Jamin Ball Profile picture
Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

Oct 1, 2020, 5 tweets

Great report from Morgan Stanley today on the Identity Access Management market.

They claim an increasingly cloud-based and distributed workforce shifts security control towards Identity & Access Management, driving a considerably larger >$30B TAM vs. industry estimates 👇

IAM is the top CSO priority:

Their bottoms up TAM is MUCH LARGER than IDC. They believe the shift to cloud greatly expands the IAM market

Overall, this market has ONLY seen ~20% cloud penetration. Still so much room to grow (same dynamic exists in so many other software markets)

Okta looking like a clear winner in the market

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