Monday Morning Impact – January 6

Published On: January 5, 2025Categories: Buzz

Dell’Oro Group: Top Six SASE Vendors Own 72 Percent of 3Q 2024 Market Share

The global SASE market reached $2.4 B in 3Q 2024, according to a recently published report from Dell’Oro Group, a Redwood City, California based market research firm specializing in the telecommunications, security, networks, and data center industries.

The top six SASE vendors grew their collective market share to 72 percent, a seven-point increase compared to 3Q 2023, according to the firm.

“The SASE market is entering a new maturity phase,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at the Dell’Oro Group. “As enterprises focus on trusted, integrated solutions during economic uncertainty, the largest vendors are capturing a growing share of investments, setting the stage for continued leadership and innovation.”

Zscaler led the field with a 21 percent market share, followed by Cisco, Palo Alto Networks, Broadcom, Fortinet, and Netskope. Overall market revenue rose by a single-digit year-over-year (Y/Y), the slowest growth rate since tracking began in 1Q 2019. Despite this, the top six vendors grew at a faster double-digit pace, reflecting a consolidation trend.

SD-WAN revenue saw minimal growth of 1 percent Y/Y, as enterprises optimized existing deployments rather than expanding new projects. Cisco remained the clear leader in this segment, with a 31 percent market share.

SSE revenue increased by 14 percent Y/Y, driven by demand for advanced security solutions. Zscaler led the segment with a 34 percent share, followed by Palo Alto Networks and Broadcom.

While Dell’Oro expects growth to strengthen in 2025 compared to 2024, it is not anticipated to reach the vigorous levels seen during the pandemic or its immediate aftermath. Renewed enterprise investments and expanding adoption of integrated cloud security and networking solutions are expected to drive the market forward.

Channel Impact^®
This consolidation highlights the industry’s shift towards a more mature competitive landscape as enterprises prioritize established players for integrated networking and security solutions.

Bitdefender Launches Technology Alliance Partner Program

Bitdefender has launched a new Technology Alliance Partner program intended to prove the interoperability between partner technologies and Bitdefender’s GravityZone platform, which is a unified security and risk analytics solution that offers endpoint protection (EPP), endpoint detection and response (EDR), extended detection and response (XDR), and cloud security for physical, virtual, and multi-cloud environments.

Bitdefender will work with technology partners to assess and qualify how their solutions could integrate with the GravityZone platform, including through both public and non-public application programming interfaces (APIs). Once a potential integration is qualified, Bitdefender provides the partner with essential resources such as software development kits (SDKs), software, documentation, and technical support to build, test, and validate the integration. A dedicated web site hosts information on partners, validated use cases and links to additional documentation. An additional web portal provides access to information about APIs and tools for testing.

Reciprocal branding, collaborative marketing, and potential access to new sales opportunities are also available, as well as on-demand and virtual training resources.

“As cyberattacks grow in frequency and sophistication worldwide, businesses require a layered, defense-in-depth security approach to be secure and resilient,” said Doug Hurd, Bitdefender’s director of technology alliances. “By bringing together top industry technologies, we’re helping our customers and partners solve their toughest security challenges with greater ease, flexibility and effectiveness.”

Channel Impact^®
This program is designed to ensure that GravityZone and partner technologies interoperate securely, consistently and effectively within an organization’s security operation to enable information sharing, support critical use cases, and lower costs by increasing efficiency and effectiveness.

AppDirect Acquires IT Asset Management Platform

AppDirect, a San Francisco company with a B2B commerce platform, has acquired Firstbase, which offers an IT asset management platform that supports equipment procurement and management. Firstbase’s platform functionality is expected to integrate into AppDirect’s platform, providing AppDirect’s advisor community with a single destination for their end customers to manage their telecom, software, and IT assets.

“AppDirect’s vision to build the B2B-everything platform fits perfectly with ours,” said Chris Herd, Founder and CEO of Firstbase. “AppDirect’s advisor channel has the potential to massively accelerate our GTM.”

“We are committed to providing the advisor community with a platform that supports all of the technology and business opportunities they use to support their end customers,” said Nicolas Desmarais, AppDirect’s Chairman and CEO. “Advisor success is our success, and delivering additional solutions, like Firstbase’s IT asset management platform, around all of their technology needs will not only increase advisors’ sales success, it will simplify the life of the IT departments they serve.”

Terms of the agreement were not disclosed. Following the acquisition, Firstbase customers can contact AppDirect technology advisors to assess their technology needs and assist with telecom, cloud, SaaS, and energy solutions.

Channel Impact^®
The acquisition enables Firstbase to become part of a suite of IT solutions provided to businesses through AppDirect technology advisors, thereby expanding the company’s channel reach.

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