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)
Last zscaler, inc. earnings: 2/20 04:05 pm
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Source: Yahoo! Finance
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
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