As compelling as this network option might be,
some questions need further exploration.
Not only has WAN transformation been talked about for decades, but SD-WAN in particular has been a red-hot topic for the last couple of years. Investors seem to believe the market will stay this way as well; over the past couple of months both VeloCloud and Aryaka have raised additional funds to be able to meet the explosion in user demand for SD-WAN.
One of the core tenets of my research is that the best opportunity to gain customer share is when markets undergo transitions, which is why we see so much startup activity in this market right now.
Why Is the WAN in Transition?
That’s an easy answer. Legacy WANs are broken and have been for decades. Prior to becoming an analyst I was in corporate IT, and back in the ’90s we discussed WAN transformation. However, unlike today, there really wasn’t a viable alternative at the time. Also, traditional WANs were inflexible, inefficient, and overly expensive. It wasn’t holding the business back so most IT departments took an “if it ain’t broke, don’t fix it” attitude regarding the wide area network.