セキュアアクセスサービスエッジ(SASE):企業評価レポート 2025年 – ミニレポートシリーズ

Secure Access Service Edge (SASE) - Company Evaluation Report, 2025

出版社MarketsandMarkets
出版年月2025年6月
ページ数150
図表数93
価格タイプシングルユーザライセンス
価格USD 2,650.00
種別英文調査報告書

当レポートはMarketsandMarketsの既刊レポートからコンテンツを抜粋した『ミニレポートシリーズ』の一冊です。
オリジナルレポートの詳細についてはお問い合わせください。

Report Overview

The SASE Companies Quadrant is a comprehensive industry analysis that provides valuable insights into the global market for SASE. This quadrant offers a detailed evaluation of key market players, technological advancements, product innovations, and emerging trends shaping the industry. MarketsandMarkets 360 Quadrants evaluated over 100 companies, of which the Top 47 SASE Companies were categorized and recognized as the quadrant leaders.
The primary drivers of the Secure Access Service Edge (SASE) market include the growing need to support hybrid cloud environments, remote and mobile workforces, and the increasing number of connected IoT devices. Organizations are also looking for cost-effective alternatives to traditional solutions like Multiprotocol Label Switching (MPLS) and Internet Protocol Security (IPsec) VPNs. The rising demand for secure access to data and applications is fueling the adoption of advanced network architectures. Additionally, trends such as digital transformation, cloud-native applications, and edge computing are accelerating the shift toward SASE. Traditional networking models are often complex, difficult to manage, and vulnerable to security breaches. The shift to remote work, increased traffic across public clouds, and reliance on data centers have further heightened data security concerns, highlighting the need for a unified and simplified network security framework like SASE. The SASE architecture integrates key network security services—including Zero Trust Network Access (ZTNA), Firewall-as-a-Service (FWaaS), and Cloud Access Security Broker (CASB)—with software-defined WAN (SD-WAN) capabilities into a single, cohesive platform. This architecture simplifies IT management, reduces the operational burden of maintaining disparate security systems, and enables organizations to implement consistent data protection policies. By streamlining infrastructure and reducing costs associated with multiple security solutions, SASE is becoming an increasingly attractive framework for enterprises seeking secure and efficient network access.
The 360 Quadrant maps the SASE companies based on criteria such as revenue, geographic presence, growth strategies, investments, and sales strategies for the market presence of the SASE quadrant. The top criteria for product footprint evaluation included By OFFERING (SD-WAN Offering, Sse Offering), By ORGANIZATION SIZE (Large Enterprises, Small and Medium-sized Enterprises), and By END USER (Services Providers, Enterprises).

Key Players

Key players in the SASE market include major global corporations and specialized innovators such as CISCO SYSTEMS, BROADCOM, PALO ALTO NETWORKS, AKAMAI, FORTINET, HEWLETT PACKARD ENTERPRISE (HPE), HUAWEI, AT&T, VERIZON, JUNIPER NETWORKS, ORACLE, NOKIA, EXTREME NETWORKS, INC., CHECK POINT SOFTWARE TECHNOLOGIES, ORANGE BUSINESS, COMCAST CORPORATION, ERICSSON, BT GROUP, BARRACUDA NETWORKS, SOPHOS, RIVERBED TECHNOLOGY, ZAIN GROUP, LUMEN TECHNOLOGIES, KT CORPORATION, COLT TECHNOLOGY SERVICES, NEC CORPORATION, TATA COMMUNICATIONS, FORCEPOINT, KYNDRYL, GTT COMMUNICATIONS, NTT COMMUNICATIONS, STC, DEUTSCHE TELEKOM, TELEFONICA, TELSTRA, VODAFONE GROUP, HCL TECH, MICROLAND, WIPRO, SINGTEL, ZSCALER, NETSKOPE, CLOUDFLARE, MCAFEE, TIBCO SOFTWARE, PROOFPOINT, and SONICWALL. These companies are actively investing in research and development, forming strategic partnerships, and engaging in collaborative initiatives to drive innovation, expand their global footprint, and maintain a competitive edge in this rapidly evolving market.

