Cisco struck back against VMware’s No. 1 SD-WAN vendor claims today with a blog post touting its SD-WAN market leadership.
“Dell’Oro continues to place Cisco as the No. 1 in SD-WAN market share,” wrote Cisco VP Muninder Sambi. “Cisco was also just named a 2020 Gartner Peer Insights Customers’ Choice for WAN Edge Infrastructure.”
Sambi’s referring to a report Dell’Oro Group published in March that says the worldwide SD-WAN market grew 64% and surpassed the $1 billion level for the full year 2019. It ranks the five leading vendors, Cisco, Silver Peak, Versa, VMWare, and Fortinet, in that order and says they had a combined revenue share of almost 60% last year.
Cisco and VMware have been battling for SD-WAN superiority ever since the two vendors spent hundreds of millions of dollars to buy leading SD-WAN startups Viptela and VeloCloud in 2017. VMware paid $449 million for VeloCloud, and Cisco paid $610 million for Viptela.
Depending on which market share report you believe, either Cisco or VMware holds the top SD-WAN ranking.
Cisco Vs. VMwareIn a November 2019 blog post, Cisco claimed 20,000 SD-WAN customers across its Viptela and Meraki product lines as of its first fiscal quarter of 2020. At the time VMware hadn’t disclosed its SD-WAN customer count. And it continued to stay mum on that number until yesterday when it disclosed more than 225,000 branch offices have deployed its SD-WAN. While this isn’t a direct apples-to-apples comparison — Cisco specifies customers while VMware uses branch offices — this didn’t stop VMware from claiming SD-WAN dominance over Cisco.
“We are the No. 1 vendor in SD-WAN,” said Tom Gillis, SVP and GM of VMware’s Networking and Security Business Unit. Gillis based this claim on IHS Markit’s fourth-quarter 2019 SD-WAN market report, Frost and Sullivan’s 2019 data, and Gartner’s latest Magic Quadrant for WAN Edge Infrastructure.
Cisco Plays Software and Hardware CardWhile Cisco’s blog doesn’t specifically call out VMware or any other SD-WAN competitor, it does note that Cisco offers “best in class software and hardware for SD-WAN.”
“Through our traditional hosted products and our Meraki lines, we support multiple deployment models,” Sambi wrote. “Cisco SD-WAN supports the broadest range of options for any location, including both physical and virtual, for the branch or remote office, and for clouds and colocations.”
VMware’s SD-WAN service includes its VeloCloud Edge appliance.