Accelerated Cloud Migration and Distributed Workforce Requirements Drive SASE Growth Potential
05-Dec-2023
Global
Market Research
PF02-01-00-00-00
IT_2023_368
Frost & Sullivan expects SASE adoption to maintain strong growth momentum during the next 5 years, mainly because of factors including the shift to remote and hybrid work models, rapid adoption of cloud and cloud-delivered services, increasing requirements toward integrating disjointed networking and security solutions, and the rising need to support edge computing use cases.
Across industries, organizations are experiencing a strong need to modernize their IT infrastructure and thus accelerate digital initiatives by embracing the SASE model. By converging networking and security functions under a unified cloud-based platform, SASE positions organizations to offload the operational burden of managing and maintaining various network and security hardware appliances. SASE’s cloud-native architecture also enables enhanced scalability, flexibility, and secure access for a distributed environment while optimizing network performance—regardless of user or branch location.
The single vendor SASE approach is gaining popularity, and in the next 3 years, the shift from a multiple vendor SASE to a single SASE offering will increase. Organizations will continue to consolidate vendors and benefit from unified SASE solutions over best-of-breed SASE components from multiple vendors. The convergence approach allows organizations to overcome challenges posed by tool sprawl, such as operational complexity, limited visibility, and potential security gaps as well as to prioritize enhanced interoperability between security and networking functions for a better outcome and user experience.
This study covers vendors that provide a converged SASE platform and vendors offering SASE products/components that enable SASE architecture via service chaining. The platform and product portfolio must include the following services/capabilities:
Networking services: Software-defined wide area network (SD-WAN) and a global point of presence (PoP) system (running in public clouds or private data centers); SD-WAN is a must-have capability for inclusion.
Security services: Firewall-as-a-service (FWaaS), zero-trust network access (ZTNA), and secure web gateway (SWG)
The study provides insights into the global market landscape with a regional breakdown of North America (NA); Europe, the Middle East, and Africa (EMEA); Asia-Pacific (APAC); and Latin America (LATAM). Revenue for SASE platforms and portfolios includes revenue from edge devices (routers, firewall platforms, and networking sockets) and cloud SASE service offerings under a managed service (by the vendor or local partners). The study period is 2021 to 2027.
This report recognizes license revenue for the SASE software stacks/images that end users deploy and manage at their data centers or their local service providers’ physical or cloud data centers; however, this model (not recommended) may not scale well and does not effectively support remote users. The study excludes revenue from the partnership model, but it features vendors that provide core components of SASE and those with a SASE roadmap.
Author: Vivien Pua
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Secure Access Service Edge (SASE) Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Market Definitions
Key SASE Services
Key SASE Attributes
Comparison of SASE Types—Service Chaining
Comparison of SASE Types—Converged Platform/Service
Scope of Analysis
Revenue Calculation Methodology—SASE–2022
Revenue Calculation Methodology—SASE–2022 (continued)
Customer Segmentation
Research Methodology
Market Segmentation
Key Competitors for SASE
Distributed Workforce—The New Norm
Legacy Applications Continuing to Migrate to the Cloud
The Rise of the New Network Perimeter
Strong Needs to Converge Networking and Security
Increasing SASE Adoption to Manage the Expanded Network Perimeter
Key Findings
Customer Expectations and Top Features
Key Growth Metrics for SASE
Growth Drivers
Growth Driver Analysis
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Driver Analysis (continued)
Growth Restraints
Growth Restraint Analysis
Growth Restraint Analysis (continued)
Growth Restraint Analysis (continued)
Forecast Assumptions
Revenue Forecast
Revenue Forecast Analysis
Revenue Forecast by Region
Revenue Forecast Analysis by Region
Pricing Trends and Forecast Analysis
Revenue Share by Vertical
Revenue Share by Horizontal
Revenue Share
Competitive Environment
SASE Landscape—Vendor Analysis
Vendor Profile—Cato Networks
Vendor Profile—Cato Networks (continued)
Vendor Profile—Fortinet
Vendor Profile—Fortinet (continued)
Vendor Profile—Palo Alto Networks
Vendor Profile—Palo Alto Networks (continued)
Vendor Profile—Sangfor
Vendor Profile—Sangfor (continued)
Vendor Profile—Versa Networks
Vendor Profile—Versa Networks (continued)
Vendor Profile—VMware
Vendor Profile—VMware (continued)
SASE Landscape—Service Provider Analysis
Service Provider Profile—AT&T
Service Provider Profile—Lumen
Service Provider Profile—Open Systems
Service Provider Profile—Telefónica Tech
Service Provider Profile—Telstra
Service Provider Profile—Vodafone
Growth Metrics
Revenue Forecast
Forecast Analysis
Revenue Share
Growth Metrics
Revenue Forecast
Forecast Analysis
Revenue Share
Growth Metrics
Revenue Forecast
Forecast Analysis
Revenue Share
Growth Metrics
Revenue Forecast
Forecast Analysis
Revenue Share
Growth Opportunity 1: Vendor Consolidation
Growth Opportunity 1: Vendor Consolidation (continued)
Growth Opportunity 2: Edge Computing
Growth Opportunity 2: Edge Computing (continued)
Growth Opportunity 3: Managed and Professional Security Services
Growth Opportunity 3: Managed and Professional Security Services (continued)
SASE—CISOs' Concerns
SASE—Key Trends
SASE—Insights and Recommendations
Your Next Steps
Why Frost, Why Now?
