Sales of EU cybersecurity vendors increased 35% in 2 years

Context, a research company, tracks sales through distributors in Europe, the Middle East and Africa. It tells that sales of cybersecurity tools from EU vendors increased 35% in the 2 years to the third quarter of 2026. All sales increased 10%. Sales of US vendors increased 8%. EU vendors have 15% of tracked sales by value.

How the change works

Buyers want to know who has the encryption keys, who can see sensitive logs and where the data is kept. Joe Turner, vice president of research at Context, tells that a company can keep its identity platform and use a European supplier for its logs.

The numbers

EU vendors have 92% of tracked sales in security awareness training and 52% in log management. US vendors have 74% of identity and access management sales. The sales are small at the start, but the increase is clear.

What is not known

Context gives no cause for the change. It tells that buyers examine the technology of other companies because of two EU rules, NIS2 and DORA. Omdia, an analyst company, tells that almost a third of AI providers give no proof of sovereignty. It tells that 80% of contracts tell that network resilience is out of the control of the provider.

Insight: Europe goes local where the change is easy

EU vendors have most of the training and log sales, and US vendors have most of the identity sales. A Dutch lawmaker tells that Europe has no other supplier of AI chips. Cisco, a US company, tells that its sovereign systems can operate air-gapped, cut off from external networks. This reads as a move to local suppliers where change is easy, while US companies sell sovereign versions for the other layers.