Seven months after Intel sold control of McAfee to TPG, the onetime security market leader is looking to reassert its position after years of losing ground. This week’s purchase of cloud security firm Skyhigh Networks is a key step in that direction. But it’s likely to be just the first of several acquisitions aimed at improving McAfee’s product portfolio. The question is what comes next.
Industry executives say companies in areas like mobile security and AI-driven threat detection would make sense for McAfee. These could include Zimperium, Illusive Networks, JASK, Zscaler and Tanium. Those companies would cost anywhere from hundreds of millions to billions of dollars. (A more detailed breakdown of the companies is below.)