Siân Morgan
Research Director
Public Cloud-Managed LAN offers were developed by startups over a decade ago. Aided by a series of acquisitions, this market has grown from insignificant to an important portion LAN vendor revenue. License revenue associated with Public Cloud-Managed solutions has been outpacing the market, driving vendors’ Annual Recurring Revenue to record high-levels. The predicted growth in Public Cloud-Managed adoption over the next five years will broaden the market for feature-rich, cloud-based LAN services.
The transition to a hybrid workforce, the increased complexity of the LAN, and the pending AI revolution, have led to the next generation of networking startups. Innovative companies are capitalizing on growing Public Cloud-Managed LAN adoption by incorporating the NaaS (Network-as-a-Service) label. However, there are multiple versions of NaaS out there. With each variation having different commercial, financial, and technological implications, it’s a complex landscape to navigate.
While new entrants are aiming to steal revenues from the major LAN manufacturers, incumbent vendors are looking to shore up their share, expand the overall market, and boost cloud-managed sales with their own versions of CNaaS. The five-year forecast of the three types of CNaaS offers shows accelerating revenue growth and a shift in revenue share garnered by each type.
In this Advanced Research Report, we assess the market for Public Cloud-Managed LAN equipment (including Switching and WLAN) as well as the market for Enterprise CNaaS. We also investigate the following key questions:
- Which vendors have the most Public Cloud-Managed WLAN and Campus Switch revenue share?
- How do the different CNaaS offers on the market differ?
- What is the total addressable public cloud-managed Enterprise LAN market?
- What is the CNaaS market worth today and how will revenues change over the next five years?
- What are the inhibitors and catalysts for Enterprise Campus NaaS growth?
- Who are the key market players?
