sd-wan
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Clear Rate’s Bet: The Best Telecom Upgrade Is One Human Who Answers
For 25 years, the Michigan provider has sold a gloriously unsexy idea: one bill, one number to call, and fewer vendors to blame. Its opportunity is the mess between national carriers - and its risk is whether local service can stay personal as the platform grows.
Cisco
The company that quietly wired the internet is now betting its next chapter on securing and connecting the machines that run artificial intelligence.
Lightyear
Lightyear is a New York-based enterprise software company building a 'Telecom Operating System' that digitizes how large organizations buy and manage network services. Founded in 2019 by Dennis Thankachan and Ryan Schrack, the platform automates telecom procurement, network inventory management, and bill consolidation across a marketplace of 1,000+ carriers, replacing a process that has traditionally relied on phone calls, spreadsheets, and weeks of waiting. It serves 300+ enterprises and 5,000+ users, including Palo Alto Networks, Five Guys, Alo Yoga, Pandora Jewelry, and Teladoc.
Extreme Networks
Extreme Networks is a Nasdaq-listed enterprise networking company that designs wired and wireless infrastructure - switches, Wi-Fi access points and SD-WAN - and pairs it with cloud-managed, AI-driven software. Built around ExtremeCloud IQ and the newer Extreme Platform ONE, the company delivers cloud and increasingly AI-native networking to more than 50,000 customers worldwide, from NFL stadiums and hospitals to schools, factories and retailers. Headquartered in Morrisville, North Carolina, it competes with Cisco, HPE Aruba, Juniper and Arista by pitching a single, simpler platform that unifies networking, security and analytics.
Riverbed Technology
Riverbed Technology is a San Francisco-based IT software company that helps large enterprises see, optimize, and troubleshoot the digital experiences their people and customers depend on. Originally famous for the SteelHead WAN-optimization appliance, Riverbed has reinvented itself around AI-powered unified observability - stitching together network, application, and end-user telemetry, then layering predictive, generative, and agentic AI on top to spot problems and increasingly fix them automatically. Founded in 2002, taken private by Thoma Bravo in 2015 and again by Vector Capital in 2023, it serves thousands of global organizations across finance, government, healthcare, retail, and beyond.
Zayo Group
Zayo Group is a Denver-based communications infrastructure company that owns and operates one of North America and Europe's largest fiber-optic networks - over 150,000 route miles after its 2026 acquisition of Crown Castle's fiber business. It sells the physical layer of the internet: dark fiber, wavelengths, Ethernet, IP transit, dedicated internet access, colocation and managed edge services to wireless carriers, hyperscalers, enterprises, governments and ISPs. Founded in 2007 on a contrarian bet that bandwidth demand would only explode, Zayo has spent its life buying and building fiber, and is now positioning that network as the backbone for AI workloads moving data between data centers.