Re: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]

[Kevin Myers <[e-mail]>]

I'm not aware of any tracking for IPv6 specifically as a market cap. If you're looking at market capitalization, most of the companies in the DFZ are classified in telecommunications for market cap. Total market cap for all global publicly traded companies is 86.136 Trillion. (source: companiesmarketcap.com)

2022 Telecommunications: $2.557 Trillion 

The market cap for just a few of the enterprise segments we mentioned when discussing compliance is roughly 5 times that at 12.7 trillion (There are 20+ others)

2022 Retail: 4.374 Trillion
2022 Banking: 6.986 Trillion
2022 Healthcare: 1.376 Trillion 

While market capitalization doesn't exactly equate to the amount of potential IPv6 infrastructure or markets, it's still a helpful guide to see that Enterprises control the vast amount of financial resources that drive technical innovation by a margin of over 95% of total market cap. Even if we assume 100% IPv6 rollout in the telecom sector (which is not accurate) and 0% IPv6 rollout in Enterprises (also not accurate) there is a still a massive disparity in the potential dollars for IPv6 solutions that leans heavily towards non-telecom Enterprise sectors. 

Telecom exists (from a financial standpoint) to connect the other 95% of the non-telecom markets with their customers. 

This is a pretty simple conclusion, we cannot afford to ignore enterprises if we want to get large scale IPv6 adoption for just about any industry - otherwise money that could be going to IPv6 innovation as systems are refreshed will simply get used elsewhere and delay adoption.  


-----Original Message-----
From: v6ops <[e-mail]> On Behalf Of Philip Homburg
Sent: Monday, May 2, 2022 3:00 AM
To: [e-mail]
Cc: 6man list <[e-mail]>
Subject: Re: [v6ops] Vicious circle [ULA precedence [Thoughts about wider operational input]]

>Because IPv6 needs critical mass to succeed due to its strategic IPv4 
>incompatibility and therefore IPv6 proponents are looking and hoping to 
>find or create more mass until critical from wherever it can be found.
>And if Enterprise networks roll out in greater quantity than currently, 
>that would add quite a bit.

Just for my curiousity, does anybody have an estimate how big the enterprise market for IPvX products and services is compared to the total market for internet products and services?

I assume that when we talk about 'enterprise' we exclude those parts of big companies that provide internet products and services, i.e. we focus on enterprises as consumers of technology.

A related question, was the enterprise market at any point leading in the adoption of internet technology (except for enterprise specific technologies of course).

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