At the peak of the COVID-19 pandemic in 2020, software-defined wide area network (SD-WAN) vendors witnessed a surge in demand for SD-WAN technology to extend to remote workers. The business case for doing so is solid. As businesses across industries are embracing the public cloud to host key applications, and with advances in residential broadband and wireless speeds, remote workers can access most enterprise applications from home.
While WAN technology is evolving into a software-centric approach (thanks to SDN, NFV, and SD-WAN) to support distributed users and applications, security has remained largely centralized. Today, employees, partners, and contractors have the ability to access enterprise applications from anywhere around the globe. Security administrators must keep track of users’ locations and the applications they are accessing, monitor the performance and quality of experience for those applications, and secure them. Traditional infrastructure-based security concentrated in company headquarters is not sufficient when business applications are deployed across multiple clouds.
The COVID-19 pandemic highlighted the value of cloud and connectivity to ensure business continuity. Frost & Sullivan expects cloud adoption to increase in the next 5 years, thus driving demand for SD-WAN solutions. While most SD-WAN vendors have had cloud on-ramp connectivity to public cloud for a while, in 2020 vendors integrated their solutions with Azure virtual WAN, Amazon Transit Network Gateway, and Google Cloud Hub to optimize enterprise cloud connectivity. In the 2021 Frost & Sullivan Global WAN Virtualization Trends end-user survey, IT decision makers listed virtual network services as the third-most important technology trend of priority for the next 24 months.
The growth in adoption of IoT applications and the need for faster data processing for latency-sensitive applications are driving demand for edge computing. In addition, 5G plays a critical role in the success of edge compute due to its high-speed and low-latency bandwidth features. SD-WAN facilitates automated, optimized, and secure connectivity over 5G between endpoints (users or things) and edge compute nodes. The network slicing feature of 5G enables an SD-WAN platform to request virtualized slices on the network for different applications, based on centrally defined policies. While COVID-19 disrupted introduction of 5G integrated SD-WAN appliances, SD-WAN vendors are looking to ship SD-WAN appliances with integrated 5G support to tap into edge computing and 5G trends in late 2021 or early 2022.
The concept of self-healing WAN has remained at the core of SD-WAN discussions since its inception, owing to its SDN roots. SD-WAN solution vendors are investing in and integrating AI and ML tools to deliver on the promise of application-aware or intent-based networking to automate routine network operation tasks, set policies, measure network performance against set targets, and respond to and rectify the networks as needed.
The COVID-19 pandemic has impacted global businesses across industries. While almost all technology spending came to a halt in Q2 of 2020, or sales cycles lengthened, the SD-WAN technology market began to recover in early 2021. Vendors interviewed for the report confirmed they are seeing a surge in sales as pent-up demand begins to get fulfilled.
The global SD-WAN vendor market remains fragmented, with close to 25 vendors in competition. However, not all vendors provide complete SD-WAN solutions. The companies mapped on the Frost Radar™ offer well-rounded solutions. Vendors are primarily analyzed based on their SD-WAN features and functionality; while related functions such as security, WAN optimization, and routing are critical, the vendors must have a comprehensive SD-WAN solution for inclusion on the Radar™.
The Frost Radar™ reveals the market positioning of each company using its Growth and Innovation scores as highlighted in the Radar™ methodology. The document presents a competitive profile of each company based on its strengths, opportunities, and market positioning. We discuss the top strategic market imperatives and the competitive environment that vendors operate in as well as make recommendations for each provider to spur its growth.
Author: Roopashree Honnachari

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Growth Environment
Forecast Assumptions
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Revenue Forecast
Percent Revenue Breakdown by Region
Customer Site Forecast
Percent Customer Site Forecast by Type
Frost Radar™: Global SD-WAN Vendor Market
Frost Radar™: Competitive Environment
Frost Radar™: Competitive Environment (continued)
Cisco Systems
Citrix Systems
Fortinet
Nuage Networks
Palo Alto Networks
Silver Peak (Acquired by Aruba Networks, a HPE Company)
Versa Networks
VMware
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Significance of Being on the Frost Radar™
Frost Radar™ Empowers the CEO’s Growth Team
Frost Radar™ Empowers Investors
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Frost Radar™: Benchmarking Future Growth Potential
Frost Radar™: Benchmarking Future Growth Potential
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Frost Radar™: Benchmarking Future Growth Potential 2 Major Indices, 10 Analytical Ingredients, 1 Platform
Growth Index
Growth Index (GI) is a measure of a company’s growth performance and track record, along with its ability to develop and execute a fully aligned growth strategy and vision; a robust growth pipeline system; and effective market, competitor, and end-user focused sales and marketing strategies.
- Market Share (previous 3 years)
This is a comparison of a company’s market share relative to its competitors in a given market space for the previous 3 years. - Revenue Growth (previous 3 years)
This is a look at a company’s revenue growth rate for the previous 3 years in the market/industry/category that forms the context for the given Frost Radar™. - Growth Pipeline
This is an evaluation of the strength and leverage of a company’s growth pipeline system to continuously capture, analyze, and prioritize its universe of growth opportunities. - Vision and Strategy
This is an assessment of how well a company’s growth strategy is aligned with its vision. Are the investments that a company is making in new products and markets consistent with the stated vision? - Sales and Marketing
This is a measure of the effectiveness of a company’s sales and marketing efforts in helping it drive demand and achieve its growth objectives.
Innovation Index
Innovation Index (II) is a measure of a company’s ability to develop products/ services/ solutions (with a clear understanding of disruptive Mega Trends) that are globally applicable, are able to evolve and expand to serve multiple markets and are aligned to customers’ changing needs.
- INNOVATION SCALABILITY
This determines whether an organization’s innovations are globally scalable and applicable in both developing and mature markets, and also in adjacent and non-adjacent industry verticals. - RESEARCH AND DEVELOPMENT
This is a measure of the efficacy of a company’s R&D strategy, as determined by the size of its R&D investment and how it feeds the innovation pipeline. - PRODUCT PORTFOLIO
This is a measure of a company’s product portfolio, focusing on the relative contribution of new products to its annual revenue. - MEGATRENDS LEVERAGE
This is an assessment of a company’s proactive leverage of evolving, long-term opportunities and new business models, as the foundation of its innovation pipeline. - CUSTOMER ALIGNMENT
This evaluates the applicability of a company’s products/services/solutions to current and potential customers, as well as how its innovation strategy is influenced by evolving customer needs.
Significance of Being on the Frost Radar™
Companies plotted on the Frost RadarTM are the leaders in the industry for growth, innovation, or both. They are instrumental in advancing the industry into the future.
- GROWTH POTENTIAL
Your organization has significant future growth potential, which makes it a Company to Action. - BEST PRACTICES
Your organization is well positioned to shape Growth Pipeline™ best practices in your industry. - COMPETITIVE INTENSITY
Your organization is one of the key drivers of competitive intensity in the growth environment. - CUSTOMER VALUE
Your organization has demonstrated the ability to significantly enhance its customer value proposition. - PARTNER POTENTIAL
Your organization is top of mind for customers, investors, value chain partners, and future talent as a significant value provider.
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| Deliverable Type | Frost Radar |
|---|---|
| No Index | No |
| Podcast | No |
| Author | Roopashree (Roopa) Honnachari |
| Industries | Telecom |
| WIP Number | K664-01-00-00-00 |
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Frost Radar™: Global SD-WAN Vendor Market, 2021
A Benchmarking System to Spark Companies to Action—Innovation that Fuels New Deal Flow and Growth Pipelines
17-Sep-2021
Global
Frost Radar
