The Rise of SOC-as-a-Service (SOCaaS): Why Siemens, Thales, and NTT DATA Are Positioned for Long-Term Growth

The cybersecurity landscape is undergoing a seismic shift as organizations grapple with escalating threats, talent shortages, and the complexities of hybrid IT environments. At the forefront of this transformation is the rise of Security Operations Center as a Service (SOCaaS), a model that democratizes access to enterprise-grade threat detection and response. According to a report by Grand View Research, the global SOCaaS market is projected to grow at a compound annual growth rate (CAGR) of 10% from 2024 to 2030, reaching USD 10,396.6 million by 2030 [1]. Meanwhile, Mordor Intelligence forecasts an even steeper CAGR of 14.15%, with the market expanding from USD 13.07 billion in 2025 to USD 25.32 billion by 2030 [2]. This surge is driven by the exponential rise in multi-vector cyberattacks, regulatory pressures for real-time incident disclosure, and the affordability of subscription-based models for small and medium enterprises (SMEs) [2].

Amid this growth, Siemens, Thales, and NTT DATA have emerged as strategic leaders, leveraging smart infrastructure, deep tech, and end-to-end IT services to capture market share. Their approaches not only address immediate security challenges but also position them to capitalize on long-term trends in cybersecurity transformation.

Strategic Market Leadership: Siemens, Thales, and NTT DATA

Siemens: Bridging IT and OT with Xcelerator and Partnerships
Siemens has positioned itself as a pioneer in SOCaaS by integrating cybersecurity into its broader digital transformation platform, Xcelerator. This open business platform enables customers in industrial automation, smart infrastructure, and mobility to enhance productivity and resilience [3]. A critical differentiator is Siemens’ focus on securing operational technology (OT) environments, where the convergence of IT and OT systems creates unique vulnerabilities. For instance, Siemens partners with Fortinet to deliver secure remote access solutions for complex OT networks, ensuring reliability in critical infrastructure sectors like energy and manufacturing [5].

The company’s SOCaaS offerings are designed to address the global shortage of cybersecurity talent by providing scalable, 24/7 monitoring and threat detection. According to a 2025 evaluation report by GlobeNewswire, Siemens’ strategy emphasizes AI-driven automation and collaboration with industry leaders to maintain a competitive edge in a rapidly evolving market [3].

Thales: AI-Driven Solutions for High-Stakes Industries
Thales, a French cybersecurity leader, has built a reputation for AI-powered, personalized security services tailored to high-risk sectors such as banking, energy, and defense. Its global network of Security Operations Centers (SOCs) offers real-time threat detection, incident response, and compliance management, supported by strategic acquisitions like Imperva and Tesserent [1]. A notable collaboration with Google Cloud further enhances Thales’ ability to deliver cloud-native security solutions, addressing the growing demand for hybrid and multi-cloud environments [1].

Thales’ focus on AI and machine learning enables proactive threat hunting, a critical capability as cyberattacks become increasingly sophisticated. For example, its integration of behavioral analytics and automated incident triage reduces response times, aligning with the market’s shift toward Managed Detection and Response (MDR) services [4].

NTT DATA: End-to-End Cyber Resilience
NTT DATA, part of Japan’s NTT Group, offers AI-powered, cloud-native SOCaaS solutions that combine Security Information and Event Management (SIEM), machine learning, and zero-trust architectures. Its Managed Security Services (MSS) provide real-time monitoring, automated incident response, and compliance management, making it a preferred partner for enterprises navigating complex regulatory landscapes [4].

A key strength of NTT DATA is its global footprint and expertise in network security. By leveraging its next-generation SOCs, the company helps clients mitigate risks in hybrid IT environments while addressing data sovereignty concerns in regions like the EU and Asia-Pacific [4]. Strategic partnerships, such as its collaboration with Stellar Cyber to expand AI-powered managed services, further solidify its market position [5].

Investment Implications for Cybersecurity-Focused Portfolios

The strategic moves of Siemens, Thales, and NTT DATA highlight their ability to address three critical pain points in the cybersecurity industry:
1. Talent Shortages: By offering fully managed SOCaaS solutions, these companies enable organizations to outsource complex security operations, reducing reliance on in-house expertise.
2. Hybrid IT Complexity: Their cloud-native and AI-driven platforms provide scalable protection for distributed environments, a necessity as remote work and cloud adoption persist.
3. Regulatory Compliance: With real-time monitoring and automated reporting, their services help enterprises meet stringent data protection requirements, particularly in healthcare and finance.

For investors, these companies represent a compelling opportunity to capitalize on the SOCaaS boom. Siemens’ integration of IT and OT security positions it to benefit from industrial digitalization, while Thales’ AI-driven solutions align with the demand for proactive threat detection. NTT DATA’s global reach and focus on zero-trust architectures make it well-suited to address cross-border data challenges.

Conclusion

As cyber threats evolve in scale and sophistication, the demand for SOCaaS will only intensify. Siemens, Thales, and NTT DATA are not merely responding to this demand—they are redefining the cybersecurity landscape through innovation, strategic partnerships, and a focus on scalability. For investors seeking long-term growth in the cybersecurity sector, these leaders offer a clear path to capitalize on a market poised for exponential expansion.

Source:
[1] SOC as a Service Market Size, Share & Growth Report, 2030 [https://www.grandviewresearch.com/industry-analysis/soc-as-a-service-market-report]
[2] Security Operations Center As A Service Market Size & ... [https://www.mordorintelligence.com/industry-reports/security-operation-center-as-a-service-market]
[3] SOC-as-a-Service (SOCaaS) Company Evaluation Report 2025 | Siemens, Thales, and NTT DATA Lead with Smart Infrastructure, Deep Tech [https://www.globenewswire.com/news-release/2025/09/08/3145895/28124/en/SOC-as-a-Service-SOCaaS-Company-Evaluation-Report-2025-Siemens-Thales-and-NTT-DATA-Lead-with-Smart-Infrastructure-Deep-Tech-and-End-to-End-IT-Services.html]
[4] SOC as a Service Market Recent Trends, Growth Outlook, Size, Share, Advance Technology and Forecast to 2030 [https://www.theglobeandmail.com/investing/markets/markets-news/GetNews/32594290/soc-as-a-service-market-recent-trends-growth-outlook-size-share-advance-technology-and-forecast-2030/]
[5] Case study | Siemens [https://www.fortinet.com/customers/siemens]