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COVID-19 Impact on Security Software - Thematic research

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  • 13 Pages
  • April 2020
  • Region: Global
  • GlobalData
  • ID: 5011787
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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.

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.

  • 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.

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.

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Security Software

Security Software Sector Scorecard

Who’s who

Thematic screen

Valuation screen

Risk screen

Thematic Briefing

Appendix: The Publisher's Thematic Research Methodology

Companies Mentioned

A selection of companies mentioned in this report includes:

  • 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