Dell'Oro Group reports 21% SASE growth in 3Q2025

Dell'Oro Group published a quarterly report that described a change in enterprise edge connectivity following third-quarter 2025 results. The firm said global Secure Access Service Edge (SASE) revenue rose 21 percent year-over-year to nearly $3 billion while spending on legacy Access Routers dropped 25 percent.

The report identified Zscaler as the top SASE vendor by revenue, with Cisco second and Palo Alto Networks third, and it noted the revenue gap between Zscaler and Cisco was under one percentage point. It also reported Security Service Edge revenue rose 20 percent year-over-year and that Software-Defined Wide Area Network (SD-WAN) revenue increased 23 percent year-over-year.

Dell'Oro Group described SASE as the default architecture for branch, remote, and cloud access as enterprises standardized on a smaller set of cloud-delivered networking and security platforms. The analysis separated technology into SD-WAN networking and Security Services Edge (SSE) security and distinguished implementation approaches as unified or disaggregated.

The SASE & SD-WAN report included manufacturers' revenue covering the SASE and Access Router markets and provided unit information for the Access Router market. The document presented analysis from both technology and implementation perspectives and listed [email protected] for report purchases.

“Enterprise SASE buyers are no longer asking whether to converge networking and security, but how quickly they can move budgets out of legacy Access Routers and into platforms that deliver both,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell'Oro Group. “A 21 percent Y/Y, alongside a 25 percent decline in Access Router revenue, shows how decisively the market is voting for SASE as the long-term enterprise edge architecture,” said Mauricio Sanchez.

Dell'Oro anticipated that durable demand would lift the overall SASE market by a double-digit margin in 2026, representing a nearly 500 percent increase since it began tracking the market in 2019.