Top Three Companies Analysis

Palo Alto Networks
Palo Alto Networks stands as a leader in the cybersecurity domain with a strong focus on threat prevention and AI-driven protection solutions. Its SASE offerings integrate zero-trust access and secure gateways, providing comprehensive cloud-native security through granular visibility and centralized management. The company’s commitment to innovation is evident through its partnerships and collaborations, which enhance its product portfolio and market share. By consistently updating its solutions with advanced threat detection capabilities, Palo Alto Networks maintains its competitive edge and supports seamless, secure enterprise environments.

Fortinet
Fortinet specializes in high-performance security solutions, offering a unified platform combining firewalls, SD-WAN, and endpoint protection. Its SASE solutions are known for integrating advanced security features such as intelligent on-device capabilities and rapid packet inspection, ensuring robust network performance and security. The company’s focus on AI and machine learning enhances its ability to deliver secure, scalable solutions tailored to the demands of modern enterprises. This strategic approach solidifies Fortinet’s market position as a key player in SASE deployments, addressing the evolving needs for comprehensive security and connectivity.

Broadcom
Broadcom is renowned for its broad semiconductor and infrastructure software portfolio, contributing significantly to the SASE landscape with identity access management, secure web gateways, and endpoint controls. By incorporating automation-driven policies and extensive security features, Broadcom supports enterprise scalability and compliance demands. Its recent acquisition strategies have strengthened its SASE offerings, providing comprehensive solutions that cater to a wide range of industries. Through continuous innovation and a deep understanding of enterprise needs, Broadcom positions itself as a formidable contender in the SASE market.

Table of Contents

1 INTRODUCTION 12
1.1 MARKET DEFINITION 12
1.2 INCLUSIONS & EXCLUSIONS 12
1.3 STAKEHOLDERS 13
2 EXECUTIVE SUMMARY 14
3 MARKET OVERVIEW AND INDUSTRY TRENDS 17
3.1 INTRODUCTION 17
3.2 MARKET DYNAMICS 17
3.2.1 DRIVERS 18
3.2.1.1 Rising adoption of remote work and hybrid workforce models 18
3.2.1.2 Zero trust security implementation 18
3.2.1.3 Growing SD-WAN adoption 18
3.2.2 RESTRAINTS 19
3.2.2.1 High implementation costs 19
3.2.2.2 Complexity in migrating from legacy infrastructure to SASE 19
3.2.3 OPPORTUNITIES 19
3.2.3.1 Growing digital transformation initiatives across industries 19
3.2.3.2 Expansion of edge computing and 5G Networks 20
3.2.4 CHALLENGES 20
3.2.4.1 Managing multi-cloud and hybrid environments 20
3.2.4.2 Ensuring data sovereignty and compliance 20
3.3 BRIEF HISTORY OF SASE MARKET 21
3.4 ECOSYSTEM ANALYSIS 22
3.5 VALUE CHAIN ANALYSIS 24
3.6 TECHNOLOGY ANALYSIS 26
3.6.1 KEY TECHNOLOGIES 26
3.6.1.1 Virtualization 26
3.6.1.2 Cloud computing 26
3.6.2 COMPLEMENTARY TECHNOLOGIES 26
3.6.2.1 Data Analytics 26
3.6.2.2 Virtual Private Networks 26
3.7 PATENT ANALYSIS 27
3.8 PORTER’S FIVE FORCES ANALYSIS 29
3.8.1 THREAT OF NEW ENTRANTS 30
3.8.2 THREAT OF SUBSTITUTES 30
3.8.3 BARGAINING POWER OF BUYERS 31
3.8.4 BARGAINING POWER OF SUPPLIERS 31
3.8.5 INTENSITY OF COMPETITIVE RIVALRY 31
3.9 TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 31
3.10 TECHNOLOGY ROADMAP FOR SASE MARKET 32
3.10.1 SHORT-TERM ROADMAP (2023–2025) 32
3.10.2 MID-TERM ROADMAP (2026–2028) 32
3.10.3 LONG-TERM ROADMAP (2029–2030) 32
3.11 IMPACT OF AI/GEN AI ON SASE MARKET 33
3.11.1 USE CASES OF AI IN SASE 33
4 COMPETITIVE LANDSCAPE 35
4.1 INTRODUCTION 35
4.2 KEY PLAYER STRATEGIES/RIGHT TO WIN 35
4.3 MARKET SHARE ANALYSIS, 2024 37
4.3.1 MARKET RANKING ANALYSIS, 2024 38
4.4 REVENUE ANALYSIS, 2020–2024 39
4.5 BRAND/PRODUCT COMPARISON 40
4.6 COMPANY VALUATION AND FINANCIAL METRICS 41
4.7 COMPANY EVALUATION MATRIX: KEY PLAYERS, 2024 42
4.7.1 STARS 42
4.7.2 EMERGING LEADERS 42
4.7.3 PERVASIVE PLAYERS 42
4.7.4 PARTICIPANTS 42
4.7.5 COMPANY FOOTPRINT: KEY PLAYERS, 2024 44
4.7.5.1 Company footprint 44
4.7.5.2 Region footprint 46
4.7.5.3 Offering footprint 47
4.7.5.4 Enterprise footprint 49
4.8 COMPANY EVALUATION MATRIX: STARTUPS/SMES, 2024 51
4.8.1 PROGRESSIVE COMPANIES 51
4.8.2 RESPONSIVE COMPANIES 51
4.8.3 DYNAMIC COMPANIES 51
4.8.4 STARTING BLOCKS 51
4.8.5 COMPETITIVE BENCHMARKING: STARTUPS/SMES, 2024 52
4.8.5.1 Detailed list of key startups/SMEs 52
4.8.5.2 Competitive benchmarking of key startups/SMEs 54
4.9 COMPETITIVE SCENARIO 55
4.9.1 PRODUCT LAUNCHES AND ENHANCEMENTS 55
4.9.2 DEALS 55

