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Weekly Intelligence Brief on SASE and Cybersecurity Developments - Week of September 22, 2025

Source Decision Insights Research Published September 22, 2025 Companies 9
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9 companies named across 19 categories, one of 32 articles referencing Ericsson. Previous coverage: Deca partners with IBM to enhance semiconductor production capabilities - August 2025 (Sep 2025).

Companies mentioned

Key Takeaways

  • Secure Access Service Edge (SASE) revenue rises 22% to $2.7 billion in Q2 2025.
  • Avast recognized as a top cybersecurity provider for effective solutions.
  • Iridium partners with Deutsche Telekom for Internet of Things (IoT) connectivity expansion.
  • Schneider Electric reports vulnerability in Altivar products.
  • Ericsson collaborates with VodafoneThree for 5G network enhancement.

SASE revenue reached $2.7 billion in Q2 2025, marking a 22% increase driven by integrated technologies such as Software-Defined Wide Area Network (WAN) (SD-WAN) and Security Services Edge (SSE). The trend highlights the growing importance of these architectures among enterprises to bolster their cloud security and networking strategies.

The Dell'Oro Group reported that firms providing both Software-Defined Wide Area Network (SD-WAN) and SSE comprise 84% of the market. In the same quarter, SD-WAN revenue expanded by 27%, while SSE revenue rose by 19%. Cisco led this segment with a 52% revenue increase, attributed to a transition from older Intelligence, Surveillance, and Reconnaissance (ISR) routers to Catalyst 8k products.

Avast has earned recognition from Software Experts as a leading cybersecurity provider, acknowledged for its effective protection solutions against threats like ransomware and phishing. This adds to its credibility among enterprise clients looking to enhance their cybersecurity posture.

Iridium Communications Inc. has partnered with Deutsche Telekom to improve global IoT connectivity using the Non-Terrestrial Networks (NTN) Direct service. Scheduled for a 2026 launch, this service aims to facilitate coverage for IoT devices in various locations leveraging Iridium's satellite network.

Meanwhile, Schneider Electric reported a Cross-Site Scripting (XSS) vulnerability in its Altivar products, which may allow unauthorized data access. The company advised users on necessary mitigations pending further remediation updates.

Additionally, Ericsson secured an eight-year partnership with VodafoneThree, valued at SEK 12.5 billion, to enhance mobile service networks across the UK. This collaboration will see the deployment of 5G Standalone (SA) technology and aims to achieve 99.95% population coverage by 2034, signifying a substantial investment in future communications infrastructure.

  1. SASE revenue rises 22% to $2.7 billion in Q2 2025
    Aviz Networks emphasizes AI-driven solutions to enhance enterprise networking.
  2. Avast named top cybersecurity provider by Software Experts
    Avast recognized as top cybersecurity provider by Software Experts for effective protection solutions against ransomware and phishing.
  3. Iridium and Deutsche Telekom Partner on IoT Connectivity
    Iridium partners with Deutsche Telekom to enhance global IoT connectivity via NTN Direct service, set for launch in 2026.
  4. Schneider Electric reports vulnerability in Altivar products
    A XSS issue in Schneider Electric's hardware may allow unauthorized data access, affecting several product versions.
  5. Ericsson to power the majority of VodafoneThree's next-generation UK network in SEK 12.5 billion partnership
    Ericsson partners with VodafoneThree for SEK 12.5 billion UK network enhancement, focusing on 5G SA technology.
  6. Supermicro showcases expanded Artificial Intelligence (AI) solutions at INNOVATE! event
    Supermicro released new AI-optimized systems, highlighted at the INNOVATE! event in Madrid, integrating advanced NVIDIA GPUs.

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