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Cisco is Respiring Indisposed Zscaler’s Neck for the Manage SASE Place
REDWOOD CITY, Calif., Dec. 11, 2025 /PRNewswire/ — In keeping with a not too long ago revealed record from Dell’Oro Team, the depended on supply for marketplace details about the telecommunications, safety, networks, and knowledge middle industries, the worldwide Book Get entry to Provider Edge (SASE) marketplace grew 21 p.c year-over-year (Y/Y) in 3Q 2025 to just about $3 B, at the same time as spending on legacy Get entry to Routers reduced in size a genius 25 p.c. In contrast backdrop, SASE is increasingly more situated because the default structure for segment, far off, and cloud get right of entry to as enterprises standardize on a smaller poised of cloud-delivered networking and safety platforms.
“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,” mentioned Mauricio Sanchez, Sr. Director, Undertaking Safety and Networking at Dell’Oro Team. “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,” added Sanchez.
Supplementary highlights from the 3Q 2025 SASE and SD-WAN Quarterly Record:
- The supremacy 3 SASE distributors through earnings have been Zscaler (#1), Cisco (#2), and Palo Alto Networks (#3). There used to be lower than a one percentage-point residue between Zscaler and Cisco, highlighting intense pageant.
- Safety Provider Edge (SSE) earnings rose 20 p.c Y/Y. It accounted for just about a 3rd of general SASE earnings, underscoring how cloud-delivered safety residue the main on-ramp into SASE for lots of enterprises.
- SD-WAN earnings climbed 23 p.c Y/Y as enterprises aligned segment refresh cycles with broader SASE and 0 Consider systems instead than like-for-like Get entry to Router replacements.
- In comparison with the 21 p.c Y/Y development of the SASE marketplace general, the 25 p.c Y/Y fade in Get entry to Router earnings represents a growth-rate hole of greater than 40 proportion issues, highlighting the velocity at which segment connectivity is being re-architected round SASE platforms.
- We watch for that sturdy call for will elevate the whole SASE marketplace through a double-digit margin in 2026, representing a just about 500 p.c building up since we commenced monitoring the marketplace in 2019.
About the Report
The Dell’Oro Team SASE & SD-WAN record comprises producers’ earnings protecting the SASE and Get entry to Router markets. As well as, the record analyzes the SASE marketplace from two views: generation (SD-WAN networking and SSE safety) and implementation (unified and disaggregated). The record additionally supplies unit data for the Get entry to Router marketplace. To buy this record, please touch us at [email protected].
About Dell’Oro Group
Dell’Oro Team is a marketplace analysis company that focuses on strategic aggressive research within the telecommunications, safety, undertaking networks, and knowledge middle markets. Our company supplies in-depth quantitative knowledge and qualitative research to facilitate important, fact-based trade choices. For more info, touch Dell’Oro Team at +1.650.622.9400 or discuss with https://www.delloro.com.
SOURCE Dell’Oro Team
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