Network Security Appliances and Software (2013 Edition)

NETWORK SECURITY MARKET HIGHLIGHTS

1.       Worldwide network security appliance and software revenue totaled $1.6 billion in 2Q13, an increase of 4% sequentially

2.       Integrated security appliances have gained share every quarter since 4Q11, and Infonetics is forecasting quarterly share gains through 2Q14

3.       Cisco, Check Point, Fortinet, HP, and Palo Alto Networks all posted strong revenue results in the network security market in 2Q13

4.       Meanwhile, Juniper’s revenue declined for the 4th straight quarter; however, Infonetics believes that 2Q13 will be Juniper’s bottom quarter

NETWORK SECURITY REPORT SYNOPSIS

Infonetics’ quarterly network security report provides worldwide and regional market size, vendor market share, forecasts through 2017 and trends for integrated security appliances, secure routers, SSL VPN gateways, VPN and firewall software and IDS/IPS products. Vendors tracked: AEP, Alcatel-Lucent, Array Networks, CA, Check Point, Cisco, Citrix, Dell Sonicwall, DLink, Enterasys, eSoft, F5, Fortinet, GTA, HP, Huawei, Intrusion, ISS, Juniper, McAfee, Netasq, Palo Alto Networks, Sourcefire, Stonesoft, Watchguard, Zyxel, others.

TOP TAKEAWAYS: 2Q13 NETWORK SECURITY UP 4.1% QoQ, INTEGRATED SOLUTIONS DRIVING GROWTH ….. 1

2Q13 NETWORK SECURITY MARKET BACK TO GROWTH, UP 4.1% QOQ .................. 2

THREAT LANDSCAPE ..................................................................................................... 3

LONG-TERM FORECAST: MARKET APPROACHES $7.0B IN 2017, GROWTH DECELERATING ……………………… 5

Category Analysis: Integrated Appliance Revenue Grows as Buyers Go Integrated ........8

Geographic Patterns Holding Steady ...............................................................................9

Top Share Positions Holding Steady, New Challengers Here ..........................................11

INTEGRATED SECURITY APPLIANCES AND SECURE ROUTERS ................................ 14

Market Size and Forecasts ............................................................................................14

Category Analysis .........................................................................................................15

Manufacturers and Market Share: High-End Appliances (>$30,000) ..........................16

SSL VPN GATEWAYS .................................................................................................... 17

Market Size and Forecasts ..........................................................................................17

Manufacturers and Market Share ................................................................................19

IDS/IPS ......................................................................................................................... 20

Market Size and Forecasts .............................................................................................20

Manufacturers and Market Share .................................................................................21

ROADMAP................................................................................................................... 23

OVERALL NETWORK SECURITY MARKET DRIVERS ................................................... 24

Evaluating the Need for Security ...................................................................................24

Service Providers, Managed Services, and SaaS ...........................................................25

Government and Regulatory Drivers ..............................................................................25

INDIVIDUAL SEGMENT DRIVERS ................................................................................... 27

DEMAND-SIDE DATA ....................................................................................................... 27

CATEGORY DEFINITIONS ................................................................................................. 29