The SASE Market and the Risk of Over-Platformization

The functional scope of SASE solutions continues to broaden… risking an “over-platformization.”

Gartner highlights this phenomenon in the summary of its latest Magic Quadrant dedicated to this market. This is not, by any measure, the first year that the American firm notes the trend of incorporating components from other segments (notably NDR and XDR). But it has never before likened it to an “over-platformization”—which, in Gartner’s view, could steer offerings away from buyers’ real SASE needs.

In any case, buyers rarely use all the features of SASE platforms. They still source the network (SD-WAN) and security (SSE; essentially the SWG-CASB-ZTNA trio) separately. The single-vendor approach is nonetheless gaining ground (35% of purchases in 2026 according to Gartner, which projects 75% by 2029). There is also growing interest in the sovereignty aspect (where traffic passes, where policies apply, where encryption happens, where logs are stored…).

Fortinet is no longer the “leader” in SASE; Zscaler takes the lead

Three of the four “leaders” of 2025 remain: Cato Networks, Netskope, and Palo Alto Networks. The fourth is no longer Fortinet (which drops to “Challengers”), but Zscaler.

Read also: Having become more encompassing, SSE escapes its original meaning

The Magic Quadrant is structured along two axes. One, termed “Execution,” reflects the ability to meet demand (customer experience, pricing, quality of products/services…). The other, termed “Vision,” mirrors strategies (commercial, geographic, R&D…).

The situation on the “Execution” axis:

Rank Vendor Year-over-year Change
1 Netskope + 1
2 Cato Networks + 2
3 Palo Alto Networks – 2
4 Fortinet – 1
5 Zscaler + 2
6 Cisco =
7 Versa Networks – 2
8 HPE + 2
9 Cloudflare =
10 iboss new entrant
11 Sangfor Technologies new entrant
12 Check Point Software Technologies – 4

On the “Vision” axis:

Rank Vendor Year-over-year Change
1 Palo Alto Networks + 3
2 Zscaler =
3 Netskope – 2
4 Cato Networks – 1
5 Cloudflare + 1
6 Cisco + 2
7 Fortinet – 2
8 iboss new entrant
9 Versa Networks – 2
10 Sangfor Technologies new entrant
11 Check Point Software Technologies – 2
12 HPE – 1

Modular SASE vs Unified Platform: a potential inconsistency at Cato Networks?

Cato Networks sits “above average” on customer experience. It has demonstrated its ability to respond to market trends (universal, umbrella-style zero trust, agentless DNS security, macrosegmentation of local networks…). Gartner also praises its progress in preventing agent-based vulnerabilities.

Beyond a financial profile Gartner considers less favorable than most other vendors, Cato Networks tends to be more expensive. The firm also notes an “inconsistency” between the value proposition of its unified platform and the trend toward modular SASE.

AI security pushes Netskope toward “over-platformization”

Gartner commends the functional depth of Netskope’s offering, particularly strong in SD-WAN, inline controls, visibility into SaaS, and adaptive access. Positive marks also for customer experience (“above average”) and the PoP infrastructure.

As with Cato Networks, Netskope is not favorable on pricing. Nor on its financial profile. Gartner also suggests it focuses too much on AI security, favoring the well-known “over-platformization.”

Read also: From IAM to IaC, blind spots in backup solutions

Palo Alto Networks, limited on the on-prem side…

Palo Alto Networks carries a more favorable financial profile. It demonstrates a solid understanding of market dynamics (simplification of solutions, sovereign controls, post-quantum cryptography…). Gartner also praises its progress in securing agent traffic and AI-assisted management.

Like Cato Networks and Netskope, Palo Alto Networks sits near the top in pricing. In terms of customer experience, it is “below average.” As for its on-prem security options, they are more cloud-dependent — particularly for IPS and content filtering — than those of other vendors.

… as well as Zscaler

The financial profile for Zscaler is also favorable, and it stands out with its PoP infrastructure. Gartner also credits progress in networking, AI-assisted management, and extending zero trust to agents.

Like Palo Alto Networks, Zscaler is “below average” for customer experience. It is also more limited than leading competitors on the on-prem side, both for networking and security. It arrived relatively late to the single-vendor SASE segment and tends to focus more on security-centric use cases.

Dawn Liphardt

Dawn Liphardt

I'm Dawn Liphardt, the founder and lead writer of this publication. With a background in philosophy and a deep interest in the social impact of technology, I started this platform to explore how innovation shapes — and sometimes disrupts — the world we live in. My work focuses on critical, human-centered storytelling at the frontier of artificial intelligence and emerging tech.