

OneSpan and Build38: The Mobile Security Market Shift
Episode notes
OneSpan to acquire Build38 to strengthen mobile app protection as AI-driven attacks and mobile threats rise
OneSpan ($OSPN) agreed to acquire Build38 to enhance its App Shielding with SDK-based, in-app protection plus cloud and AI-driven defenses, including Runtime Application Self-Protection (RASP). OneSpan says the deal should close by March 2026, subject to approvals.
Winners
1. Mobile app security and zero trust platforms
Banks increasingly need in-app protection and continuous telemetry from customer devices, which supports demand for modern security platforms that secure mobile access and reduce account takeover and tampering risk.
Names: $OSPN (OneSpan), $PANW (Palo Alto Networks)
2. Cloud-delivered threat detection and security analytics
As more defenses shift to cloud- ...