The survey indicates the increase in hybrid work and reliance on cloud applications has changed the traditional concept of a defense perimeter.

Vendors that don't have the full set of secure service edge capabilities may be at “a competitive disadvantage,” Dell'Oro's Mauricio Sanchez said.

"My advice is that you start thinking about this new, evolving model as a mash-up of both zero trust and SASE," AT&T CSO Bill O'Hern said.

Security service edge needs better intrinsic network security; 5G hype hits a phase of uncertainty; and CrowdStrike surfs Forrester's EDR wave.

The deal merges next-generation firewall capabilities with public cloud scalability and management

"WAAP, as a cloud service, is a fast-growing area, led by large cloud providers such as Akamai, Cloudflare, Amazon, and Google," IDC's Chris Rodriguez said.

IDC forecasts security product revenue will hit $77.8 billion this year, up from $67.7 billion in 2021.

“Interest in zero trust has exploded due to the numerous high-profile security attacks in the recent past," analyst Mauricio Sanchez said.

“This vulnerability is so dangerous because of its massive scale,” Forrester Analyst Allie Mellen said.

Embracing zero trust means ending the game of software-threat whack-a-mole, Palo Alto Networks' founder and CTO Nir Zuk said.

Gartner named the top firewall providers; Verizon and AT&T delayed the launch of 5G on C-band spectrum; and AMD released its Milan-X CPUs and Instinct MI200 AI accelerators.

“We offer all our security features baked into the cloud, so we don’t make the customers choose between cost and security,” Oracle VP of Software Bala Chandran said.

“It becomes very important to have complete or comprehensive zero trust across the enterprise,” Palo Alto Networks CPO Lee Klarich said.

While Fortinet expects to maintain strong revenue growth going into the fourth quarter, CFO Keith Jensen warned supply chain constraints could slow the vendor's momentum.

As enterprises struggle to defend against advanced bots and API attacks, they are moving away from stand-alone web application firewalls and instead choosing a web app and API protection

"Security is a really fragmented industry but we have decided that there is an opportunity for us and a need for us to play in security for fixed and

Gee Rittenhouse left Cisco; Secureworks appointed Wendy Thomas as CEO; and Arrcus appointed former VMware exec Shekar Ayyar as CEO and chairman.

“We are thrilled that Shaila will be the first woman to run Cisco’s security business in an industry that needs far more talent like her,” EVP Jeetu Patel wrote

“Neosec is like an XDR for APIs, or a CrowdStrike for application security,” said CEO Giora Engel, who sold his previous startup LightCyber to Palo Alto Networks for $105

Analysts say Adtran's ADVA acquisition doesn't threaten larger competitors; Wind River targets the machine economy; and Juniper Networks plans to integrate its RAN with Intel's FlexRAN platform.

"Startups from application security and network security are the leaders in terms of count and investments,” GlobalData's Apoorva Bajaj said.

“T-Mobile has been a favorite target of hackers over the past few years, and they really need a complete rethink of security,” ZK Research principal analyst Zeus Kerravala said.

SASE has reached 5% to 20% of market penetration among its target audience in the nearly two years since its inception.

Fortinet reports continued growth in Q2; AWS sales hit $14.8B in a 37% year over year jump; and T-Mobile's low-band 5G network now covers 305 million people.