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Avi Networks

FRAMINGHAM, Mass.–(BUSINESS WIRE)–International Data Corporation (IDC) has just released an IDC Innovators report recognizing three innovative vendors with revenue under $100 million providing cloud-native application delivery controllers (cloud-native ADCs).

The three vendors recognized as IDC Innovators are Avi Networks, NGINX, and Webscale Networks.

Avi Networks helps enterprises scale up or scale down dynamically in response to sudden changes in traffic patterns with a platform that leverages analytics to make informed decisions on traffic based on built-in telemetry and visibility. NGINX technology currently supports some of the world’s busiest websites and has an increasingly influential constituency of companies who utilize its cloud-native ADCs. Webscale Networks caters to mid-market companies with a SaaS approach for customers who want application delivery to be as simple as possible.

“Existing application delivery infrastructure was designed for the client/server era, not for the demands of DevOps and microservices in a multi-cloud world. Avi Networks, NGINX, and Webscale Networks are all responding to the burgeoning requirement for cloud-native application-delivery solutions,” said Brad Casemore, research director, Datacenter Networks.

IDC Innovators: Cloud-Native Application Delivery Controllers, 2017 (IDC #US42127817) profiles cloud-native application delivery controllers with an innovative technology or a groundbreaking new business model or both. The IDC Innovators research document examines cloud-native application delivery controller companies with revenue of less than $100 million with a product, service, or business model with a specific use case.

 

I know some software-only ADC players like Avi Networks are having some success.  How would a young company like that be able to get a foothold in this mature business?

The way startups typically get a foothold is they focus on a single use case and try to do that very well.  My sense of Avi is they are a good fit for a very small number of use cases. The hardware ADC market potentially declines over time, but there is significant growth coming for the virtual ADC market segment and I think a fast-growing market like that can attract new players.

Am I worried about that for F5?  No.  Because while a new player will get a foothold, our software revenue in the virtual ADC market dwarfs anything they’re doing today, and we’re going to continue to grow in that market.  However, in a way I think that kind of focused competition is healthy for us because it points to areas where we’ve got to be moving faster to address these use cases, and we’ve got to be executing flawlessly. I think it’s healthy and it’s a reminder for us that these new use cases are emerging and we need to be awake at the wheel.

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