[December 12, 2012]

Infonetics: Network Security up 7% YoY as Buyers Move to Integrated Solutions; Blue Coat up in Content Security

Analyst firm Infonetics Research released excerpts from 2 3rd quarter (3Q12) security market share and forecast reports: Network Security Appliances and Software and Content Security Gateway Appliances, Software, and SaaS.

ANALYST NOTE

"Looking at the top 3 network security vendors' quarter-over-quarter revenue performance, Cisco increased 1.5%, Check Point increased 3.2%, and Juniper increased 11.1%," notes Jeff Wilson, principal analyst for security at Infonetics Research. "Overall the network security appliance and software market saw moderately strong growth in the 3^rd quarter and there is always potential for a great 4^th quarter because of seasonal budget flush."

Wilson continues, "In the content security segment, companies with broad security product portfolios can, if they are nimble, shift revenue by continuing to integrate web and mail security functions into firewall and IPS platforms while maintaining standalone solutions. Focused content security companies will be forced to broaden their product portfolios, get acquired, or develop strong partnerships to grow revenue."

3Q12 NETWORK SECURITY MARKET HIGHLIGHTS

• Global network security appliance and software revenue is up a strong 7% from the year-ago 3^rd quarter
• Integrated security appliances have gained share every quarter since 4Q11, and Infonetics (News - Alert) is forecasting continued quarterly gains through 3Q13
• Palo Alto Networks' successful IPO and strong financial performance have breathed life into the fairly stale integrated appliance market share picture, setting the stage for heated share battles in 2013
• Mobile malware is out of control: McAfee (News - Alert) had fewer than 3,000 mobile malware samples in its database just a year ago, growing to around 25,000 samples today

NETWORK SECURITY REPORT SYNOPSIS

Infonetics' quarterly network security report provides worldwide and regional market size, vendor market share, forecasts, analysis, and trends for integrated security appliances, secure routers, SSL VPN gateways, VPN and firewall software, and network-based intrusion detection and prevention (IDS/IPS) products. Vendors tracked include AEP, Alcatel-Lucent, Array Networks, CA, Check Point, Cisco, Citrix, D-Link (News - Alert), Enterasys, eSoft, F5, Fortinet, GTA, HP, Huawei, ISS, Juniper, McAfee, NetASQ, Palo Alto Networks, SonicWALL, Sourcefire, Stonesoft, WatchGuard, ZyXEL, and others. To buy the report, contact Infonetics: http://www.infonetics.com/contact.asp.

3Q12 CONTENT SECURITY MARKET HIGHLIGHTS

• Content security gateway appliance and software revenue fell 0.4% between 2Q12 and Q12, to $719 million, the 3rd consecutive quarter of declines
• Blue Coat (News - Alert) was the only vendor in the content security gateway market to see a significant increase in revenue in 3Q12 (up 15% from the previous quarter), bouncing from #3 to #2 in overall market share
• Software now makes up 37% of all content security gateway revenue

Infonetics' quarterly content security report provides worldwide and regional market size, vendor market share, forecasts, analysis, and trends for content security gateway software (messaging, web/malware), gateway appliances (messaging, web/malware, integrated), and SaaS (messaging, web/malware). Vendors tracked include Barracuda, Blue Coat, Cloudmark, Cisco, Citrix, McAfee, SonicWALL, Symantec, Trend Micro, Websense, and others. To buy the report, contact Infonetics Sales: http://www.infonetics.com/contact.asp.

RELATED RESEARCH

• Latest Infonetics Security research brief: http://bit.ly/Vyt2kT
• Mobile, data center verticals driving DDoS prevention market
• Wave of new spending underway in data center security market
• Mobile security client software market expected to jump more than 60% this year
• Cloud-based security services set to surge 83% by 2016
• Integrated, hosted, SaaS security driving market, weighing on content security products
• Hybrid security solutions gaining traction among enterprises
• Cisco leads tight race for web security SaaS supremacy
• Enterprises want application control solutions with broad app support

UPCOMING RESEARCH

Download Infonetics SECURITY report highlights, tables of contents, prospectuses, market research brochure, and events brochure at http://www.infonetics.com/login.

• Cloud and Data Center Security Strategies and Vendor Leadership Survey (Dec. 14)
• Total Security Pivot (Dec. 14)
• Fundamental Telecom and Datacom Market Drivers (Dec. 14)
• Service Provider Capex, Opex, Revenue, and Subscribers Database (Dec. 19)

UPCOMING INFONETICS WEBCASTS

• WEBINAR: A Decade of Denial: Why DDoS Still Exists and What To Do (on-demand)
• WEBINAR: Scaling Small Cell Backhaul (Feb. 2013 - sponsorships available)
• WEBINAR: Integrating Carrier WiFi with the Mobile Network (Feb. 2013)
• WEBINAR: 100G Optics: Why Operators Are Upgrading Now (Mar. 2013)
• WEBINAR: Core Routers Move to the Metro (Apr. 2013)
• WEBINAR: The Demand Boom in Diameter Signaling Controllers (Sponsorships available)
• WEBINAR: SSL VPNs: Going Mobile (Sponsorships available)
• WEBINAR: SMS/MMS Security Platforms for Mobile Carriers (Sponsorships available)

TO BUY REPORTS, CONTACT SALES:

N. America (West), Asia, Latin America: Larry Howard, [email protected], +1 408-583-3335

N. America (East), Texas, Midwest: Scott Coyne, [email protected], +1 408-583-3395

Europe, Middle East, Africa: George Stojsavljevic, [email protected], +44 755-488-1623

Japan, South Korea, China, Taiwan: http://www.infonetics.com/contact.asp

ABOUT INFONETICS

Infonetics Research (News - Alert) (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete effectively. View Infonetics' About Us slides at http://bit.ly/QUrbrV.

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