Broadcom, Cisco, Fortinet, VMware Among Growing SASE Market Leaders

Despite economic uncertainty, there was more than 30% growth in SASE in the second quarter of 2022. That’s according to a recently published report from the Dell’Oro Group. Overall, secure access service edge (SASE) spend is on pace to top $6 billion this year. The strong enterprise appetite for network and security transformation drove robust growth in the SASE-related SD-WAN networking and security service edge (SSE) security market.

The Dell’Oro Group’s SASE & SD-WAN findings encompass manufacturers’ revenue covering the SASE and access router markets. In addition, the report analyzes the SASE market from two perspectives. These include technology (SD-WAN networking and SSE security) and implementation (unified and disaggregated). The report also provides unit information for the access router market.

Dell’Oro Group’s Mauricio Sanchez

Mauricio Sanchez is research director, network security and SASE & SD-WAN at Dell’Oro Group.

“Even in an environment of macro-economic angst, enterprises continued to strategically invest in SASE technologies to secure and improve connectivity for cloud-based apps and hybrid work,” Sanchez said. “Both SASE’s components, SSE and SD-WAN, saw more than 30% growth, showing enterprises value SASE’s network and security transformation benefits.”

Additional Findings

According to the report, the SASE market has over 35 vendors, with the top 11 representing 80% of the market by revenue. The top four overall SASE vendors are Broadcom/Symantec, Cisco, Palo Alto Networks and Zscaler (in alphabetical order). They represented 50% of the market by revenue.

Regarding security, the top three SASE security (also known as SSE) vendors are Broadcom/Symantec, Cisco, and Zscaler (in alphabetical order). They represented 60% of the market by revenue. SSE use cases with the most vigorous growth were zero trust network access (ZTNA) and firewall as a service.

The top three SASE networking (also known as SD-WAN) vendors are Cisco, Fortinet and VMware (in alphabetical order), Dell’Oro Group said. They represented one-half of market by revenue. SD-WAN hardware demand continued to outstrip supply.

Lastly, unified SASE grew twice as fast as disaggregated SASE.