The SED opportunity is just tremendous imo. With Dell's huge base of enterprise accounts, I see Wave getting a steady flow of leads for SEDs, all account sizes up to the largest. And this is just considering Dell. I believe other OEMs, HP in particular, will move to bundle Wave software with SEDs.
I spend some time on the TPM opportunity recently because I think after an incredibly long gestation period the ROI for having the more secure hardware-based credentialing is becoming more clear to enterprises. It helps too that Wave tools can manage things like SEDs concurrent with managing TPMs, and as TPM implementation finally begins to take hold we will see more features from Wave for TPM-enabled things like secure boot.
News 
Market Data 
Discover 
AI
