Why Did Microsoft Acquire CyberX?

Why Did Microsoft Acquire CyberX?

The rumors started in February and became reality this week. Microsoft acquired CyberX. The price is not a material event for Microsoft. It will never be officially released. A recent article claimed the price was $165M, and I predicted it would be...
ICS Detection Market Q2 Update

ICS Detection Market Q2 Update

Part 2: Acquirers, Enterprise Vendors and Tier 3 See Part 1: COVID 19 Impact, Tier 2 and Tier 1 Analysis, and Valuation First the updated chart and then the analysis below. You will see big changes in Tiers 2 & 3. Funding data comes from Crunchbase. Acquirers and...
ICS Detection Market Q2 Update

ICS Detection Market Q2 Update

Part 1 – COVID 19 Impact, Tier 2 and Tier 1 Analysis, and Valuation My previous ICS Detection Market Update was in November, 2019. A lot has changed. Part 2 next week will include analysis of the acquirers, enterprise vendors and Tier 3. As always, huge respect...

ICS Detection Endgame

Hypothesis: The current ICS cyber incident detection solutions will not exist in three years. They are interim solutions, and competitors in the market need to identify and implement an endgame strategy as they continue to run very fast with the current solution. In a...

Analysis of Dragos Platform Strategy … The Real Difference

What is Dragos? They have a diagram on their site that shows three business areas: Threat Intelligence Threat Operations Center (which are consulting services including incident response) Platform (their detection and response product) Dragos currently dominates...

Organization and Expectations for ICS Detection

The cases being made in ICS owner / operator companies for the “best” organizational structure for ICS detection, and response, are heartfelt, well considered and often at great variance with one another. The case for¬†Operational Technology (OT) SOC vs....
Post Game Analysis: S4 ICS Detection Challenge

Post Game Analysis: S4 ICS Detection Challenge

How do you pick between 20+ ICS Detection and Asset Inventory solutions who are all claiming to be the best? The ICS Detection Challenge was designed to provide asset owner / potential customers with an unbiased technical comparison. S4x19 ICS Detection Challenge As...

ICS Detection Market: Moving Fast & Facing Challenges

I’ve analyzed and made a number of predictions on the ICS Detection market over the past two years. The biggest surprise to me over the last six months has been speed of the market. The winners and losers are being largely determined in 2018 and will result in...

The Future of the ICS Cyber Security Detection Market

The ICS Cyber Security Detection market has 20+ vendors chasing this niche with most focused on passive network monitoring to create an asset inventory and identify cyber incidents. I’ve written on this developing market, interviewed participants on stage and in...