List of Exhibits
List of Exhibits (continued)
List of Exhibits (continued)
Legal Disclaimer
- SASE: Customer Segmentation, Global, 2022
- SASE: Research Methodology, Global, 2022
- Organizations' Current Remote Workforce, Global, 2023
- Percentage of Organizations’ Applications That will Migrate to the Cloud in the Next 24 Months, Global, 2023
- Organizations’ Share of Cloud-native and Legacy Applications, Global, 2023
- Organizations’ Network Strategy in the Next 2 Years, Global, 2023
- Reasons for Deploying SASE, Global, 2023
- Organizations' Current and Planned Use of SASE, Global, 2023
- SASE: Key Growth Metrics, Global, 2022
- SASE: Growth Drivers, Global, 2023–2027
- Rising Cloud Adoption Across Service Models, Global, 2023
- SASE: Growth Restraints, Global, 2023–2027
- SASE: Revenue Forecast, Global, 2021–2027
- SASE: Revenue Forecast by Region, Global, 2021–2027
- SASE: Percent Revenue by Vertical, Global, 2022
- SASE: Percent Revenue by Horizontal, Global, 2022
- SASE: Revenue Share of Top Participants, Global, 2022
- SASE: Competitive Environment, Global, 2022
- SASE: Cato Networks Regional Breakdown, Global, 2022
- SASE: Cato Networks Customer Segmentation, Global, 2022
- SASE: Fortinet Regional Breakdown, Global, 2022
- SASE: Fortinet Customer Segmentation, Global, 2022
- SASE: Palo Alto Networks Customer Segmentation, Global, 2022
- SASE: Palo Alto Networks Regional Breakdown, Global, 2022
- SASE: Sangfor Regional Breakdown, Global, 2022
- SASE: Sangfor Customer Segmentation, Global, 2022
- SASE: Versa Networks Customer Segmentation, Global, 2022
- SASE: Versa Networks Regional Breakdown, Global, 2022
- SASE: VMware Customer Segmentation, Global, 2022
- SASE: VMware Regional Breakdown, Global, 2022
- SASE: Key Growth Metrics, North America, 2022
- SASE: Revenue Forecast, North America, 2021–2027
- SASE: Revenue Share of Top Participants, NA, 2022
- SASE: Key Growth Metrics, EMEA, 2022
- SASE: Revenue Forecast, EMEA, 2021–2027
- SASE: Revenue Share of Top Participants, EMEA, 2022
- SASE: Key Growth Metrics, APAC, 2022
- SASE: Revenue Forecast, APAC, 2021–2027
- SASE: Revenue Share of Top Participants, APAC, 2022
- SASE: Key Growth Metrics, LATAM, 2022
- SASE: Revenue Forecast, LATAM, 2021–2027
- SASE: Revenue Share of Top Participants, LATAM, 2022
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| Deliverable Type | Market Research |
|---|---|
| Author | Vivien Pua |
| Industries | Information Technology |
| No Index | No |
| Is Prebook | No |
| Keyword 1 | Sase Industry |
| Keyword 2 | Secure Access Service Edge |
| Keyword 3 | Sase Technologies |
| List of Charts and Figures | SASE: Customer Segmentation, Global, 2022~ SASE: Research Methodology, Global, 2022~ Organizations' Current Remote Workforce, Global, 2023~ Percentage of Organizations’ Applications That will Migrate to the Cloud in the Next 24 Months, Global, 2023~ Organizations’ Share of Cloud-native and Legacy Applications, Global, 2023~ Organizations’ Network Strategy in the Next 2 Years, Global, 2023~ Reasons for Deploying SASE, Global, 2023~ Organizations' Current and Planned Use of SASE, Global, 2023~ SASE: Key Growth Metrics, Global, 2022~ SASE: Growth Drivers, Global, 2023–2027~ Rising Cloud Adoption Across Service Models, Global, 2023~ SASE: Growth Restraints, Global, 2023–2027~ SASE: Revenue Forecast, Global, 2021–2027~ SASE: Revenue Forecast by Region, Global, 2021–2027~ SASE: Percent Revenue by Vertical, Global, 2022~ SASE: Percent Revenue by Horizontal, Global, 2022~ SASE: Revenue Share of Top Participants, Global, 2022~ SASE: Competitive Environment, Global, 2022~ SASE: Cato Networks Regional Breakdown, Global, 2022~ SASE: Cato Networks Customer Segmentation, Global, 2022~ SASE: Fortinet Regional Breakdown, Global, 2022~ SASE: Fortinet Customer Segmentation, Global, 2022~ SASE: Palo Alto Networks Customer Segmentation, Global, 2022~ SASE: Palo Alto Networks Regional Breakdown, Global, 2022~ SASE: Sangfor Regional Breakdown, Global, 2022~ SASE: Sangfor Customer Segmentation, Global, 2022~ SASE: Versa Networks Customer Segmentation, Global, 2022~ SASE: Versa Networks Regional Breakdown, Global, 2022~ SASE: VMware Customer Segmentation, Global, 2022~ SASE: VMware Regional Breakdown, Global, 2022~ SASE: Key Growth Metrics, North America, 2022~ SASE: Revenue Forecast, North America, 2021–2027~ SASE: Revenue Share of Top Participants, NA, 2022~ SASE: Key Growth Metrics, EMEA, 2022~ SASE: Revenue Forecast, EMEA, 2021–2027~ SASE: Revenue Share of Top Participants, EMEA, 2022~ SASE: Key Growth Metrics, APAC, 2022~ SASE: Revenue Forecast, APAC, 2021–2027~ SASE: Revenue Share of Top Participants, APAC, 2022~ SASE: Key Growth Metrics, LATAM, 2022~ SASE: Revenue Forecast, LATAM, 2021–2027~ SASE: Revenue Share of Top Participants, LATAM, 2022~ |
| Podcast | No |
| Predecessor | PCCC-01-00-00-00 |
| WIP Number | PF02-01-00-00-00 |
Secure Access Service Edge Growth Opportunities
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