Worldwide enterprise IT security - Technology and Business ... · PDF fileInsight. Innovation....
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Worldwide enterprise IT security
Market overview Q1 2013
Insight. Innovation. Impact.
Insight. Innovation. Impact.
Slow start to the year as investment declines
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Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013
Security management Network security Content security
Worldwide enterprise IT security Q1 2012: $5,351 million Q1 2013: $5,193 million
Year-on-year growth: -3.0% Quarter-on-quarter growth: -8.2%
End-user value ($ million)
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
North America $2,490 million
Year-on-year: -2.9% Quarter-on-quarter: -7.7%
Latin America $239 million
Year-on-year: 7.6% Quarter-on-quarter: -7.7%
EMEA $1,646 million
Year-on-year: -2.9% Quarter-on-quarter: -8.8%
APAC $818 million
Year-on-year: -5.7% Quarter-on-quarter: -8.8%
Latin America outperforms in Q1
Source: Canalys estimates, IT Security Analysis, June 2013
Total enterprise IT security Q1 2013
Insight. Innovation. Impact.
Seasonality impacts network security spend
$1,969 million Year-on-year: -1.4%
Quarter-on-quarter: -6.8%
$1,792 million Year-on-year: -9.7%
Quarter-on-quarter: -13.6%
$1,431 million Year-on-year: 4.5%
Quarter-on-quarter: -2.5%
Content security Network security Security management
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
Vendor Market share Q1 2012
Market share Q1 2013
Value growth %
Share indicator
Total market $1,984 million $1,792 million -9.7%
Cisco 26.8% 24.9% -16.2%
Check Point 14.2% 16.4% 4.6%
Juniper Networks 10.1% 8.7% -22.2%
Fortinet 6.8% 6.5% -13.7%
IBM 4.2% 4.4% -3.7%
McAfee 5.4% 4.3% -27.5%
Palo Alto Networks 2.9% 4.1% 27.2%
HP 2.7% 3.1% 1.0%
F5 Networks 2.5% 2.9% 4.7%
Dell 2.9% 2.6% -19.4%
Check Point continues to gain market share
Source: Canalys estimates, IT Security Analysis, June 2013
Worldwide network security Q1 2013
Insight. Innovation. Impact.
Network security APAC EMEA Latin America
North America Worldwide
Q1 2012 value Q1 2013 value
$337 million $299 million
$630 million $568 million
$81 million $91 million
$936 million $834 million
$1,984 million $1,792 million
Year-on-year growth Q-on-Q growth
-11.3% -12.2%
-9.9% -13.9%
13.2% -8.8%
-10.9% -14.3%
-9.7% -13.6%
Rank 1 Cisco 20.9%
Cisco 24.9%
Cisco 32.9%
Cisco 25.4%
Cisco 24.9%
Rank 2 Check Point 16.2%
Check Point 20.3%
Check Point 12.5%
Check Point 14.3%
Check Point 16.4%
Rank 3 Fortinet 12.8%
Juniper 8.2%
Fortinet 9.8%
Juniper 10.0%
Juniper 8.7%
Rank 4 Juniper 8.5%
Fortinet 6.6%
IBM 7.7%
McAfee 5.6%
Fortinet 6.5%
Rank 5 IBM 5.4%
IBM 3.8%
Dell 6.2%
Palo Alto 5.3%
McAfee 4.3%
Network security regional performances
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
Good start to 2013 for Symantec Worldwide content security Q1 2013
Source: Canalys estimates, IT Security Analysis, June 2013
Vendor Market share Q1 2012
Market share Q1 2013
Value growth %
Share indicator
Total market $2,000 million $1,969 million -1.4%
Symantec 16.0% 16.5% 1.8%
McAfee 13.1% 12.9% -3.4%
Trend Micro 11.9% 11.3% -6.1%
Cisco 6.8% 6.5% -5.6%
Websense 5.2% 5.2% -0.3%
Sophos 3.8% 3.5% -8.0%
Kaspersky Lab 2.4% 2.7% 7.8%
Blue Coat 2.5% 2.4% -5.1%
Barracuda Networks 2.1% 2.3% 8.2%
Microsoft 2.2% 1.9% -16.0%
Insight. Innovation. Impact.
Content security APAC EMEA Latin America
North America Worldwide
Q1 2012 value Q1 2013 value
$362 million $339 million
$644 million $647 million
$96 million $99 million
$896 million $884 million
$1,998 million $1,969 million
Year-on-year growth Q-on-Q growth
-6.3% -9.2%
0.5% -8.1%
3.3% -4.9%
-1.4% -5.1%
-1.4% -6.8%
Rank 1 Trend Micro 32.8%
Symantec 12.5%
McAfee 12.3%
Symantec 21.0%
Symantec 16.5%
Rank 2 Symantec 16.4%
McAfee 12.2%
Trend Micro 8.6%
McAfee 16.3%
McAfee 12.9%
Rank 3 McAfee 5.4%
Trend Micro 9.6%
Kaspersky 7.7%
Cisco 7.0%
Trend Micro 11.3%
Rank 4 Cisco 3.9%
Cisco 8.1%
Websense 7.2%
Websense 5.9%
Cisco 6.5%
Rank 5 Websense 3.1%
Sophos 6.2%
Symantec 3.3%
Trend Micro 4.6%
Websense 5.2%
Content security regional performances
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
Stable growth for Symantec and McAfee
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Symantec McAfee Trend Micro Kaspersky Lab Sophos
Q1 2012 Q1 2013
Worldwide enterprise Client security software Q1 2012: $766 million Q1 2013: $762 million
Year-on-year growth: -0.6% Quarter-on-quarter growth: -6.5%
Top five vendors
End-user value ($ million)
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
Websense executing well on hosted strategy
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Q1 2012 Q1 2013
Worldwide enterprise Hosted security services Q1 2012: $293 million Q1 2013: $349 million
Year-on-year growth: 18.9% Quarter-on-quarter growth: 0.1%
Top five vendors
End-user value ($ million)
Source: Canalys estimates, IT Security Analysis, June 2013
Insight. Innovation. Impact.
Direct Reseller - corporate
Reseller - online
Reseller - SMB
Reseller - specialist Retailer Service
provider Systems
integrator
72%
Distribution
Vendor
Indirect accounts for 92% of revenue
8% 19% 3% 11% 26% <1% 9% 24%
Worldwide Q1 2013 Enterprise IT security value by channels
20%
Micro (4%) Small (12%) Medium (27%) Large (44%) Service provider (13%)
Source: Canalys estimates, IT Security Analysis, June 2013
Worldwide enterprise IT security
Market overview Q1 2013
Insight. Innovation. Impact.
Americas: Suite 316, 855 El Camino Real, Palo Alto, CA 94301, US | tel: +1 650 681 4488 APAC: 2532 Wheelock Square, 1717 Nanjing West Road, Jing An District, Shanghai, China, 200040 | tel: +86 21 6157 5113
APAC: 1 Robinson Road, AIA Tower, #14-02, Singapore 048542 | tel: +65 6671 9399
EMEA: Diddenham Court, Lambwood Hill, Grazeley, Reading RG7 1JQ, UK | tel: +44 118 984 0520
e-mail: [email protected] | web: www.canalys.com
The written content of this document represents our interpretation and analysis of information generally available to the public or released by responsible individuals in the subject companies, but is not guaranteed as to accuracy or completeness. It does not contain information provided to us in confidence by the industry. Market data contained in this document represents Canalys’ best estimates based on the information available to it at the time of publication.
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Insight. Innovation. Impact.