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SASE is Putting the Nail in the Coffin for Access Routers as Market Drops 25 Percent in 3Q2025, According to Dell'Oro Group [Yahoo! Finance]

Zscaler, Inc. (ZS)  More Company Research Source: Yahoo! Finance
Last zscaler, inc. earnings: 2/20 04:05 pm Check Earnings Report
Dec. 11, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, even as spending on legacy Access Routers contracted a sharp 25 percent. Against this backdrop, SASE is increasingly positioned as the default architecture for branch, remote, and cloud access as enterprises standardize on a smaller set of cloud-delivered networking and security 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," said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell'Oro Group. "A 21 percent Y/Y, alongside a 25 percent decline in Access Router revenue, shows how decis [Read more]
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Stockreport

SASE is Putting the Nail in the Coffin for Access Routers as Market Drops 25 Percent in 3Q2025, According to Dell'Oro Group [Yahoo! Finance]

Zscaler, Inc.  (ZS) 
More Company Research Source: Yahoo! Finance
Last zscaler, inc. earnings: 2/20 04:05 pm Check Earnings Report
Dec. 11, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, even as spending on legacy Access Routers contracted a sharp 25 percent. Against this backdrop, SASE is increasingly positioned as the default architecture for branch, remote, and cloud access as enterprises standardize on a smaller set of cloud-delivered networking and security 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," said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell'Oro Group. "A 21 percent Y/Y, alongside a 25 percent decline in Access Router revenue, shows how decis [Read more]
IMPACT SNAPSHOT
EVENT TIME:
ZS
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS