What are the main factors driving the rapid growth of the SD-WAN market?
We're seeing three big transitions that are defining this in the market and driving us today: the first is our customers are looking for simplification, flexibility and choice in the WAN. The idea of SD-WAN is they move apps to the cloud and they want to transform the user experience and determine how they want to route traffic, how they want to optimize the application experience, who they want to work with as the underlay as they build this next-generation overlay. The simplification and flexibility is an important piece of the puzzle. Secondly, applications are moving everywhere. Workloads are moving everywhere. You need to be able to drive policy, segmentation across the WAN and you need to optimize how you access those applications. In the past, running back through their own DMZ and going back through a data center to access the internet, it's not going to scale, or provide the flexibility customers want in the WAN. Third, it's almost impossible to have an SD-WAN discussion without having a next-gen security discussion. The two are so tightly aligned. We're seeing the eroding of the old DMZ architecture. Now customers are moving toward either Internet in the branch or connecting through co-los. They're looking for that next-gen WAN capability and security will help get them there.