Do you want smarter insights in your inbox? Sign up for our weekly newsletters to get what is crucial for AI leaders, data and security. Subscribe now
Investors, including Venture Capital (VCS), assume $ 359 million This edge (Sase) Secure Access Service will become the main console of piles of enterprise security technology.
Last week’s G Cato Network series shows that investors consider Sase as capable of significant consolidation on its basic and neighboring markets. Cato has announced that now with a value of $ 4.8 billion 46% increase from year to year In annual repetitive revenues (ARR) for 2024 ahead of the Sase market. Cato will apply funds for the development of security based on AI, acceleration of innovation in Sase, extended detection and reaction (XDR), Zero Trust Network Access (ZTNA), SD-WAN and IOT/OT and strengthening global range by scaling partners and teams addressed to customers.
GARTNER RYNEMS Sase projects will grow with a elaborate annual growth rate (CAGR) of 26%, achieving $ 28.5 billion until 2028.
The real message is that Sase will do to make security systems in the cloud for data centers: consolidate dozens of point solutions for unified platforms. The latest Gartner forecast for the world Sase shows organizations favorable to a double approachSMoving from 4: 1 to 2: 1 to 2028, another eternal signal that consolidation is on the road.
Earning on consolidation
Consolidation of technological piles as a development strategy is not a novel approach in the field of cyber security or in wider enterprise software. Cloud application protection platform (CNAPP) And XDR Platforms have been the sale of consolidation for years. The last round investors lead Cato base their investment work on proven dynamics that CISO is always looking for ways to reduce the number of applications to improve visibility and lower maintenance costs.
Venturebeat often hears from Ciso that complexity is one of the greatest security enemies. Stretching tools kills the ability to achieve performance steps. While Ciso want more simplicity and are ready to drive a larger consolidation, many inherited relatively elaborate and steep older technology piles, along with a immense base of tools and applications for network management and security at the same time.
Nikesh Arara, president and general director of Palo Alto Networks, confirmed the influence of consolidation, recently saying: “Customers actually deal with it. They want consolidation because they undergo the three largest transformations in history: transformation of network security and transformation in the cloud, and many of them are not aware … They went through the transformation of security centers.”
AND Last examination By IBM in cooperation with Palo Alto Networks, he stated that the average organization has 83 different security solutions from 29 suppliers. Most management (52%) claims that complexity is the biggest obstacle to security operations and can cost up to 5% of revenues. Incorrect configurations are common, which makes it hard and time consuming to solve security problems. Consolidation of cyber security products reduces complexity, improves the number of applications and improves overall performance.
When it comes to using consolidation on a given market, time is crucial. Opponents are famed for Legacy CVE and startup mining Life from Earth (Lotl) Attacks using standard tools for violating and penetrating the network. Multilayer security architecture often has gaps that IT and security teams are not aware until there is an attempt to interfere or violate due to the complexity of Multicloud integration, a reserved application and a platform.
Enterprises lose their ability to protect the proliferating number of ephemeral identity, including Kubernetes containers and machine and human identity, because each end point and device are assigned. Closing gaps in infrastructure, application, cloud, identity and security of network fuels.
What do ciso say
Steward Health Ciso Esmond Kane advises: “Understand that – at the base – Sase is zero trust.
Older network architecture is known for their needy user experiences and wide security gaps. According to Hughes’ 2025 Safe network access report condition45% of older IT leaders and safety accepts Sase for SD-WAN and safety consolidation on the United Platform. Most of the organizations, 75%They prosecute the consolidation of suppliers, compared to 29% only three years ago. Ciso believe that the consolidation of technological stacks will aid them avoid missing threats (57%) and reduce the need to find qualified security specialists (56%).
“Sase is an existential threat to all devices-based network security companies,” said Venturebeat Shlomo Kramer, CATO CEO. “The vast majority of the market will be taken over from cloud service devices, which means Sase [is going to be] 80% of the market. “
The basic architectural transformation drives this change. Sase runs traditionally, silencing network and safety functions into one native advantage in the cloud. It connects SD-WAN with critical safety options, including Secure Web Gateway (SWG), Cloud Access Security Broker (CASB) and ZTNA to enforce the rules and data protection regardless of where users or loads live.
