Why The Market Has Already Tipped To VSaaS

By John Honovich, Published May 16, 2022, 10:11am EDT (Research)

*** ****** *** ******* ****** ** VSaaS *** ***** **** ****** ** make ******* **** ** *********** ******.

IPVM Image

***** ** *** ** **** ** partially **** *** *********** ** *** "most ** ** ********* ** *** want *****" ** "***** ***** ******* are ***** **** ** ***", **** misses *** *********** ***** **** ***** has ******* ***** ***, ** *** most ******** *********** ** *** ****** sales *** ** ******* ** * vicious ***** ******* ******** **********

****** **** ******, ** ******* ***** issues, ******* ** *** ***** ** companies **** ********* *** *** ********** like **** ******** ** ******** **** as ***** *** *** *******.

Executive *******

*** ***** ** ******* **:

  • ***** (************ ******* *****) ** *** main ****** ****** *** *** ***** management *********.
  • ********** *** ** ****** ** ****** in ******** ******** **** *** *** yet ***** ** ******* ** **** a ****** ** * *** ********.
  • ***** *** ******** *** ******* **** fast (**%+) **** * ****** *********** base ******* (****** $***+ ******* ****** revenue).
  • ***** *** ******** **** **** ********** deficiencies ** **********, *** *** ********' growth **** *** ******** ********* ********* (based ** ******** ****** ********* *******) mean **** **** **** ******* **** of *** *** ************ ** *** next *** *****.
  • **********, ** **** *** *** *****-******* on ********** ***** **** ***** *** / ****, **** **** * **** and **** **** **** ** ***** new ******* ****** *** **** *** maturity.
  • ***** ***** **** ********* ** ******** (think ******** **************), **** ****** ******* will ******** ** ****** *** ******, which ** * ******** ******** *** a ****** ** ** **.
  • **** ************* *** *********** **** ** seriously ********** ***** ** ***** ******* planning *** ***** ********.

Tipping ***** *********

*** ******* *****, ** ***** ** this ********, ** ********* ********** ** be **** **** **** **% ** the ****** **** * ****** **** B. **** *** **** ******* *** debate ****** ************* **** ****** ** ** *******.

***** **** ***** ** * *********, by *** **** *** ****** **** to **** *****, *.*. **% ** sales, ***** *** **** ****** ****** rate ** *** ******* ** *** incumbent, *** ****** **** ******* **** long ***** **** ****** ** *** upstarts. ****, **'* *** *** ****.

Market ***** ******** **** *****

** **********, ******** *** ******* ****** share ** ******* **** ** ***** is ***********, ***** ***** ** * software "*******" ** ******* **** *** be ***** ** *** ****** *** has **** ** ****. * *** can ****** * ***** ****** ** a ******** ****** **** ****** *** VMS ** ******* *** *** ********'* cloud ******* (********, *****, *****, *********, Network *****, ***. **** **** ****, just ** **** * ***).

Hosted ***** ***** *********

*** ** *** ******* **** ******* VSaaS ** **** **** **** **** to ***** ***** ** ***** ********* that ***** ***** ** *** ***** (i.e., ******). *** ******* ** **** virtually *** ***** *********, ********* ********* like *******, ********* ***** ***** **-**** (i.e., *******).

***** **** *****, *** *** ***** that *** ****** **** *** "***" to ***** (******* ** ****** ******* in *** *****) *** **** ***** to ****. **** ***** ** * correct ********** *** ***** ** * flawed *******.

Tipped ** *******

*** ****** *** ******* ****** ** managed ***** *****, **** ** ***** stored ***** **-**** *** *******, ********* remote ******, *** *** *****.

*** ********** ** ***** ** **** is *** **** ****** ** ********** decisions *** *** *******, ***** *** research ********* ** ******* ***'* ******* video ***** *********. ******* **** *** strong ** ******* ***** *********** *** execution *** ******* ***** *** ****** decisions. ****** **** / ***** ** certainly *** ******* ****** *** ****, but ** **, **** ********* ******* administrative ****, **** ** ***, *** flexibility ** ********** (*.*.,****** ** ***** ******* ** ******* in *** ***** ***** ** *** market).

Existing ******* *********

******* *** ** ****** **** ******** that *** ****** *** ***** ** not ** ****** ** **** ******** to ****** ***** ** ******** ********** customer ********. **** ******* **** *** weak ** *****, **** *** **** that ***** ** *** ********* ** buyers. *** ********* ***** ** ****** VMSes, ********** *** ****** ********* *** significant.

** ********* **** ********* *** ******** to ******** ***** ** **** **** strength ** ******** ***** ******** *** we ******* ** ** ********* ** read **** ******** **** ** * broader **** ** *** ******. ********** may **** **** ** ***** ********** accounts, *** ** ********* *****, *** they **** ****** **** *** **** new ******** ***** ** **** ****** significantly **** *********** ** *** ***** than *** ********.

New ******** **** ****** / *********** ****

* ****** *** ** ******* *** technology ** *** ******* ** ** say ********* **** "****, **** **** a **** ****** **** *** **'* off **** * ***** ****, **'* irrelevant."

** *** ********, **** ** *** just **** ** ***, ***** ***, OpenEye, *** *******, *** **** ******* SaaS ******* ***** (*.*., *** ********), they **** ****** **** ******** **** year $*** *******, **** * ****** rate **, ** *****, **% ***.

*** ****** **** ** ************ ***** is ********* ** *** ***** ** 0 *** *%. **** *********, ** incumbent ****** ****, ********** **** ****** ** ~**% ** be ************* ***** *** ******.

