News summary
[CITIC Securities5pounddepositslots: It is expected that the trend of platformization will reshape the security industry landscape] Securities Times e Company News5pounddepositslotsCITIC Securities Research News believes that in recent years, the information security industry has continued to be hot, and platformization has become a development trend in the industry. The market value of platform-based security vendors has grown rapidly, accounting for a proportion of the overall market.5pounddepositslots.5pounddepositslots..
Newsletter text
[CITIC Securities: It is expected that the trend of platformization will reshape the security industry] Securities Times e Company News, CITIC Securities Research believes that in recent years, the information security industry has continued to be hot, platformization has become an industry development trend, and the market value of platform-based security vendors has grown rapidly., accounting for more than 61% of the overall market. The platform construction of security vendors is mainly driven by factors such as severe network environment, cloud development, MFA trends, and cumbersome security products. Platform construction strategies include hardware function integration, software solution integration, architecture integration and data integration. It is expected that the trend of platformization will reshape the security industry landscape and the market will move from decentralization to centralization. Favorable vendors include software and hardware integrated platform vendors and cloud-native security platform vendors. Relatively speaking, the market share of manufacturers with slow progress in platformization will be eroded. In terms of investment strategies, new generation prevention strategies such as ZNTA and SASE are rapidly penetrating. The integrated security platform occupies resource and technology advantages, and its market share will continue to expand. It is recommended to pay attention to security vendors whose platformization is progressing smoothly, including software and hardware integration vendors, and cloud-native platform vendors.