ANALYST INSIGHT: Exium Aims to Disrupt the SASE Market with Managed Networking and Security Services

 

The software-defined wide area networking (SD-WAN) market — including what has matured into the secure access service edge (SASE) market — has become a crowded space, and for good reason. Enterprises are adopting SD-WAN and security-infused SASE services in growing numbers, given their ability to improve connectivity performance and resiliency based on application and user demands. These solutions also provide centralized management, which is crucial given the need to support hybrid and remote access. Most importantly, SASE services can facilitate higher degrees of protection by infusing cloud-native, zero-trust security controls directly into the underlying network fabric. 

Competition has facilitated aggressive pricing for these services, but it can be difficult to evaluate which vendors stand out, given the frequent whitewashing of claims by solution providers. In this analyst insight, I will offer my view on Exium, an up-and-coming managed networking and security solution provider that warrants consideration. I will highlight who the company is, its market differentiation, and the potential value it can deliver to enterprises seeking highly performant and secure connectivity services at scale.

Who Is Exium?

Exium was founded in 2019 by Farooq Khan, an executive with a deep background in research and development. After earning a doctorate in computer science, Khan gained experience at tech stalwarts Ericsson, Bell Labs, and Samsung Electronics, authoring numerous patents related to software-defined networking features designed to improve the performance of mobile networks. His efforts eventually led to the launch of PHAZR, a 5G millimeter wave virtualized RAN solution provider that was eventually acquired by JMA Wireless. So Khan went on to found Exium with a firm understanding of the technical and business challenges in this space.

Exium’s Differentiation and Value Proposition

Providing the context of Khan’s education and career is important, given that Exium’s underlying software-defined networking and security platform is built upon mobile core cloud-native technology constructs. It is a different architectural approach than other offerings in the market, and it’s worth highlighting this point. Mobile networks are expansive, and the task of delivering strong connectivity performance and resilience is challenging given the sheer number of users and devices. Equally difficult is the ability to secure mobile networks given the immensity of the threat surface, which includes transport, backhaul, core, and RAN infrastructure elements. And that’s before we get to the growing adoption of industrial IoT applications and use cases that employ sensors and embedded devices.

With all of this in mind, Exium is drawing on its mobile DNA in hopes of disrupting the SASE market. Its holistic platform is highly flexible and cloud-native by design, imbued with microservices and containerization for high scalability. More than that, it is taking a fundamentally different architectural approach. Exiting the pandemic, Exium identified the opportunity to replace an entrenched cybersecurity control — the firewall. Firewalls have matured from a performance and deployment flexibility over the years through virtualization, but they are still inherently costly to deploy and operate. By contrast, Exium offers a cyber gateway that can run on general-purpose hardware rather than being underpinned by the dedicated infrastructure often used by other SASE service providers.

There is significant value in employing this approach, given that Exium can consolidate multiple appliances including physical and virtual firewalls, SD-WAN customer premise equipment, and routers. Because of this, Exium claims that it can provide significant operational and capital expense savings, delivering comparable functionality for 1/5 to 1/3 the cost of competing solutions.

Exium Functionality and Route to Market

Exium offers a single platform that encompasses six solutions:

  • Secure Internet Access is designed to protect users and data from online threats while enabling safe access to the internet and SaaS applications.
  • Secure Private Access leverages zero-trust principles to mask threat surfaces and prevent lateral movement by bad actors.
  • Firewall replacement through its cyber gateway consolidates multiple appliances and provides intelligent network segmentation, DNS security controls, operational technology protection, network access control, and more.
  • Extended detection and response capabilities automate analysis and correlate data for improved security outcomes.
  • Governance, risk, and compliance controls ensure data quality, prevent data leakage, and mitigate financial liability.
  • Identity and access management incorporates single sign-on, multi-factor authentication, and password management.

These deep capabilities are designed to enable enterprises to ensure least privileged access, high network availability, granular control through robust segmentation and policy management, endpoint protection, and identity management. This approach aligns with current IT market trends by offering an integrated approach to managing networking and security services. There is a ton of value in doing this, especially given security tool sprawl and the challenges enterprises face in managing a plethora of point solutions.

Exium’s route to market uses cloud delivery through managed IT and OT service providers. From my perspective, this is an optimal delivery path to the enterprise. It allows customers to consume connectivity and security services easily, taking advantage of continuous software updates to ensure the highest levels of performance and security controls. It also provides the flexibility to treat infrastructure as an operational expense, with the attendant balance-sheet benefits. For partners, Exium is providing a flexible and highly competitive solution that is price disruptive and feature rich — one that has the potential to provide significant economic upside via new business opportunities and higher levels of profitability.

A Novel Approach

The competition for SD-WAN and SASE services is intense, but I believe that Exium’s approach is novel given its mobility roots and the disruptive potential to replace firewalls with its cyber gateway. Competition breeds not only economic benefits to enterprises, but also industry innovation. To cite another timely example, the market for modern AI applications, including both generative and agentic AI, is proving this point today as we see a flurry of AI innovation from both startups and established tech giants. In my mind, there is the same opportunity for genuine innovation within the SD-WAN and SASE space — and Exium is making the most of it.

Will Townsend
VP & Principal Analyst |  + posts

Will Townsend manages the networking and security practices for Moor Insights & Strategy focused on carrier infrastructure providers, carrier services, enterprise networking and security. He brings over 30 years of technology industry experience in a variety of product, marketing, channel, business development and sales roles to his advisory position.

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