Pramod Gosavi’s Post

My previous harvey ball post (link in comment) was received well, so here is part 2 on the broader market. Some definitions first: 1) Platform Play: This is a natural expansion from a product POV. Platform play is strongest when customers prefer buying from you than a pure play. The expansion can be organic or M&A. For e.g VMware expanded into storage, mgmt, networking thru M&A but those companies would not have survived 2) Consolidation Play: This is an expansion from GTM POV. Can be organic but mostly M&A The green color shows platform plays and blue shows consolidations. Also calculating a "consolidation score" (1 pt for 1/4 ball) as I believe stronger companies will be consolidation driven and not just platform plays 1) Microsoft: Platform play owning windows and expanding to EDR, data security, Identity, XDR/SIEM. Cloud security is consolidation (not strong pull), dev security is GitHub consolidation and has done well due to GTM 2) Palo Alto Networks: Expanding to Cloud security (+DSPM) and XDR/SOAR and now SIEM is consolidation and not platform play. Core firewall/network security was not a platform. Probably most controversial POV. The platform play comes after SIEM as SIEM allows more products to be sold as the best integrated product operationally and risk mgmt wise 3) CrowdStrike: Strong platform play starting from EDR and expanding to XDR, identity (ITDR), data security, cloud security (selling the agent in the cloud). The dev product (Bionic) is consolidation to leverage the GTM 4) Zscaler: SASE providing identity (ZT) and data security (DLP). Need consolidation 5) Wiz: Cloud security platform expanding to cloud XDR, data security (DSPM) and consolidating dev security (possible Dazz acq) 6) Okta: Microsoft slept on SaaS for a while. Consolidating IGA, PAM now. Not a platform play as IGA/PAM supports multiple/hybrid platforms and not just SaaS where Okta is dominant 7) Netskope: SASE providing identity (ZT) and data security (DLP). Should have expanded to cloud security 8) Cloudflare: SASE providing identity (ZT). Still light on security 9) Snyk: Developer security, not much play in cloud security Feedback/comments?

  • chart, scatter chart

Updated with Cisco, Google, Fortinet, Checkpoint, Proofpoint

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Kyle Contorno

Senior Product Manager-🛠️ Building Cybersecurity Products-Endoint/XDR/Threat Intel/SOC-GenAI 🧠

4mo

I'd say Trellix, Sophos and Cisco deserve places in the list 🙂

Naveed Peeran G

Account Manager at Check Point Software

4mo

Pramod Gosavi any reason why Check Point is not included

Love that we have people ChatGPTing answers lol Pramod Gosavi I see some flaws with diagram but understand what your trying to capture. While I could poke at this from a Zscaler lense how about I do it from a ZT lense. If I am providing security as a ZT based SASE am I not providing, Data Security, Cloud Security, and Application Security based on my overall solution? Example Zscaler ZT Exchange provides security for both Internet facing (SaaS) and Private (DC/Private Cloud/Apps). Please look up ZIA and ZPA to check my homework. While various SASE solutions don’t provide Identity or EDR it does integrate so the partial call out make sense, as a validation/data point. But for Cloud/Data/Apps that would be our bread and butter. Just some food for thought fellas.

Rajat Sharma

Helping Professionals and Enterprise Grow profitably ! Business & Technology Turnaround Advisor I Forbes Council Influencer | Guest Lecturer GenAI I Investor Builder I Ex-PPMD Deloitte I Ex- MD Accenture

4mo

Thanks Pramod Gosavi MS clearly the winner except for SASE and surprised to see quarter ball in cloud security.

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Arpit Bhatt

Product Lead - Data Security

4mo

Would like to understand what constitutes Data Security for you? Sounds like an incomplete research as per the quarter slices allocated to each vendor there.

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Incomplete - without Cisco!

Howie Xu

Chief AI & Innovation Officer, Gen (Fortune 500); Stanford Lecturer | Formerly CEO of TrustPath; Greylock Partner EIR, Founder of VMware networking

4mo

Microsoft boasts $20b security revenue. Where is that from after all. Mostly from #EDR and #Identity?? Thanks Pramod Gosavi for such a table!

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