5 COMPANY PROFILES 57
5.1 KEY PLAYERS 57
5.1.1 CISCO SYSTEMS 57
5.1.1.1 Business overview 57
5.1.1.2 Solutions offered 58
5.1.1.3 Recent developments 59
5.1.1.3.1 Product launches 59
5.1.1.3.2 Deals 60
5.1.1.4 MnM view 60
5.1.1.4.1 Right to win 60
5.1.1.4.2 Strategic choices 60
5.1.1.4.3 Weaknesses and competitive threats 60
5.1.2 BROADCOM 61
5.1.2.1 Business overview 61
5.1.2.2 Solutions offered 62
5.1.2.3 Recent developments 63
5.1.2.3.1 Product launches 63
5.1.2.3.2 Deals 64
5.1.2.4 MnM view 64
5.1.2.4.1 Right to win 64
5.1.2.4.2 Strategic choices 64
5.1.2.4.3 Weaknesses and competitive threats 64
5.1.3 PALO ALTO NETWORKS 65
5.1.3.1 Business overview 65
5.1.3.2 Solutions offered 66
5.1.3.3 Recent developments 67
5.1.3.3.1 Product enhancements 67
5.1.3.3.2 Deals 67
5.1.3.4 MnM view 68
5.1.3.4.1 Right to win 68
5.1.3.4.2 Strategic choices 68
5.1.3.4.3 Weaknesses and competitive threats 68
5.1.4 AKAMAI 69
5.1.4.1 Business overview 69
5.1.4.2 Solutions offered 70
5.1.4.3 MnM view 71
5.1.4.3.1 Right to win 71
5.1.4.3.2 Strategic choices 71
5.1.4.3.3 Weaknesses and competitive threats 71
5.1.5 FORTINET 72
5.1.5.1 Business overview 72
5.1.5.2 Solutions offered 73
5.1.5.3 Recent developments 74
5.1.5.3.1 Product enhancements 74
5.1.5.3.2 Deals 74
5.1.5.4 MnM view 75
5.1.5.4.1 Right to win 75
5.1.5.4.2 Strategic choices 75
5.1.5.4.3 Weaknesses and competitive threats 75
5.1.6 HEWLETT PACKARD ENTERPRISE (HPE) 76
5.1.6.1 Business overview 76
5.1.6.2 Solutions offered 77
5.1.6.3 Recent developments 78
5.1.6.3.1 Product launches 78
5.1.6.3.2 Deals 78
5.1.7 HUAWEI 79
5.1.7.1 Business overview 79
5.1.7.2 Solutions offered 80
5.1.7.3 Recent developments 81
5.1.7.3.1 Product launches 81
5.1.7.3.2 Deals 81
5.1.8 AT&T 82
5.1.8.1 Business overview 82
5.1.8.2 Solutions/Services offered 83
5.1.8.3 Recent developments 84
5.1.8.3.1 Deals 84
5.1.9 VERIZON 85
5.1.9.1 Business overview 85
5.1.9.2 Services offered 86
5.1.9.3 Recent developments 86
5.1.9.3.1 Deals 86
5.1.10 JUNIPER NETWORKS 88
5.1.10.1 Business overview 88
5.1.10.2 Solutions/Services offered 89
