I personally expect even further consolidation coming soon, especially on the consumer side of things. It looks like this part of Endpoint Security, especially the “Internet Security suites”, will end up being a market with a few players compared to how it was before.
I think you are right. The other direction is the platform provider takes care of the security. Already the case for Android and MacOS and iOS. Windows is getting there.
Yes, they are already taking care of a big portion of the users. But we know what happens when a security product becomes too dominant, it might easily become the main target and attack vector. I think at least one more merger will happen next year on the consumer security space, and we are going to end up with Microsoft, Gen Digital, Trend Micro, McAffee and a group of smaller vendors. If it wouldn’t be for potential integrations of the endpoint and the networks that can be driven by the Telco business, I think the space for non-platform vendors would shrink substantially.
I personally expect even further consolidation coming soon, especially on the consumer side of things. It looks like this part of Endpoint Security, especially the “Internet Security suites”, will end up being a market with a few players compared to how it was before.
I think you are right. The other direction is the platform provider takes care of the security. Already the case for Android and MacOS and iOS. Windows is getting there.
Yes, they are already taking care of a big portion of the users. But we know what happens when a security product becomes too dominant, it might easily become the main target and attack vector. I think at least one more merger will happen next year on the consumer security space, and we are going to end up with Microsoft, Gen Digital, Trend Micro, McAffee and a group of smaller vendors. If it wouldn’t be for potential integrations of the endpoint and the networks that can be driven by the Telco business, I think the space for non-platform vendors would shrink substantially.