3 ms·
The relevant excerpt seems to be here: Market Opportunity We believe our platform disrupts several large and well-established IT markets. The key markets that
by chacham15 6y ago
The relevant excerpt seems to be here:
Market Opportunity
We believe our platform disrupts several large and well-established IT markets. The key markets that are addressed by our platform include VPN, internal and external firewalls, web security (including web application firewalls and content filtering), distributed denial of service (DDoS) prevention, intrusion detection and prevention, application delivery controls, content delivery networks, domain name systems, advanced threat prevention (ATP), and wide area network (WAN) technology. From our analysis based on IDC data, $31.6 billion was spent on those products in 2018, which is expected to grow to $47.1 billion in 2022, representing a compound annual growth rate of 10.5%. We also are actively developing new products to address adjacent markets including compute, storage, 5G, and Internet of Things (IoT) that are not included in the estimate of our addressable market.
- thepangolino 6y agoThat’s just general market analysis. It doesn’t say anything about what their hedge is. Or was it simply that the existing actors were that inefficient/price gauging.