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Investors including Venture Capitalist (VC) are betting $ 359 million This safe access service edge (SASE) will become a primary collection of Enterprise Security Tech Stack.
Last week, the overs -boss series G Round of Kato Network suggests that investors are capable of running significant consolving SASE in their original and adjacent markets. Now $ 4.8 billion is priced, CATO recently told 46% year-to-year (yoy) growth In the annual Recurring Revenue (ARR) for 2024, the SASE beating the market. Cato AI-SASE, extended detection and response (XDR), zero trust network access (ZTNA), SDNA-WAN, and IOT/OT will use funds to accelerate innovation in IOT/OT, and strengthen their global access by scaling partners and customer-game teams.
Gartner Projects SASE Market will grow at a mixed annual growth rate (CAGR) of 26%, $ 28.5 billion by 2028,
The vested, the real message is that SASE will do for the safety stack that cloud computing did for data centers: consolidate dozens of point solutions to integrated platforms. Gartner’s latest forecast for SASE SASE shows outfits in favor of a dual vendor approachSFrom 4: 1 ratio from 2: 1 to 2028, another solid signal is in the way.
Cash on consolidation
Integrating the technical pile as a strategy of development is not a new approach in cyber security, or broad venture software. Cloud-country application protection platform (Cnapp) And XDR The platforms have trusted selling consolidation over the years. Investors leading the latest round of CATO are based on their investment thesis based on proven dynamic that CISOs are always looking for ways to reduce the number of apps to improve visibility and low maintenance costs.
Venturebeat often hears from Sisos that complexity is one of the largest enemies of security. The tool spread step-wise efficiency is killing the ability to gain benefits. While Cisos want more simplicity and are ready to run more consolidation, many together have inherited a fully complex and high cost inheritance technology stack with a large base of devices and applications for network and safety management.
Nikesh Arora, Chairman and CEO of Palo Alto Netws, accepted the impact of consolidation, recently said: “Customers are really on it. They want to consolidate because they are passing three of the three biggest changes: a network safety change and a cloud change, and many of them are unaware of … they are about to go through a safety operating center change.”
A recent study In collaboration with Palo Alto Netws by IBM, it was found that the average organization has 83 separate safety solutions from 29 vendors. Most officers (52%) say that complexity is the biggest obstacle for safety tasks, and can cost up to 5%. Misconfigurations are common, making it difficult to prevent safety intervals and take time. Connaissing cyber security products reduces complexity, streamlines the number of apps and improves overall efficiency.
Time is important when it comes to cashing on consolidation in a given market. Anti -mining inheritance cves and launching are famous for launching Live of the Land (Lottle) Attacks using standard equipment to break and enter the network. Multivendra safety architecture often has a gap that the IT and security teams are unaware until the multikalad, proprietary app, and the complexity of platform integration does not attempt or violate infiltration.
Enterprises lost the ability to save the number of almanac identity including Kuberanets container and machine and human identity, as every end is assigned to the end and device. Closing intervals in infrastructure, APP, clouds, identity and network safety fuel consolidation.
What Sisos are saying
Steward Health Siso Esmond Kane advises: “Understand that – at its core – SASE is a zero trust. We are talking about identity, certification, access control and privilege. Start and then build.”
Legacy network architecture is famous for poor user experiences and comprehensive safety intervals. As Hughes Status of 2025 Safe Network Access Report45% of senior IT and security leaders adopt SASE to consolidate SD-Van and security in integrated platform. Most organizations, 75%Sellers from 29% are chasing consolidation only three years ago. Sisos believes that strengthening their technical piles will help them avoid missing hazards (57%) and will reduce the need to find qualified security experts (56%).
“SASE is an existential threat to all equipment-based network security companies,” Shlomo Kramer, CEO of CATO, told venturebeat. “Most of the market is being resumed for cloud service from equipment, meaning SASE (SASE is going to be 80% of the market).”
