Market & competition analysis
A six-part market study sizing the opportunity from TAM through to a defensible SOM, then testing how winnable it actually is. The central finding was a two-speed market: a broadly flat total ICT spend concealing a secure layer growing at three times the rate. Structured around market size by vertical and service line, growth, competitive intensity and positioning, routes to market and the frameworks that gate them, consolidation dynamics and the buying population — closing with how customers perceive a sponsor-backed supplier and how that narrative is best managed.