Inferior ********, ******** ******

* ****** ******* ** **** *** entrants *** ********* ******** ** ********* VMS ********, ***** ** ********* **** (e.g., ** **** ***** *** ***** Eye ** *** *** ******* *** there *** **** ******** ******** **** Verkada *** ***** *** ******** ****).

*** ******* *** ********** ** ****, given ***** *********' ****** ****, ** will *** ** **** *** **** to ***** *** ***** *** **** the ********** ** ******** *** ********* functionality ***.

** ********, ********** ****** ** ***** water ** **** **** ******* ****** face ***** *** **** ** ********** strong ***** *******.

********

***** **** **** **** ***** *** dangers ** ***** ** **** **** large ****** **** *** *** ***** are ***** *** *****. **** *** right **** ***** ********** **** ***** to ****.

**** *** *****, **** * ******** perspective, ******* *** ******** ******** **** by ****. ** ***** *****, ******** on******** ** ******** ** * ********* mar***. ********** **** ***** ***** ******** on * ********* ****** **** *********** collapse. *** *** ** *** **** typewriter, *****, ** *** ************ *** that **** *** **** *** ******** downward ******** ** * ********* ******.

********, ********* ** ******* ****** ********, like ******* *****, *** **** ******* mistakes *** *** ******** **** ******* the ******* ****** ** *******, ********* them *** ********* ** *** ** fix ****.

FLIR ** **************

**** ******** **** ****** *** *** ******** ** ******* cloud-enabled ********, ********* **** ********** ******* to *** ***** "** *** ********* our ********* *** *** ** ***** accept **** ***-****** ********."

**** ***** **** *** **** *** only ******* **** *** ** ******** reduced *** ****** ***** ** ******** infrastructure *** ** *********** *** ****** for *** ******* ********** ******. *******, FLIR ***** ***** ********* **** ******* revenue *** ********** ********** ****** ***** their **** ****** **** * **** stronger ***** ******** *** **** ** these ********* *** *** ********** ****** cloud.

*******

***** ************ ************* *** *********** **** do *** ******* ***** ** **** do ** ** ***** *** ***** and **** ** *********** ****** ** the **** *** ***** ** ****** who ** ** **** ****** ***** and ********.

Comments (4)

**** ******** **** ****** *** *** ******** ** ******* cloud-enabled ********, ********* **** ********** ******* to *** ***** "** *** ********* our ********* *** *** ** ***** accept **** ***-****** ********."

* **** ***** **** ****** ** critical ************** *********, *** ***** **** definitely **** ***-****** ********, ***** ** a ***** ***** ** ******** ** the ****** **** *****/***** **** *** secure ****** ************. ***** **** **** may ****** **** ******** ********, ** tightly ********** ******** ********, *** ** still *******.

** **** ******** "*****" *** **** as ****** ** ***** ** **** "safe *** ****** ******* **********". *** point *****, ** ** ***** ***** to ** * *********** (***) ** have *****-**** ************ ******* *** **** platform, ************ ** ****** ****** *** LTE/5G ******* (***** ** ******* ********) becomes **** ******. ******* ** ****** concepts **** ****-********** *** *********** ** directly ********** ******* ** *** ***** to ***** **** (*****, ***).

*** ** **, **** ********* ******* administrative ****, **** ** ***, *** flexibility ** **********

* **** ** ********* ** **** that * **** **** ** **** users *** ***** ** ***** ******** security ********* **** ********* ********** *** of **** *** ******* ** ******** to ****** ******* *** *********. **** without ***** ************, **** ** *** provisioning, **********, *** ********** ** * lot ** *** ****** ********* ***** out ** ***** **** ****** ********** software ** **** *****. ******* ***** problems *** *** *** ******** ******* give ***, **** ** ****, ** immediate ***** ********, ** *** *** let * ******** **** *** ******** connectivity ************** *********, ** *** ** the ****** *** **** ** ** AWS ** ******* *** ***** * managed ***** *******.

Agree: 2
Disagree
Informative: 1
Unhelpful
Funny

**** ** *** ************, **********, *** monitoring ** * *** ** *** legacy ********* ***** *** ** ***** with ****** ********** ******** ** **** cases

** ******* ** **** ** "**********", which * ****** *** *** * sophisticated ******** ** ****** ****** ** large ***** *** ******* ****** ******** sites *** ********.

***, *****, ********** ** *********** ***** into ***** ***** ***** ** ******** from *** ****** ** ***** *** assumption **** *** *****, *****, *******, etc. *** ******* ********* ** *** cloud *** **** *** ** ******* partitioned **** ******* ********** *****.

***, ********** ** ** ************ ****** and ****** *** ** ** ********* on-site ** ***-***** **** ** **** and ******** ** *****.

Agree
Disagree
Informative
Unhelpful
Funny

*** **** ******** *** ***** *** not ** ***** ***** *******?

** ***** ***** ******** ** *** comment, *****-**** ************ ** ******** *********** is ** **** ****. **** *** most ******** ********* ******** *** ******** this.

*** ****** ***** ** ********* **** is ***** ***** ********** ** *******. Currently, ***** ** ****** **** ****** that ******** **************. ******* **** ** outbound ********* *******. ** * **** enough ******** **** ********* **** ****.

Agree
Disagree
Informative
Unhelpful
Funny

*** **** ******** *** ***** *** not ** ***** ***** *******?

*** **** ***** ****, ******, **** like *********, **** ** * *** harder **** ******, ***** *********** ******** is * ********.

Agree: 1
Disagree
Informative
Unhelpful
Funny
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