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Omdia view


Network security vendor WatchGuard Technologies is buying Spanish endpoint security vendor Panda Security in what Omdia sees as the latest move in the emerging XDR segment, in which detection and response capabilities are offered across network, endpoint, and beyond.

XDR sees enterprise security moving away from silos

WatchGuard is a well-known security vendor in the SMB market, where it offers network security, secure Wi-Fi, multi-factor authentication, and network intelligence. It also has ambitions in the enterprise segment, particularly with its Firebox next-generation firewall product, as acknowledged by Omdia in a recent report (see Further reading). That said, a more serious foray into the enterprise requires a broader portfolio, which is where the Panda acquisition comes in.

Panda dates from the era in which several major economies in Western Europe had their own national champions in antivirus (AV) technology for the business and consumer markets. The Spanish company has also accompanied the evolution of endpoint security beyond AV signatures, bringing both AI and automation to bear in recent years for more advanced detection capabilities.

After a veritable explosion of endpoint security vendors in the mid 2010s, the last couple of years has seen considerable consolidation, with Invincea (bought by Sophos), Cylance (BlackBerry), Bromium (HP), Endgame (Elastic), and Carbon Black (VMware) all being acquired. WatchGuard’s move on Panda is the latest in this trend, and is recognition that enterprise security needs the XDR capabilities outlined by Omdia two years ago, rather than silos of endpoint, network, and cloud security (some vendors even add a fourth pillar: email).

The Panda acquisition certainly positions WatchGuard for an XDR play and thus makes it a more relevant competitor in enterprise security. Omdia will now be watching the enlarged entity to see how it expands its XDR offerings into security for the cloud.


Further reading

Ovum Market Radar: Next-Generation Firewall Platforms, INT005-000072 (January 2020)


Rik Turner, Principal Analyst, Infrastructure Solutions

[email protected]

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