Dragos announced this morning it has acquired Phosphorus, a connected device security platform. The deal extends Dragos's platform from traditional OT environments — industrial control systems and SCADA infrastructure — to what the company calls xOT: the full extended operational environment including the IoT devices, IP cameras, smart sensors, and connected components embedded across critical infrastructure sites.
Phosphorus brings automated device discovery, firmware update automation, credential management, and remediation workflows to Dragos customers. It integrates without requiring architectural changes and operates across both OT and enterprise network segments. In the near term, Dragos customers will see expanded asset visibility and device intelligence; automated remediation workflows and a unified platform experience are on the integration roadmap.
Robert M. Lee, CEO and co-founder of Dragos, identified the driver plainly: "The connected devices you find everywhere in critical infrastructure are largely invisible to the cybersecurity programs that protect operational environments. With Phosphorus, we close that gap and secure xOT, the full environment that matters."
Sonu Shankar, President and COO of Phosphorus, will stay on as a General Manager within Dragos through the integration: "We built Phosphorus to solve the connected device problem — the unmanaged devices, the default credentials, the firmware no one was updating. Together with Dragos, we can solve it with a depth and scale that wasn't possible before. That's what the next generation of OT cybersecurity looks like."
Dragos puts its total addressable market at more than $50 billion following the acquisition, based on third-party research from MarketsandMarkets and Polaris Market Research. The deal follows Dragos's October 2024 acquisition of Network Perception, which added OT network mapping and segmentation validation to the platform. Dragos serves energy, manufacturing, water, transportation, and data centre sectors and is headquartered in the Washington DC area.
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