Cloud service providers to offer SD-WAN, and telcos hedge their bets by choosing multiple SD-WAN vendors.
SD-WAN (appliance + control and management software) revenue reached $284M in 3Q18, up 23% QoQ. VMware led the SD-WAN market with 19% share of 3Q18 revenue, Cisco moves into second with 13% revenue share, and Aryaka is in close third, according to the DC Network Equipment market tracker early edition from IHS Markit.
In 3Q18, VMware and Azure announced an SD-WAN partnership worth closer scrutiny, as Azure wants to offer backbone connectivity as part of its service, allowing customers to “exit” to the Internet at different points of presence. This means Azure DCs are no longer only an end point, potentially making Azure competitive with other global networking providers.