COVID-19 Impact on Security Software – Thematic Research

The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the security software sector.

Scope

This report analyzes the impact of COVID-19 on the global security software sector.

It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.

It includes a thematic screen, that ranks the leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Key Highlights

Companies around the world are trying to enable remote working to keep their businesses running. That provides a significant opportunity for the security software sector to keep this new home-working army secure against COVID-19-inspired malware attacks.

Cybercriminals will stop at nothing to launch attacks. Businesses under pressure to survive and homeworkers getting used to their new surroundings are a tempting target for hackers, who would stoop so low as to use a COVID-19 tracking map created by a university as a vehicle to deliver Android spyware. For cybersecurity companies and company chief information security officers (CISOs), there will not be a bigger or better time to shine.

Reasons to buy

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues. This report will help you understand the impact of COVID-19 on the security software sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Companies mentioned

SecureWorks

Palo Alto Networks

IBM

Trend Micro

Fortinet

Sophos

Raytheon

BAE Systems

Zscaler

NCC

Rapid7

Microsoft

Citrix Systems

Qualys

Cisco

Broadcom

Tenable

Ping Identity

Dell

Check Point Software

F5 Networks

FireEye

Securonix

Exabeam

Akamai

Okta

ProofPoint

Micro Focus

Ahnlab

Tufin

Verisign

Varonis

F-Secure

Mobile Iron

CyberArk Software

Mimecast

Fastly

Thales

SAIC

Samsung Electronics

Oracle

Softbank

Juniper Networks

Verint Systems

Blackberry

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Security Software

Security Software Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

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