Enterprises realize that legacy networks and security architectures are inadequate and cannot provide the necessary security and performance in a user and application environment that has become highly distributed, interactive, and mobile across the Internet.
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 (SD-WAN + SSE [Security Services Edge])
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, and CALA (Caribbean and Latin America). Additionally for Access Routers, Asia Pacific with and without China.
Vendor market share by region - North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America). Additionally for Access Routers, Asia Pacific with and without China.
SASE Gains Momentum in 4Q 2024 as SD-WAN Revenue Rebounds
According to Dell’Oro Group
Enterprises Are Consolidating Investments Around Strategic Vendors
REDWOOD CITY, Calif. March 19, 2025
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the global Secure Access Service Edge (SASE) market reached $2.6 B in 4Q 2024, achieving 14 percent year-over-year (Y/Y) revenue growth. The market showed notable improvement, especially within the SD-WAN segment, driven by a recovery from earlier inventory corrections caused by pandemic-induced overbuying. Robust Cisco sales also played a key role in this rebound, signaling a shift toward recovery and increased optimism heading into 2025.
“The SASE market is recalibrating after years of explosive growth, but the fundamental demand for integrated, scalable security and networking solutions remains strong,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “Enterprises are shifting their strategies from rapid expansion to optimization, consolidating investments around strategic vendors, and signaling a pivot toward long-term, stable market expansion,” added Sanchez.
Additional highlights from the 4Q 2024 SASE and SD-WAN Quarterly Report:
Single-vendor SASE solutions grew 77 percent Y/Y, significantly outperforming multi-vendor solutions, which experienced a sharp decline of 56 percent. Among the top ten vendors by revenue, only four—Broadcom, Cato Networks, Cisco, and Palo Alto Networks—maintained a relatively balanced revenue distribution between SD-WAN and SSE (at least a 70/30 split), highlighting the complexity of penetrating both the networking and security shares of customer wallet.
SD-WAN revenue rebounded to 17 percent growth in 4Q 2024, marking a pivot after several quarters of slower growth.
Security Service Edge (SSE) revenue increased 16 percent in 2024, reflecting continued enterprise investment in cloud security despite broader macroeconomic headwinds.
Total branch networking spending (SD-WAN and access routers) increased 9 percent in 4Q 2024, reversing recent quarterly declines and indicating improved enterprise confidence heading into 2025.
Vendor consolidation continued, as the top six vendors (Zscaler, Cisco, Palo Alto Networks, Broadcom, Fortinet, Netskope) represented 71 percent of the market in 2024, up from 64 percent in 2023, reflecting enterprises’ growing preference for offerings from fewer, trusted vendors.
About the Report
The Dell’Oro Group SASE & SD-WAN report includes manufacturers’ revenue covering the SASE and Access Router markets. In addition, the report analyzes the SASE market from two perspectives: technology (SD-WAN networking and SSE security) and implementation (unified and disaggregated). The report also provides unit information for the Access Router market.
