Booz Allen CEO on cyber risks and the AI arms race

Summary

Booz Allen CEO Horacio Rozanski discusses the explosive growth in AI-powered cyber threats and how his firm is capitalizing on the trend. He highlights the company's shift from services to productizing its IP, accelerating time-to-market for AI-driven cybersecurity tools. Rozanski argues this will open new revenue streams and counter the AI disruption concerns that have weighed on the stock.

• Booz Allen CEO Horacio Rozanski details the accelerating AI-driven cyber threat, with attacks becoming faster and cheaper.
• He notes sophisticated attacks now cost thousands instead of millions, lowering the barrier for bad actors.
• Rozanski advocates for zero trust architecture, agentic cybersecurity, and AI-asymmetric countermeasures.
• Booz Allen is rapidly productizing its cybersecurity IP, cutting time-to-market from two years to six months.
• The company sees significant new revenue opportunities from commercial and federal customers.
• The CEO pushes back on the AI disruption narrative that has pressured Booz Allen's stock, arguing the firm is well-positioned.