This evolution finally knocks Cicso off the SASE top spot, replaced by Zscaler
Changes are afoot in the secure access service edge (SASE) according to a new report from Dell’Oro. The sector where a single vendor offers both SD-WAN and security service edge (SSE) solutions, grew 55% year-over-year in 1Q 2023, overtaking the multi-vendor SASE market, where vendors offer SD-WAN or SSE.
The overall SASE market revenue rose by over 30% for the fifth consecutive quarter in 1Q 2023, heading towards the milestone of $2 billion.
Integration wins
Mauricio Sanchez, Research Director at Dell’Oro Group, said, “Even as enterprises have been more judicious in how they spend security budget, the robust growth of the SASE market is a testament to the strong commitment by enterprises and the value they bring to secure users’ access to cloud-based applications from anywhere.”
“Vendors that can offer both the SD-WAN and SSE components are setting themselves apart in an extremely competitive market,” added Sanchez.
Dell’Oro also noted that for the first time since it started tracking SASE (in 1Q 2019), Cisco does not hold the top spot (by revenues), being overtaken by Zscaler. Likewise, Palo Alto Networks overtook Broadcom (Symantec) for the third overall spot in SASE.
Unified SASE solutions, defined as SASE solutions where SD-WAN and SSE have been tightly integrated into a single technology stack, surpassed $200 million for the third consecutive quarter, representing growth of more than 140%.
Alongside the SASE market, the Access Router market revenue grew by more than 15% uear on year, due to better hardware supply, Dell’Oro said.