2025 Endpoint Observatory Drop

Annualized Endpoint Observatory Data Coming Next Week

| November 08, 2024

Next week marks the first annualized comparison to ETR's recently launched Observatory product, with updated data and a comprehensive report on the Endpoint marketplace looking out to 2025. From this point forward, ETR will have a time series history of the specific Observatory markets and the competing vendors. Next week, it will be a spotlight on Endpoint tools, but we also have the following slate queued up:

Process Automation Tools
Access Mgmt.
UCaaS
ML/AI & Data Science Tools
Cloud Security Posture Mgmt. (CSPM)
Project & Work Mgmt.
Secure Access Service Edge (SASE)
Cloud Data Warehousing

We look forward to identifying new markets to cover under the Observatory scope based on client demand, so make sure you reach out to your service reps and let them know what market dynamics you would like to put under the Observatory lens.

In late 2023, ETR published its first Observatory report on Endpoint tools (see last year's Observatory scope above), illustrating spending and usage data for the specific players in the endpoint market looking out to 2024. The report was titled Second Wave of Players Push Progression in Evolving Endpoint Security Market and included the following vendors:

Here is an excerpt from last year's Endpoint Observatory:

In Figure 2 below, we exhibit the Market Array Net Score for each vendor within the EPP marketplace. This tracks the forward-looking spending trajectory for each vendor’s endpoint security offerings and differs from ETR’s TSIS, which tracks overall spending projections at the company and sector-wide levels. The data visualized in this figure will be referenced throughout this Observatory report.

CrowdStrike leads with a 61.4% Net Score, driven by the highest level of Increase spend (58% of the vendor’s unique respondents). SentinelOne’s Net Score comes in second and stands out with the highest expected Adoption percentage at 13%. Meanwhile, the ubiquitous Microsoft Defender rounds out the top three with a Net Score slightly below 50%, highlighted by the lowest level of Negative spend (Decrease + Replace).

The peloton of vendors resting in the middle has spending scores ranging from 37% to 16% and consists of (in order) Tanium, Palo Alto Networks, Fortinet, Trellix, and Cisco. Palo Alto Networks, Fortinet, and Cisco all stand on solid footing, with 88%, 89%, and 84% (respectively) of their unique respondents citing either stable or increased spending intent on their vendor’s endpoint products. That is a remarkable feat for all three vendors within an EPP-specific study, considering their origins in the networking sector before branching into security.

On the other end of the spectrum, Symantec (Broadcom), Check Point, and Trellix (formerly McAfee and FireEye) captured the highest anticipated Replacement rates among their respective respondents, ranging from 13% to 12% to 11%, respectively. Trellix is a curious case since its 11% Replacement rate is offset by an equal 11% of its respondents showing intent to Adopt the product. Lastly, given the recent acquisition of Carbon Black (VMware) by Broadcom, that vendor’s relatively high Replacement rate of 8% is of interest, as anecdotal commentary from ETR Insights guests highlights concern regarding the private equity owner’s intentions with the long-tenured endpoint player. One CISO for a large consumer enterprise directly stated, “We have Carbon Black, but the acquisition by VMware and now private equity has us really concerned about the long-term health of that product. So, our intention is probably to change it.”

Looking forward to next week, on Tuesday, November 12th we will release the second iteration of the ETR Observatory for Endpoint Security, which will cover forward-looking marketplace and vendor data into 2025. That report is titled Endpoint Security: Platform Vendors Aiming for Disruption and covers the following vendors:

Not only will this report track end-user metrics for spend, usage, stickiness vs churn, ROI, vendor strengths and weaknesses, and so much more, but it will also have a time series comparison versus last year's data. Want to see if CrowdStrike maintained the leading spending Net Score in the Endpoint market, or did this summer's outage fallout impact its leading position? What other endpoint players may have taken advantage of the competitive dynamic? It's all here in this annualized data set and report. Remember, this is the only industry marketplace comparison research that focuses wholly on end-user usage and evaluation data and not on analyst opinion or vendor influence. If you want to request a copy of that report, please use the sidebar form in this article. Also, please feel free to reach out to us at service@etr.ai if you would like to learn more about the Observatory research series. And, as always, you can initiate your own access to our research platform any time you want here.

Enterprise Technology Research (ETR) is a technology market research firm that leverages proprietary data from our targeted IT decision maker (ITDM) community to provide actionable insights about spending intentions and industry trends. Since 2010, we have worked diligently at achieving one goal: eliminating the need for opinions in enterprise research, which are often formed from incomplete, biased, and statistically insignificant data. Our community of ITDMs represents $1+ trillion in annual IT spend and is positioned to provide best-in-class customer/evaluator perspectives. ETR’s proprietary data and insights from this community empower institutional investors, technology companies, and ITDMs to navigate the complex enterprise technology landscape amid an expanding marketplace. Discover what ETR can do for you at www.etr.ai

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