Gartner 2024’s magical quadrant for the position of Sase Sase Sate Sate Stetswes, Palo Alto Networks and NetSkope as leaders, reflecting their maturity, unified platforms and suitability for implementation in the entire enterprise.
Why the consolidation of the supplier transforms the company’s security strategy
Sase Sine-Vendor has become a strategic factor for security leaders and infrastructure. According to Gartner, 65% The novel SD-WAN purchases will be part of the implementation of Sase with one Windor until 2027, compared to 20% in 2024. This forecast raise reflects a wider change towards unified platforms, which reduce fragmentation of rules and improves visibility for users, devices and applications.
In his Magic Quadrant for Sase of a single supplierGartner identified the Cato, Palo Alto Networks and Netskope networks as market leaders based on their diverse approach to convergence, user experiences and models of implementation on a scale of enterprises.
Kramer Cato said Venturebeat: “There is a short window in which companies can avoid catching fragmented architecture. The attackers move faster than integration teams. That’s why the convergence wins.”
Kramer warning. Attacks supported by AI-AI are increasingly using 200-million gaps between the messages of tools in multi-family stacks. Each unheard of connection becomes a risk surface.
Sase leaders compared
Cato Networks: The CATO Sase Cloud platform combines SD-WAN, Security Service Edge (SSE), ZTNA, Casb and Firewall in unified architecture. Gartner emphasizes “above average customer service of Cato compared to other suppliers” and notes that his “single, simple user interface” is a key force. The report notes that specific possibilities, including the visibility of Saas and local firewalls, are still maturing. Gartner also notes that prices may vary depending on the bandwidth requirements, which may affect the total cost, especially in terms of the implementation scale. After increasing the G and 46% ARR Cato series, it became the most crucial game to verify investors in space.
Palo Alto Networks: PANW “has strong safety and network functions, provided through a unified platform” and uses “proven achievements on this market and a significant installed customer base”, notes Gartner. However, the company’s offer is steep compared to most other suppliers. They also mean that the novel cloud manager loss is less intuitive than its previous user interface.
Netskope: Gartner cites “a strong width of the supplier’s functions and depth for both network creation and security”, as well as “strong customer service” and “strong geographical strategy” due to the location and support of data sovereignty. At the same time, the analysis emphasizes the operational complexity, noting that “administrators must use many consoles to access the full functionality of the platform.” Gartner also claims that Netskope lacks experience compared to other suppliers.
Assessment of leading Sase suppliers
| Seller | Platform design | Ease of apply | AI automation maturity | Valuation clarity | Safety range | Perfect fit |
| Cato networks | Fully united, national in the cloud | Perfect | It develops quickly | Predictable and see-through | End of pregnancy a native pile | Searchers of medium simplicity and enterprises |
| Palo Alto Prisma | Security integration | Moderate | Mature for OPS Safety | Higher TCO | A mighty novel generation dam (NGFW) and ZTNA | Enterprises are already using Palo NGFW |
| Netskope | Infrastructure control | Moderate | It is constantly improving | Glowing and structured | Mighty Casb and prevention of data loss (DLP) | Regulated industries and compliance |
Sase sines consolidation signals architectural shift Enterprise Security
The Sase consolidation wave reveals how enterprises basically think about security architecture. Thanks to AI attacks, they immediately apply integration gaps, Sase Sine-Vendor has become necessary for both protection and operational performance.
Reasoning is basic. Each transfer of the supplier causes susceptibility. Each integration adds delays. Security leaders know that the unified platforms can aid eliminate this risk while enabling business speed.
Ciso is increasingly requiring one console, a single agent and unified rules. Multi -level complexity is currently a competitive responsibility. Sase Consolidation provides the most crucial with fewer suppliers, stronger security and implementation at market speed.
