Generated 2025-12-29 13:29 UTC

Market Analysis – 81161717 – IT non outsourced data network

Market Analysis: Managed Network Services

1. Executive Summary

The global Managed Network Services (MNS) market is projected to reach $73.1 billion in 2024, driven by increasing network complexity and cybersecurity demands. The market is forecast to grow at a 9.8% 3-year compound annual growth rate (CAGR), reflecting a strategic enterprise shift from CapEx to OpEx models. The primary opportunity lies in leveraging integrated Secure Access Service Edge (SASE) platforms to unify networking and security, while the most significant threat is vendor lock-in with platforms that lack flexibility and interoperability.

2. Market Size & Growth

The global Total Addressable Market (TAM) for Managed Network Services is substantial and expanding steadily. Growth is fueled by the enterprise need to support hybrid workforces, multi-cloud environments, and IoT deployments securely and efficiently. The three largest geographic markets are 1. North America, 2. Europe, and 3. Asia-Pacific, with APAC showing the fastest regional growth.

Year Global TAM (est. USD) CAGR
2024 $73.1 Billion
2025 $80.2 Billion 9.8%
2026 $88.1 Billion 9.8%

[Source - Grand View Research, Jan 2024]

3. Key Drivers & Constraints

  1. Demand Driver: Increasing complexity of enterprise networks (multi-cloud, IoT, remote access) and a shortage of in-house IT talent are compelling organizations to outsource network management to specialized third parties.
  2. Security Driver: The rising volume and sophistication of cyber threats are pushing enterprises to adopt managed solutions with integrated security, such as Managed SD-WAN and SASE, which offer centralized policy control and threat visibility.
  3. Cost Driver: A strategic shift from capital expenditures (CapEx) on network hardware to predictable operational expenditures (OpEx) for managed services allows for better budgeting and resource allocation towards core business functions.
  4. Technology Driver: Rapid adoption of cloud-native technologies and Software-Defined Networking (SD-WAN) requires expertise that many internal IT teams lack, creating a strong pull for managed service providers.
  5. Constraint: Concerns over data sovereignty and security risks associated with handing control of critical network infrastructure to a third party remain a significant barrier for organizations in highly regulated industries.
  6. Constraint: Risk of vendor lock-in, particularly with proprietary platforms, can limit future flexibility and create complex, costly migration paths if service quality declines.

4. Competitive Landscape

Barriers to entry are High, requiring significant capital for global network points-of-presence (PoPs), 24/7 Network/Security Operations Centers (NOC/SOC), and investment in talent and platform development.

Tier 1 Leaders * AT&T Business: Differentiates with its vast global backbone network and deep integration of security services (AT&T Cybersecurity). * Verizon Business: Leverages extensive wireless (5G) and wireline assets to offer comprehensive managed mobility and network solutions. * Orange Business Services: Strong global presence, particularly in Europe and emerging markets, with a focus on flexible, co-managed SD-WAN solutions. * IBM: Offers vendor-agnostic managed services, integrating multi-vendor networks with its AI-powered automation and security platforms.

Emerging/Niche Players * Cato Networks: Pioneer in cloud-native SASE, offering a fully converged network and security stack delivered from its own global private backbone. * Aryaka Networks: Provides a managed SD-WAN and SASE offering with a focus on application performance optimization for global enterprises. * Masergy (Comcast Business): Known for its high-touch customer service and software-defined platform with strong analytics and security features. * Lumen Technologies: Focuses on its extensive fiber network, offering adaptive networking and connected security services.

5. Pricing Mechanics

Pricing is predominantly based on a monthly recurring charge (MRC) subscription model, often with 1- to 3-year contract terms. Initial non-recurring charges (NRCs) for setup, hardware deployment, and migration are common. The price build-up is typically modular, starting with a base fee per site or per device, with costs scaling based on required bandwidth, the number of users, and the service-level agreement (SLA) guarantees for uptime and latency.

Additional costs are layered for advanced features like unified threat management (UTM), secure web gateways (SWG), cloud access security brokers (CASB), and advanced performance analytics. The three most volatile cost elements are tied to specialized inputs rather than the core service.

6. Recent Trends & Innovation

7. Supplier Landscape

Supplier Region (HQ) Est. Market Share Stock Exchange:Ticker Notable Capability
AT&T North America 12-15% NYSE:T Integrated global network and cybersecurity portfolio
Verizon North America 10-13% NYSE:VZ Strong SD-WAN, 5G integration, and professional services
Orange Business Europe 8-10% EPA:ORA Extensive global reach, especially in EMEA; co-management
IBM North America 5-7% NYSE:IBM Vendor-agnostic integration with AI-driven automation (AIOps)
Lumen North America 4-6% NYSE:LUMN Strong fiber backbone and adaptive networking capabilities
Cato Networks Middle East 2-4% (Private) Cloud-native, fully converged SASE platform
Aryaka North America 1-3% (Private) Managed SD-WAN/SASE focused on application performance

8. Regional Focus: North Carolina (USA)

Demand for managed network services in North Carolina is High and accelerating. The state's robust economy, anchored by the Research Triangle Park (RTP) tech hub and Charlotte's financial center, hosts a high concentration of enterprise headquarters, data centers, and research institutions. This drives demand for sophisticated, secure, and high-performance networks to support hybrid work and cloud-first strategies. Local supplier capacity is Excellent, with all major Tier 1 providers having a deep fiber footprint and sales presence. A healthy ecosystem of regional MSPs and data center operators (e.g., Flexential, TierPoint) provides competitive alternatives. The primary challenge is intense competition for skilled network and cybersecurity talent, driven by the strong local tech sector.

9. Risk Outlook

Risk Category Grade Justification
Supply Risk Low Highly fragmented and competitive market with many global, national, and regional providers. Switching is possible.
Price Volatility Medium Core connectivity pricing is stable, but costs for skilled labor and advanced security add-ons are inflationary.
ESG Scrutiny Medium Increasing focus on data center energy efficiency (PUE) and managing e-waste from network hardware lifecycle.
Geopolitical Risk Low Service is largely delivered regionally. Data sovereignty laws are a key compliance point but not a major supply risk.
Technology Obsolescence High Rapid evolution from SD-WAN to SASE and NaaS. A 3-year-old solution may lack critical security features.

10. Actionable Sourcing Recommendations

  1. Mandate a dual-track competitive sourcing event. Issue RFPs to (a) at least one Tier 1 telco and (b) at least one "pure-play" SASE provider (e.g., Cato, Aryaka). This creates leverage by comparing the integrated network-plus-service model against the agile, security-focused platform model, ensuring the best technical fit and price point for our specific use cases.

  2. Structure the next contract to unbundle the managed service "overlay" from the underlying network "underlay" transport. This allows for sourcing circuits from best-in-region carriers for cost and performance, while maintaining a single, consistent management and security policy from one MNS provider. This modularity mitigates vendor lock-in and increases long-term flexibility.