“What do they know of SDWAN, who only SDWAN know?”* The total market for SDWAN services continues to growly strongly. We forecast a total market in 2027 of at least $22B in 2027, and possibly as much as $41B. The rate of growth is slightly slower than we forecast 18 months ago, but we see this as a natural indicator of a market that is starting to mature. What is more interesting however, are the ways in which the market is evolving. Individual CSPs in particular are seeing SDWAN in quite distinct ways, and this is shaping their strategies for who and how to engage on the vendor side. On one hand, we see IT suppliers selling the benefits of their SDWAN direct to enterprise customers, encouraging them to demand it from their CSPs. Duly influenced by customer pressure, telcos end up with multiple SDWAN vendors, making sales, but complicating the prospect of better integration and automation. On the other hand, we see some more enlightened telcos taking SDWAN as just the starting point for a richer, more integrated set of offerings for enterprise customers. For both, security has proven to be the killer app that is driving customer spend. […]