5.1.10.3 Recent developments 90
5.1.10.3.1 Product launches 90
5.1.10.3.2 Deals 90
5.1.11 ORACLE 91
5.1.11.1 Business overview 91
5.1.11.2 Solutions offered 92
5.1.12 NOKIA 93
5.1.12.1 Business overview 93
5.1.12.2 Recent developments 94
5.1.12.2.1 Solutions/Services offered 94
5.1.12.2.2 Deals 95
5.1.13 EXTREME NETWORKS, INC. 96
5.1.13.1 Business overview 96
5.1.13.2 Solutions offered 97
5.1.13.3 Recent developments 98
5.1.13.3.1 Product enhancements 98
5.1.13.3.2 Deals 98
5.1.14 CHECK POINT SOFTWARE TECHNOLOGIES 99
5.1.14.1 Business overview 99
5.1.14.2 Solutions offered 100
5.1.14.3 Recent developments 101
5.1.14.3.1 Deals 101
5.2 OTHER PLAYERS 102
5.2.1 ORANGE BUSINESS 102
5.2.2 COMCAST CORPORATION 103
5.2.3 ERICSSON 104
5.2.4 BT GROUP 105
5.2.5 BARRACUDA NETWORKS 106
5.2.6 SOPHOS 107
5.2.7 RIVERBED TECHNOLOGY 108
5.2.8 ZAIN GROUP 109
5.2.9 LUMEN TECHNOLOGIES 109
5.2.10 KT CORPORATION 110
5.2.11 COLT TECHNOLOGY SERVICES 111
5.2.12 NEC CORPORATION 111
5.2.13 TATA COMMUNICATIONS 112
5.2.14 FORCEPOINT 113
5.2.15 KYNDRYL 114
5.2.16 GTT COMMUNICATIONS 115
5.2.17 NTT COMMUNICATIONS 116
5.2.18 STC 117
5.2.19 DEUTSCHE TELEKOM 118
5.2.20 TELEFONICA 119
5.2.21 TELSTRA 120
5.2.22 VODAFONE GROUP 121
5.2.23 HCL TECH 122
5.2.24 MICROLAND 123
5.2.25 WIPRO 124
5.2.26 SINGTEL 125
5.2.27 ZSCALER 126
5.2.28 NETSKOPE 127
5.2.29 CLOUDFLARE 128
5.2.30 MCAFEE 129
5.2.31 TIBCO SOFTWARE 130
5.2.32 PROOFPOINT 131
5.2.33 SONICWALL 132
5.3 STARTUPS/SMES 133
5.3.1 VERSA NETWORKS 133
5.3.2 ARYAKA NETWORKS 134
5.3.3 CATO NETWORKS 135
5.3.4 FLEXIWAN 136
5.3.5 NOUR GLOBAL 137
5.3.6 FATPIPE NETWORKS 138
5.3.7 LAVELLE NETWORKS 139
5.3.8 PEPLINK 139
5.3.9 MCM TELECOM 140
5.3.10 RANSNET 140
5.3.11 OPEN SYSTEMS 141
5.3.12 EXIUM 142
5.3.13 TWINGATE 142
5.3.14 CLARO ENTERPRISE SOLUTIONS 143
5.3.15 NORDLAYER 143
6 APPENDIX 144
6.1 RESEARCH METHODOLOGY 144
6.1.1 RESEARCH DATA 144
6.1.1.1 Secondary data 145
6.1.1.2 Primary data 145
6.1.2 RISK ASSESSMENT 146
6.1.3 RESEARCH ASSUMPTIONS 146
6.1.4 RESEARCH LIMITATIONS 146
6.2 COMPANY EVALUATION MATRIX: METHODOLOGY 147
6.3 AUTHOR DETAILS 150

