Weekly Intelligence Brief on Network Security Developments - Week of September 22, 2025
Companies mentioned
Key Takeaways
- Versa integrates with CrowdStrike's Falcon platform to enhance security visibility.
- Dell’Oro Group reports 8% growth in network security revenue, driven by cloud solutions.
- Huawei launches Xinghe Intelligent Network solution at HUAWEI CONNECT 2025.
- Versa recognized as a Strong Performer in Forrester Secure Access Service Edge (SASE) report.
Versa announced new integrations with the CrowdStrike Falcon platform during Fal.Con 2025, available in the CrowdStrike Marketplace. The integration supports Falcon Next-Gen Security Information and Event Management (SIEM), aiming to improve Zero Trust access and enhance visibility for Security Operations (SecOps) Center (Security Operations Center (SOC)) teams to detect and mitigate threats.
Security teams often face challenges due to fragmented endpoint and network data that hinder effective response. The new integrations facilitate combining endpoint and network telemetry, allowing for improved visibility at access control points and during SOC investigations. This collaboration between Versa and CrowdStrike focuses on enhancing Zero Trust enforcement and threat hunting capabilities.
The first integration allows CrowdStrike Zero Trust Assessment (ZTA) scores to influence Versa’s evaluations for its Security Services Edge (SSE) and Software-Defined Wide Area Network (WAN) (SD-WAN) platforms. The second integration channels Versa’s network telemetry into Falcon Next-Gen SIEM, enabling a collective analysis of endpoint and network data, which may also speed up response times.
The Dell’Oro Group's latest report indicates a global revenue of $6.4 billion from network security in Q2 2025, representing an 8% year-over-year growth, largely attributed to increases in Security Service Edge (SSE) and Application Delivery Controllers (ADC). SSE and Application Delivery Controller (ADC) revenues surged by 19% and 24%, respectively, indicating a trend toward cloud-based solutions.
Forecasts suggest that cloud and software-based security solutions will continue to grow by 20% in 2025, while hardware revenues may decline by 2%. The report highlights a significant market shift, with virtual and Software-as-a-Service (SaaS) solutions representing 78% of new market spending.
At HUAWEI CONNECT 2025, Huawei launched its AI-focused Xinghe Intelligent Network Solution, leveraging a three-layer architecture. This solution aims to address the increasing demands of Artificial Intelligence (AI) on enterprise connectivity, emphasizing zero packet loss and enhanced security measures. Key features include integrated protections for sensitive locations and improved data transmission algorithms.
Huawei also discussed collaborative projects with industry leaders, focusing on advancing AI-centric solutions to further digital transformation worldwide. This initiative aligns with the company's strategy to enhance AI integration within network services.
In a separate development, Versa was recognized as a Strong Performer in Forrester’s assessment of SASE solutions, underscoring its capabilities in providing a unified interface for managing security and networking policies. The report noted the importance of trust from enterprises in utilizing the VersaONE Universal SASE Platform.
- Versa integrates with CrowdStrike Falcon platform
New integrations from Versa and CrowdStrike enhance endpoint and network visibility, addressing challenges faced by security teams. - Versa integrates with CrowdStrike Falcon platform
The integration supports Zero Trust access, improving SOC investigations and threat detection for SecOps. - Dell’Oro Group Reports 8 Percent Growth in Network Security Revenue in Q2 2025
Cloud-delivered network security controls expected to grow 20% in 2025, while hardware appliances decline by 2%. - Versa recognized by Forrester Research in SASE report
Customer feedback highlights Versa’s unified interface for managing networking and security through its cloud-based platform. - Huawei unveils Xinghe Intelligent Network solution at HUAWEI CONNECT 2025.
Huawei launched the AI-centric Xinghe Intelligent Network Solution at HUAWEI CONNECT 2025, enhancing enterprise connectivity.