
FatPipe Inc., one of the pioneers in the software-defined wide area networking (SD-WAN) space, has unveiled a strategic new initiative designed to help enterprises transition away from VMware’s VeloCloud platform. The “VMware VeloCloud Replacement Program” aims to offer a seamless migration path to FatPipe’s advanced SD-WAN technology, positioning the company as a compelling alternative in a market undergoing rapid evolution.
As enterprise networking demands become more complex—driven by hybrid workforces, cloud-native applications, and cybersecurity pressures—many organizations are re-evaluating their SD-WAN infrastructure. FatPipe is targeting this shift by providing a platform that promises not just performance gains but also more robust security, cost efficiency, and deployment flexibility.
For businesses currently invested in VeloCloud, the uncertainty surrounding VMware’s strategic roadmap following its acquisition by Broadcom has prompted a new wave of infrastructure assessments. FatPipe’s program is specifically designed to capitalize on that uncertainty, offering what it describes as “a future-proof path forward.”
One of the core promises of the replacement program is a seamless transition. FatPipe provides tools and personalized migration support to reduce operational disruptions. This includes compatibility assessments, configuration mapping, and minimal-impact cutovers to ensure continued network availability during the switchover.
On the security front, FatPipe emphasizes its integrated firewall, encryption, and segmentation features that provide deep visibility and policy enforcement at the WAN edge. These capabilities have become critical as organizations increasingly push sensitive workloads to the cloud and face a heightened threat landscape.
FatPipe’s SD-WAN architecture is also designed for performance optimization. Features like dynamic path control, intelligent load balancing, and packet-level failover ensure that critical applications—ranging from video conferencing to ERP platforms—maintain consistent performance even in the face of link degradation or outages.
The cost-efficiency component is particularly attractive for enterprises looking to move away from costly MPLS circuits. By enabling broadband or wireless backup, FatPipe helps businesses optimize bandwidth utilization while reducing operational expenses. With rising connectivity costs and global inflation impacting IT budgets, cost-conscious network transformation is becoming a top priority.
“FatPipe maintains a strong balance sheet and has sufficient capital and operational resources to execute on its business plan with no immediate need to raise additional funds. We plan to fund our sales growth with the proceeds of the IPO and internally generated funds.”
Dr. Ragula Bhaskar, CEO
The launch of this program comes at a pivotal time in the SD-WAN market. Enterprises are increasingly demanding solutions that are not only flexible but also cloud-native and tightly integrated with modern security frameworks like SASE (Secure Access Service Edge). While VeloCloud was once a market leader, the post-acquisition product direction remains a concern for some IT leaders, prompting them to look elsewhere.
FatPipe is working to meet that demand. With over two decades of SD-WAN innovation and a customer base that spans industries including healthcare, finance, manufacturing, and public sector, the company hopes to be well positioned to offer stability and strategic value during uncertain times.
Industry analysts have noted that the broader SD-WAN space is consolidating, with vendors either being acquired or folding into larger portfolios. FatPipe’s approach, however, focuses on independence and product maturity—traits that may appeal to buyers who value direct engagement and control over their networking roadmap.
The company also stresses its flexibility in deployment models. Enterprises can deploy FatPipe solutions on-premises, in virtual environments, or as part of a hybrid architecture. This makes it easier for IT teams to scale across diverse branch, data center, and cloud environments without being tied to a single vendor ecosystem.
While FatPipe’s announcement is tactical in nature, it reflects a larger movement in the enterprise networking space: a shift from “good enough” connectivity to high-performance, resilient, and intelligent WAN infrastructure. Organizations no longer view WAN optimization as a luxury; it’s now a necessity for business continuity and competitive advantage.
With its new replacement program, FatPipe is betting that it can offer a superior alternative to legacy or uncertain platforms—one that meets the performance, security, and economic demands of the modern enterprise.
As IT leaders evaluate their post-VeloCloud options, FatPipe’s latest move offers a clear message: there’s a next chapter in SD-WAN, and FatPipe intends to lead it.
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Aside from his role as CEO of TMC and chairman of ITEXPO #TECHSUPERSHOW Feb 10-12, 2026, Rich Tehrani is CEO of RT Advisors and a Registered Representative (investment banker) with and offering securities through Four Points Capital Partners LLC (Four Points) (Member FINRA/SIPC). He handles capital/debt raises as well as M&A. RT Advisors is not owned by Four Points.
The above is not an endorsement or recommendation to buy/sell any security or sector mentioned. No companies mentioned above are current or past clients of RT Advisors.
The views and opinions expressed above are those of the participants. While believed to be reliable, the information has not been independently verified for accuracy. Any broad, general statements made herein are provided for context only and should not be construed as exhaustive or universally applicable.