Market Opportunity
Monitor and control per-socket Linux network traffic using eBPF targets a $2.4B = 400K businesses × $6K ACV total addressable market with medium saturation and a year-over-year growth rate of 12% CAGR — observability and network security tooling are expanding as cloud adoption and zero-trust initiatives grow (Gartner/industry analyst synthesis, 2023-2025).
Key trends driving demand: eBPF adoption — eBPF is becoming the standard for low-overhead kernel observability and control, enabling new classes of host-native tooling.; Shift to host-level and edge security — organizations need controls closer to workloads as traditional perimeter models erode, creating demand for per-host enforcement.; Convergence of observability and security — teams prefer unified telemetry that supports both debugging and threat detection, increasing willingness to pay for tools that serve both use cases..
Key competitors include Cilium (Isovalent), Toxiproxy, ntop (ntopng).