Cisco presents a vision of the future in the Cisco 2015 Midyear Security Report that we expect many—particularly in the security industry—might find a little controversial. We suggest that over the next five years, there will be a continued wave of industry consolidation—driven less by financially motivated M&A and more by the need for capable solutions—that brings together niche innovators and long-standing players for the greater cause of protecting organizations.
http://blogs.cisco.com/security/change-is-coming-to-the-security-industry-and-this-is-a-good-thing