Hersteller verbessern den Fernzugriff auf OT-Systeme, doch die Steuerung von Drittanbieter-Zugriffen hinkt noch hinterher, so Secomea

This reads as a budget reclassification more than a new growth wave: money is likely to move from fragmented remote-access tools and ad hoc admin processes into centralized governance, audit, and identity layers. That favors vendors already embedded in enterprise security workflows and OT environments, while point-solution VPN/access providers risk pricing pressure as buyers standardize around one platform and demand session-level traceability.

The second-order winners are the broad platforms that can bundle access control with IAM, logging, and policy orchestration; the losers are niche appliances that only solve connectivity. For industrial buyers, the near-term operational benefit is lower audit friction, but the financial impact is usually deferred until a refresh cycle or post-incident remediation, so revenue upside is likely 2-3 quarters behind the narrative and uneven across accounts.

Contrarian view: the market may be overestimating how much of this becomes incremental spend versus repackaging existing tooling. A lot of factories can satisfy the requirement procedurally, which limits immediate ARR acceleration unless a headline breach forces management to buy. For IT specifically, this is mostly reputational noise, not a direct monetization catalyst; I would not underwrite a material estimate revision from a vendor citation alone.