650 Group Blog
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Extreme Networks announced its intention to acquire the Ipanema SD-WAN operations of Infovista. The company expects the deal to close in October 2021 and that in Extreme's Fiscal 2022, the revenue contribution will be "material." We think Extreme's entry to the SD-WAN market gives the company exposure to a critical part of the networking industry, the wide area network market. In the past couple years, we've seen enterprise customers are demanding a wider range of networking products that will be managed using a "single pane of glass" management system, and with the addition of SD-WAN to Extreme's portfolio that includes Ethernet Switches and Wireless LAN, Extreme's customer appeal will grow.
Ipanema is based in France and after the acquisition, almost a quarter of Extreme's workforce will be Europe based. Ipanema currently has reseller agreements in place with British Telecom and Orange Business Services and half of its revenues are from the UK and France. The other half of revenues are from other European countries. As part of the SD-WAN operations, Ipanema has a relationship with firewall leader, Check Point Software, that allows Ipanema to offer Firewall as a Service (FWaaS). Over time, Extreme says it plans to address the SASE market, which according to our research is a very high growth opportunity. Extreme has been acquisitive in the past several years and has been focusing its efforts on offering cloud-managed services as the "glue" that binds its hardware products together. The plans for Ipanema is that it'll be integrated into Extreme's cloud-managed services system as soon as 6-9 months after its acquisition closes. Extreme also said it will continue to offer SD-WAN as a standalone offering.
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Each year, Aruba, a Hewlett Packard Enterprise company has its Atmosphere conference. This year the conference theme was “Journey to the Edge.” However, this year was also much different from previous conferences because Aruba completed the acquisition of Silver Peak last September. As a result of the acquisition, the conference had a significant focus on SD-WAN, the primary product of Silver Peak, and integration with Aruba. A critical new trend that the combined company is now pivoting towards is SASE, which Aruba includes in “Edge to Cloud Security.” Aruba is partnering with well-known companies to deliver a complete “Edge to Cloud Security” portfolio. Aruba’s broadening portfolio allows it to “land and expand” to customers and provide a more comprehensive portfolio. Portfolio growth is what other competitors to Aruba are doing because there’s a growing need to manage networking and security systems simultaneously as users and computing leave the campus environment. Additionally, the company made several new announcements to advance Aruba ESP (Edge Services Platform), like Aruba Central being available on-prem, ClearPass Policy Manager integration with the Aruba EdgeConnect SD-WAN edge platform, and IDS/IPS/UTM capabilities. The company also updated its partners on its growing AIOps capabilities and hinted that it would be making Wi-Fi 6E announcements “soon.” New announcements
Future announcements. Management hinted at some announcements that will come in the future. These include:
Updates. We felt some noteworthy comments came up during the show.
   Cisco's customer event, Cisco Live (virtual), is underway, and the company made many announcements. We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE. Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet Switches, Wireless LAN).
Security (includes Firewall, Content Security, Identity).
 Chuck Robbins, CEO of Cisco Systems at Cisco Live on March 30, 2021 This week, we published our Secure Access Service Edge (SASE) Forecast and Research report, a deep analysis on the market, the key players, and the opportunity that lies ahead for it. We expect SASE revenue to grow more than 500% by 2025. As a result of strong market growth, we also expect a tremendous opportunity for new vendors to stake their claim in this increasingly complex environment. As the SASE market is at a relatively early stage, many vendors are introducing new products and services to the marketplace, many of which can be considered “best-of-breed” offerings.
We think enterprises will be navigating multiple priorities, shifting between the needs of their security teams and their networking teams. As enterprises shift toward Zero Trust and SASE architectures, they are increasingly evaluating and deploying multi-vendor cloud-delivered security services, and it is not currently necessary for all the SASE elements to come from a single vendor. For example, HPE Aruba (Silver Peak) offers freedom of choice through a best-of-breed multi-vendor partner ecosystem. HPE Aruba’s approach is reinforced by the hundreds of deployments they have alongside cloud-delivered security services from partners like ZScaler, Netskope and Check Point. Enterprises working with vendors like HPE Aruba, with a multi-vendor partnering strategy, should be able to continue working with vendors they have worked with already or be able to pick “best-of-breed” systems. The news media has featured our research, and the reports have had interesting takes, for example a Dark Reading article, SASE Surge: Why the Market Is Poised to Grow, focuses on the significant growth opportunities for the market. |
CHRIS DePUY
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