List Of Tables

TABLE 1 ROLE OF PLAYERS IN SASE ECOSYSTEM 23
TABLE 2 LIST OF MAJOR PATENTS 28
TABLE 3 OVERVIEW OF STRATEGIES DEPLOYED BY KEY SASE MARKET PLAYERS, JANUARY 2022–APRIL 2025 35
TABLE 4 SASE MARKET: DEGREE OF COMPETITION 37
TABLE 5 SASE MARKET: REGION FOOTPRINT 46
TABLE 6 SASE MARKET: OFFERING FOOTPRINT 47
TABLE 7 SASE MARKET: ENTERPRISE FOOTPRINT 49
TABLE 8 SASE MARKET: LIST OF KEY STARTUPS/SMES 52
TABLE 9 SASE MARKET: COMPETITIVE BENCHMARKING OF KEY STARTUPS/SMES 54
TABLE 10 SASE: PRODUCT LAUNCHES AND ENHANCEMENTS, JANUARY 2022–APRIL 2025 55
TABLE 11 SASE MARKET: DEALS, JANUARY 2022–APRIL 2025 56
TABLE 12 CISCO SYSTEMS: COMPANY OVERVIEW 57
TABLE 13 CISCO SYSTEMS: SOLUTIONS OFFERED 58
TABLE 14 CISCO SYSTEMS: PRODUCT LAUNCHES 59
TABLE 15 CISCO SYSTEMS: DEALS 60
TABLE 16 BROADCOM: COMPANY OVERVIEW 61
TABLE 17 BROADCOM: SOLUTIONS OFFERED 62
TABLE 18 BROADCOM: PRODUCT LAUNCHES 63
TABLE 19 BROADCOM: DEALS 64
TABLE 20 PALO ALTO NETWORKS: COMPANY OVERVIEW 65
TABLE 21 PALO ALTO NETWORKS: SOLUTIONS OFFERED 66
TABLE 22 PALO ALTO: PRODUCT ENHANCEMENTS 67
TABLE 23 PALO ALTO NETWORKS: DEALS 67
TABLE 24 AKAMAI: COMPANY OVERVIEW 69
TABLE 25 AKAMAI: SOLUTIONS OFFERED 70
TABLE 26 FORTINET: COMPANY OVERVIEW 72
TABLE 27 FORTINET: SOLUTIONS OFFERED 73
TABLE 28 FORTINET: PRODUCT ENHANCEMENTS 74
TABLE 29 FORTINET: DEALS 74
TABLE 30 HPE: COMPANY OVERVIEW 76
TABLE 31 HPE: SOLUTIONS OFFERED 77
TABLE 32 HPE: PRODUCT LAUNCHES 78
TABLE 33 HPE: DEALS 78
TABLE 34 HUAWEI: COMPANY OVERVIEW 79
TABLE 35 HUAWEI: SOLUTIONS OFFERED 80
TABLE 36 HUAWEI: PRODUCT LAUNCHES 81
TABLE 37 HUAWEI: DEALS 81
TABLE 38 AT&T: COMPANY OVERVIEW 82
TABLE 39 AT&T: SOLUTIONS/SERVICES OFFERED 83
TABLE 40 AT&T: DEALS 84
TABLE 41 VERIZON: COMPANY OVERVIEW 85
TABLE 42 VERIZON: SERVICES OFFERED 86
TABLE 43 VERIZON: DEALS 86
TABLE 44 JUNIPER NETWORKS: COMPANY OVERVIEW 88
TABLE 45 JUNIPER NETWORKS: SOLUTIONS/SERVICES OFFERED 89
TABLE 46 JUNIPER NETWORKS: PRODUCT LAUNCHES 90
TABLE 47 JUNIPER NETWORKS: DEALS 90
TABLE 48 ORACLE: COMPANY OVERVIEW 91
TABLE 49 ORACLE: SOLUTIONS OFFERED 92
TABLE 50 NOKIA: COMPANY OVERVIEW 93
TABLE 51 NOKIA: SOLUTIONS/SERVICES OFFERED 94
TABLE 52 NOKIA: DEALS 95
TABLE 53 EXTREME NETWORKS: COMPANY OVERVIEW 96
TABLE 54 EXTREME NETWORKS: SOLUTIONS OFFERED 97
TABLE 55 EXTREME NETWORKS: PRODUCT ENHANCEMENTS 98
TABLE 56 EXTREME NETWORKS: DEALS 98
TABLE 57 CHECKPOINT SOFTWARE TECHNOLOGIES: COMPANY OVERVIEW 99
TABLE 58 CHECKPOINT SOFTWARE TECHNOLOGIES: SOLUTIONS OFFERED 100
TABLE 59 CHECKPOINT SOFTWARE TECHNOLOGIES: DEALS 101

