Siân Morgan

Research Director

Manufacturer revenue from public cloud-managed WLAN and Switching has been growing faster than solutions managed on-premises for the past 10 years. In addition, license revenue associated with public cloud-managed solutions has been pushing up average prices. The growing acceptance of cloud-based solutions has led to a more recent trend: a significant increase in the number of Enterprise Campus services incorporating the ‘NaaS’ 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.

In 2024, revenue growth from the sale of enterprise LAN networking equipment is expected to slow, after over two years of record growth. Incumbent vendors will be looking to shore up their market share and boost cloud-managed sales with NaaS offers. New entrants are positioning innovative versions of NaaS, convinced that the market is ripe for innovation.

In this ARR, we assess the market for Public-Cloud Managed LAN equipment (including Switching and WLAN) as well as the market for enterprise Campus NaaS. We also investigate the following key questions:

  • How do the available enterprise campus NaaS offers differ, and what types of offers are being considered?
  • What is the total addressable market for public cloud-managed enterprise LAN vendors?
  • What is the enterprise campus NaaS 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 and what factors will influence their success in the market?