A fundamental architectural change is running that change. SASE traditionally converts to a single, cloud-country service edge to networking and safety works. It combines SD-WAN with significant safety capabilities, including a safe web gateway (SWG), Cloud Access Security Broker (CASB) and ZTNA, which to implement the policy and protect data regardless of users or workloads.

Gartner’s 2024 magic quadrant for single-seller SASE posts, Palo Alto Network, and Netscope, as leaders reflect suiting for their maturity, integrated platforms and enterprise-wide deployment.
Why seller consolidation enterprise safety strategy is re -shaping
Single-seller SASE SASE Safety and infrastructure have become a strategic idea for leaders. According to Gartner, 65% The new SD-Wan purchasing will be part of SASE Payment by 2027 by 2027. This estimated growth indicates a comprehensive change towards integrated platforms that reduces policy fragmentation and improve visibility in users, equipment and applications.
In its Magic IV for single vendor saseGartner identified the Cato Network, Palo Alto Network and Netscope as market leaders, based on their differential approaches for convergence, user experience and deployment models on enterprise-prime.
Kato’s Cramer told Venturebeat: “There is a small window where companies can avoid being caught with fragmented architecture. Attackers are moving faster than integration teams. That is why the convergence wins.”
Number back cracks warmer. A-S) attacks are rapidly exploiting 200 milliseconds intervals between the tool handoffs in the multiwender stack. Each universal connection becomes a risk surface.
Comparison of seven leaders
Cut Network: The CATO SASE Cloud Platform connects SD-WAN, Safety Service Edge (SSE), ZTNA, CASB and Firewall capabilities to an integrated architecture. Gartner Cato’s “up-averak customer experience” throw light on “and note its” single, straight UI “as an important force. The report states that specific capabilities, including mother-in-law visibility and on-rich firewalling, are still maturing. Gartner also notes that pricing may vary depending on bandwidth requirements, which may affect the total cost, especially related to the scale of deployment. After its series G and 46% ARR growth, Cato has emerged as the most investor-human net-play in space.
Palo Alto Network: PANW has “strong security and networking features, distributed through an integrated platform,” and “a proven track record in this market, and a large -scale established base of customers,” benefits from Gartner notes. However, the company’s offer is expensive than most other vendors. He also said that the new Stretta Cloud Manager is less comfortable than his previous UI.
Netscope: Gartner cited “strong customer experience” and “a strong geographical strategy” due to localization and data sovereignty support -cited “strong feature width and depth” for both networking and safety. At the same time, the analysis highlights the operational complexity, given that “administrators must use several console to reach the complete functionality of the platform.” Gartner also says that Netscope lacks experience compared to other vendors.
Evaluation of leading sase vendors
Seller | Platform design | ease of use | AI automation maturity | Pricing clarity | Safety scope | Ideal fit |
Cato network | Fully integrated, cloud-country | Excellent | Move on | Forecasting and transparent | End-to-end domestic stack | Midmarket and enterprise simplicity |
Palo Alto Prince | Safety-stricken integration | medium | Mature for safety opes | High tco | Strong next generation firewall (NGFW) and Ztna | Enterprises are already using Palo NGFW |
Netscope | Infrastructure control | medium | Continuously | Clear and structured | Strong CASB and data loss prevention (DLP) | Regulated industry and compliance |
Sase consolidation signal enterprise safety architectural innings
The SASE consolidation wave suggests how enterprises are originally rethinking security architecture. With immediate exploitation of integration intervals with AI attacks, single-sector SASE has become necessary for both security and operational efficiency.
The argument is straightforward. Every seller makes a handoff vulnerability. Each integration adds delay. Security leaders know that integrated platforms can help eliminate these risks by enabling commercial velocity.
CISOS are rapidly demanding a single console, a single agent and integrated policies. Multivndor complexity is now a competitive liability. SASE consolidation matters the most with less vendors, strong safety and execution at market speed.