Global Network Security revenue surpassed $6-billion in 3Q 2025 and is on track to exceed $26-billion for the full year 2025.
This is According to a recently published report from Dell’Oro Group, which found that growth remained anchored in cloud-delivered security controls, led by Security Service Edge (SSE) and Web Application Firewalls (WAF).
At the same time, traditional hardware firewall appliances continued to advance at a more measured pace.
“The gap between cloud-native agility and legacy hardware has never been starker; while the total market grew 9%, SSE surged 20%, and WAF climbed 12%, proving that the edge is where the modern security budget is actually being spent,” says Mauricio Sanchez, senior director: enterprise security and networking at Dell’Oro Group.
“We are seeing a clear bifurcation in the market: traditional firewall appliances are growing in the low single digits as refresh cycles normalize, but the urgent demand for decentralised access and robust application protection is fueling a massive migration of value to the cloud edge.”
Additional highlights from the 3Q 2025 Network Security Quarterly Report include:
SSE remained the single most significant contributor to market expansion, sustaining nearly 20% Y/Y growth as organizations increased adoption of zero-trust user access and cloud-native inspection.
WAF revenue rose mid-teens, supported by continued investment in application modernisation initiatives.
Firewalls saw modest single-digit growth, an improvement over flat performance in the previous quarter, indicating a steady but maturing hardware market.
The Network Security market is projected to approach $29-billion in 2026, driven by stronger growth than in 2025, driven by cloud workload adoption and sustained demand for application-layer protections.