SSE to outpace SD-WAN revenue nearly two to one – Dell'Oro

SSE Market Resilience: Despite macroeconomic challenges that have lengthened sales cycles that are expected to slow growth in 2024, the SSE market is anticipated to accelerate in 2025 due to improved purchasing sentiment.

SD-WAN Market Adjustments: Near-term growth is being impacted by post-pandemic spending digestion and macroeconomic concerns, while long-term growth is expected to be influenced by the market's maturing state and slower transitions from access routers to SD-WAN solutions.

Single-Vendor SASE Dominance: Single-vendor SASE solutions are expected to represent over 85 percent of the market by 2028, driven by enterprises' preference for integrated, one-stop solutions that simplify deployment and management.

Unified SASE Growth: Unified SASE solutions, a segment of single-vendor SASE, are forecasted to grow at a remarkable 19 percent revenue CAGR. This growth is driven by smaller enterprises seeking tightly integrated networking and security solutions that offer greater simplicity.

Decline in Access Router Revenue: Revenue from access routers is expected to drop below $1 B by 2028, a double-digit CAGR decline due to the transition towards SD-WAN solutions.