The worldwide SASE market topped $6 B in 2022, representing robust 34 percent growth year-over-year (Y/Y), according to a recently published report from Dell’Oro Group. In a crowded market with over 30 vendors, Cisco remained the overall SASE leader with a 17 percent revenue share, but second place Zscaler was less than 1 percent behind and closing in compared to 2021.
“For the third consecutive year, SASE revenue growth topped 30 percent as the pandemic-fueled need to modernize the network and security architecture for branch offices and hybrid users continued,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “Single-vendor SASE solutions grew faster as a reflection of greater enterprise preference for one-stop-shop versus multi-vendor best-of-breed,” added Sanchez.
Additional highlights from the 4Q 2022 SASE & SD-WAN Quarterly Report for full-year 2022:
- The top 3 overall SASE vendors by revenue were Cisco, Zscaler, and Broadcom/Symantec, and together they represented just over 40 percent of the market.
- The networking portion of SASE (SD-WAN) saw revenue climb 30 percent Y/Y as enterprise shift from access routing to SD-WAN solutions increased and supply chains for hardware substantially improved.
- The top 3 SD-WAN vendors by revenue were Cisco, Fortinet, and VMware, and together they represented nearly half of the market.
- The security portion of SASE (SSE – Security Service Edge) experienced 38 percent growth Y/Y as a result of enterprises’ embrace of cloud-delivered network security to secure cloud-based applications and user’s access to those applications.
- On a technology basis, SSEs represented nearly 60 percent of the SASE market by revenue. The remainder, 40 percent, was SD-WAN.
- Single-vendor SASE was 45 percent of the overall SASE market.
- The top 3 single-vendor SASE vendors by revenue were Cisco, Fortinet, and Palo Alto Networks.
- Disaggregated SASE revenue was much greater than unified SASE, but the growth rate for unified was far higher.
- The top 3 unified SASE vendors by revenue were Versa Networks, VMware, and Cato Networks.
