“We believe we can continue to grow in all these three areas faster than the market, keeping our market share positive, especially in SASE, where we can put out technology in the same OS, along with support for both cloud SASE and private SASE.”

In context

“Ken Xie (CEO): Very good question. If you look at the customer base, a lot of SASE solutions are supporting the DTA and also remote growth environments. They are not really like any network security firewall deployments, which tend to be more in the office settings. On the other hand, most of our current SASE growth comes from our existing SD-WAN customer base or even the firewall customer base. They need hardware firewall and SD-WAN layers to support SASE along with additional SASE user licenses and additional functions. That's where we see three pillars: the secure networking side, the SASE side, and the secure operations side, all of which are starting to grow. We believe we can continue to grow in all these three areas faster than the market, keeping our market share positive, especially in SASE, where we can put out technology in the same OS, along with support for both cloud SASE and private SASE. This provides a huge advantage. We also believe that service provider carriers will play an important role in SASE, offering their own SASE to their customers. This represents a huge growth potential on top of the traditional network firewall market.”