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Robots and Chips's avatar

Great analysis on the SIEM landscape shifts! The observation about Securonix and Exabeam gravitating back to their UEBA roots is particularly insightful - it's a classic example of platform players squeezing out point solutions through bundling economics. Your prediction about PANW and CrowdStrike joining the Leaders quadrant makes sense given their massive install bases and cross-sell momentum. What I find most compelling is the emerging dynamic between Google's data gravity within GCP, Microsoft's Azure-native advantage, and the pure-play SIEM challengers. The point about missing innovators like Hunters, Panther, and Anvilogic highlights a fundemental problem with MQ inclusion criteria - these vendors are often solving modern SOC problems (cloud-native, code-first detection, collaborative investigation) better than the incumbents, but get excluded due to arbitrary revenue thresholds.

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