, or a recommendation to buy or sell any securities. Viewers are encouraged to conduct their own independent research or seek advice from a licensed financial professional before making any investment decisions. If you want to learn more about Plurilock Security Inc., visit their investor page for more information.
Cashu Technologies Pty Ltd has been compensated $2000 by Fairfax Partners Inc on behalf of Plurilock Security Inc., for this promotional content. While we have taken care to present accurate information, we make no guarantees as to the accuracy, completeness, or reliability of the information provided. Any investment decision you make based on this video is at your own risk, and Cashu Technologies Pty Ltd assumes no liability for any losses or damages that may result.