Software-defined networking (SD-WAN) software revenue, including appliance and control and management software, rose 26 percent quarter over quarter to reach $359 million in the fourth quarter of 2018, says Josh Bancroft, IHS Markit senior research analyst.
Those are the building blocks for service provider SD-WAN services, which Vertical Systems Group has estimated at about $282 million in managed service revenues in 2018.
Providers actively selling managed SD-WAN services in the U.S. include the following companies (in alphabetical order): Aryaka, AT&T, CenturyLink, Cogent, Comcast, Fusion Connect, GTT, Hughes, Masergy, MetTel, Sprint, Verizon, Windstream and Zayo, Vertical Systems says.
VMware led the SD-WAN software market revenue share with 20 percent, followed by Cisco at 14 percent and Aryaka at 12 percent, IHS Markit says.
For the foreseeable future, both direct and channel sales will continue to drive SD-WAN market growth.
Respondents to IHS Markit surveys have shown a preference for self-managed SD-WANs using on-site hardware and software. But managed services are gaining share.
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