List Of Figures

FIGURE 1 SASE MARKET, 2023–2030 (USD MILLION) 15
FIGURE 2 SASE MARKET, BY REGION (2025) 16
FIGURE 3 DRIVERS, RESTRAINTS, OPPORTUNITIES, AND CHALLENGES IN SASE MARKET 17
FIGURE 4 HISTORY OF SASE MARKET 21
FIGURE 5 SASE: ECOSYSTEM ANALYSIS 22
FIGURE 6 SASE MARKET: VALUE CHAIN ANALYSIS 25
FIGURE 7 LIST OF MAJOR PATENTS FOR SASE MARKET 27
FIGURE 8 SASE MARKET: PORTER’S FIVE FORCES ANALYSIS 30
FIGURE 9 SASE MARKET: TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS 31
FIGURE 10 USE CASES OF GENERATIVE AI IN SASE 34
FIGURE 11 SHARES OF LEADING COMPANIES IN SASE MARKET, 2024 37
FIGURE 12 SASE MARKET: RANKING ANALYSIS OF TOP FIVE PLAYERS 38
FIGURE 13 REVENUE ANALYSIS OF KEY PLAYERS IN SASE MARKET,
2020–2024 (USD MILLION) 39
FIGURE 14 SASE MARKET: BRAND/PRODUCT COMPARISON 40
FIGURE 15 COMPANY VALUATION: 2025 41
FIGURE 16 FINANCIAL METRICS OF KEY VENDORS: 2025 41
FIGURE 17 SASE MARKET: COMPANY EVALUATION MATRIX (KEY PLAYERS), 2024 43
FIGURE 18 SASE MARKET: COMPANY FOOTPRINT 44
FIGURE 19 SASE MARKET: COMPANY EVALUATION MATRIX (STARTUPS/SMES), 2024 52
FIGURE 20 CISCO SYSTEMS: COMPANY SNAPSHOT 58
FIGURE 21 BROADCOM: COMPANY SNAPSHOT 62
FIGURE 22 PALO ALTO NETWORKS: COMPANY SNAPSHOT 66
FIGURE 23 AKAMAI: COMPANY SNAPSHOT 70
FIGURE 24 FORTINET: COMPANY SNAPSHOT 73
FIGURE 25 HPE: COMPANY SNAPSHOT 77
FIGURE 26 HUAWEI: COMPANY SNAPSHOT 80
FIGURE 27 AT&T: COMPANY SNAPSHOT 83
FIGURE 28 VERIZON: COMPANY SNAPSHOT 85
FIGURE 29 JUNIPER NETWORKS: COMPANY SNAPSHOT 89
FIGURE 30 ORACLE: COMPANY SNAPSHOT 92
FIGURE 31 NOKIA: COMPANY SNAPSHOT 94
FIGURE 32 EXTREME NETWORKS: COMPANY SNAPSHOT 97
FIGURE 33 CHECKPOINT SOFTWARE TECHNOLOGIES: COMPANY SNAPSHOT 100
FIGURE 34 SASE MARKET: RESEARCH DESIGN 144