As long as I have been an industry analyst, network engineers have tried to build multifunction boxes that are capable of addressing a wide range of network functions. These all-purpose network boxes have been lost to history as single-function platforms optimized for network performance (e.g., router or WAN optimization) dominated the market. The branch network is poised to benefit from the advances in software networking to collapse all network functions on to a single platform — the software-defined branch (SD-Branch).

A total addressable market (TAM) analysis of the SD-Branch market starts with understanding the total spend on branch networking hardware and software. Worldwide spending on routers, WAN optimization, SD-WAN, network security, Wi-Fi, and ethernet switches at branch locations is approximately $15 billion, according to Doyle Research. (Disclosure: I’m the principal analyst at Doyle Research.)

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Demand for SD-WAN delivered as a managed service is exploding as customers see the benefits that SD-WAN can bring to their distributed organizations.

For example, communications service providers (CSPs) such as Verizon, NTT, and BT all report strong demand for SD-WAN services. Plus, hundreds of other CSPs, cable providers (e.g. Comcast), managed service providers (MSPs), and system integrators have recently deployed new SD-WAN services.

We also see that managed SD-WAN revenues are growing rapidly as they displace traditional managed WAN services (e.g. private lines and MPLS) — an addressable market of over $40 billion in business services.

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