What is your take on Meter and Nile Networks NaaS offering? Can they eat enterprise wifi market share from Cisco etc?
Meter SW team is made up of experienced Cisco Meraki and Aruba+Juniper people. Is that a considerable threat to Cisco Meraki or HPE Aruba + Mist cloud products that they can clone the product and sell end to end service at a cheaper cost? HPE has their own Greenlake product for NaaS. How much of a serious competition are they with the recent Juniper Mist acquisition? Any experience? I think NaaS companies making own Hardware have a good case for not only being a Managed Service Provider for enterprise networking but also cutting down on upfront equipment cost for a customer, making it a opex instead of a capex. Also, selling wifi like a utility like service and owning network rights in buildings is their moat. It's not a solution for many big enterprises with challenging IT needs and big IT teams, but medium to small enterprise may find it very cost effective to pay a monthly fee and have a really small IT team. Need more thoughts on the business case as I'm just a Wi-Fi SW guy. Thanks for reading my Sunday night rant...
Nile seems interesting as they back their services with measurable SLAs and Gartner reviews show they are seriously not "pretty shit" - Interesting to see how the NAAS space evolves!
Go watch one of their videos. Their offering is so primitive it makes Meraki look comprehensive.
Well, I did, and they seem to be just getting started, Juniper is the only serious contender I could think of, but HPE acquisition does n't sound promising in the long term!
If the only thing they're bringing to the table is a new way of consuming functionally the same products, that's not a permanent edge. Cisco may take a while to get NaaS to market but if there's interest from their customer base for something like that, it will happen.
Cisco is dying.
So HPE will win?
What about their latest round of funding by Sam Altman? Any idea on their future business plans?
Are not both similar to Cisco advanced services?
They own the full stack and hardware. So may have significant price advantage.
Is nile and meter direct competitors? What makes any of them better?
Nile is pretty shit. Just a bad product made by ex-cisco people who never understood how the company worked. Meter is in the low end trap. Mist+HPE will win if the Aruba team doesn’t kill it.
Thanks. Meraki also started with low end.
Yes but there’s not room for N Meraki’s.