Dell'Oro Group forecasts $97B in SASE spending through 2030
Dell'Oro Group forecasts cumulative Secure Access Service Edge (SASE) spending of $97 billion for 2025–2030 and finds security policy, not routing, is driving enterprise network design, which matters for IT leaders defining governance and enforcement strategies.
Market Overview
Dell'Oro Group forecasts cumulative SASE spending across Security Services Edge (SSE) and SD‑WAN will reach $97 billion for 2025–2030, nearly three times the total SASE outlays recorded from 2020–2024.
Key Findings
“Security policy is no longer a downstream control that follows network design; it is becoming the architectural layer that dictates how access and connectivity are built,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
“What stands out in this forecast is not just growth, but scale, as enterprises align enterprise WAN networking and security decisions around governance, accountability, and audit readiness rather than treating SD-WAN and SSE as independent technology choices,” said Mauricio Sanchez.
Segment or Supplier Performance
The report says SSE is increasingly positioned as the authoritative policy layer for access control, inspection, and audit readiness, with buyers prioritizing centralized policy definition and consistent enforcement across distributed users, applications, and cloud environments.
Technology or Trend Analysis
The report states SD‑WAN is evolving into the execution layer for enterprise security policy by routing traffic to cloud‑delivered controls and aligning performance and visibility with centralized policy, while access routers are retained mainly where regulatory, latency, or legacy constraints require them.
Forecast or Analyst Outlook
Dell'Oro Group frames the 2025–2030 forecast as reflecting a structural change in enterprise network design, with security policy defined upstream and connectivity engineered to execute that policy consistently across users, applications, and locations.
This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.