Competitors push SSE/browser convergence + M&A
Key Questions
What recent moves are competitors making in SSE and browser convergence?
Zscaler leads in Gartner SSE MQ with ZTE growth and new cellular SASE offerings, while Akamai acquired LayerX, PAN added Portkey, and Cato advanced its enterprise browser.
How is Zscaler expanding Zero Trust to new device types?
Through its ZAgent Framework and cellular SASE partnership with NTT/Transatel, it extends protections to unmanaged, BYOD, IoT, and constrained devices.
What does ongoing consolidation in the SSE space signal?
Acquisitions like Akamai-LayerX and PAN-Portkey reflect market maturation and the need for integrated browser, runtime, and agent security capabilities.
Zscaler ZTE growth/Gartner SSE MQ leader; Akamai-LayerX; PAN Prisma/Talon/Portkey; Cato Enterprise Browser; Netskope DLP/IPO; Island SASE expansion. Ongoing consolidation. PAN acquires Portkey to add runtime agent inspection and observability to Prisma AIRS. Zscaler extends zero trust to non-human and agentic identities via Oasis integration. ZAgent Framework automates zero-trust SASE operations with enterprise browser for unmanaged devices. New: Zscaler launches cellular SASE for IoT with NTT/Transatel, expanding agentless zero trust to constrained devices and validating agentless thesis.