I think SD-WAN could totally change the carrier market, in a destructive way, that will be good for customers. In my latest Two Beer Networking show, I think aloud through some of the issues, and wander around the topic as I think.
- MPLS revenue for private WAN is already declining.
- SD-WAN disrupts the router vendors who have cozy arrangements with carriers (their best customers) by producing devices that don’t damage carriers revenue. Is that why startups developed SD-WAN and not Cisco or Juniper?
- Multi-carrier networks create arbitrage opportunities that reduce cost of bandwidth by more than 50%. Now that is a “disruptive” technology!
- Why are we stuck with dumb routers on dumb bandwidth paying dumb prices?
- Carriers are hopeless at customer service. Do you really believe that they could manage your firewalls, proxies, QOS. etc? Pfffftttt. That’s why I think carrier NFV is dumb.
- Customers hate carriers. It could be time for customers to get even.