Dell'Oro says network security hardware spending will top $90 billion through 2030

Dell'Oro Group says network security hardware spending will exceed $90 billion over 2025-2030, helped by AI infrastructure investment and refresh cycles.
Dell'Oro Group says worldwide spending on network security hardware will exceed $90 billion during 2025-2030, according to a PR Newswire item published Aug. 4, 2026.
The company said the market is being supported by AI infrastructure investment and by refresh cycles as enterprises replace older systems and add capacity for performance, resilience and local control.
Dell'Oro defined network security hardware revenue as physical firewall, secure web gateway appliance, web application firewall and application delivery controller appliances. It said hardware revenue is projected to grow at a 7% compound annual growth rate during 2025-2030, up from 3.8% in 2020-2025.
In the press release, Dell'Oro said the report is its Network Security July 2026 5-Year Forecast Report covering 2025-2030. The company said its network security forecasts also cover firewall, SWG appliance, SSE, ADC and WAF markets, with historical data going back to 1998.
Mauricio Sanchez, senior director for enterprise security and networking at Dell'Oro Group, said the trend does not signal a return to hardware-first architecture. He said the market is becoming more balanced, with physical appliances, virtual software and SaaS expanding where they fit best.
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