Licensing Changes Reopened Settled Platform Decisions
Roughly 46% of buyers now formally evaluate alternatives at each licensing renewal, in a category where platform choices were previously treated as permanent and rarely revisited at all. Pricing and packaging changes at major vendors did more to move competitive position than any technical development across the same period. Concentration sits at 44% and has been falling rather than consolidating. Incumbents defending on switching cost are defending something buyers have started to measure and question seriously. Buyers have started costing the move rather than assuming it is impossible, which is the change that matters.
Market Impact: Displaces 61% of branch hardware








