Separating the SSE Portfolio a ‘Major Strategic Error’
Omdia believes it is a major strategic error to separate the SSE portfolio from the rest of Trellix, Parizo said.
“In the era of digital transformation, cybersecurity for the cloud and from the cloud is an enterprise imperative,” he said. “Without the SSE technology, it becomes considerably more difficult for Trellix to weave much-needed cloud-specific capabilities into the rest of its legacy product portfolio. With this move, it is difficult to conceptualize how Trellix can effectively modernize its portfolio and successfully compete with other top-tier cybersecurity vendors. It seems likely that STG decided there was an opportunity to turn a quick profit by splitting the company, and potentially selling off the SSE company to a well-heeled suitor.”