One clear issue for markets with enterprise (customer-owned) and service provider (network service) segments is that overall combined forecasts can mislead. That has been very clear with the software-defined wide area network (SD-WAN) market, which has a distinct enterprise segment (organizations buy their own equipment to provision) and a managed service business (carrier supplies the service).
Forecasts of the balance between the private and managed service portions of the SD-WAN market vary substantially. Some believe most of the business will be private.
Between now and 2020, the service provider managed SD-WAN business will grow, but the enterprise-owned SD-WAN business might grow faster. By some estimates the managed services business will be about six percent of the total market by 2020.
Others think the SD-WAN business will be a mix, roughly in equal parts, of private implementations and managed services. Yet others believe managed services will represent most of the revenue, eventually.
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