Revenue for the SD-WAN market overall was $221 million in the second quarter of 2018, doubling year-over-year and up 25 percent in sequential quarters, according to a report from IHS Markit.
Most of the revenue earned in the SD-WAN space is earned by edge device suppliers, although service provider alternatives are proliferating fast.
But that is not the point. If SD-WAN becomes a replacement for MPLS, the addressable market is much larger, on the order of $35 billion in service provider service provider revenue.
VMware had 18 percent market share, Aryaka was in second place with 15 percent and Cisco entered the top three with 12 percent, the report says.
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