Claroty

Claroty is a leading cybersecurity company specializing in Operational Technology (OT) and Industrial Control Systems (ICS) security, focusing on securing critical infrastructure from cyber threats.

Trend Decomposition

Trigger: High profile OT/ICS cyber threats and increasing adoption of connected industrial devices drive urgency for specialized OT security solutions.

Behavior change: Enterprises implement continuous monitoring, asset discovery, and anomaly detection specifically for OT/ICS networks rather than relying on generic IT security tools.

Enabler: Advanced OT/ICS threat intelligence, industrial protocol visibility, and security analytics, along with vendor ecosystems offering integrated OT security suites.

Constraint removed: Traditional IT security boundaries expanded to include OT environments, reducing gaps between IT/OT security teams.

PESTLE Analysis

Political: Government regulations push critical infrastructure protection and require demonstrable OT cybersecurity measures.

Economic: Rising costs of downtime and potential regulatory fines drive investment in OT security solutions.

Social: Stakeholders demand higher resilience of essential services and transparency in cyber risk management.

Technological: Proliferation of connected devices, remote access to OT networks, and need for real time monitoring accelerate OT security tech adoption.

Legal: Compliance obligations (e.g., NERC CIP, industry specific regulations) shape security requirements for OT/ICS environments.

Environmental: Dependence on safe operating conditions for critical infrastructure highlights the importance of robust OT cybersecurity against disruptions.

Consumer Trend canvas

Basic Need: Reliable, secure industrial operations and minimized downtime.

Drivers of Change: Increased connectivity of OT devices, regulatory pressure, and high impact potential of OT cyber incidents.

Emerging Consumer Needs: Trust in secure industrial services and availability of critical infrastructure.

New Consumer Expectations: Faster incident detection, clarified risk posture, and demonstrated security controls from vendors.

Inspirations / Signals: OT cyber incident case studies, regulatory advisories, and growing OT security vendor ecosystems.

Innovations Emerging: OT specific threat intelligence, asset discovery, and cross domain security platforms for IT/OT convergence.

Companies to watch

• Claroty - OT/ICS security leader providing visibility, risk management, and threat detection for industrial networks.
• Nozomi Networks - OT/ICS cybersecurity company offering real time visibility and threat detection for industrial control systems.
• Dragos - Cybersecurity company focused on industrial control system threat detection and incident response.
• Fortinet - Provides OT/ICS security solutions as part of its broader cybersecurity portfolio.
• Palo Alto Networks - Offers OT/ICS security capabilities integrated with broader enterprise security platform.
• Siemens - Industrial technology company providing OT security solutions and industrial cybersecurity services.
• Schneider Electric - OT/ICS cybersecurity offerings as part of industrial automation security portfolio.
• ABB - Industrial technology company delivering OT security and ICS protection solutions.
• Microsoft - Offers OT security capabilities and integration with Azure for industrial environments.
• CyberX (MSFT acquired) - OT/ICS security platform (acquired by Microsoft) focusing on asset discovery and threat detection.