The reason is that IT departments have grown tired of vendor spaghetti and opted for single-provider setups.
Dell’Oro Group report said that it would appear enterprises want simpler procurement, tighter policy enforcement and fewer fingers to point when things go wrong. This resulted in a 21 per cent boost in single-vendor SASE sales compared to last year, while multi-vendor bodge jobs managed a limp three per cent rise.
Dell’Oro Group, enterprise security and networking boss Mauricio Sanchez said, “Enterprises have returned to growth mode, and the $2.6 B SASE market’s 17 per cent jump underscores how quickly buyers are consolidating networking and security stacks around SASE platforms.” He added, “The 21 per cent rebound in SD-WAN spend signals that branch modernisation is back, while advanced AI services are accelerating SSE adoption.”
The Security Service Edge (SSE) kit also saw a decent 15 per cent lift, with Palo Alto Networks making everyone else look pedestrian, thanks to a 44 per cent surge. Over in SD-WAN land, Cisco nabbed seven points of market share off the back of its Catalyst 8000 and Meraki toys.
Meanwhile, the access router market continued its downward trend, dropping 16 per cent to $317 million, as buyers ditched traditional boxes in favour of SASEs' all-in-one appeal.