At the time that represented a year-over-year growth of just 4% for physical machines but 40% for virtual machines. The disparity in growth rate has continued since then, with physical growing 4% last year and virtual growing 73%.
Now, in the latest quarter, the market shares are 93.1% physical and 6.9% virtual.
These results represent the effects of increased use of virtualization of data centers in general, popularity of software security modules and the capabilities of virtualized machines in policing traffic among virtual machines, he says.
The trend will continue. Dell’Oro projections for the second quarter of next year put revenues from physical security appliances in data centers at 89% and from virtual appliances at 11%.
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