There are about 20 vendors in the SD-WAN market. Will there be some consolidation down the line?

Consolidation in this market is inevitable, but (there will) also be companies that lose ground because either their product is too late to the game or it's a product that only address part of the [overall] SD-WAN solution.

To survive the 2015 SD-WAN surge, companies that have a deep understanding of customer pain points associated with it will end up on top. We've already seen separation between companies – both startups and larger ones – in terms of customer traction and I think this will continue throughout the year.