Gartner Research

Gartner Invest Analyst Insight: Sector Themes: Telecom, Networking and Security, November 2017

Published: 10 November 2017

ID: G00347173

Analyst(s): Frank Marsala

Summary

Workloads moving to cloud and cloud-delivered security are altering security's competitive dynamics. Breach activity is having an impact. Data center switching disruption is underway, and Cisco is redoubling its efforts in the enterprise. 5G may come earlier than Gartner has been expecting.

Table Of Contents

Company Impact

Essential Insight

  • Security — Demand Is Generally Good; Cloud and Competition Are Impacting Dynamics (CHKP, CSCO, CUDA, CYBR, FEYE, FTNT, OKTA, PANW, PFPT, QLYS, RPD, SOPH, SYMC)
  • Enterprise Network Equipment — Data Center Switching Disruption Has Taken Hold, and Cisco Is Redoubling Its Efforts in the Enterprise (AMZN, ANET, ATEN, BRCD, CSCO, FFIV, HIVE, HPE, JNPR, PANW)
  • Service Provider Infrastructure — Still Weak Overall, With 5G in Focus (ADTN, CIEN, COMM, CSCO, ERIC, INFN, JNPR, NOK)
  • Unified Communications — Cloud Unified Communications Are Accelerating in 2017 (BSFT, EGHT, MITL, RNG, TWLO, VG)

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