The Data Fragmentation Exposure
2 of 3 filers across 2 sectors are flagging higher strategic moves. First surfaced in 2025Q2; tracked through 2025Q4. Primarily a risk story (67%), with a strategic overlay (33%). Present-tense — companies describing what is happening now. Recent filings describe "without needing to duplicate and maintain such data securely in other databases or external systems." Still spreading across industries.
Companies are grappling with security vulnerabilities created by storing data across multiple external providers and systems, and some are building capabilities to consolidate data management to reduce exposure.
DISTINCT NEW FILERS PER QUARTER
✦ WHAT THE DIFF CAUGHT
Narrative shifts from passive risk disclosure (DE, GS) to proactive solution positioning (ORCL): the problem is moving from acknowledged threat to an opportunity to sell consolidation.
REPRESENTATIVE SIGNAL FROM FILINGS
“without needing to duplicate and maintain such data securely in other databases or external systems”
The new capabilities reduce the need for customers to duplicate and separately maintain data in external systems, improving data security and efficiency.
“increased information risk through diversification of our data across external service providers”
Diversification of data across external cloud service providers increases information security risk exposure.
DRIVERS