Markets InSecurity · The Atlas · Edition 01 · 2026

A field guide to how the cybersecurity market actually works.

What vendors sell, what buyers need, and what gets displaced. The frameworks that don't change weekly — separate from the Kumite, where live vendor standings live.

Read time · ~25 min · cover to cover · Resource, not product · Outside-in only
Mod 01
12 layers

Market Map

Twelve layers, consolidation pressure as red intensity. Where the squeeze is — at a glance.

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Mod 02
4 stages · 2 personas

Buyer & Maturity Matrix

Four maturity stages, executive vs operational personas, and the fit matrix that maps category to buyer to industry.

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Mod 03
5 battles · 6 functions

Consolidation & Displacement

The five battles every vendor must fight: replacement, consolidation, augmentation, orchestration, managed outcome.

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Mod 04
28 terms

Glossary

The canonical lexicon. Plain-English definition plus the thing no dictionary gives you — the GTM implication.

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Operating principles
  1. i
    Resource, not product. The Atlas explains how the market is structured. It does not track live vendor state — that's the Kumite's job. If content needs refreshing more than ~quarterly, it belongs there, not here.
  2. ii
    Outside-in only. The Atlas reads observable signals — funding, category, structure — and never ingests a reader's ARR, pipeline, or budgets. Inside-out diagnostics live at OpptyCon, behind NetherOps. A public calculator here would dissolve the independence that makes the desk work.
  3. iii
    The lexicon is the only tie to Kumite. Terms defined in the Glossary mean the same thing in Kumite dossiers. That shared vocabulary is the entire integration. No score-level coupling.