Dell'Oro Group reports SASE market grew 21% in 3Q25

Dell'Oro Group reports the global Secure Access Service Edge (SASE) market grew 21% year‑over‑year in 3Q25 to nearly $3 billion while Access Router spending fell 25%, signaling a shift in enterprise branch, remote, and cloud access architectures.

Market Overview

The SASE market expanded 21% Y/Y in 3Q25 to nearly $3 billion, while Access Router revenue contracted 25% Y/Y, according to the Dell'Oro Group report.

The report frames SASE as the default architecture for branch, remote, and cloud access as enterprises standardize on cloud-delivered networking and security platforms.

Key Findings

Security Service Edge revenue rose 20% Y/Y and accounted for nearly one-third of total SASE revenue, while Software-Defined Wide Area Network (SD-WAN) revenue increased 23% Y/Y as enterprises aligned branch refresh cycles with SASE and Zero Trust programs.

“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.

Segment or Supplier Performance

The top three SASE vendors by revenue were Zscaler (ranked first), Cisco (second), and Palo Alto Networks (third), with less than a one percentage-point revenue difference reported between Zscaler and Cisco.

“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.

Technology or Trend Analysis

The report notes enterprises are converging networking and security into a smaller set of cloud-delivered platforms, using SASE as the primary on-ramp for branch and remote access.

SD-WAN growth reflects enterprises syncing branch hardware refresh cycles with broader SASE and Zero Trust initiatives rather than performing like-for-like Access Router replacements.

Forecast or Analyst Outlook

Dell'Oro Group anticipates durable demand will lift the overall SASE market by a double-digit margin in 2026 and estimates the market has grown nearly 500 percent since tracking began in 2019.

Methodology Notes

The report includes manufacturers' revenue for the SASE and Access Router markets and analyzes SASE from technology (SD-WAN and Security Services Edge (SSE)) and implementation (unified and disaggregated) perspectives.

The authors also provide unit information for the Access Router market as part of the published dataset.

The report synthesizes Dell'Oro Group's quantitative revenue data and program-level analysis to describe market direction and vendor positioning. This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.