“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,” said Mauricio Sanchez, Research Director at Dell’Oro Group. “The vendors that can offer both the SD-WAN and SSE components are setting themselves apart in an extremely competitive market,” added Sanchez.
Additional highlights from the 1Q 2023 SASE and SD-WAN Quarterly Report:
For the first time since we started tracking SASE in 1Q 2019, there was a revenue position change in the number one spot, with Zscaler overtaking Cisco.
Palo Alto Networks overtook Broadcom (Symantec) for the number three overall SASE revenue position.
Check Point, HPE/Aruba, and Netskope became single-vendor SASE players.
Both SSE and SD-WAN revenue grew above 30 percent Y/Y.
Unified SASE solutions–defined as SASE solutions where SD-WAN and SSE have been tightly integrated into a single technology stack–eclipsed $200 M for the third consecutive quarter, representing over 140 percent growth.
Overall SASE revenue growth on a regional basis varied from 27 percent in North America to 49 percent in the Caribbean and Latin America.
The Access Router market revenue surged forward by over 15 percent Y/Y on improved hardware supply.
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