MSP Remote Monitoring & Service Automation
The buyer population — Computer systems design and related services
Base industry report for 5415 →- Establishments · CanadaA
- 41,746
- Under 10 employeesA
- 87%
- Establishments · USA
- 145,211
- Employment · USA
- 2,126,573
- Payroll · USA
- $261.7B
Of 41,746 Canadian establishments with employees, 87% have fewer than ten — an industry of very small operators. Each of those is one potential account, before any filter for size or fit.
Entry signal — what decides who wins here
One thing must be trueEntry turns on a single condition that can be named and tested before much is spent. Clear it and this becomes an execution question; fail it and no amount of operating skill helps.
Displace an incumbent the screen found well defended — payments attached to the workflow, data that does not leave, a contract that renews itself. Share here means giving a buyer a reason to break something that currently works, which is a higher bar than being better.
Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.
This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.
Companies named in this market · 5
The binding constraint — incumbent vulnerability
Five vendors hold roughly three-quarters of RMM and PSA and the top two are within a point and a half of each other, so the category is contested but closed to newcomers — NinjaOne needed $500M of ARR to reach third. Note a sizing contradiction: a published figure puts RMM/PSA vendor revenue above $20B, while the same source's shares imply roughly $2.8B once you divide NinjaOne's and Kaseya's disclosed revenue by their stated shares. The larger number is measuring MSP-delivered services, not vendor licences, and is recorded here only as a caution.
Sectors joined: Cybersecurity · SaaS · Technology · Dev Tools · B2B SaaS · AI
[UNVERIFIED] Sector-to-NAICS mapping is analyst judgment — see data/angel-sector-map.json. Counts are a per-record cross-reference and are not additive across records.
The incumbent
Who owns this market and who is coming for it. Fields a screen never reached say so rather than guessing.
Financials & market size — sourced
Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.
Market size, derived
Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.
Disclosed revenue from 2 of 5 named vendors. The market is at least this large.
Mean of 2 independent vendor estimates.
Published figure differs from the share-implied total by 625%. Treat both as wide estimates.
How each vendor implies a total
Independent estimates that agree are worth more than any single forecast; ones that diverge tell you the share figures are soft. Both are visible here on purpose.
Competitor set · 5 named · 2 disclose revenue · 5 with a published share
| Name | Revenue | Share | Note |
|---|---|---|---|
| ConnectWiseB | not disclosed | 23.8% | Private (Thoma Bravo) |
| KaseyaB | $470M | 22.5% | RMM + PSA lines, 2025 |
| NinjaOneB | $500M | 14.6% | ARR, fiscal 2025 |
| N-ableNYSE: NABLB | not disclosed | 8.4% | |
| HaloPSAC | not disclosed | 6% |
Evidence
Evidence. Incumbent financials and market-share figures on this record ARE sourced (tier A/B, see the financials block). The cut factor and reasoning remain analyst judgment and were not tested against customers.
Where the industry talks
The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.
'3,700+ member companies' per its home page; the former CompTIA channel community; runs ChannelCon.
Peer network for independent MSP owners founded 1984; its site says it is now part of GTIA; no member count on the page opened.
'18,000+ members' per its home page; free vendor-neutral Discord and forums run by MSP technicians; holds MSPGeekCon.
International association of managed service providers; runs the MSP Verify compliance program; no member count on the page opened.
MSP news site and newsletter with regional live events.
Canadian IT-channel conference series (TechnoPlanet); next event listed 24 Sep 2026; publishes eChannelNEWS.
ConnectWise's MSP conference, 4-6 Nov 2026, Orlando; the page claims 4,000+ attendees and 130+ exhibitors.
Blocked automated access (RSS returned 429); search results describe an active MSP-owner community on RMM/PSA stacks and pricing.
Channel Daily News (channeldailynews.com), once the Canadian channel trade title, now serves online-casino pages and is dropped.
The businesses it sells to
Operating-business records filed along the same branch of NAICS — the customers of this software, screened as businesses in their own right.
The largest professional-services market in the world and the one where scale decides everything: Accenture turned over $69.7B in fiscal 2025, Infosys $20.158B in fiscal 2026 (year to 31 March 2026, +4.6% reported and +3.1% in constant currency), and CGI — the Canadian comparable — C$15.91B in fiscal 2025, all growing in single digits. Beneath them the work is billable hours with no compounding asset, priced against offshore delivery centres a domestic entrant cannot match. The defensible versions are narrow: one platform, one regulated vertical, one geography. The MSP tooling market at this code is screened separately.
The most attractive-looking and least enterable market in the portfolio. Growth you cannot capture is not an asset.