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SD-WAN Roundup: Aryaka Chimes In on VeloCloud Acquisition

SDN
  • More large enterprises will use SD-WAN to replace MPLS and improve application performance.
  • Less enterprises will try to do SD-WAN on their own and instead move to an “as-a-service” model.
  • The industry will make an even bigger point of security, bringing on more specialized security partners.
  • The market will consolidate further.
VeloCloud

VeloCloud is putting forward a cheery outlook as the technology media and rival providers offer both positive and negative reviews of the blockbuster acquisition. Mike Wood, VeloCloud’s vice president of marketing, tells Channel Partners that his company has been rolling along since the purchase was announced. VeloCloud has more than 1,000 customers and 50,000 sites and recently exceeded 60 service providers.

Wood says the marriage with VMware will accelerate growth and the ability to scale.

“My belief is that they’re going to get us to much higher targets more quickly than we would have been able to do without them, and that’s going to include resources, financial investment, partner support and partner community, and then also access to tens of thousands of customers that maybe we haven’t tat type of relationship with in the past,” he said.

Talari

The big news this week in the SD-WAN market was Talari Networks announcing a new CEO and a new business model. Patrick Sweeney is the company’s newest leader, following a 16-year stint with SonicWALL. Sweeney says he aims to make Talari 100-percent channel-oriented, a strategy he believes is a major key to organic growth.

Sweeney noted that many competitors in the SD-WAN market are feeling more and more pressure to consolidate, as a company’s amount of customers is proving more and more vital.

“I think that the market’s growing fast enough to be able to support several companies that can grow organically or a number of companies that can be acquired,” Sweeney said. “There’s probably not more than four companies that could be solid enough today with a solid enough product that could just choose to remain organic. One of those companies is Talari.”

Sweeney spoke to Channel Partners earlier this week about Talari and the SD-WAN market in an in-depth Q&A.

Quick Hits:

  • Read about IHS Markit’s report on the leaders in the SD-WAN industry.
  • The Metro Ethernet Forum (MEF) chose CenturyLink for its first SD-WAN award. CenturyLink earned honors for best managed SD-WAN service. The 14 judges included analysts from Frost & Sullivan, IHS Market, Ovum and Vertical Systems. Read CenturyLink’s announcement.
  • Ecessa tapped a new vice president of sales. Colm Armstrong says he plans to build his sales team as well as educate partners about SD-WAN. Read Edward Gately’s story on Armstrong.
  • BCM One added Fat Pipe Networks to its SD-WAN bundle. The companies signed a partnership, and Fat Pipe’s SD-WAN offering is going into BCM One’s managed services offering. Read BCM One’s announcement.

If you missed last week’s SD-WAN column, read it now to learn more about SimpleWAN and what it thinks about industry M&A.

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