Mauricio Sanchez

Senior Research Director

As enterprises continue to evolve in a cloud-first, distributed environment, legacy networks and security architectures no longer meet the demands of today’s highly mobile and interactive user base. These older models struggle to deliver both the performance and security required to support modern, internet-based applications accessed globally. In response, organizations are rethinking their approach to networking and security, moving from static, siloed solutions to dynamic, integrated architectures that can adapt to ever-changing threats and workloads.

Vendors have responded with cloud-based, service-driven solutions that bring network connectivity and security into a cohesive framework. Secure Access Service Edge (SASE) integrates SD-WAN’s performance-enhancing capabilities with SSE’s (Security Service Edge) comprehensive set of security technologies, including secure web gateway (SWG), cloud access security broker (CASB), zero trust network access (ZTNA), and firewall-as-a-service (FWaaS).

To take advantage of the opportunities in this market, equipment vendors, service providers, and financial institutions need to answer critical business questions, including:

  • How is the rise of AI-driven security and networking influencing the development and adoption of SASE solutions?
  • How fast are enterprises adopting SASE?
  • What are the motivations for service providers to offer SASE services, and will SASE cannibalize other offerings?
  • What are the emerging differences between SASE offerings (unified vs. disaggregated, multi-vendor. vs. single-vendor), and how are enterprises deciding between them?
  • How are vendors differentiation their SSE offerings? Is it by depth or breadth? Where are the monetization opportunities?
  • How large is the SASE market, and what will be catalysts for and inhibitors to growth?
  • Which vendors lead the market, and why?
  • Is SASE a product or a framework? Which vendors are taking which approach?
  • Do SASE technologies replace or complement enterprise branch networking products such as access routers and firewalls?
  • How large is the Access Router market, and how quickly is SD-WAN cannibalizing?

To answer these and other vital questions, Dell’Oro Group delivers quarterly reports and 5-year forecasts on the SASE and SD-WAN markets.

SASE & SD-WAN Quarterly Reports

Dell’Oro Group publishes SASE and SD-WAN quarterly reports containing current, in-depth market-level and detailed market share information on the following product segments:

  • SASE by technology (SD-WAN + SSE [Security Services Edge])), by class (single-vendor, multi-vendor), and implementation (unified, disaggregated)
  • Access Router

We also track:

  • Total SSE market by function – SWG, CASB, ZTNA, and FWaaS
  • Total market by region—North America, EMEA (Europe, Middle East, and Africa), Asia Pacific excluding China, China, and CALA (Caribbean and Latin America)
  • Vendor market share by region—North America, EMEA (Europe, Middle East, and Africa), Asia Pacific excluding China, China, and CALA (Caribbean and Latin America)

SASE & SD-WAN 5-Year Forecasts

Dell’Oro Group publishes the SASE and SD-WAN 5-year forecasts offering a complete industry overview with tables covering the same segments and metrics captured in our quarterly reports. In addition, the forecasts provide a comprehensive overview of market trends by including historical data as far back as 1995 and include tables covering revenue, port/unit shipment, and average selling prices forecasts for access routers.