Image
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, global Network Security revenue reached $6.4 B in 2Q 2025, growing 8 percent year-over-year (Y/Y). The expansion was driven by double-digit gains in Security Service Edge (SSE) and Application Delivery Controllers (ADC), as enterprises adopted AI-aware application protection and platform consolidation strategies to streamline operations and enhance defenses. In contrast, uneven hardware appliance refresh cycles tempered firewall growth, exposing the divergent trajectories between software-led and appliance-based.
