A major shift is underway in security, and it’s happening in the data pipeline layer. As SIEM, XDR, and observability vendors accelerate acquisitions across the Security Data Pipeline Platform (SDPP) market, one message is clear: security outcomes now depend on the quality of telemetry, not just detection or response. This year, several pipeline vendors have been acquired: Tarsal (acquired by Monad) by Monad (July 2025), Onum by CrowdStrike (~US$290M), Observo AI – a SentinelOne Company AI by SentinelOne (~US$225M cash + stock), Datable by Panther Labs (undisclosed), and Chronosphere by Palo Alto Networks for $3.3B. Each move reflects the same priority, bringing pipeline technology in-house to strengthen data quality, normalization, enrichment, and routing. For CISOs, this matters: A strong pipeline improves performance, reduces noise, lowers storage costs, and ensures analytics and AI operate on well-prepared data. The pipeline layer is becoming the heart of the SOC, shaping how every downstream tool performs. But consolidation also raises neutrality concerns. Many organizations adopted independent SDPPs for flexibility. As platforms are absorbed, questions emerge around portability, multi-destination routing, and future innovation. The takeaway: whoever controls the pipeline layer will influence the intelligence, cost, and efficiency of the modern SOC. ➜ Read our full analysis here: https://lnkd.in/gefSXFSA
