Worldwide enterprise IT security

Transcription

1 Worldwide enterprise IT security Market overview Q1 2013

2 Slow start to the year as investment declines End-user value ($ million) 6,000 5,000 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% 4,000 3,000 2,000 1,000 0 Q Q Q Q Q Q Q Q Q1 2013

3 Latin America outperforms in Q1 Total enterprise IT security Q North America $2,490 million Year-on-year: -2.9% Quarter-on-quarter: -7.7% EMEA $1,646 million Year-on-year: -2.9% Quarter-on-quarter: -8.8% Latin America $239 million Year-on-year: 7.6% Quarter-on-quarter: -7.7% APAC $818 million Year-on-year: -5.7% Quarter-on-quarter: -8.8%

4 Seasonality impacts network security spend Content security Network security Security management $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%

5 Check Point continues to gain market share Worldwide network security Q Vendor Market share Q Market share Q Value growth % Share indicator Total market $1,984 million $1,792 million -9.7% 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% 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%

6 Network security regional performances Network security APAC EMEA Latin America North America Worldwide Q value Q 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 % 24.9% 32.9% 25.4% 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% 5.6% Fortinet 6.5% Rank 5 IBM 5.4% IBM 3.8% Dell 6.2% Palo Alto 5.3% 4.3%

7 Good start to 2013 for Symantec Worldwide content security Q Vendor Market share Q Market share Q Value growth % Share indicator Total market $2,000 million $1,969 million -1.4% Symantec 16.0% 16.5% 1.8% 13.1% 12.9% -3.4% Trend Micro 11.9% 11.3% -6.1% 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%

8 Content security regional performances Content security APAC EMEA Latin America North America Worldwide Q value Q 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% 12.3% Symantec 21.0% Symantec 16.5% Rank 2 Symantec 16.4% 12.2% Trend Micro 8.6% 16.3% 12.9% Rank 3 5.4% Trend Micro 9.6% Kaspersky 7.7% 7.0% Trend Micro 11.3% Rank 4 3.9% 8.1% Websense 7.2% Websense 5.9% 6.5% Rank 5 Websense 3.1% Sophos 6.2% Symantec 3.3% Trend Micro 4.6% Websense 5.2%

9 Stable growth for Symantec and Top five vendors End-user value ($ million) 250 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% Q Q Symantec Trend Micro Kaspersky Lab Sophos

10 Websense executing well on hosted strategy Top five vendors End-user value ($ million) 60 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% Q Q Symantec Websense Microsoft

11 Indirect accounts for 92% of revenue Worldwide Q Enterprise IT security value by channels Vendor Distribution 20% 72% 8% 19% 3% 11% 26% <1% 9% 24% Direct Reseller - corporate Reseller - online Reseller - SMB Reseller - specialist Retailer Service provider Systems integrator Micro (4%) Small (12%) Medium (27%) Large (44%) Service provider (13%)

12 Worldwide enterprise IT security Market overview Q1 2013

13 Americas: Suite 316, 855 El Camino Real, Palo Alto, CA 94301, US tel: APAC: 2532 Wheelock Square, 1717 Nanjing West Road, Jing An District, Shanghai, China, tel: APAC: 1 Robinson Road, AIA Tower, #14-02, Singapore tel: EMEA: Diddenham Court, Lambwood Hill, Grazeley, Reading RG7 1JQ, UK tel: inquiry@canalys.com web: 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. Canalys has a liberal policy with regard to the re-use of information that it provides to its clients, whether within reports, databases, presentations, s or any other format. A client may circulate Canalys information to colleagues within his or her organization worldwide, including wholly-owned subsidiaries, but not to a third party. For the avoidance of doubt, sharing of information is not permitted with organizations that are associated with the client by a joint venture, investment or common shareholding. If you wish to share information with the press or use any information in a public forum then you must receive prior explicit written approval from Canalys.