Campus NaaS (CNaaS) revenue growth far outpaced the rest of the LAN market with players like Join Digital, Meter, Nile, Ramen, and Shasta Cloud all gaining traction with their LAN-as-a-Utility offers, according to the Dell’Oro Group.
“AIOps is a game-changer for both enterprises and vendors,” says Siân Morgan, research director at Dell’Oro Group. “For vendors selling Public Cloud-Managed WLAN and Campus Switches, AIOps features are causing software revenue to grow faster than hardware sales. CNaaS vendors are also relying on AIOps to lower the cost of delivering a fully outsourced LAN.
“The 2025 market data shows that enterprises are increasingly willing to sign up to contracts and pay recurring fees for AIOps features because they can reduce the effort spent on managing the network and refocus on new AI-related projects.”
Additional highlights from the Campus NaaS and Public Cloud-Managed LAN Advanced Research report include:
- Public Cloud-Managed LAN revenue is expected to grow by double-digits in 2025 and continue to outpace the LAN market over the next five years.
- HPE’s Cloud-Managed offering has grown faster than the market – despite its acquisition of the second-ranked Public Cloud-Managed vendor, Juniper.
- CNaaS revenue is accelerating due to the development of new features and increased traction with channel partners.