Today, Palo Alto Networks has signaled their intentions regarding the competitive SD-WAN market. Palo needs to move quickly to cut into the early lead fortinet enjoys in the Sd-WAN space. The industry has been a tale of two cities. Fortinet stock has enjoyed a lift from SD-WAN while Palo Alto has suffered from slowed growth.
With RSA Conference this week, expect big announcements in this and other cyber security areas as well as a continued debate related to the software-defined industry at large.
Gartner has recently released their updated guide noting over 40 vendors competing for limited SD-WAN markethare. Other network leaders including Cisco and Juniper Networks are moving hard to maintain and grow market share. Currently, SD-WAN represents roughly $2 Billion in market investment and is expected to grow over 30% in the next 5 years.