“Open RAN is happening, but this vision that Open RAN will significantly change the vendor dynamics is fading,” said Stefan Pongratz, Vice President of RAN market research at the Dell’Oro Group.

“The divergence in growth between SSE and SD-WAN highlights a shift in enterprise priorities,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking at Dell’Oro Group. As enterprises become increasingly cloud- and mobile-first, the demand for integrated security solutions is driving the rapid adoption of SSE.

“We lowered the near-term forecast by approximately 6 percent since 5G rollouts have dramatically slowed at some operators while others are delaying deployments,” said Jimmy Yu, Vice President of Dell’Oro Group.