CSPs and Enterprises both need a radical new approach to the challenges – and sizeable opportunities – in Security. Appledore forecasts that by 2026 17.9B USD is at stake in the form of managed services that CSPs can deliver to enterprise customers. We further estimate that of that 17.9B USD, 9.5B USD will be in the form of automated security. A further subset of that 9.5B USD opportunity is open to the supplier community in the form of network automation software (NAS) and network functions (PNF, VNF, CNFs) that deliver those managed services. Security automation is thus a large and high-growth opportunity for telcos and suppliers of innovative automated security solutions. But the numbers only tell part of the story. Security is being completely upended by changes in technology and market structure. We call out three key drivers of change in this market: telco cloud, with its dynamic service chains; public cloud and decentralization; and the new, expanded ecosystems that are essential in IoT and Industry 4.0. All of these expose the limits of traditional security approaches and methods. A new era in security looks radically different: automated, and end-to-end, rather than manual and siloed. The contrast could not be […]